Eagle Capital Management LLC Boosts Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Eagle Capital Management LLC increased its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 16.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,071 shares of the semiconductor company’s stock after acquiring an additional 2,077 shares during the quarter. Taiwan Semiconductor Manufacturing comprises approximately 1.7% of Eagle Capital Management LLC’s portfolio, making the stock its 23rd largest holding. Eagle Capital Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $4,580,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after purchasing an additional 1,892 shares in the last quarter. CreativeOne Wealth LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 20.4% in the 2nd quarter. CreativeOne Wealth LLC now owns 10,613 shares of the semiconductor company’s stock valued at $2,404,000 after purchasing an additional 1,796 shares during the last quarter. Jaffetilchin Investment Partners LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 9.0% in the 2nd quarter. Jaffetilchin Investment Partners LLC now owns 1,802 shares of the semiconductor company’s stock valued at $408,000 after purchasing an additional 149 shares during the period. Steward Partners Investment Advisory LLC grew its stake in Taiwan Semiconductor Manufacturing by 9.4% during the 2nd quarter. Steward Partners Investment Advisory LLC now owns 85,337 shares of the semiconductor company’s stock worth $19,328,000 after buying an additional 7,350 shares during the last quarter. Finally, Aviso Financial Inc. grew its stake in Taiwan Semiconductor Manufacturing by 104.8% during the 2nd quarter. Aviso Financial Inc. now owns 8,017 shares of the semiconductor company’s stock worth $1,816,000 after buying an additional 4,103 shares during the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien acquired 1,000 shares of the company’s stock in a transaction on Sunday, March 22nd. The shares were bought 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 of the company’s stock, valued at $506,222.43. This represents a 12.42% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Up 1.4%

TSM opened at $343.34 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $390.20. The business has a 50 day moving average price of $349.05 and a two-hundred day moving average price of $311.65. The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17. The company has a market cap of $1.78 trillion, a PE ratio of 32.24, a P/E/G ratio of 0.93 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share 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%. As a group, research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be given a $0.9503 dividend. This represents a $3.80 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 28.36%.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Broadcom says TSMC is hitting production capacity limits — investors interpret this as evidence of sustained demand for TSMC’s leading-edge nodes, which supports pricing power and long-term revenue visibility. Broadcom’s comments pressured some customers but helped lift TSMC shares as the supplier with the bottleneck stands to benefit. Broadcom flags supply constraints, says TSMC capacity a bottleneck
• Positive Sentiment: Market commentary frames TSMC as the “AI gatekeeper” — multiple articles stress that TSMC’s 2nm/advanced packaging backlog underscores its strategic position in the AI hardware supply chain, a bullish narrative for long-term investors. (Market narrative supporting TSMC’s premium valuation.)
• Positive Sentiment: Insider buying: a TSMC vice president disclosed a purchase of shares, signaling management confidence and providing a near-term positive signal to investors. SEC Form 4 — insider purchase
• Positive Sentiment: Broader AI demand backdrop remains supportive — comments from Nvidia’s CEO and large ASML orders in the industry reinforce expectations for prolonged capital spending on advanced chips and memory, which indirectly benefits TSMC as the critical foundry partner for AI GPUs and HPC chips. Nvidia’s Huang Says Human-Level AI Has Arrived. Don’t Get Too Excited.
• Neutral Sentiment: Large equipment orders across the industry (e.g., major ASML commitments) signal durable capex for advanced nodes and memory — positive for long-term demand but not an immediate revenue lever for TSMC until capacity is expanded.
• Negative Sentiment: Geopolitical and commodity risks—reports on disrupted helium and energy supply routes tied to the Iran conflict raise the risk of production interruptions or higher operating costs for fabs in East Asia, a potential downside for near-term output and margins. Iran War Chokes Helium Supply: Are US Semiconductor ETFs at Risk?

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the company. DA Davidson upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Friday, February 13th. Sanford C. Bernstein restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 2nd. Dbs Bank raised shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a report on Friday, January 23rd. Needham & Company LLC upped their price target on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a research report on Thursday, January 15th. Finally, Barclays increased their price target on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an “overweight” rating in a research note on Friday, January 16th. Three equities research 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 stock. According to MarketBeat, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and an average target price of $391.43.

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.