Kestra Advisory Services LLC Raises Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Kestra Advisory Services LLC increased its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 4.4% during the 1st quarter, Holdings Channel.com reports. The fund owned 218,422 shares of the semiconductor company’s stock after purchasing an additional 9,144 shares during the quarter. Kestra Advisory Services LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $73,816,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of TSM. Fisher Asset Management LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 1.8% in the fourth quarter. Fisher Asset Management LLC now owns 18,146,900 shares of the semiconductor company’s stock worth $5,514,662,000 after buying an additional 313,773 shares during the period. Van ECK Associates Corp boosted its position in Taiwan Semiconductor Manufacturing by 11.1% during the 4th quarter. Van ECK Associates Corp now owns 17,464,962 shares of the semiconductor company’s stock valued at $5,307,428,000 after buying an additional 1,750,824 shares during the period. Bank of America Corp DE grew its holdings in Taiwan Semiconductor Manufacturing by 6.5% in the 4th quarter. Bank of America Corp DE now owns 15,902,819 shares of the semiconductor company’s stock worth $4,832,708,000 after acquiring an additional 966,926 shares during the last quarter. Jennison Associates LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 6.4% in the fourth quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company’s stock valued at $4,070,393,000 after acquiring an additional 802,757 shares during the period. Finally, Alliancebernstein L.P. increased its position in shares of Taiwan Semiconductor Manufacturing by 2.2% in the third quarter. Alliancebernstein L.P. now owns 10,687,037 shares of the semiconductor company’s stock valued at $2,984,783,000 after acquiring an additional 229,237 shares during the period. 16.51% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan purchased 1,000 shares of the stock in a transaction that occurred on Monday, June 22nd. The stock was bought at an average cost of $79.19 per share, with a total value of $79,190.00. Following the transaction, the vice president directly owned 5,000 shares in the company, valued at approximately $395,950. The trade was a 25.00% increase in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, VP Tzu-Sou Chuang sold 200,000 shares of the business’s 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 $174,237,371.95. The trade was a 7.42% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have acquired 6,857 shares of company stock valued at $512,334 in the last three months. 1.11% of the stock is currently owned by company insiders.

Taiwan Semiconductor Manufacturing Stock Up 0.1%

Shares of NYSE:TSM opened at $437.27 on Friday. The firm has a market capitalization of $2.27 trillion, a P/E ratio of 36.38, a P/E/G ratio of 1.10 and a beta of 1.36. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49. The stock has a 50 day moving average price of $425.31 and a 200-day moving average price of $373.47. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $223.70 and a 52-week high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Wednesday, April 15th. The semiconductor company reported $3.49 earnings per share for the quarter, beating the consensus estimate of $3.31 by $0.18. The company had revenue of $35.49 billion for the quarter, compared to analyst estimates of $35.47 billion. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The firm’s revenue was up 40.6% on a year-over-year basis. During the same period in the previous year, the company posted $2.12 earnings per share. As a group, equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.39 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm 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 boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 24.71%.

Analysts Set New Price Targets

TSM has been the subject of several recent analyst reports. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday. Barclays boosted their price target on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, June 17th. Needham & Company LLC increased their price objective on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Finally, 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 report on Wednesday, June 24th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and a consensus price target of $449.38.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Multiple analysts and market commentators highlighted TSMC as a strong momentum stock and a key AI beneficiary, with Citi previously saying the company is well positioned to raise its 2026 revenue growth outlook and long-term targets. Revenue and Growth Outlook Affirm Why Taiwan Semiconductor Manufacturing Co. (TSM) is a Top AI Stock on Wall Street’s Radar
• Positive Sentiment: TSMC’s leadership bought shares across many roles, including the CEO, CFO, several VPs, and multiple SVPs, which investors often read as a sign that insiders see more upside ahead. Taiwan Semiconductor Manufacturing Company Ltd. insider trading report
• Positive Sentiment: Investor attention is building around TSMC’s next earnings release, with recent coverage suggesting results could be the catalyst that pushes the stock higher if the company confirms strong AI and advanced-chip demand. Will earnings be the catalyst to lift TSM stock higher?
• Neutral Sentiment: Several pieces were largely watchlist-style or educational, including momentum-stock articles and broad market roundup items, offering limited new company-specific news for valuation. What Makes TSMC (TSM) a Strong Momentum Stock: Buy Now?
• Neutral Sentiment: Broader AI spending headlines from companies like Meta and Amazon may indirectly support TSMC by reinforcing demand for chips, but they do not directly change TSMC’s near-term fundamentals. Meta falls as massive AI infrastructure spending plans overshadow chip progress

Taiwan Semiconductor Manufacturing Company 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.