Aaron Wealth Advisors LLC Purchases 18,077 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Aaron Wealth Advisors LLC lifted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 53.9% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 51,599 shares of the semiconductor company’s stock after purchasing an additional 18,077 shares during the period. Taiwan Semiconductor Manufacturing accounts for 1.0% of Aaron Wealth Advisors LLC’s portfolio, making the stock its 17th largest position. Aaron Wealth Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $17,438,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently bought and sold shares of TSM. Quattro Advisors LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth $25,000. Hilton Head Capital Partners LLC bought a new position in Taiwan Semiconductor Manufacturing during the 4th quarter worth about $27,000. Stephens Consulting LLC increased its holdings in Taiwan Semiconductor Manufacturing by 82.0% during the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 41 shares in the last quarter. Strategic Advocates LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 62.1% in the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock valued at $28,000 after purchasing an additional 36 shares during the period. Finally, Ares Financial Consulting LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the fourth quarter valued at about $29,000. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE TSM opened at $433.62 on Friday. The firm has a 50-day moving average of $412.82 and a 200-day moving average of $362.91. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49. The stock has a market cap of $2.25 trillion, a PE ratio of 36.07, a P/E/G ratio of 1.28 and a beta of 1.38. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $221.18 and a 52-week high of $476.79.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. The business had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%. On average, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.35 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be issued a $1.1136 dividend. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $4.45 annualized dividend and a yield of 1.0%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s payout ratio is 25.12%.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on TSM. DA Davidson reissued a “buy” rating and issued a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Zacks Research cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Bank of America lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a report on Wednesday. Needham & Company LLC increased their target price on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Finally, Barclays lifted their price target on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $449.38.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other news, VP Tzu-Sou Chuang sold 200,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total value of $13,966,000.00. Following the transaction, the vice president owned 2,495,165 shares in the company, valued at approximately $174,237,371.95. This trade represents a 7.42% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, VP Bor-Zen Tien purchased 2,000 shares of the stock in a transaction dated Tuesday, May 19th. The shares were acquired at an average cost of $69.91 per share, with a total value of $139,820.00. Following the acquisition, the vice president directly owned 11,051 shares in the company, valued at $772,575.41. This represents a 22.10% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have bought a total of 4,496 shares of company stock valued at $327,927 in the last ninety days. 1.11% of the stock is currently owned by company insiders.

Taiwan Semiconductor Manufacturing News Summary

Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:

• Positive Sentiment: TSMC continues to be viewed as a critical supplier to the AI boom, with commentary highlighting its leading role in advanced packaging, CoWoS, and leading-edge chip production. Why TSMC’s CoWoS Role Keeps Taiwan Semiconductor (TSM) Central to the HBM-Driven AI Chip Boom
• Positive Sentiment: Recent operating trends remain strong, with May revenue up 30.1% year over year and year-to-date revenue up 30.0%, supporting confidence that AI-related demand is still accelerating. Strong Earnings Demonstrate Taiwan Semiconductor Manufacturing Company Limited’s (TSM) Key Role in The AI-Capex Cycle
• Positive Sentiment: Bank of America raised its price target on TSMC to $590 from $490 and reiterated a Buy rating, signaling stronger conviction in upside from current levels. Benzinga report on Bank of America target increase
• Positive Sentiment: Susquehanna also lifted its target to $575 from $500, adding to the wave of bullish analyst calls around TSMC’s AI-driven growth outlook. What Makes Taiwan Semiconductor Manufacturing Company (TSM) One of the Best AI Chip Stock to Buy for the Long Term
• Positive Sentiment: Vice President Lipen Yuan bought additional shares, a small but constructive insider signal that management remains confident in the business. Insider trade filing
• Neutral Sentiment: Several articles comparing TSMC with Intel and other chipmakers are adding to the market discussion, but they do not appear to be a direct catalyst on their own. Intel vs TSM: Which Chip Giant is the Better Investment?
• Neutral Sentiment: TSMC also disclosed capex-related filings and a bond issuance/share capital reduction update, which mainly reinforces its heavy investment cycle rather than changing the near-term outlook. TSMC Details Heavy Capex, Bond Issuance and Share Capital Reduction for May 2026

About Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Company (TSMC) is a leading pure-play semiconductor foundry that provides wafer fabrication and related services to the global semiconductor industry. Founded in 1987 by Morris Chang and headquartered in Hsinchu, Taiwan, TSMC manufactures integrated circuits on behalf of fabless and integrated device manufacturers, offering contract chip production across a broad set of technologies and products.

TSMC’s service offering covers logic and mixed-signal process technologies, specialty processes for radio-frequency, power management and embedded memory, and advanced nodes used in mobile, high-performance computing and AI applications.