PFG Private Wealth Management LLC Takes $643,000 Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

PFG Private Wealth Management LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 2,116 shares of the semiconductor company’s stock, valued at approximately $643,000. Taiwan Semiconductor Manufacturing comprises approximately 0.3% of PFG Private Wealth Management LLC’s portfolio, making the stock its 24th largest holding.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Westfuller Advisors LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 2.2% in the 3rd quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company’s stock valued at $434,000 after purchasing an additional 34 shares in the last quarter. Sovereign Financial Group Inc. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 4.5% during the fourth quarter. Sovereign Financial Group Inc. now owns 793 shares of the semiconductor company’s stock worth $241,000 after buying an additional 34 shares in the last quarter. BankPlus Wealth Management LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 1.6% during the third quarter. BankPlus Wealth Management LLC now owns 2,291 shares of the semiconductor company’s stock worth $640,000 after buying an additional 35 shares in the last quarter. Bank of Jackson Hole Trust raised its position in shares of Taiwan Semiconductor Manufacturing by 7.5% in the third quarter. Bank of Jackson Hole Trust now owns 500 shares of the semiconductor company’s stock valued at $140,000 after buying an additional 35 shares during the last quarter. Finally, New Millennium Group LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 2.9% in the third quarter. New Millennium Group LLC now owns 1,248 shares of the semiconductor company’s stock valued at $349,000 after buying an additional 35 shares during the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on the stock. Zacks Research lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Freedom Capital raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Dbs Bank raised Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research report on Friday, January 23rd. Finally, TD Cowen upped their target price on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a research note on Friday, January 16th. 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 company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average target price of $391.43.

Insiders Place Their Bets

In other news, VP Bor-Zen Tien bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Sunday, March 22nd. The shares were purchased at an average price of $55.93 per share, for a total transaction of $55,930.00. Following the completion of the acquisition, the vice president owned 9,051 shares of the company’s stock, valued at $506,222.43. The trade was a 12.42% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Taiwan Semiconductor Manufacturing stock opened at $337.90 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $390.20. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.42 and a current ratio of 2.62. The firm has a 50 day moving average price of $348.54 and a 200 day moving average price of $314.32. The company has a market cap of $1.75 trillion, a price-to-earnings ratio of 31.73, a PEG ratio of 0.87 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly 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 net margin of 45.13% and a return on equity of 34.89%. Sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently announced 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 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 28.36%.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Japan approves TSMC’s plan to build a large 3nm “AI chip” factory — a $5.26B investment that brings advanced-node capacity to Japan, diversifies the AI supply chain away from Taiwan and reduces geopolitical concentration risk, supporting long-term revenue and strategic customer wins. Taiwan Semiconductor Wins Approval For Ultra-Efficient AI Chip Mega-Factory In Japan
• Positive Sentiment: TSMC has started production/ramp of next?gen 2nm chips amid record AI demand — a development analysts say reframes growth and valuation expectations as AI and data?center orders increase. This supports higher long?term revenue and margin outlooks. TSMC 2nm Ramp And AI Demand Reframe Growth And Valuation Narrative
• Positive Sentiment: Unusually large call-option activity — investors bought ~212,745 calls (?33% above average) — signals short?term bullish positioning and elevated probability of upside/volatility in the near term. (Market options data)
• Positive Sentiment: Big push into advanced packaging — analysts highlight packaging as a new growth and margin lever that could deepen customer relationships for AI chips and increase wafer?plus?services revenue. Will TSM’s Advanced Packaging Push Unlock a New Growth Phase?
• Positive Sentiment: Insider purchases and strong margin reports — recent VP buys and commentary about record gross margins and NVIDIA becoming the top customer are read as confidence signals from insiders and confirm pricing power. TSMC Stock (TSM) Opinions on Capacity Constraints
• Positive Sentiment: Brand/innovation recognition — TSMC appears on Fast Company’s list of most innovative companies, a reputational plus that underscores technology leadership (minor direct impact but supportive of investor sentiment). ELEHEAR Named to Fast Company’s Annual List of the World’s Most Innovative Companies of 2026
• Neutral Sentiment: Capacity constraints are intensifying — social and analyst commentary points to tight advanced-node supply. That supports pricing and margins but raises short?term fulfillment risks and high capex needs. TSMC Stock (TSM) Opinions on Capacity Constraints
• Neutral Sentiment: Quarterly fund letters highlight strong underlying demand and TSMC’s role in portfolios — supportive context but largely reiterative of stronger operational themes. TSM Gains from Strong Demand and Its Industry-Leading Manufacturing Capabilities
• Negative Sentiment: Short?term pullback noted — recent market coverage flagged that TSMC fell more sharply than the broader market in a prior session, indicating increased near?term volatility and profit?taking pressure despite the positive fundamental news flow. TSMC (TSM) Falls More Steeply Than Broader Market

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.