Vista Cima Wealth Management LLC Raises Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Vista Cima Wealth Management LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 146.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,768 shares of the semiconductor company’s stock after purchasing an additional 1,646 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for approximately 0.7% of Vista Cima Wealth Management LLC’s portfolio, making the stock its 29th largest position. Vista Cima Wealth Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $841,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Shannon River Fund Management LLC purchased a new stake in Taiwan Semiconductor Manufacturing in the third quarter worth approximately $2,430,000. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. purchased a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter worth approximately $961,000. Meridian Wealth Management LLC boosted its stake in Taiwan Semiconductor Manufacturing by 27.9% in the fourth quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company’s stock worth $20,049,000 after buying an additional 14,406 shares in the last quarter. Boyer Financial Services Inc. purchased a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter worth approximately $648,000. Finally, Stiles Financial Services Inc lifted its position in Taiwan Semiconductor Manufacturing by 79.1% in the fourth quarter. Stiles Financial Services Inc now owns 4,355 shares of the semiconductor company’s stock valued at $1,323,000 after purchasing an additional 1,923 shares during the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $444.56 on Friday. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16. The company has a market cap of $2.31 trillion, a PE ratio of 36.99, a P/E/G ratio of 1.27 and a beta of 1.38. The business has a 50 day moving average of $386.53 and a 200 day moving average of $347.24. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $202.28 and a 52 week high of $450.16.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The company had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%. As a group, equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 earnings per share for the current 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 dividend of $1.1136 per share. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 25.04%.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Broker coverage remains constructive, with Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) receiving an average “Buy” rating, reinforcing investor confidence in its earnings and growth outlook. Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) Given Average Rating of “Buy” by Brokerages
• Positive Sentiment: Several reports say TSMC remains at the center of AI chip supply, with demand for advanced semiconductors still strong and investors viewing the company as a key pick in the AI boom. TSMC boss upbeat on outlook as AI boom shows no sign of easing
• Positive Sentiment: Market commentary continues to position TSM as a strategic long-term winner, with articles emphasizing its dominance in the AI compute supply chain and its importance to companies like Nvidia and Apple. Taiwan Semiconductor Manufacturing (TSM) Sits at the Absolute Center of the AI Compute Supply Chain
• Neutral Sentiment: TSMC shareholders approved 2025 results and charter changes at the annual meeting, a governance update that does not appear to be a major direct catalyst for the stock. TSMC Shareholders Approve 2025 Results and Charter Changes at June 4 Meeting
• Negative Sentiment: Some investors may be reacting to comments from CEO C.C. Wei that AI chip shortages could persist for years and that TSMC is still working to expand U.S. production, which underscores supply constraints and cost pressure. TSMC boss bets big on AI growth, says he’d ‘like’ to hike chip prices

Insider Buying and Selling

In other news, VP Tzu-Sou Chuang sold 200,000 shares of the company’s stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total value of $13,966,000.00. Following the sale, the vice president directly owned 2,495,165 shares of the company’s stock, valued at $174,237,371.95. This represents a 7.42% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Bor-Zen Tien purchased 2,000 shares of the firm’s stock in a transaction that occurred on Tuesday, May 19th. The stock was acquired at an average price of $69.91 per share, with a total value of $139,820.00. Following the completion of the purchase, the vice president owned 11,051 shares in the company, valued at $772,575.41. This represents a 22.10% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last 90 days, insiders have purchased 3,346 shares of company stock valued at $218,005. 1.11% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several analysts have weighed in on the company. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, March 20th. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Barclays boosted their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a research report on Wednesday, April 22nd. Zacks Research downgraded Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Finally, Needham & Company LLC boosted their price objective on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $404.29.

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.