Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Ballast Advisors LLC

Ballast Advisors LLC lifted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 10.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 23,286 shares of the semiconductor company’s stock after acquiring an additional 2,157 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for approximately 2.0% of Ballast Advisors LLC’s holdings, making the stock its 12th largest position. Ballast Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $7,076,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Stephens Consulting LLC boosted its position in Taiwan Semiconductor Manufacturing by 82.0% during the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock valued at $28,000 after purchasing an additional 41 shares during the period. Ares Financial Consulting LLC acquired a new position in Taiwan Semiconductor Manufacturing during the 4th quarter worth $29,000. Resources Management Corp CT ADV acquired a new position in Taiwan Semiconductor Manufacturing during the 2nd quarter worth $32,000. Maseco LLP bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth $35,000. Finally, Cedar Wealth Management LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 91.4% in the 3rd quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company’s stock worth $37,000 after buying an additional 64 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Insider Buying and Selling 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 that occurred on Sunday, March 22nd. The stock was acquired at an average price of $55.93 per share, with a total value of $55,930.00. Following the transaction, 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 acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

TSM opened at $394.37 on Wednesday. The company has a market cap of $2.04 trillion, a PE ratio of 32.81, a price-to-earnings-growth ratio of 1.17 and a beta of 1.39. The stock has a 50-day moving average of $359.51 and a 200-day moving average of $328.68. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $170.59 and a 52-week high of $414.50. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.32 and a current ratio of 2.51.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The company had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 38.17% and a net margin of 46.97%. As a group, equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.24 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

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

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on TSM. Needham & Company LLC boosted their target price on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. Freedom Capital raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, March 20th. Argus raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Finally, Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. Two research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and a consensus target price of $404.29.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Inclusion in thematic AI/infra discussions — TSM is named among the “AIR 7” group of infrastructure-oriented tech stocks being recommended for AI exposure, reinforcing its role as a core AI-infrastructure name. Read More.
• Positive Sentiment: Analyst checks highlight extremely strong AI demand and supply constraints, supporting continued revenue/capacity tailwinds for TSM. Read More.
• Positive Sentiment: Longer-term bull case: some outlets forecast multi‑year upside (e.g., “3x by 2030”) based on TSMC’s central role in AI infrastructure and advanced nodes. Read More.
• Positive Sentiment: Big cloud/AI buildouts (e.g., reported multi‑year capex plans) are cited as catalysts that could meaningfully lift demand for TSM’s capacity. Read More.
• Neutral Sentiment: Relative performance: TSM lagged some peers in April (Qualcomm, Broadcom outperformed), suggesting rotation within the chip group even as overall demand remains strong. Read More.
• Negative Sentiment: Apple exploratory talks with Intel and Samsung are the immediate catalyst for weakness — reports that Apple may onshore some main‑processor production lifted Intel shares and prompted investor concern over TSM’s customer concentration and potential lost share. Read More.
• Negative Sentiment: Intel’s reported chance of landing a major chip‑making customer (and the attendant stock move) is an explicit competitive risk to TSM’s foundry dominance if such deals scale. Read More.
• Negative Sentiment: Talent/packaging competition: MediaTek hired a former TSMC executive to advance advanced packaging, signaling rising competition in back-end capabilities that could chip away at TSM’s edge over time. Read More.

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.