Yarger Wealth Strategies LLC Has $1.07 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Yarger Wealth Strategies LLC lifted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 80.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,516 shares of the semiconductor company’s stock after purchasing an additional 1,568 shares during the period. Yarger Wealth Strategies LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $1,068,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the company. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main grew its stake in Taiwan Semiconductor Manufacturing by 268.2% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,499,677 shares of the semiconductor company’s stock valued at $566,152,000 after buying an additional 1,820,852 shares during the last quarter. Alliancebernstein L.P. grew its stake in Taiwan Semiconductor Manufacturing by 18.0% in the 2nd quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock valued at $2,368,587,000 after buying an additional 1,593,786 shares during the last quarter. SurgoCap Partners LP acquired a new position in Taiwan Semiconductor Manufacturing in the 3rd quarter valued at about $360,443,000. Thrivent Financial for Lutherans grew its stake in Taiwan Semiconductor Manufacturing by 3,164.9% in the 3rd quarter. Thrivent Financial for Lutherans now owns 1,192,927 shares of the semiconductor company’s stock valued at $333,172,000 after buying an additional 1,156,389 shares during the last quarter. Finally, Danica Pension Livsforsikringsaktieselskab acquired a new position in Taiwan Semiconductor Manufacturing in the 3rd quarter valued at about $232,924,000. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Citi reaffirmed its Buy on TSM and raised its price target to NT$2,800, citing growing demand for AI-driven chips — a direct endorsement that supports upside expectations and institutional interest. Citi Remains Bullish on Taiwan Semiconductor (TSM)
• Positive Sentiment: Silicon Motion (SIMO) has begun large-scale production of PCIe Gen5 SSD controllers built on TSMC’s 6nm EUV node — a concrete customer win that implies strong foundry utilization and secular demand across PCs, phones, automotive and storage markets. Silicon Motion Gen5 SSD Push Raises Questions On Valuation And Growth
• Positive Sentiment: Analysts and commentators expect TSMC to beat Q1 results and sustain AI-driven margin resilience, with Seeking Alpha and others forecasting upside to guidance — a near-term earnings beat would likely reinforce the rally. Taiwan Semiconductor Is Setting Up For Another Beat (Preview)
• Positive Sentiment: Broader hardware strength (Foxconn/Apple ecosystem) is cited as validating an expanding AI/server cycle that benefits TSMC’s capacity and pricing power. Apple’s Silent Partner Just Validated the Hardware Boom (TSM)
• Neutral Sentiment: Investors are debating valuation after a ~133% one-year run; some see momentum and fundamentals justifying the move, others warn the multiple is rich — this keeps the stock sensitive to forward guidance and revisions. Is It Too Late To Consider Taiwan Semiconductor (NYSE:TSM) After 133% One Year Surge?
• Neutral Sentiment: Upcoming corporate calendar items (earnings/analyst updates around mid-April) are acting as catalysts — results and management commentary will likely drive the next leg of volatility. Dear Taiwan semi stock fans, mark your calendars for April 16
• Negative Sentiment: Rising geopolitical tensions around Taiwan increase perceived tail risk to TSMC’s Taiwan fabs and the global supply chain, keeping a political-risk premium on the stock. Geopolitical Tension Puts TSMC Valuation And Supply Chain Resilience In Focus
• Negative Sentiment: Intel’s Terafab/partner announcements and US-based foundry positioning introduce a strategic competitive angle — a credible U.S. alternative for certain customers could weigh on long-term share assumptions for TSMC in select segments. Intel’s New Orbit: From Chip Lag to Leading Edge

Insider Transactions at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien acquired 1,000 shares of the business’s stock in a transaction on Sunday, March 22nd. The stock was purchased at an average price of $55.93 per share, with a total value of $55,930.00. Following the acquisition, the vice president directly owned 9,051 shares of the company’s stock, valued at approximately $506,222.43. This trade represents a 12.42% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 1.11% of the stock is owned by corporate insiders.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE TSM opened at $365.13 on Thursday. The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17. The company has a market capitalization of $1.89 trillion, a P/E ratio of 34.28, a P/E/G ratio of 0.93 and a beta of 1.35. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $137.90 and a 12-month high of $390.20. The firm has a 50-day moving average price of $349.92 and a two-hundred day moving average price of $317.38.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The firm had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 34.89%. Analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be issued a $0.9503 dividend. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 28.36%.

Analyst Ratings Changes

A number of brokerages recently commented on TSM. Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd. Barclays upped their price target on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a research note on Friday, January 16th. Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. Zacks Research lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Finally, Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 20th. Three investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus price target of $391.43.

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.