WMS Group LLC Reduces Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

WMS Group LLC lessened its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 51.9% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 5,276 shares of the semiconductor company’s stock after selling 5,683 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for 2.6% of WMS Group LLC’s portfolio, making the stock its 15th biggest holding. WMS Group LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $1,783,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of the company. Next Level Wealth Planning LLC boosted its position in Taiwan Semiconductor Manufacturing by 10.3% in the first quarter. Next Level Wealth Planning LLC now owns 2,187 shares of the semiconductor company’s stock worth $739,000 after purchasing an additional 204 shares during the last quarter. Welch Group LLC bought a new position in shares of Taiwan Semiconductor Manufacturing in the first quarter worth approximately $238,000. Sequent Planning LLC increased its stake in Taiwan Semiconductor Manufacturing by 1.9% in the 1st quarter. Sequent Planning LLC now owns 4,401 shares of the semiconductor company’s stock worth $1,487,000 after buying an additional 80 shares in the last quarter. Piedmont Capital Management LLC NC grew its position in shares of Taiwan Semiconductor Manufacturing by 1.1% during the first quarter. Piedmont Capital Management LLC NC now owns 2,855 shares of the semiconductor company’s stock worth $965,000 after purchasing an additional 32 shares in the last quarter. Finally, Wesbanco Bank Inc. raised its position in shares of Taiwan Semiconductor Manufacturing by 39.1% during the first quarter. Wesbanco Bank Inc. now owns 25,807 shares of the semiconductor company’s stock valued at $8,721,000 after buying an additional 7,248 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have issued reports on TSM shares. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. Susquehanna raised their price objective on shares of Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the stock a “positive” rating in a research note on Monday. DA Davidson reissued a “buy” rating and set a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Bank of America increased their price objective on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research note on Wednesday. Finally, Barclays raised their target price on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a research report on Wednesday, April 22nd. Two analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus price target of $449.38.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Aletheia Capital raised its price target on TSM and kept a Buy rating, citing expectations for continued advanced-node growth tied to the AI chip cycle. Aletheia Capital Raises Price Target on Taiwan Semiconductor (TSM) on Advanced Node Growth Expectations
• Positive Sentiment: Analysts and fund commentary continued to highlight TSM as a core AI infrastructure winner, pointing to strong earnings, pricing power, and its key role in the AI capex cycle. Strong Earnings Demonstrate Taiwan Semiconductor Manufacturing Company Limited’s (TSM) Key Role in The AI-Capex Cycle
• Positive Sentiment: TSM was also featured in bullish articles calling it a leading long-term AI chip and infrastructure investment, reflecting continued investor enthusiasm for the stock’s fundamentals. Here’s Why Taiwan Semiconductor (TSM) May Be the Smartest AI Infrastructure Buy Right Now
• Neutral Sentiment: TSMC disclosed routine updates including heavy capex plans, a bond issuance, and a share capital reduction for May 2026, which appear more operational than market-moving on their own. TSMC Details Heavy Capex, Bond Issuance and Share Capital Reduction for May 2026
• Neutral Sentiment: Broader market commentary suggests some investors are questioning the crowded “all-in on AI” trade, which may be creating temporary pressure on large AI names like TSM despite solid fundamentals. A VC Says the ‘All Your Eggs in the AI Basket’ Trade Is Finally Cracking — Here’s Where the Money Goes Next
• Negative Sentiment: Articles comparing Intel and TSM discussed how big tech is diversifying away from Taiwan, which may have raised investor concerns about future supply-chain concentration risk for TSM. Big Tech’s Quiet Diversification Out of Taiwan Is the Ultimate Catalyst for Intel’s Turnaround

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $432.49 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $221.18 and a 52-week high of $476.79. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16. The stock has a market cap of $2.24 trillion, a PE ratio of 35.98, a price-to-earnings-growth ratio of 1.10 and a beta of 1.38. The business has a 50-day simple moving average of $413.95 and a 200-day simple moving average of $363.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly 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 36.81% and a net margin of 46.97%.The company had revenue of $30.65 billion during the quarter. On average, equities analysts expect 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. Stockholders of record on Wednesday, September 16th will be issued a dividend of $1.1136 per share. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $4.45 annualized dividend and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 25.12%.

Insider Activity at Taiwan Semiconductor Manufacturing

In other news, VP Lipen Yuan acquired 1,000 shares of the business’s stock in a transaction on Monday, June 22nd. The stock was bought at an average price of $79.19 per share, with a total value of $79,190.00. Following the completion of the acquisition, the vice president owned 5,000 shares of the company’s stock, valued at approximately $395,950. This represents a 25.00% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, VP Bor-Zen Tien acquired 2,000 shares of the firm’s stock in a transaction on Tuesday, May 19th. The stock was purchased at an average price of $69.91 per share, with a total value of $139,820.00. Following the transaction, the vice president owned 11,051 shares of the company’s stock, valued at approximately $772,575.41. This trade represents a 22.10% increase in their position. The SEC filing for this purchase provides additional information. Insiders bought a total of 4,496 shares of company stock worth $327,927 in the last three months. Company insiders own 1.11% of the company’s stock.

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.