Argentarii LLC Buys Shares of 2,792 Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Argentarii LLC purchased a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 2,792 shares of the semiconductor company’s stock, valued at approximately $849,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. Childress Capital Advisors LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 145.3% during the 3rd quarter. Childress Capital Advisors LLC now owns 3,192 shares of the semiconductor company’s stock worth $891,000 after buying an additional 1,891 shares in the last quarter. Shannon River Fund Management LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the third quarter valued at about $2,430,000. Vanguard Personalized Indexing Management LLC grew its position in Taiwan Semiconductor Manufacturing by 9.4% in the third quarter. Vanguard Personalized Indexing Management LLC now owns 101,876 shares of the semiconductor company’s stock valued at $28,470,000 after acquiring an additional 8,738 shares during the last quarter. Hantz Financial Services Inc. grew its position in Taiwan Semiconductor Manufacturing by 28.6% in the third quarter. Hantz Financial Services Inc. now owns 37,216 shares of the semiconductor company’s stock valued at $10,394,000 after acquiring an additional 8,284 shares during the last quarter. Finally, Hollencrest Capital Management raised its stake in Taiwan Semiconductor Manufacturing by 125.3% during the third quarter. Hollencrest Capital Management now owns 5,216 shares of the semiconductor company’s stock worth $1,457,000 after acquiring an additional 2,901 shares in the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM opened at $325.89 on Friday. The company has a current ratio of 2.62, a quick ratio of 2.42 and a debt-to-equity ratio of 0.17. The firm’s fifty day simple moving average is $349.14 and its two-hundred day simple moving average is $312.00. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $390.20. The stock has a market capitalization of $1.69 trillion, a P/E ratio of 30.60, a price-to-earnings-growth ratio of 0.96 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%.The company had revenue of $30.65 billion for the quarter. As a group, analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be paid a $0.9503 dividend. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 annualized dividend and a yield of 1.2%. Taiwan Semiconductor Manufacturing’s payout ratio is 28.36%.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Broadcom comments that TSMC is hitting production capacity limits, which markets interpret as evidence of sustained demand for TSMC’s leading-edge nodes and greater pricing power for the foundry. This supports revenue visibility and margins for TSMC. TSMC Stock In Spotlight — Broadcom Exec Says Chipmaker Is Reaching Capacity Limits
• Positive Sentiment: Market narrative framing TSMC as the “AI gatekeeper” — multiple pieces highlight that backlog on advanced nodes (2nm/3nm) cements TSMC’s strategic role in the AI hardware buildout, supporting a premium multiple over the long term. The AI Gatekeeper: TSMC’s Chokehold Signals Dominance
• Positive Sentiment: Insider buying — a TSMC vice president disclosed a purchase of shares, a modest but visible signal of management confidence that can help sentiment. Bor‑Zen Tien Purchases 1,000 Shares of TSM
• Neutral Sentiment: Arm’s move to build an AGI CPU using TSMC’s 3nm process is a mixed signal — it generates new wafer demand (benefit for TSMC capacity utilization) but represents a shift in the competitive landscape for AI silicon over the longer term. Arm’s New Gambit: Building Chips to Challenge the AI Titans
• Neutral Sentiment: ASML’s multibillion-dollar equipment deals and industry capex signals durable, multi‑year investment in advanced nodes — positive for TSMC’s long-term demand but not an immediate revenue driver until capacity comes online. ASML’s $8B Deal: More Than a Purchase, It’s a Prophecy
• Negative Sentiment: Geopolitical risk spotlight — recent coverage tying the Iran conflict to disrupted helium/energy supply chains and broader geopolitical tensions raises the perceived risk to Taiwan-based fabs, prompting risk‑off positioning and weighing on TSMC’s near-term outlook. The Iran War Puts a Spotlight on Taiwan Risk

Wall Street Analyst Weigh In

Several brokerages recently commented on TSM. Dbs Bank raised shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research note on Friday, January 23rd. Argus upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Barclays increased their target price on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a research report on Friday, January 16th. Needham & Company LLC boosted their price target on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a report on Thursday, January 15th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd. Three investment 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. According to MarketBeat, Taiwan Semiconductor Manufacturing currently has an average 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 purchased 1,000 shares of the business’s stock in a transaction on Sunday, March 22nd. The shares were purchased at an average cost of $55.93 per share, for a total transaction of $55,930.00. Following the acquisition, the vice president owned 9,051 shares of the company’s stock, valued at approximately $506,222.43. This represents a 12.42% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Company 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.