11,987 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Purchased by Argos Wealth Advisors LLC

Argos Wealth Advisors LLC acquired a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the fourth quarter, Holdings Channel reports. The fund acquired 11,987 shares of the semiconductor company’s stock, valued at approximately $3,643,000. Taiwan Semiconductor Manufacturing accounts for 1.0% of Argos Wealth Advisors LLC’s investment portfolio, making the stock its 14th biggest position.

Other institutional investors have also recently bought and sold shares of the company. Stephens Consulting LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 82.0% in 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 bought a new stake in Taiwan Semiconductor Manufacturing in the 4th quarter valued at about $29,000. Maseco LLP bought a new stake in Taiwan Semiconductor Manufacturing in the 4th quarter valued at about $35,000. Westend Capital Management LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 476.2% in the 4th quarter. Westend Capital Management LLC now owns 121 shares of the semiconductor company’s stock valued at $37,000 after purchasing an additional 100 shares during the period. Finally, Cedar Wealth Management LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 91.4% in the 3rd quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company’s stock valued at $37,000 after purchasing an additional 64 shares during the period. Institutional investors own 16.51% of the company’s stock.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC continues to be highlighted as a key AI infrastructure winner, with commentary saying the next phase of AI build-out should deepen demand for its advanced chips and strengthen its long-term competitive position.
• Positive Sentiment: Analyst and market coverage remains supportive, including reports that TSMC carries a consensus “Buy” rating and bullish price targets, which can help investor sentiment. Article Title
• Positive Sentiment: A recent insider filing showed CEO Che-Chia Wei bought additional TSMC shares, a modest but constructive sign of confidence from management. Article Title
• Positive Sentiment: The company also unveiled a major capital injection for its Arizona unit and approved a large capacity expansion, reinforcing its commitment to U.S. manufacturing and future growth capacity. Article Title
• Positive Sentiment: One article argued TSMC could be one of the smartest AI bets in the market, pointing to meaningful upside if AI demand stays strong. Article Title
• Neutral Sentiment: Some coverage noted that TSMC’s valuation has run up sharply this year, so investors are debating whether the stock is still attractively priced after its strong performance.
• Negative Sentiment: A bearish take warned TSMC has become a crowded trade and could be vulnerable to profit-taking if AI capex slows, supply constraints worsen, or geopolitical risks intensify. Article Title
• Negative Sentiment: First Eagle Investment also disclosed a significant reduction in its TSMC stake, which may add to near-term selling pressure. Article Title

Analysts Set New Price Targets

A number of analysts have issued reports on TSM shares. Barclays boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. DA Davidson reissued a “buy” rating and issued a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Zacks Research downgraded shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Argus raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Finally, TD Cowen boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a report on Friday, January 16th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Buy” and an average target price of $404.29.

Insider Activity at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien bought 1,000 shares of the company’s stock in a transaction dated Sunday, March 22nd. The stock was bought at an average cost of $55.93 per share, for a total transaction of $55,930.00. Following the transaction, the vice president owned 9,051 shares of the company’s stock, valued at $506,222.43. This represents a 12.42% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. In the last ninety days, insiders have purchased 1,346 shares of company stock valued at $78,185. 1.11% of the stock is currently owned by insiders.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE:TSM opened at $397.16 on Wednesday. The firm has a 50 day moving average of $362.53 and a 200-day moving average of $332.69. The stock has a market capitalization of $2.06 trillion, a PE ratio of 33.04, a PEG ratio of 1.18 and a beta of 1.39. The company has a current ratio of 2.51, a quick ratio of 2.32 and a debt-to-equity ratio of 0.17. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $187.72 and a 12 month high of $420.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The company had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 38.17%. On average, equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.25 EPS for the current fiscal year.

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.