Northstar Advisory Group LLC Sells 1,768 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Northstar Advisory Group LLC lessened its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 18.3% during the 4th quarter, Holdings Channel.com reports. The firm owned 7,906 shares of the semiconductor company’s stock after selling 1,768 shares during the quarter. Northstar Advisory Group LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $2,403,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Euro Pacific Asset Management LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 3.0% in the 4th quarter. Euro Pacific Asset Management LLC now owns 2,722 shares of the semiconductor company’s stock worth $827,000 after buying an additional 80 shares during the last quarter. Westend Capital Management LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 476.2% during 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 last quarter. MOR Wealth Management LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at $719,000. Private Advisory Group LLC grew its stake in Taiwan Semiconductor Manufacturing by 8.1% during the 4th quarter. Private Advisory Group LLC now owns 52,434 shares of the semiconductor company’s stock worth $15,934,000 after buying an additional 3,907 shares during the last quarter. Finally, Barlow Wealth Partners LLC grew its stake in Taiwan Semiconductor Manufacturing by 1.3% during the 4th quarter. Barlow Wealth Partners LLC now owns 84,392 shares of the semiconductor company’s stock worth $27,312,000 after buying an additional 1,048 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC has begun production of its next‑generation 2nm node and is seeing record AI chip demand from customers like NVIDIA and Apple, which management cites as raising its long‑term growth profile. This strengthens revenue mix and pricing power. TSMC 2nm Ramp And AI Demand Reframe Growth And Valuation Narrative
• Positive Sentiment: Quarterly and fund‑letter commentary point to resilient end‑market demand in Q4 (strong orders and fund positioning), supporting near‑term revenue momentum. Strong Demand Lifted Taiwan Semiconductor Higher in Q4
• Positive Sentiment: Secondary market signals: insiders recently purchased shares and public discussion highlights a record gross margin (~62%), plus analysts continue to issue Buy/Overweight ratings and lofty price targets (median targets near $405), which can underpin investor confidence. TSMC Stock (TSM) Opinions on Capacity Constraints
• Neutral Sentiment: Some funds and large institutions are actively rebalancing their TSM positions (large additions and sizable trims reported), creating mixed flows that can amplify volatility but don’t change the company’s fundamentals. TSMC Stock (TSM) Opinions on Capacity Constraints
• Neutral Sentiment: Comparisons with peers (e.g., Micron) spotlight valuation differences; TSMC trades at a premium reflecting its foundry dominance — investors weighing value vs. growth may rotate between names. Micron vs Taiwan Semiconductor Manufacturing
• Negative Sentiment: Short‑term downside pressure: the stock pulled back more steeply than the broader market today as traders booked gains and digested near‑term risks (high capex, geopolitical exposure and tight advanced‑node capacity that can constrain near‑term supply flexibility). TSMC (TSM) Falls More Steeply Than Broader Market

Analyst Ratings Changes

A number of research firms have commented on TSM. Barclays increased their price target on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a research note on Friday, January 16th. UBS Group set a $330.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd. Wedbush reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Finally, Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 9th. Three analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and an average target price of $391.43.

Taiwan Semiconductor Manufacturing Stock Down 3.1%

Taiwan Semiconductor Manufacturing stock opened at $316.47 on Tuesday. The business’s 50-day simple moving average is $348.33 and its two-hundred day simple moving average is $313.77. 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 company has a market cap of $1.64 trillion, a PE ratio of 29.72, a PEG ratio of 0.90 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $390.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Thursday, February 26th. The semiconductor company reported $3.11 EPS for the quarter. The firm had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%. Equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS 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. Stockholders of record on Thursday, June 11th will be issued a $0.9503 dividend. This represents a $3.80 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 28.36%.

Insider Activity 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 dated Sunday, March 22nd. The shares were purchased at an average price of $55.93 per share, for a total transaction of $55,930.00. Following the completion of the purchase, the vice president directly owned 9,051 shares of the company’s stock, valued at $506,222.43. The trade was a 12.42% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 1.11% of the stock is owned by company insiders.

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.