Total Clarity Wealth Management Inc. Has $1.08 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Total Clarity Wealth Management Inc. raised its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 149.2% in the first quarter, Holdings Channel.com reports. The institutional investor owned 3,210 shares of the semiconductor company’s stock after buying an additional 1,922 shares during the period. Total Clarity Wealth Management Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $1,085,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in TSM. Signal Advisors Wealth LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 16.4% in the 1st quarter. Signal Advisors Wealth LLC now owns 1,722 shares of the semiconductor company’s stock valued at $582,000 after acquiring an additional 242 shares in the last quarter. Sovereign Financial Group Inc. boosted its stake in Taiwan Semiconductor Manufacturing by 3.7% in the 1st quarter. Sovereign Financial Group Inc. now owns 822 shares of the semiconductor company’s stock worth $278,000 after purchasing an additional 29 shares during the period. Athena Wealth Management LLC grew its position in Taiwan Semiconductor Manufacturing by 3.8% during the 1st quarter. Athena Wealth Management LLC now owns 5,671 shares of the semiconductor company’s stock worth $1,916,000 after purchasing an additional 208 shares in the last quarter. Discipline Wealth Solutions LLC grew its position in Taiwan Semiconductor Manufacturing by 1.9% during the 1st quarter. Discipline Wealth Solutions LLC now owns 1,564 shares of the semiconductor company’s stock worth $529,000 after purchasing an additional 29 shares in the last quarter. Finally, Defined Wealth Management LLC raised its stake in Taiwan Semiconductor Manufacturing by 2.2% during the 1st quarter. Defined Wealth Management LLC now owns 1,355 shares of the semiconductor company’s stock valued at $458,000 after purchasing an additional 29 shares during the period. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Several prominent investors are reportedly converging on TSM, with billionaire portfolio managers increasing exposure to the chipmaker, reinforcing confidence in its long-term AI and foundry leadership. Article Title
• Positive Sentiment: TSMC is being highlighted as a key beneficiary of AI-related semiconductor demand, helping support sentiment even as investors worry some AI-heavy dividend ETFs may be overly concentrated in chip stocks. Article Title
• Neutral Sentiment: Recent commentary continues to frame TSM as the dominant advanced chip manufacturer, with analysts noting its central role in producing more than 90% of the world’s most advanced chips, but also acknowledging competitive noise from Intel’s foundry push. Article Title
• Negative Sentiment: Intel’s renewed foundry and advanced packaging ambitions could eventually pressure TSM by offering customers more domestic alternatives, especially if Intel’s execution improves and capacity expands. Article Title

Insider Activity

In other news, VP Tzu-Sou Chuang sold 200,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated 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 completion of the sale, the vice president directly owned 2,495,165 shares in the company, valued at $174,237,371.95. The trade was a 7.42% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Lipen Yuan purchased 1,000 shares of the stock in a transaction that occurred on Monday, June 15th. The stock was purchased at an average cost of $75.26 per share, with a total value of $75,260.00. Following the purchase, the vice president owned 4,000 shares in the company, valued at $301,040. This represents a 33.33% increase in their position. The SEC filing for this purchase provides additional information. Insiders bought a total of 3,496 shares of company stock worth $248,737 in the last three months. 1.11% of the stock is owned by insiders.

Analyst Ratings Changes

A number of analysts have recently issued reports on TSM shares. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Needham & Company LLC lifted 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. DA Davidson reissued a “buy” rating and set a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Barclays increased their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. Finally, Zacks Research lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and an average price target of $429.29.

Taiwan Semiconductor Manufacturing Trading Up 1.3%

NYSE TSM opened at $468.07 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $206.20 and a 1-year high of $476.79. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16. The company has a market capitalization of $2.43 trillion, a PE ratio of 38.94, a price-to-earnings-growth ratio of 1.35 and a beta of 1.38. The firm’s fifty day simple moving average is $409.02 and its 200-day simple moving average is $359.90.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The business 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, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be paid a dividend of $1.1136 per share. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 29.20%.

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.