Vest Financial LLC Raises Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Vest Financial LLC grew its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 37.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 25,911 shares of the semiconductor company’s stock after acquiring an additional 7,025 shares during the quarter. Vest Financial LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $7,237,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the stock. Heartwood Wealth Advisors LLC acquired a new position in Taiwan Semiconductor Manufacturing during the 3rd quarter valued at approximately $32,000. Resources Management Corp CT ADV acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter valued at $32,000. Mid American Wealth Advisory Group Inc. acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter valued at $33,000. First Command Advisory Services Inc. raised its stake in Taiwan Semiconductor Manufacturing by 174.1% in the 2nd quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock worth $36,000 after acquiring an additional 101 shares during the last quarter. Finally, Riggs Asset Managment Co. Inc. acquired a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter worth about $41,000. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE:TSM opened at $326.32 on Thursday. 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 Company Ltd. has a 1 year low of $134.25 and a 1 year high of $351.33. The firm has a market capitalization of $1.69 trillion, a PE ratio of 30.64, a P/E/G ratio of 0.63 and a beta of 1.29. The business’s 50 day moving average price is $302.06 and its 200-day moving average price is $275.95.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 earnings per share 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. As a group, equities research analysts expect 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 declared a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be paid a $0.9678 dividend. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s payout ratio is 23.57%.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Wall Street turns more bullish on TSMC’s AI dominance after the company’s strong results and guidance, which reinforce TSMC’s role as the primary foundry for AI accelerators. Wall Street Gets More Bullish on TSMC’s AI Dominance
• Positive Sentiment: Analysts and retail outlets argue TSMC is positioned for further gains in 2026 after a monster Q4 (revenue/earnings beat) and strong 2026 revenue outlook driven by 3nm/5nm AI orders. Where Will TSMC Stock Be in 1 Year?
• Positive Sentiment: Momentum investors have pushed TSM higher recently (noted weekly gains), driven by renewed demand visibility from hyperscalers and AI GPU makers. TSMC (TSM) Is Up 5.80% in One Week
• Positive Sentiment: TSMC is expanding advanced packaging capacity and accelerating U.S. fabs (Arizona land purchases, faster fab buildouts), actions that support longer‑term revenue capture in AI supply chains. TSMC Ramps Up AI Chip Packaging TSMC Buys More Arizona Land, Fast-Tracks Fabs
• Neutral Sentiment: Industry context: Nvidia’s CEO and other coverage highlight a multi‑trillion dollar AI infrastructure opportunity (energy, chips, cloud, models, apps) that benefits chipmakers like TSMC but also implies heavy, multi‑party investment requirements. Nvidia CEO Jensen Huang Predicts the Trillion-Dollar AI Revolution
• Neutral Sentiment: Broader analyst pieces and sector roundups position TSMC as a top international growth/AI infrastructure pick, but they also highlight competition for capital among supply‑chain players (ASML, Cadence, packaging specialists). 3 International Growth Stocks That Can Compete With U.S. Technology
• Negative Sentiment: Management warning and capex risk: CEO C.C. Wei voiced concern about oversupply/overbuilding as TSMC ramps ~ $56B+ in potential spending—investors worry that aggressive capex could pressure margins if hyperscaler demand weakens. ‘I’m Also Very Nervous’ TSMC CEO C.C. Wei says on AI Demand

Analyst Upgrades and Downgrades

TSM has been the topic of a number of research reports. UBS Group set a $330.00 price objective on Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. The Goldman Sachs Group reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, January 5th. Weiss Ratings reissued a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, December 29th. Argus upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Finally, Needham & Company LLC increased their price objective on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a research note on Thursday, January 15th. Two analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and a consensus target price of $381.67.

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.