HF Advisory Group LLC Has $59.50 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

HF Advisory Group LLC increased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1,962.8% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 195,780 shares of the semiconductor company’s stock after acquiring an additional 186,289 shares during the period. Taiwan Semiconductor Manufacturing comprises about 2.3% of HF Advisory Group LLC’s portfolio, making the stock its 6th biggest position. HF Advisory Group LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $59,496,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Fisher Asset Management LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 1.0% in the third quarter. Fisher Asset Management LLC now owns 17,833,127 shares of the semiconductor company’s stock valued at $4,980,614,000 after buying an additional 168,171 shares during the period. Massachusetts Financial Services Co. MA boosted its position in Taiwan Semiconductor Manufacturing by 3.6% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company’s stock worth $4,401,448,000 after buying an additional 541,047 shares during the period. Bank of America Corp DE grew its holdings in Taiwan Semiconductor Manufacturing by 0.9% during the 3rd quarter. Bank of America Corp DE now owns 14,935,893 shares of the semiconductor company’s stock worth $4,171,445,000 after acquiring an additional 130,173 shares during the last quarter. Jennison Associates LLC increased its position in Taiwan Semiconductor Manufacturing by 4.5% in the 3rd quarter. Jennison Associates LLC now owns 12,591,542 shares of the semiconductor company’s stock valued at $3,516,692,000 after acquiring an additional 544,750 shares during the period. Finally, Alliancebernstein L.P. increased its position in Taiwan Semiconductor Manufacturing by 2.2% in the 3rd quarter. Alliancebernstein L.P. now owns 10,687,037 shares of the semiconductor company’s stock valued at $2,984,783,000 after acquiring an additional 229,237 shares during the period. 16.51% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of equities analysts have recently commented on TSM shares. Barclays lifted their price target on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an “overweight” rating in a report on Friday, January 16th. DA Davidson raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Friday, February 13th. UBS Group set a $330.00 target price on Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Zacks Research lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Finally, Argus raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Three investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and an average target price of $391.43.

Taiwan Semiconductor Manufacturing Stock Up 1.2%

TSM stock opened at $341.84 on Thursday. The stock’s 50 day simple moving average is $348.86 and its 200 day simple moving average is $314.51. The company has a market cap of $1.77 trillion, a P/E ratio of 32.10, a price-to-earnings-growth ratio of 0.93 and a beta of 1.34. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.42 and a current ratio of 2.62. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $390.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $3.11 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%.The firm had revenue of $30.65 billion during the quarter. On average, research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal 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 dividend of $0.9503 per share. 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 payout ratio is 28.36%.

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien acquired 1,000 shares of the stock in a transaction 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 in the company, valued at approximately $506,222.43. This represents a 12.42% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC confirmed plans to start equipment installation and mass production of 3nm wafers at its second Japan fab in 2028 — a major step in diversifying supply outside Taiwan and expanding capacity for advanced AI chips. TSMC plans 3-nanometre chip production launch in Japan in 2028
• Positive Sentiment: Regulatory/approval headlines and reporting frame TSMC’s Japan investment as a “mega?factory” move to shift parts of the AI supply chain — supports long?term revenue and geopolitical resilience. Taiwan Semiconductor Wins Approval For Ultra-Efficient AI Chip Mega-Factory In Japan
• Positive Sentiment: Analyst commentary increasingly favors TSMC over Nvidia for 2026 AI supply?chain exposure — coverage highlights TSMC’s dominant foundry position and near?zero sell ratings among analysts. This elevates sentiment among institutional investors. Three AI Chip Stocks Analysts Love More Than Nvidia (NVDA) Right Now
• Positive Sentiment: Pre?market/market coverage notes TSMC shares extended gains on its Japan expansion and AI-chip positioning, reinforcing the narrative driving the rally. TSMC Stock (TSM) Extends Gains on AI Chip Japan Expansion Plans
• Positive Sentiment: Unusually large options activity: traders bought roughly 212,745 call contracts recently (about 33% above average), indicating speculative bullish positioning that can amplify near?term upside. No link
• Neutral Sentiment: Analyst pieces and investor searches spike (Zacks coverage highlights heightened investor attention), which can increase volatility but doesn’t change fundamentals immediately. Investors Heavily Search Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
• Neutral Sentiment: Discussion of TSMC’s push into advanced packaging highlights medium?term growth opportunities but will require execution and capex — a watch item for investors. Will TSM’s Advanced Packaging Push Unlock a New Growth Phase?

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.