WBI Investments LLC Invests $450,000 in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

WBI Investments LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 1,613 shares of the semiconductor company’s stock, valued at approximately $450,000.

A number of other large investors have also recently made changes to their positions in TSM. Heartwood Wealth Advisors LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter valued at $32,000. Cedar Wealth Management LLC boosted its stake in Taiwan Semiconductor Manufacturing by 91.4% in the 3rd quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company’s stock worth $37,000 after purchasing an additional 64 shares during the period. Fairman Group LLC grew its holdings in Taiwan Semiconductor Manufacturing by 171.2% during the 3rd quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock valued at $39,000 after buying an additional 89 shares in the last quarter. Resources Management Corp CT ADV bought a new stake in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at about $32,000. Finally, Delta Asset Management LLC TN increased its position in shares of 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 valued at $42,000 after buying an additional 50 shares during the period. 16.51% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on TSM. Argus raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. DA Davidson raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Friday, February 13th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd. Freedom Capital raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Finally, UBS Group set a $330.00 price target on Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Three investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Buy” and an average target price of $391.43.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE TSM opened at $339.56 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $390.20. The company has a fifty day moving average of $348.15 and a 200-day moving average of $308.21. The company has a market capitalization of $1.76 trillion, a P/E ratio of 31.88, a P/E/G ratio of 0.95 and a beta of 1.29. 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 (NYSE:TSM) last released its earnings results 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 business had revenue of $30.65 billion for the quarter. As a group, equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be issued a dividend of $0.9503 per share. This represents a $3.80 dividend on an annualized basis 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 currently 28.36%.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC claims a 72% share of the global chip market and says AI demand is at record highs — supports a strong revenue/capacity outlook for 2026. TSMC Claims 72% Of Global Chip Market As AI Demand Hits Record Highs
• Positive Sentiment: Analysts and commentators still call TSMC a buy on the “Nvidia flip” and AI capex tailwinds — market positioning as the dominant foundry benefits from expanding AI GPU and datacenter spend. TSMC Stock Is Still a Buy as the ‘Nvidia Flip’ Reshapes Tech
• Positive Sentiment: Investor commentary highlights TSMC’s durable competitive moat (advanced process tech) as a reason there’s still time to buy after recent pullbacks. Think It’s Too Late to Buy Taiwan Semiconductor Manufacturing Company Stock? Here’s the 1 Reason Why There’s Still Time.
• Positive Sentiment: Unusual high volume of call option buying points to bullish positioning by some investors/speculators expecting further upside. Investors Buy High Volume of Call Options on Taiwan Semiconductor Manufacturing (NYSE:TSM)
• Neutral Sentiment: Market commentary frames the recent ~13% pullback as a buying opportunity given long-term growth, but flags that valuation remains elevated versus history. TSMC Stock Looks Like a Table-Pounding Gift After That 13% Correction
• Neutral Sentiment: Comparisons to Nvidia and other peers emphasize Nvidia’s faster growth and stronger near-term upside, creating a relative-performance debate for investors weighing TSM vs NVDA. NVDA vs. TSM: Which Semiconductor Powerhouse Offers More Upside?
• Negative Sentiment: Zacks downgraded TSMC from “strong-buy” to “hold,” signaling some analyst caution on near-term upside and contributing to selling pressure. Zacks.com
• Negative Sentiment: Benzinga reports Tesla has “snubbed” TSMC as it builds an in-house/alternative chip supply chain — a reminder that major customers can shift sourcing and that client concentration risk exists. Tesla Just Snubbed TSMC — Musk Is Quietly Building A Sovereign Chip Chain
• Negative Sentiment: Reports flag geopolitical and supply risks (e.g., helium shortage, Strait of Hormuz disruptions) that could interrupt fabs and create cost/production shocks for TSMC and its partners. Nvidia, TSMC Are Dangerously Exposed To A Hidden War Risk (Hint: Not Oil)

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.