Calamos Wealth Management LLC Boosts Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Calamos Wealth Management LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 4.2% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 44,105 shares of the semiconductor company’s stock after acquiring an additional 1,794 shares during the period. Calamos Wealth Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $13,403,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Stephens Consulting LLC grew its stake 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 acquiring an additional 41 shares in the last quarter. Resources Management Corp CT ADV purchased a new position in Taiwan Semiconductor Manufacturing during the second quarter valued at $32,000. Maseco LLP purchased a new position in Taiwan Semiconductor Manufacturing during the fourth quarter valued at $35,000. Cedar Wealth Management LLC grew its stake 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 buying an additional 64 shares in the last quarter. Finally, Westend Capital Management LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 476.2% in the 4th quarter. Westend Capital Management LLC now owns 121 shares of the semiconductor company’s stock worth $37,000 after buying an additional 100 shares in the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

Insider Activity 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 stock was purchased at an average cost of $55.93 per share, with a total value of $55,930.00. Following the purchase, the vice president owned 9,051 shares in the company, valued at approximately $506,222.43. This trade represents a 12.42% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Up 5.1%

Shares of NYSE:TSM opened at $402.16 on Friday. The company has a current ratio of 2.51, a quick ratio of 2.32 and a debt-to-equity ratio of 0.17. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $160.50 and a 12 month high of $409.49. The company has a 50-day moving average price of $356.37 and a 200 day moving average price of $324.83. The company has a market cap of $2.08 trillion, a price-to-earnings ratio of 33.46, a PEG ratio of 1.13 and a beta of 1.35.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 38.17%. The firm had revenue of $30.65 billion during the quarter. As a group, equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.03 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be paid a dividend of $0.9503 per share. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a dividend yield of 0.9%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 24.71%.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Taiwan’s regulator relaxed single‑stock investment caps for funds, which could free billions of new local inflows into TSMC and helped push the stock to record highs. TSMC shares record high as Taiwan eases single-stock investment caps for funds
• Positive Sentiment: Analysts and market commentary point to relentless AI chip demand and TSMC’s strong Q1 results/guidance as fundamental support for higher valuations — investors are treating TSMC as critical AI infrastructure. TSMC: The Vital Cog Of The AI Revolution Is Sending A Powerful Growth Signal
• Positive Sentiment: Technical/order‑flow traders registered a “Power Inflow” alert (a bullish institutional/retail order‑flow signal), which tends to accelerate buying in the near term. Taiwan Semi Shares Rise Over 3% After Key Trading Signal
• Positive Sentiment: Significant insider purchasing activity and social/media buzz about record market caps and bullish options gains have reinforced investor confidence. TSMC Stock (TSM) Opinions on Record Highs After Policy Shift
• Neutral Sentiment: Some market watchers note large potential inflows (reports cite multi‑billion dollar capacity for local funds); this is a flow catalyst but timing and ADR/US‑listing dynamics could mute the full impact for U.S. investors. TSMC hits record high on Taiwan rule shift; $28B inflow in focus
• Neutral Sentiment: Wall Street price targets and upgrades are skewing higher (median targets above current levels from several firms), which supports momentum but also raises expectations that must be met. TSMC Shares Rise After Taiwan Eases Limits on Funds’ Investments
• Negative Sentiment: TSMC is expanding fabs (including 2nm work and overseas builds), which analysts say could shave a few percentage points off gross margin as costs ramp — a longer‑term margin headwind to monitor. TSM’s Gross Margin Hits 66% in Q1: Can Profit Growth Offset Fab Costs?
• Negative Sentiment: Competition and capacity dynamics (e.g., Intel winning some foundry business, plus TSMC capacity constraints) and selective technology decisions (delaying some expensive equipment) introduce execution and market‑share risks. TSMC Stock (TSM) Opinions on Record Highs After Policy Shift

Wall Street Analysts Forecast Growth

A number of brokerages have commented on TSM. DA Davidson reissued a “buy” rating and issued a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. TD Cowen increased their price target on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a report on Friday, January 16th. Dbs Bank raised shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a report on Friday, January 23rd. Finally, Argus raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $404.29.

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.