Altfest L J & Co. Inc. Reduces Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Altfest L J & Co. Inc. lowered its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 30.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 20,135 shares of the semiconductor company’s stock after selling 8,862 shares during the quarter. Altfest L J & Co. Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $6,119,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in TSM. Stephens Consulting LLC lifted its position in Taiwan Semiconductor Manufacturing by 82.0% during the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock valued at $28,000 after buying an additional 41 shares during the period. Heartwood Wealth Advisors LLC purchased a new position in Taiwan Semiconductor Manufacturing during the third quarter valued at $32,000. Resources Management Corp CT ADV purchased a new position in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter worth about $32,000. Maseco LLP purchased a new position in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth about $35,000. Finally, Cedar Wealth Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 91.4% in the 3rd quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company’s stock worth $37,000 after purchasing an additional 64 shares during the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien acquired 1,000 shares of the stock in a transaction dated Sunday, March 22nd. The shares were purchased at an average cost of $55.93 per share, with a total value of $55,930.00. Following the transaction, the vice president directly owned 9,051 shares in the company, valued at approximately $506,222.43. This represents a 12.42% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 1.11% of the stock is currently owned by insiders.

Taiwan Semiconductor Manufacturing Trading Up 1.4%

Taiwan Semiconductor Manufacturing stock opened at $370.63 on Friday. The business has a 50-day simple moving average of $351.23 and a two-hundred day simple moving average of $318.64. The company has a market cap of $1.92 trillion, a P/E ratio of 34.80, a P/E/G ratio of 1.01 and a beta of 1.35. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $145.84 and a 52-week high of $390.20. The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The business 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%. Analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be given a dividend of $0.9503 per share. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 27.89%.

Analyst Ratings Changes

TSM has been the subject of several recent analyst reports. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Barclays lifted their price target on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an “overweight” rating in a research report on Friday, January 16th. Zacks Research lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. Finally, Argus raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Three analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus target price of $391.43.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Company reported first‑quarter revenue well above forecasts (T$1.134T / ~$35.7B; +35% YoY), reinforcing that AI compute demand is driving durable top‑line momentum. TSMC’s Q1 revenue jumps 35% y/y, beats market forecast
• Positive Sentiment: Major outlets highlight record Q1 sales and say AI chip demand remains resilient despite geopolitical noise, supporting the stock’s near‑term upside. TSMC posts 35% jump in revenue to new record high as AI chip demand stays strong
• Positive Sentiment: Analysts and boutiques (e.g., Wedbush) call the March sales print structural — March revenue up sharply — which underpins bullish views on TSMC’s role in the AI supply chain. TSMC’s AI-fuelled sales surge puts tariff fears in the shade
• Positive Sentiment: Street upgrades and a higher price target surfaced after the sales beat, with at least one note pushing a substantially higher target and bullish multi‑year profit outlook — a catalyst for further buying. TSMC Gets Street-High Target — Analysts See Profit Tripling by 2028
• Neutral Sentiment: Pre‑earnings pieces emphasize that upcoming quarterly results (Apr 16) will be the next real catalyst — revenue confirms demand but earnings/guide will determine durability of the rally. All Eyes on TSMC Earnings on April 16. Is TSM Stock A Buy Now?
• Neutral Sentiment: Macro and industry coverage notes that robust AI demand supports chip stocks broadly — useful context but not company‑specific guidance. AI Chip Demand Shows No Signs of Slowing. Can Chip Stocks Keep Up?
• Negative Sentiment: Some analysts warn rising costs (capex, wage/power inputs) and tariff/regulatory concerns could compress margins over time — a potential headwind if costs accelerate. All Eyes on TSMC Earnings on April 16. Is TSM Stock A Buy Now?
• Negative Sentiment: Valuation and profit‑taking risk: TSMC’s strong run (large YTD gains) has prompted articles questioning whether the stock is richly priced, which could limit upside absent stronger guidance. Taiwan Semiconductor Stock Soars 20% YTD: Time to Hold or Book Profit?

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.