HWG Holdings LP Decreases Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

HWG Holdings LP cut its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 94.0% during the fourth quarter, HoldingsChannel.com reports. The fund owned 1,819 shares of the semiconductor company’s stock after selling 28,655 shares during the period. HWG Holdings LP’s holdings in Taiwan Semiconductor Manufacturing were worth $553,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in TSM. Brown Advisory Inc. lifted its holdings in Taiwan Semiconductor Manufacturing by 43.2% in the 2nd quarter. Brown Advisory Inc. now owns 6,650,983 shares of the semiconductor company’s stock valued at $1,506,389,000 after purchasing an additional 2,006,745 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its holdings in shares of Taiwan Semiconductor Manufacturing by 109.5% during the second quarter. Arrowstreet Capital Limited Partnership now owns 3,526,160 shares of the semiconductor company’s stock worth $798,640,000 after buying an additional 1,842,951 shares in the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main grew its holdings in shares of Taiwan Semiconductor Manufacturing by 268.2% during the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,499,677 shares of the semiconductor company’s stock worth $566,152,000 after buying an additional 1,820,852 shares in the last quarter. Alliancebernstein L.P. raised its position in shares of Taiwan Semiconductor Manufacturing by 18.0% in the second quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock valued at $2,368,587,000 after buying an additional 1,593,786 shares during the last quarter. Finally, SurgoCap Partners LP acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the third quarter valued at about $360,443,000. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Broadcom warns TSMC is hitting production capacity limits — markets view the bottleneck as evidence of sustained demand for TSMC’s leading-edge nodes, supporting pricing power and long-term revenue visibility. Read More.
• Positive Sentiment: ASML’s nearly $8B order for EUV tools signals a multiyear memory/AI capex cycle that increases demand for advanced packaging and leading-node wafer capacity — a structural tailwind for TSM as the primary contract manufacturer for AI GPUs and server chips. Read More.
• Positive Sentiment: Arm’s new AGI CPU is being built on TSMC 3nm (with Meta partnership) — another concrete order/roadmap signal that TSMC’s advanced nodes will see durable hyperscaler and AI customer demand. Read More.
• Positive Sentiment: Insider buying by a TSMC VP and recent analyst price-target upgrades reinforce management confidence and a constructive sell-side view on growth and margins. Read More.
• Neutral Sentiment: Broader analysis pieces compare TSMC with other AI-infrastructure names (Broadcom, Micron, AMD) and highlight TSMC’s strategic role — useful for positioning but not an immediate earnings catalyst. Read More.
• Negative Sentiment: Geopolitical and commodity risks (energy, helium supply disruptions tied to the Iran conflict) raise the prospect of production interruptions or higher fab operating costs — a material operational risk for Taiwan-based fabs. Read More.
• Positive Sentiment: Logistics and ecosystem moves (e.g., UPS $100M Taiwan hub) show supply-chain players scaling to support elevated chip flows — reduces distribution friction and signals sustained order volumes. Read More.

Taiwan Semiconductor Manufacturing Trading Up 1.3%

Shares of TSM stock opened at $347.80 on Thursday. The company has a current ratio of 2.62, a quick ratio of 2.42 and a debt-to-equity ratio of 0.17. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $390.20. The company’s 50-day moving average price is $349.46 and its 200-day moving average price is $311.90. The stock has a market cap of $1.80 trillion, a price-to-earnings ratio of 32.66, a PEG ratio of 0.94 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 34.89%. The firm had revenue of $30.65 billion during the quarter. As a group, equities 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 declared a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be paid a $0.9503 dividend. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 annualized dividend and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 28.36%.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on the stock. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, March 20th. Freedom Capital upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. UBS Group set a $330.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a report on Friday, January 23rd. Finally, Argus upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report 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 stock. Based on data from MarketBeat, the company has an average rating of “Buy” and a consensus price target of $391.43.

Insider Activity

In other news, VP Bor-Zen Tien purchased 1,000 shares of the business’s stock in a transaction dated Sunday, March 22nd. The stock was acquired at an average price of $55.93 per share, for a total transaction of $55,930.00. Following the acquisition, the vice president directly owned 9,051 shares of the company’s stock, valued at approximately $506,222.43. This represents a 12.42% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 1.11% of the stock is owned by corporate insiders.

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.