Kingswood Wealth Advisors LLC Raises Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Kingswood Wealth Advisors LLC lifted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 30.8% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 16,298 shares of the semiconductor company’s stock after purchasing an additional 3,837 shares during the quarter. Kingswood Wealth Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $4,953,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of the company. SurgoCap Partners LP purchased a new position in Taiwan Semiconductor Manufacturing in the 3rd quarter worth approximately $360,443,000. Thrivent Financial for Lutherans grew its position in Taiwan Semiconductor Manufacturing by 3,164.9% in the third quarter. Thrivent Financial for Lutherans now owns 1,192,927 shares of the semiconductor company’s stock valued at $333,172,000 after acquiring an additional 1,156,389 shares in the last quarter. Danica Pension Livsforsikringsaktieselskab acquired a new stake in Taiwan Semiconductor Manufacturing in the third quarter valued at approximately $232,924,000. Man Group plc grew its position in Taiwan Semiconductor Manufacturing by 337.1% in the second quarter. Man Group plc now owns 1,053,421 shares of the semiconductor company’s stock valued at $238,589,000 after acquiring an additional 812,404 shares in the last quarter. Finally, Harel Insurance Investments & Financial Services Ltd. grew its position in Taiwan Semiconductor Manufacturing by 171.9% in the third quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,198,764 shares of the semiconductor company’s stock valued at $335,573,000 after acquiring an additional 757,926 shares in the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Zacks upgraded TSMC to a Buy, citing stronger earnings prospects and improving analyst sentiment that could support further upside. TSMC (TSM) Upgraded to Buy: Here’s Why
• Positive Sentiment: Coverage highlights TSMC alongside Nvidia and Intel as winners from the AI supply-chain re-shoring and strong AI chip demand — a positive narrative for TSMC’s fab utilization and pricing power. Zacks Investment Ideas feature highlights Nvidia, Taiwan and Intel
• Positive Sentiment: Lam Research (supplier to chipmakers) is expected to report strong results driven by record chip demand — a supplier beat would signal continued customer capex at TSMC’s level. Lam Research to Report Earnings. Chip Demand Has Been Driving Record Sales.
• Positive Sentiment: Barchart and other outlets are reiterating that TSMC’s AI momentum and Q1 results make it a strong buy, reinforcing investor confidence in its long-term growth trajectory. 3 Reasons TSMC Stock Is a ‘Strong Buy’ After Q1 Earnings
• Neutral Sentiment: Nvidia’s CEO warned manufacturing bottlenecks could persist 2–3 years, which implies sustained demand for advanced foundry capacity like TSMC’s but also potential near-term supply constraints. NVIDIA CEO Jensen Huang Says Manufacturing Bottlenecks Are a ‘2–3 Year Problem.’
• Neutral Sentiment: Bloomberg coverage of memory stocks shows record profits in that segment but highlights valuation gaps versus AI-accelerator names — a sector-level debate that could reroute some investor flows but doesn’t change TSMC’s core demand drivers. Memory Stock Valuations Spark Debate Over ‘Supercycle’ Potential
• Negative Sentiment: Analysis warns that even “perfect” earnings can produce muted stock reactions — a reminder that despite strong fundamentals, macro headlines or positioning can limit near-term upside in TSM. Why Great Earnings Don’t Always Boost Prices

Wall Street Analyst Weigh In

Several analysts have issued reports on the stock. DA Davidson reaffirmed a “buy” rating and issued a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Dbs Bank raised shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research report on Friday, January 23rd. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 2nd. Freedom Capital upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Finally, TD Cowen increased their target price on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a research note on Friday, January 16th. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $401.43.

Insider Activity at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien purchased 1,000 shares of the stock in a transaction dated Sunday, March 22nd. The shares were bought at an average cost of $55.93 per share, with a total value of $55,930.00. Following the completion of the acquisition, the vice president owned 9,051 shares of the company’s stock, valued at approximately $506,222.43. This trade represents a 12.42% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

TSM stock opened at $367.70 on Wednesday. The company has a current ratio of 2.51, a quick ratio of 2.32 and a debt-to-equity ratio of 0.17. The firm has a market cap of $1.90 trillion, a P/E ratio of 30.59, a P/E/G ratio of 1.09 and a beta of 1.35. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $147.44 and a 12-month high of $390.20. The stock’s 50 day simple moving average is $355.11 and its 200 day simple moving average is $323.28.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 38.17% and a net margin of 46.97%.The firm had revenue of $30.65 billion for the quarter. As a group, equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 14.62 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be given a $0.9503 dividend. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 annualized dividend and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 24.71%.

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.