NorthCrest Asset Manangement LLC Has $78.57 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

NorthCrest Asset Manangement LLC trimmed its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1.3% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 267,229 shares of the semiconductor company’s stock after selling 3,640 shares during the quarter. Taiwan Semiconductor Manufacturing comprises about 1.9% of NorthCrest Asset Manangement LLC’s holdings, making the stock its 6th biggest holding. NorthCrest Asset Manangement LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $78,573,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the company. Massachusetts Financial Services Co. MA raised its holdings in Taiwan Semiconductor Manufacturing by 3.6% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company’s stock worth $4,401,448,000 after acquiring an additional 541,047 shares during the last quarter. Bank of America Corp DE increased its holdings in shares of Taiwan Semiconductor Manufacturing by 0.8% in the 2nd quarter. Bank of America Corp DE now owns 14,805,720 shares of the semiconductor company’s stock worth $3,353,348,000 after purchasing an additional 115,158 shares in the last quarter. Jennison Associates LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 26.7% in the second quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company’s stock worth $2,728,478,000 after purchasing an additional 2,537,760 shares during the last quarter. Alliancebernstein L.P. increased its holdings in Taiwan Semiconductor Manufacturing by 18.0% in the 2nd quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock worth $2,368,587,000 after buying an additional 1,593,786 shares in the last quarter. Finally, WCM Investment Management LLC lifted its stake in Taiwan Semiconductor Manufacturing by 3.3% during the 2nd quarter. WCM Investment Management LLC now owns 10,058,659 shares of the semiconductor company’s stock valued at $2,299,108,000 after acquiring an additional 324,615 shares during the period. 16.51% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on TSM shares. Needham & Company LLC raised their target price on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a report on Thursday. Barclays increased their price target on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a report on Friday. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Sanford C. Bernstein reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Finally, Susquehanna raised their target price on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a research report on Friday, October 10th. Eight equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $381.67.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Record Q4 results and management commentary reinforced that AI demand is real and sustainable, prompting expectations for higher capital spending to meet hyperscaler orders. The World’s Most Important Chipmaker Just Confirmed the AI Megatrend Is Real
• Positive Sentiment: Analysts and commentators are bullish post-earnings — multiple write-ups call TSMC central to the AI supply chain and highlight the earnings beat as a green light for the broader chip trade. Here’s What Analysts Are Saying About Taiwan Semiconductor Manufacturing (TSM) Post Earnings
• Positive Sentiment: Price-target upgrades are arriving: TD Cowen and others have lifted targets (one widely reported target moved to $370), signaling higher analyst valuation on the back of earnings and AI demand. Taiwan Semiconductor Manufacturing (NYSE:TSM) Price Target Raised to $370.00
• Positive Sentiment: High-profile investor activity: Cathie Wood increased exposure (~$1.9M) after the strong quarter, a vote of confidence that can support momentum and flows into the name. Cathie Wood Makes a $1.9M Bet on TSMC After Robust Q4 Earnings. What Wall Street Is Saying
• Positive Sentiment: Expansion into U.S. manufacturing and capacity add plans were highlighted in week-ahead tech roundups — supports longer-term revenue growth from hyperscalers and government-backed demand. OpenAI’s Ad Experiment, TSMC Expansion And More: This Week In Tech
• Neutral Sentiment: The U.S.-Taiwan semiconductor deal aims to shift parts of the supply chain to the U.S.; this supports TSMC’s U.S. footprint but also introduces policy and execution complexity that could affect timelines and costs. What the U.S.-Taiwan deal means for the island’s ‘silicon shield’
• Neutral Sentiment: Some analysts kept conservative ratings despite raising targets (e.g., TD Cowen maintained a Hold), reflecting valuation and execution checks even as earnings accelerate. Here’s What Analysts Are Saying About Taiwan Semiconductor Manufacturing (TSM) Post Earnings

Taiwan Semiconductor Manufacturing Stock Up 0.2%

NYSE TSM opened at $342.37 on Monday. The company has a market capitalization of $1.77 trillion, a P/E ratio of 32.15, a price-to-earnings-growth ratio of 0.81 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $351.33. The stock’s 50-day moving average price is $299.68 and its 200-day moving average price is $274.20. The company has a quick ratio of 2.47, a current ratio of 2.69 and a debt-to-equity ratio of 0.19.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%.The company had revenue of $32.50 billion for the quarter. On average, equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be issued a $0.9678 dividend. This represents a $3.87 annualized dividend and a dividend yield of 1.1%. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 23.57%.

Taiwan Semiconductor Manufacturing 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.