Perryman Financial Advisory Inc. AD Takes Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Perryman Financial Advisory Inc. AD bought a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the 4th quarter, HoldingsChannel reports. The institutional investor bought 1,219 shares of the semiconductor company’s stock, valued at approximately $370,000.

Several other large investors have also added to or reduced their stakes in TSM. Quattro Advisors LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $25,000. Hilton Head Capital Partners LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 4th quarter valued at $27,000. Stephens Consulting LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 82.0% during the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock valued at $28,000 after acquiring an additional 41 shares during the period. Strategic Advocates LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 62.1% during the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock valued at $28,000 after acquiring an additional 36 shares during the period. Finally, Ares Financial Consulting LLC bought a new position in Taiwan Semiconductor Manufacturing during the fourth quarter worth $29,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC’s May revenue reportedly surged 30%, reinforcing the idea that AI chip demand remains intense and that the company is still seeing strong order flow. TSMC Revenue Surges 30% in May on Relentless AI Demand. TSM Stock Is Still Undervalued Here.
• Positive Sentiment: Commentary around AI chip demand and expansion plans suggests TSMC’s fabrication capacity remains tight, with its Arizona plant booked through 2027 and customers still placing orders above current output. TSMC Stock (TSM) Opinions on AI Chip Demand and Expansion Plans
• Positive Sentiment: Broader semiconductor enthusiasm is also supporting the stock, with ETF trading activity showing investors continue to pile into the chip sector as an AI trade. Semiconductor ETFs Now Dominate the Most-Traded List — A Signal You Can’t Ignore
• Neutral Sentiment: Market commentary continues to frame TSMC as one of the main beneficiaries of AI spending, with analysts debating valuation rather than questioning demand. TSMC (NYSE:TSM) Stock Weighing AI Momentum Against A 6% Overvaluation Narrative
• Neutral Sentiment: Recent articles on ETF ideas and long-term AI stock picks are mostly thematic and do not provide a company-specific catalyst for TSMC. Best ETF Ideas for the Rest of 2026 3 AI Stocks Poised for Long-Term Gains Despite Strong Year-To-Date Performance
• Negative Sentiment: Reports that Google may explore Samsung for AI chip production highlight potential competition for TSMC in some advanced AI manufacturing work, even though the broader demand backdrop remains strong. MediaTek’s AI Pivot and Google’s Samsung Partnership: Inside the TSMC Capacity Squeeze

Insider Activity

In related news, VP Bor-Zen Tien acquired 2,000 shares of the firm’s stock in a transaction on Tuesday, May 19th. The stock was purchased at an average cost of $69.91 per share, with a total value of $139,820.00. Following the acquisition, the vice president owned 11,051 shares of the company’s stock, valued at approximately $772,575.41. This trade represents a 22.10% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, VP Tzu-Sou Chuang sold 200,000 shares of the stock in a transaction that occurred on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total value of $13,966,000.00. Following the completion of the sale, the vice president directly owned 2,495,165 shares of the company’s stock, valued at approximately $174,237,371.95. This trade represents a 7.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders purchased 3,496 shares of company stock worth $229,407. 1.11% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on the stock. Barclays raised their price target on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. Zacks Research cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, March 20th. Finally, Needham & Company LLC upped their price target on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the company has an average rating of “Buy” and an average price target of $404.29.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE TSM opened at $440.35 on Tuesday. The company has a market cap of $2.28 trillion, a P/E ratio of 36.64, a PEG ratio of 1.24 and a beta of 1.39. The company has a fifty day simple moving average of $399.06 and a 200 day simple moving average of $354.27. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $206.20 and a 12-month high of $450.16.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data 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 36.81%. The firm had revenue of $30.65 billion for the quarter. Sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be issued a $1.1136 dividend. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 25.12%.

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.