Stratos Wealth Partners LTD. Grows Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Stratos Wealth Partners LTD. increased its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 16.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 32,630 shares of the semiconductor company’s stock after buying an additional 4,721 shares during the quarter. Stratos Wealth Partners LTD.’s holdings in Taiwan Semiconductor Manufacturing were worth $9,916,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in TSM. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main grew its holdings 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 worth $566,152,000 after acquiring an additional 1,820,852 shares during the last quarter. Alliancebernstein L.P. increased its position in shares of Taiwan Semiconductor Manufacturing by 18.0% in the second quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock valued at $2,368,587,000 after acquiring an additional 1,593,786 shares during the period. SurgoCap Partners LP bought a new position in shares of Taiwan Semiconductor Manufacturing during the third quarter valued at about $360,443,000. Stockbridge Partners LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 135.5% during the second quarter. Stockbridge Partners LLC now owns 2,218,034 shares of the semiconductor company’s stock worth $502,363,000 after purchasing an additional 1,276,373 shares during the period. Finally, Thrivent Financial for Lutherans boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 3,164.9% during the third quarter. Thrivent Financial for Lutherans now owns 1,192,927 shares of the semiconductor company’s stock worth $333,172,000 after purchasing an additional 1,156,389 shares during the period. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing Price Performance

TSM stock opened at $338.67 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $390.20. The company has a market cap of $1.75 trillion, a P/E ratio of 31.80, a PEG ratio of 0.93 and a beta of 1.35. The firm has a 50-day moving average of $349.16 and a 200 day moving average of $315.59. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.62 and a quick ratio of 2.42.

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

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be paid 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 is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 28.17%.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on TSM shares. UBS Group set a $330.00 price target on Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 20th. Zacks Research cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a report on Friday, January 23rd. Finally, Freedom Capital raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Three analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $391.43.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Citigroup reiterated a Buy on TSM and raised its price target (to NT$2,800), citing TSMC’s strong positioning to benefit from accelerating AI demand — a clear analyst vote of confidence that supports upside expectations. Citigroup Buy and PT Raise
• Positive Sentiment: Institutional commentary (Magellan Global Fund) highlighted robust demand as a reason TSMC rallied, reinforcing momentum narratives around secular AI-driven revenue growth. Magellan Investor Letter
• Positive Sentiment: Tokyo/Kumamoto approval and filings show TSMC will start 3nm wafer production at a second Japan fab in 2028 — expands geographic manufacturing footprint and capacity for advanced nodes used by AI/data-center customers. This supports longer-term revenue and customer diversification. 3nm Japan Factory
• Positive Sentiment: Recent insider activity (notable director trade) signals management-level confidence and can be viewed as supportive by investors. Insider Trade
• Neutral Sentiment: Upcoming company data are near-term catalysts: TSMC will report March revenue (April 10) and Q1 results (April 16). These releases could confirm whether AI demand is translating into sustained, capacity-constrained growth or if momentum is plateauing. Expect volatility around these dates. April 10 / April 16 Catalysts
• Neutral Sentiment: Unusually large options volume has been reported, indicating higher speculative/hedging activity that can amplify intraday moves but doesn’t change fundamentals. Options Volume
• Negative Sentiment: TSMC’s aggressive global fab expansion raises costs; analysts question whether FY26 margin targets are achievable as overseas production is more expensive — pressure on near-term margins could weigh on the stock if growth doesn’t offset spend. Margin & Expansion Costs
• Negative Sentiment: Geopolitical/supply-chain risks (regional tensions, Iran-related worries, Arizona expansion and capacity bottlenecks) could disrupt production or raise costs, introducing downside risk despite strong demand. Geopolitical & Supply Risks

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien purchased 1,000 shares of the company’s stock in a transaction that occurred on Sunday, March 22nd. The shares were bought at an average cost of $55.93 per share, for a total transaction of $55,930.00. Following the completion of the transaction, the vice president directly owned 9,051 shares of the company’s stock, valued at $506,222.43. This trade represents a 12.42% increase in their position. The acquisition was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 1.11% of the stock is owned by corporate insiders.

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.