Argos Wealth Advisors LLC Trims Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Argos Wealth Advisors LLC lowered its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 14.1% during the 1st quarter, Holdings Channel reports. The firm owned 10,295 shares of the semiconductor company’s stock after selling 1,692 shares during the quarter. Taiwan Semiconductor Manufacturing comprises approximately 1.0% of Argos Wealth Advisors LLC’s investment portfolio, making the stock its 13th largest holding. Argos Wealth Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $3,479,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Shannon River Fund Management LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing during the third quarter worth $2,430,000. Capital Research Global Investors boosted its holdings in Taiwan Semiconductor Manufacturing by 66.3% in the fourth quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company’s stock valued at $976,821,000 after purchasing an additional 1,281,648 shares during the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. purchased a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter valued at $961,000. Meridian Wealth Management LLC grew its position in Taiwan Semiconductor Manufacturing by 27.9% during the 4th quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company’s stock worth $20,049,000 after purchasing an additional 14,406 shares during the period. Finally, Boyer Financial Services Inc. acquired a new stake in Taiwan Semiconductor Manufacturing during the 4th quarter worth about $648,000. 16.51% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of brokerages have issued reports on TSM. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Barclays raised their price objective on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, June 17th. Needham & Company LLC boosted their target price on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. Finally, Zacks Research downgraded shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Buy” and a consensus target price of $449.38.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE:TSM opened at $434.71 on Friday. The company has a market cap of $2.25 trillion, a P/E ratio of 36.17, a P/E/G ratio of 1.12 and a beta of 1.36. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $223.70 and a twelve month high of $479.00. The company’s 50-day moving average price is $420.84 and its 200-day moving average price is $368.06. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16.

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

Taiwan Semiconductor Manufacturing Increases Dividend

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

Insiders Place Their Bets

In related news, VP Lipen Yuan bought 1,000 shares of the firm’s stock in a transaction that occurred on Monday, June 22nd. The stock was purchased at an average cost of $79.19 per share, for a total transaction of $79,190.00. Following the completion of the acquisition, the vice president owned 5,000 shares in the company, valued at approximately $395,950. This trade represents a 25.00% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Bor-Zen Tien acquired 2,000 shares of the stock in a transaction dated Tuesday, May 19th. The shares were bought at an average cost of $69.91 per share, with a total value of $139,820.00. Following the completion of the transaction, the vice president owned 11,051 shares of the company’s stock, valued at approximately $772,575.41. This represents a 22.10% increase in their position. The SEC filing for this purchase provides additional information. Insiders purchased a total of 5,496 shares of company stock valued at $404,567 over the last 90 days. 1.11% of the stock is owned by company insiders.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Analysts remain broadly constructive on TSMC, with several reports highlighting strong AI-chip demand, expanding advanced-node capacity, and continued earnings growth expectations.
• Positive Sentiment: TSMC is expanding its global 3-nanometer footprint across Taiwan, Arizona, and Japan, reinforcing its position as a key supplier for AI and high-performance computing chips.
• Positive Sentiment: Recent commentary suggests TSMC remains a preferred way to play the AI semiconductor boom, supported by manufacturing leadership and estimate revisions.
• Positive Sentiment: A recent insider purchase by a TSMC vice president added a modest confidence signal, while analyst sentiment remains centered on a “Buy” view.

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.