Park Avenue Securities LLC Buys 2,291 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Park Avenue Securities LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 3.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 67,604 shares of the semiconductor company’s stock after buying an additional 2,291 shares during the period. Park Avenue Securities LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $20,544,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Heartwood Wealth Advisors LLC purchased a new position in Taiwan Semiconductor Manufacturing during the 3rd quarter worth $32,000. Resources Management Corp CT ADV bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter worth $32,000. Cedar Wealth Management LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 91.4% in the third 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 last quarter. Fairman Group LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 171.2% during the third quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock valued at $39,000 after purchasing an additional 89 shares in the last quarter. Finally, Riggs Asset Managment Co. Inc. bought a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at about $41,000. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Price Performance

TSM opened at $338.43 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $390.20. The firm has a 50-day moving average of $348.55 and a 200 day moving average of $308.42. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.42 and a current ratio of 2.62. The firm has a market cap of $1.75 trillion, a P/E ratio of 31.78, a PEG ratio of 0.93 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $3.11 EPS for the quarter. The business had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 34.89%. On average, research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be issued a $0.9503 dividend. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s payout ratio is 28.36%.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Zacks: TSMC stands to benefit from surging AI-chip demand and global fab expansion as it chases a ~30% revenue growth target for 2026 — a clear growth narrative supporting upside for TSM. Will AI-Driven Chip Demand Help TSM Meet 2026 Revenue Growth Goal?
• Positive Sentiment: Benzinga: New data shows TSMC controls ~72% of the foundry market and is positioned for record demand in 2026 — reinforces scale and pricing power that investors reward. TSMC Claims 72% Of Global Chip Market As AI Demand Hits Record Highs
• Positive Sentiment: TipRanks/Fool/24/7 Wall St commentary: Multiple bullish takes highlight TSMC’s competitive moat, long-term AI exposure and a recent pullback as a buying opportunity — investor sentiment still has conviction on TSM’s structural advantage. TSMC Stock Is Still a Buy as the ‘Nvidia Flip’ Reshapes Tech
• Positive Sentiment: Options flow: Unusual high volume of call buying suggests some investors are positioning for upside (bullish derivatives activity can amplify near-term moves). Investors Buy High Volume of Call Options on Taiwan Semiconductor Manufacturing (NYSE:TSM)
• Neutral Sentiment: Analyst comparisons: Several pieces contrast TSMC and Nvidia, arguing Nvidia may offer faster growth today — this frames relative-valuation debate rather than company-specific news. NVDA vs. TSM: Which Semiconductor Powerhouse Offers More Upside?
• Neutral Sentiment: Valuation debate: Coverage (Kalkine, Forbes, Yahoo) is split between “buy the moat” and “valuation/relative growth” concerns — contributes to mixed analyst views and trading volatility. Taiwan Semiconductor Manufacturing (NYSE:TSM) Share Performance And Valuation Debate
• Negative Sentiment: Zacks downgraded TSMC from “strong-buy” to “hold,” a direct negative catalyst that can pressure the stock by reducing buy-side urgency. Zacks.com
• Negative Sentiment: Samsung commits $73B to AI chips and R&D in 2026 — a large-cap competitor increasing capacity and HBM competition could pressure TSMC’s pricing or wallet share in certain segments. Samsung (SSNLF) Stock Surges on Massive $73B AI Chip Investment Plan
• Negative Sentiment: Customer shifts: Reports that Tesla is developing an alternative chip supply chain (snubbed TSMC) raise customer-concentration and revenue risk in certain segments. Tesla Just Snubbed TSMC — Musk Is Quietly Building A Sovereign Chip Chain

Analysts Set New Price Targets

TSM has been the subject of a number of recent analyst reports. TD Cowen upped their price objective on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a research report on Friday, January 16th. Freedom Capital raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Zacks Research downgraded Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Finally, Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. Three analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and a consensus price target of $391.43.

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.