Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Perigon Wealth Management LLC

Perigon Wealth Management LLC boosted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 29.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 10,982 shares of the semiconductor company’s stock after acquiring an additional 2,508 shares during the quarter. Perigon Wealth Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $3,337,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the company. Westfuller Advisors LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 2.2% during the third quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company’s stock worth $434,000 after buying an additional 34 shares during the period. Sovereign Financial Group Inc. lifted its stake in Taiwan Semiconductor Manufacturing by 4.5% in the fourth quarter. Sovereign Financial Group Inc. now owns 793 shares of the semiconductor company’s stock worth $241,000 after acquiring an additional 34 shares during the last quarter. BankPlus Wealth Management LLC grew its holdings in Taiwan Semiconductor Manufacturing by 1.6% during the 3rd quarter. BankPlus Wealth Management LLC now owns 2,291 shares of the semiconductor company’s stock worth $640,000 after acquiring an additional 35 shares in the last quarter. Bank of Jackson Hole Trust grew its holdings in Taiwan Semiconductor Manufacturing by 7.5% during the 3rd quarter. Bank of Jackson Hole Trust now owns 500 shares of the semiconductor company’s stock worth $140,000 after acquiring an additional 35 shares in the last quarter. Finally, New Millennium Group LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 2.9% in the 3rd quarter. New Millennium Group LLC now owns 1,248 shares of the semiconductor company’s stock valued at $349,000 after purchasing an additional 35 shares during the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

Key Taiwan Semiconductor Manufacturing News

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

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $338.67 on Friday. The stock has a fifty day moving average price of $349.16 and a 200 day moving average price of $315.59. 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 debt-to-equity ratio of 0.17, a current ratio of 2.62 and a quick ratio of 2.42. The company has a market cap of $1.75 trillion, a PE ratio of 31.80, a P/E/G ratio of 0.93 and a beta of 1.35.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its 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 for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%. 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 firm also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be issued a dividend of $0.9503 per share. This represents a $3.80 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 28.17%.

Analyst Ratings Changes

TSM has been the topic of a number of analyst reports. The Goldman Sachs Group restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, January 5th. Needham & Company LLC upped their price objective on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a research report on Thursday, January 15th. Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Freedom Capital raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Finally, Argus upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Three research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and an average price target of $391.43.

Insider Transactions 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 on Sunday, March 22nd. The stock was purchased at an average price of $55.93 per share, for a total transaction of $55,930.00. Following the completion of the transaction, the vice president owned 9,051 shares of the company’s stock, valued at $506,222.43. The trade was a 12.42% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 1.11% of the company’s stock.

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.