HighTower Advisors LLC Has $237.22 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

HighTower Advisors LLC boosted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 14.2% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 780,611 shares of the semiconductor company’s stock after buying an additional 97,241 shares during the quarter. HighTower Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $237,220,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the stock. Stephens Consulting LLC boosted its position in Taiwan Semiconductor Manufacturing by 82.0% during the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock valued at $28,000 after purchasing an additional 41 shares during the last quarter. Ares Financial Consulting LLC acquired a new position in Taiwan Semiconductor Manufacturing in the 4th quarter worth about $29,000. Resources Management Corp CT ADV purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth about $32,000. Maseco LLP purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth about $35,000. Finally, Cedar Wealth Management LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 91.4% during the 3rd quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company’s stock valued at $37,000 after buying an additional 64 shares during the last quarter. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien bought 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, with a total value of $55,930.00. Following the acquisition, the vice president directly 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 SEC, which is accessible through the SEC website. In the last ninety days, insiders purchased 1,346 shares of company stock worth $78,185. 1.11% of the stock is owned by corporate insiders.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Analysts and market commentators continue to highlight TSMC as a core beneficiary of AI infrastructure spending, with one note placing it in an “AIR 7” basket alongside other key AI hardware names. CIO touts ‘AIR 7’ as AI-heavy alternative to ‘Magnificent 7’
• Positive Sentiment: Several bullish articles argue TSM shares remain attractive on pullbacks, including one saying the stock looks appealing below $400 and another calling it a fundamentally strong buy, reinforcing the view that investors still see upside from AI-driven demand. Buy TSM Below $400
• Positive Sentiment: Coverage also pointed to strong semiconductor industry trends, including explosive AI memory demand and Samsung’s trillion-dollar valuation, which supports a constructive read-through for the broader chip supply chain that TSMC serves. Samsung Joins the $1 Trillion Club as AI Memory Demand Explodes
• Neutral Sentiment: TSMC also announced it will trim its Vanguard International Semiconductor stake to refocus capital on core operations, a move that may improve strategic focus but does not materially change the investment case in the near term. TSMC Trims Vanguard Stake To Refocus Capital And Valuation Story
• Negative Sentiment: Some headlines revived geopolitical risk around Taiwan, reminding investors that TSMC remains exposed to cross-strait tensions, which can weigh on sentiment even when business fundamentals are strong. Game Theory Says Taiwan May Be The World’s Most Dangerous Standoff
• Negative Sentiment: There were also reports of large TSMC stake reductions by some funds, including ARK Invest and Driehaus Capital, which can create short-term selling pressure or signal caution among active managers. ARK Invest Dumps $40M in TSMC Stock, Pivots to Cerebras and AI Healthcare

Analyst Ratings Changes

TSM has been the topic of several recent research reports. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Needham & Company LLC increased their price target on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. Barclays raised their price target on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. DA Davidson reiterated a “buy” rating and issued a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Finally, Dbs Bank raised shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research report on Friday, January 23rd. Two research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and a consensus target price of $404.29.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE:TSM opened at $395.84 on Tuesday. The firm has a market capitalization of $2.05 trillion, a PE ratio of 32.93, a PEG ratio of 1.18 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $188.81 and a 1 year high of $421.97. The company has a current ratio of 2.51, a quick ratio of 2.32 and a debt-to-equity ratio of 0.17. The firm’s fifty day simple moving average is $366.23 and its 200 day simple moving average is $335.73.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 38.17%. The firm had revenue of $30.65 billion during the quarter. On average, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.25 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $4.45 annualized dividend and a dividend yield of 1.1%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s payout ratio is presently 24.71%.

Taiwan Semiconductor Manufacturing 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.