SageGuard Financial Group LLC Takes Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

SageGuard Financial Group LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the fourth quarter, according to its most recent disclosure with the SEC. The fund acquired 5,129 shares of the semiconductor company’s stock, valued at approximately $1,559,000.

A number of other large investors have also recently made changes to their positions in the stock. Brighton Jones LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 20.9% during the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after purchasing an additional 1,892 shares during the period. Gamco Investors INC. ET AL bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter valued at $701,000. Bank of Nova Scotia raised its position in shares of Taiwan Semiconductor Manufacturing by 12.8% during the 2nd quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock valued at $3,556,000 after purchasing an additional 1,784 shares during the period. FWL Investment Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 26.5% during the 2nd quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock valued at $57,000 after purchasing an additional 53 shares during the period. Finally, Main Street Financial Solutions LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter valued at $270,000. 16.51% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

TSM has been the topic of several recent analyst reports. The Goldman Sachs Group restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, January 5th. Argus upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. DA Davidson reiterated a “buy” rating and set a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Friday. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Finally, Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research report on Friday, January 23rd. Two analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Buy” and a consensus price target of $401.43.

Insiders Place Their Bets

In related news, VP Bor-Zen Tien purchased 1,000 shares of the company’s stock in a transaction that occurred on Sunday, March 22nd. The stock was bought at an average price of $55.93 per share, for a total transaction of $55,930.00. Following the completion of the transaction, the vice president owned 9,051 shares in the company, valued at approximately $506,222.43. The trade was a 12.42% increase in their position. The purchase was disclosed in a filing with the SEC, which is available at the SEC website. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Down 1.2%

Shares of TSM opened at $366.20 on Tuesday. The company’s fifty day moving average is $354.99 and its 200 day moving average is $322.75. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $145.84 and a fifty-two week high of $390.20. The stock has a market capitalization of $1.90 trillion, a PE ratio of 30.47, a P/E/G ratio of 1.13 and a beta of 1.35. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.32 and a current ratio of 2.51.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly 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 company had revenue of $30.65 billion for the quarter. Sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 14.62 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be given a $0.9503 dividend. This represents a $3.80 annualized dividend and a yield of 1.0%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s payout ratio is currently 24.71%.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC reported a powerful quarter — earnings and margins expanded and media note a ~58% profit jump, reinforcing revenue and profitability momentum for 2026. Profit jumped 58% at Taiwan Semi. Does that make TSM stock a buy here?
• Positive Sentiment: Company and analysts point to stronger 2026 sales driven by sustained AI-chip demand — a structural tailwind for TSMC as the leading foundry for advanced nodes. Prediction: The Best Pick-and-Shovel AI Stock of 2026 Won’t Be Nvidia or Broadcom
• Positive Sentiment: Wall Street has nudged the tone higher — Zacks upgraded TSM to a Buy (Rank #2) and DA Davidson reiterated Buy, supporting upside expectations. TSMC (TSM) Upgraded to Buy: Here’s Why Taiwan Semiconductor Manufacturing’s (TSM) “Buy” Rating Reiterated at DA Davidson
• Positive Sentiment: Sector momentum is strong — chip names are rallying on AI-driven demand, which underpins a longer-term constructive backdrop for TSMC. Micron sits at the center of a red-hot chip rally
• Neutral Sentiment: Several analyst/market commentaries highlight TSMC as a trending/long-term AI play — useful for conviction but not new near-term catalysts. Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Despite the beat, the stock hasn’t rallied—commentary points to earnings being largely priced in and to macro/geopolitical headlines (e.g., Middle East developments) and short-term profit-taking as reasons for the muted price response. Why Great Earnings Don’t Always Boost Prices
• Negative Sentiment: Coverage notes that TSMC’s strong quarter and outlook “fizzled” in terms of driving an immediate share lift — signaling that near-term market positioning and sentiment, not fundamentals, are controlling price action today. Is Taiwan Semiconductor Manufacturing Stock a Buy on Strong AI Demand?

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.