Ritholtz Wealth Management Boosts Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Ritholtz Wealth Management grew its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 4.6% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 72,605 shares of the semiconductor company’s stock after purchasing an additional 3,203 shares during the period. Ritholtz Wealth Management’s holdings in Taiwan Semiconductor Manufacturing were worth $24,537,000 at the end of the most recent quarter.

Several other institutional investors have also recently modified their holdings of TSM. Tanager Wealth Management LLP boosted its position in Taiwan Semiconductor Manufacturing by 9.5% in the first quarter. Tanager Wealth Management LLP now owns 1,951 shares of the semiconductor company’s stock valued at $660,000 after buying an additional 169 shares during the last quarter. Global Financial Private Client LLC raised its position in Taiwan Semiconductor Manufacturing by 3.5% during the 1st quarter. Global Financial Private Client LLC now owns 10,170 shares of the semiconductor company’s stock worth $3,437,000 after buying an additional 345 shares during the last quarter. Echo45 Advisors LLC lifted its stake in Taiwan Semiconductor Manufacturing by 4.5% during the 1st quarter. Echo45 Advisors LLC now owns 725 shares of the semiconductor company’s stock valued at $245,000 after acquiring an additional 31 shares during the period. Brian Low Financial Group LLC lifted its stake in Taiwan Semiconductor Manufacturing by 9.4% during the 1st quarter. Brian Low Financial Group LLC now owns 3,531 shares of the semiconductor company’s stock valued at $1,193,000 after acquiring an additional 302 shares during the period. Finally, Greenup Street Wealth Management LLC lifted its stake in Taiwan Semiconductor Manufacturing by 33.4% during the 1st quarter. Greenup Street Wealth Management LLC now owns 17,247 shares of the semiconductor company’s stock valued at $5,829,000 after acquiring an additional 4,322 shares during the period. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the stock. Bank of America increased their price objective on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research note on Wednesday. Zacks Research downgraded shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, June 17th. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Finally, Needham & Company LLC lifted their price objective on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. 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 stock. According to MarketBeat, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and a consensus price target of $449.38.

Insiders Place Their Bets

In other news, VP Lipen Yuan acquired 1,000 shares of the firm’s stock in a transaction on Monday, June 22nd. The stock was acquired at an average price of $79.19 per share, for a total transaction of $79,190.00. Following the completion of the transaction, the vice president owned 5,000 shares in the company, valued at approximately $395,950. The trade was a 25.00% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Tzu-Sou Chuang sold 200,000 shares of the stock in a transaction dated Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the sale, the vice president directly owned 2,495,165 shares in the company, valued at approximately $174,237,371.95. The trade was a 7.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders bought 4,496 shares of company stock worth $327,927. Company insiders own 1.11% of the company’s stock.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Bank of America raised its price target on TSM to $590 from $490 and reiterated a buy rating, signaling strong analyst confidence in further upside.
• Positive Sentiment: Recent coverage highlighted TSMC’s AI chip advances in CoWoS advanced packaging and 2D transistor technology, reinforcing its role as a key supplier in the AI infrastructure buildout. Taiwan Semiconductor Manufacturing (NYSE:TSM) Unveils AI Chip Advances In CoWoS And 2D Transistors
• Positive Sentiment: TSMC’s May 2026 revenue rose 30.1% year over year, and management said full-year 2026 revenue should grow by above 30% in U.S. dollar terms, pointing to continued strong demand from AI and advanced semiconductors. Can Taiwan Semiconductor Shares Hit $500 Before 2026 Ends?
• Positive Sentiment: Vice President Lipen Yuan bought 1,000 shares in a recent insider purchase, a small but constructive sign of management confidence. Taiwan Semiconductor Manufacturing (NYSE:TSM) VP Buys $79,190.00 in Stock
• Neutral Sentiment: Some articles frame TSM as a long-term AI winner, emphasizing its dominant foundry position and the widening “AI toll road” around advanced packaging and leading-edge wafers. Taiwan Semiconductor: The AI Toll Road Keeps Widening
• Negative Sentiment: There is also broader market noise around an AI trade cooldown and recent semiconductor selling in Asia, which could temper enthusiasm for chip stocks in the near term. A Top Strategist Says the AI Trade Is Cooling, but Chipmakers Are Quietly Winning

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $439.44 on Thursday. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31. The stock has a market capitalization of $2.28 trillion, a price-to-earnings ratio of 36.56, a PEG ratio of 1.27 and a beta of 1.38. The firm’s 50 day simple moving average is $411.75 and its 200-day simple moving average is $361.93. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $220.80 and a 12 month high of $476.79.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (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 during the quarter. Analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed 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 is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 dividend on an annualized basis and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 25.12%.

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.