Modern Wealth Management LLC Has $36.26 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Modern Wealth Management LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1,066.8% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 129,827 shares of the semiconductor company’s stock after purchasing an additional 118,700 shares during the period. Modern Wealth Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $36,260,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in the business. Heartwood Wealth Advisors LLC acquired a new position in Taiwan Semiconductor Manufacturing in the 3rd quarter valued at $32,000. Fairman Group LLC raised its stake in Taiwan Semiconductor Manufacturing by 171.2% in the third quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock valued at $39,000 after purchasing an additional 89 shares in the last quarter. Resources Management Corp CT ADV bought a new stake in Taiwan Semiconductor Manufacturing during the second quarter worth about $32,000. Delta Asset Management LLC TN lifted its position in Taiwan Semiconductor Manufacturing by 50.0% during the third quarter. Delta Asset Management LLC TN now owns 150 shares of the semiconductor company’s stock worth $42,000 after purchasing an additional 50 shares during the period. Finally, Navigoe LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the third quarter worth about $42,000. 16.51% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

TSM has been the subject of a number of recent analyst reports. Argus raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. TD Cowen boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a research report on Friday, January 16th. Weiss Ratings cut Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 9th. Finally, UBS Group set a $330.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Four analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Buy” and a consensus target price of $391.43.

Taiwan Semiconductor Manufacturing Stock Down 4.4%

Shares of Taiwan Semiconductor Manufacturing stock opened at $338.27 on Friday. The firm has a market cap of $1.75 trillion, a price-to-earnings ratio of 31.76, a PEG ratio of 0.99 and a beta of 1.29. The stock’s 50-day moving average is $343.05 and its 200 day moving average is $301.58. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.62 and a quick ratio of 2.42. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $390.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results 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. Equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be given a dividend of $0.9503 per share. The ex-dividend date is Thursday, June 11th. This represents a $3.80 annualized dividend and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 23.57%.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC is accelerating construction of a large “mega fab” in southern Taiwan to add AI-focused capacity, signaling management expects sustained demand for advanced nodes and positioning TSM for long?term revenue growth. TSMC Speeds Southern Taiwan Mega Fab
• Positive Sentiment: Broadcom locked in HBM and foundry capacity through 2028, implying multi?year wafer/bookings for TSMC (a committed customer is more revenue visibility and less near?term booking risk). This strengthens the narrative of sticky AI demand. Broadcom Locks Key AI Chip Supply Through 2028
• Neutral Sentiment: Nvidia has stopped production of China?destined H200 chips and reallocated TSMC capacity toward its next?generation Vera Rubin hardware. That move keeps demand at TSMC but shifts which products/markets drive near?term volumes — leaving some short?term uncertainty about node mix and customer concentration. Nvidia refocuses TSMC capacity
• Neutral Sentiment: Institutional flows: coverage of billionaire managers trimming positions in names like Meta and rotating into other AI plays is broader market color on AI positioning, not TSMC?specific, but it can affect sector momentum and share?price volatility. 7 Preeminent Billionaire Money Managers Dumped Shares of Meta
• Neutral Sentiment: Analyst/market wrap: recent coverage noting TSMC outperformed peers in the latest session and remains valued on strong margins and ROE — a reminder that fundamentals are solid even as near?term headlines drive volatility. TSMC (TSM) Exceeds Market Returns

About Taiwan Semiconductor Manufacturing

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.