Fox Hill Wealth Management Invests $1.34 Million in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Fox Hill Wealth Management acquired a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 4,405 shares of the semiconductor company’s stock, valued at approximately $1,339,000.

Other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC lifted its position in Taiwan Semiconductor Manufacturing by 20.9% during the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after acquiring an additional 1,892 shares during the period. Gamco Investors INC. ET AL acquired a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter worth about $701,000. Bank of Nova Scotia lifted its position in Taiwan Semiconductor Manufacturing by 12.8% during the 2nd quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock worth $3,556,000 after acquiring an additional 1,784 shares during the period. FWL Investment Management LLC lifted its position in Taiwan Semiconductor Manufacturing by 26.5% during the 2nd quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock worth $57,000 after acquiring an additional 53 shares during the period. Finally, Main Street Financial Solutions LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter worth about $270,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $419.67 on Friday. The stock has a market cap of $2.18 trillion, a PE ratio of 34.91, a price-to-earnings-growth ratio of 1.19 and a beta of 1.38. The business has a 50-day simple moving average of $395.41 and a 200-day simple moving average of $352.20. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $206.20 and a 52-week high of $450.16.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) 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, equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be paid a $1.1136 dividend. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 annualized dividend and a dividend yield of 1.1%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 24.71%.

Insider Activity

In related news, VP Tzu-Sou Chuang sold 200,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated 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 completion of the transaction, the vice president owned 2,495,165 shares in the company, valued at $174,237,371.95. The trade was a 7.42% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Bor-Zen Tien purchased 2,000 shares of the business’s stock in a transaction that occurred on Tuesday, May 19th. The stock was acquired at an average price of $69.91 per share, with a total value of $139,820.00. Following the purchase, the vice president owned 11,051 shares in the company, valued at $772,575.41. This represents a 22.10% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last 90 days, insiders purchased 3,496 shares of company stock valued at $229,407. 1.11% of the stock is owned by company insiders.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC’s May revenue surged about 30% year over year, reinforcing that AI-related demand remains strong and that the company is tracking toward its quarterly sales goals.
• Positive Sentiment: Erste Group raised its FY2026 and FY2027 earnings forecasts for Taiwan Semiconductor Manufacturing, adding to bullish analyst sentiment on the stock.
• Positive Sentiment: TSMC remains a key beneficiary of the AI semiconductor buildout, with commentary emphasizing its dominant role in advanced chip manufacturing and packaging.
• Neutral Sentiment: Google is reportedly exploring Samsung as a second manufacturing partner for next-gen AI chips, which underscores strong industry demand but also points to capacity constraints at TSMC.
• Negative Sentiment: Taiwan is weighing stricter export controls on advanced AI chips to China, a move that could reduce TSMC’s exposure to that market.
• Negative Sentiment: U.S. lawmakers are also pushing for tighter semiconductor trade rules involving Chinese firms, adding another regulatory risk for Taiwan Semiconductor Manufacturing.

Analysts Set New Price Targets

A number of analysts have commented on the company. DA Davidson reaffirmed a “buy” rating and set a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Zacks Research cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Needham & Company LLC lifted their price target on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Finally, Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, March 20th. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and an average target price of $404.29.

Taiwan Semiconductor Manufacturing Profile

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.