Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Migdal Insurance & Financial Holdings Ltd.

Migdal Insurance & Financial Holdings Ltd. grew its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 0.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,215,900 shares of the semiconductor company’s stock after purchasing an additional 6,343 shares during the quarter. Taiwan Semiconductor Manufacturing comprises approximately 3.7% of Migdal Insurance & Financial Holdings Ltd.’s investment portfolio, making the stock its 6th biggest position. Migdal Insurance & Financial Holdings Ltd.’s holdings in Taiwan Semiconductor Manufacturing were worth $340,567,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in TSM. Brighton Jones LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 20.9% in the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after acquiring an additional 1,892 shares during the period. U.S. Capital Wealth Advisors LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 13.1% in the 2nd quarter. U.S. Capital Wealth Advisors LLC now owns 25,183 shares of the semiconductor company’s stock valued at $5,704,000 after purchasing an additional 2,925 shares during the period. Gries Financial LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 16.2% during the 2nd quarter. Gries Financial LLC now owns 1,721 shares of the semiconductor company’s stock worth $390,000 after purchasing an additional 240 shares in the last quarter. Leonard Rickey Investment Advisors P.L.L.C. raised its position in shares of Taiwan Semiconductor Manufacturing by 3.3% in the second quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 1,611 shares of the semiconductor company’s stock valued at $365,000 after buying an additional 52 shares in the last quarter. Finally, Opal Wealth Advisors LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 5.6% in the second quarter. Opal Wealth Advisors LLC now owns 2,528 shares of the semiconductor company’s stock valued at $573,000 after buying an additional 134 shares during the period. 16.51% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research firms have recently weighed in on TSM. Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, December 29th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 2nd. Barclays lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a research note on Friday. UBS Group set a $330.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Finally, Argus upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Two analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and a consensus target price of $381.67.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC reported a blowout quarter and raised 2026 capex dramatically (guidance cited $52B–$56B) to scale AI chip production — the core reason the stock is moving up. Taiwan Semiconductor Manufacturing Stock Jumps On
• Positive Sentiment: Multiple outlets highlight robust AI-driven demand: 2025 revenue surged and TSMC sees ~30% revenue growth in 2026 with heavy 3nm/5nm order flow — supporting sustained top-line momentum. AI-Driven Demand Fuels TSM’s Growth
• Positive Sentiment: TSMC is expanding advanced packaging capacity and accelerating US fabs (Arizona land buys), which helps secure supply for hyperscalers and lowers delivery friction for customers. TSMC Ramps Up AI Chip Packaging TSMC Buys More Arizona Land
• Positive Sentiment: Wall Street and media narratives are broadly bullish (Jim Cramer praise, notable buys from large managers), reinforcing investor confidence in TSM’s role as AI infrastructure. A Once-in-a-Decade Investment Opportunity
• Positive Sentiment: TSMC’s strength rippled across the ecosystem — e.g., Super Micro rallied on the view that more chips = more servers, illustrating the tangible demand pathway from fabs to data center hardware. Short Squeeze Season: Is Super Micro Ready to Fly?
• Neutral Sentiment: Nvidia still controls much of 2026 GPU capacity; TSMC’s packaging push is partly to offset supply tightness, but competitive capacity dynamics leave some uncertainty about share shifts. TSMC Ramps Up AI Chip Packaging
• Negative Sentiment: TSMC’s CEO signaled caution—saying he’s “very nervous” about AI demand and emphasizing the risk of a $56B “disaster” (overbuilding or mis-timed capacity), a reminder that heavy capex can backfire if hyperscaler spending cools. ‘I’m Also Very Nervous’ TSMC CEO C.C. Wei says on AI Demand
• Negative Sentiment: Some analysts warn TSMC’s premium valuation requires sustained ~30%+ revenue CAGR to justify prices; a slowdown in hyperscaler capex or sustained high capex could compress returns. Taiwan Semiconductor: AI Value Stock Hiding In Plain Sight

Taiwan Semiconductor Manufacturing Stock Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $326.96 on Wednesday. The company’s 50 day moving average price is $301.34 and its two-hundred day moving average price is $275.59. The firm has a market capitalization of $1.69 trillion, a P/E ratio of 30.70, a P/E/G ratio of 0.69 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $351.33. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Friday, November 14th. The semiconductor company reported $14.32 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 during the quarter. On average, equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be issued a $0.9678 dividend. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date is Tuesday, March 17th. This represents a $3.87 dividend on an annualized basis and a yield of 1.2%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 28.64%.

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.