Vista Cima Wealth Management LLC Buys 1,646 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

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

Other institutional investors and hedge funds have also recently modified their holdings of the company. Stephens Consulting LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 82.0% during the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock valued at $28,000 after acquiring an additional 41 shares in the last quarter. Ares Financial Consulting LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at $29,000. Basepoint Wealth LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at $31,000. Resources Management Corp CT ADV bought a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at $32,000. Finally, Maseco LLP bought a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at $35,000. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing Stock Up 1.8%

NYSE TSM opened at $444.56 on Friday. The stock’s 50-day moving average price is $386.53 and its 200-day moving average price is $347.24. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $202.28 and a 52 week high of $450.16. The company has a market capitalization of $2.31 trillion, a P/E ratio of 36.99, a price-to-earnings-growth ratio of 1.27 and a beta of 1.38.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The firm had revenue of $30.65 billion for the quarter. On average, equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be paid a $1.1136 dividend. This represents a $4.45 annualized dividend and a dividend yield of 1.0%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 25.04%.

Insider Activity

In related news, VP Tzu-Sou Chuang sold 200,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the sale, the vice president owned 2,495,165 shares of the company’s stock, valued at approximately $174,237,371.95. This trade represents a 7.42% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Bor-Zen Tien bought 2,000 shares of the firm’s stock in a transaction that occurred on Tuesday, May 19th. The shares were acquired at an average cost of $69.91 per share, for a total transaction of $139,820.00. Following the purchase, the vice president directly owned 11,051 shares in the company, valued at $772,575.41. This trade represents a 22.10% increase in their position. The SEC filing for this purchase provides additional information. Insiders bought 3,346 shares of company stock worth $218,005 in the last ninety days. Corporate insiders own 1.11% of the company’s stock.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

Wall Street Analysts Forecast Growth

TSM has been the subject of several analyst reports. Needham & Company LLC raised their price target on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, March 20th. Barclays increased 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. Finally, Zacks Research cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Two equities research 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 data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus price target of $404.29.

About Taiwan Semiconductor Manufacturing

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.