Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Turtle Creek Wealth Advisors LLC

Turtle Creek Wealth Advisors LLC raised its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 53.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,316 shares of the semiconductor company’s stock after acquiring an additional 3,921 shares during the quarter. Turtle Creek Wealth Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $3,439,000 at the end of the most recent quarter.

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

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Taiwan’s market regulator relaxed single‑stock investment caps for domestic funds, which could unlock billions of fresh demand into TSMC and was cited as a driver of recent record highs. CNBC: TSMC shares jump to record high as Taiwan eases single-stock investment caps for funds
• Positive Sentiment: TSMC unveiled its A13 process and said it can keep advancing chip scaling without immediate deployment of ASML’s extremely expensive high‑NA EUV machines — a cost and margin advantage if sustained. Reuters: TSMC shows smaller, faster chips without pricey new tool from ASML
• Positive Sentiment: Analyst momentum is supportive — Barclays raised its TSM target and other upgrades have followed, reinforcing buy-side conviction after strong Q1 results and record margins. Benzinga: Barclays raises TSM price target
• Neutral Sentiment: TSMC filed a Form 6‑K disclosing March insider share increases and capital actions; details warrant review but the filing hasn’t produced a clear directional market reaction yet. TipRanks: TSMC Details March 2026 Insider Share Increases and Capital Actions
• Neutral Sentiment: Partnerships and ecosystem moves (e.g., Synopsys collaboration) support long‑term node adoption and design flow readiness but are incremental near‑term drivers. Yahoo Finance: Synopsys partners with TSMC
• Negative Sentiment: The semiconductor group is stretched after a massive rally — analysts and market commentaries flag the index as overextended, raising pullback risk and prompting profit‑taking in high‑beta names like TSM. Yahoo Finance: Chip stocks most overextended in decades
• Negative Sentiment: Broader macro/geopolitical noise (Middle East tensions, oil price moves) is keeping regional markets mixed and adding short‑term volatility risk to TSMC shares. Yahoo Finance: Asian stocks mixed as Iran war standoff pushes oil higher

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien acquired 1,000 shares of the company’s stock in a transaction that occurred on Sunday, March 22nd. The shares were purchased at an average price of $55.93 per share, for a total transaction of $55,930.00. Following the completion of the purchase, the vice president directly owned 9,051 shares in the company, valued at $506,222.43. The trade was a 12.42% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this link. 1.11% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

TSM has been the subject of a number of analyst reports. Sanford C. Bernstein reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 2nd. Needham & Company LLC upped their price objective on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. Wedbush reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Finally, 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. 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. According to MarketBeat, the company has an average rating of “Buy” and a consensus price target of $404.29.

Taiwan Semiconductor Manufacturing Price Performance

TSM opened at $382.51 on Friday. The firm has a market cap of $1.98 trillion, a price-to-earnings ratio of 31.82, a price-to-earnings-growth ratio of 1.15 and a beta of 1.35. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $157.39 and a fifty-two week high of $390.20. The company’s 50-day moving average price is $355.66 and its 200 day moving average price is $324.14. The company has a quick ratio of 2.32, a current ratio of 2.51 and a debt-to-equity ratio of 0.17.

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. The firm had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 38.17%. As a group, sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.03 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

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

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.