Ritter Daniher Financial Advisory LLC DE grew its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 285.2% in the third quarter, HoldingsChannel reports. The fund owned 4,257 shares of the semiconductor company’s stock after acquiring an additional 3,152 shares during the period. Ritter Daniher Financial Advisory LLC DE’s holdings in Taiwan Semiconductor Manufacturing were worth $1,189,000 at the end of the most recent reporting period.
Several other large investors have also recently bought and sold shares of the company. SYM FINANCIAL Corp raised its position in shares of Taiwan Semiconductor Manufacturing by 3.4% during the third quarter. SYM FINANCIAL Corp now owns 1,312 shares of the semiconductor company’s stock worth $366,000 after acquiring an additional 43 shares during the last quarter. Golden State Wealth Management LLC lifted its position in Taiwan Semiconductor Manufacturing by 8.9% during the 3rd quarter. Golden State Wealth Management LLC now owns 4,194 shares of the semiconductor company’s stock valued at $1,172,000 after purchasing an additional 341 shares during the period. Foundations Investment Advisors LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 8.3% in the 3rd quarter. Foundations Investment Advisors LLC now owns 27,220 shares of the semiconductor company’s stock valued at $7,602,000 after purchasing an additional 2,080 shares during the last quarter. Ruffer LLP grew its position in shares of Taiwan Semiconductor Manufacturing by 56.4% during the 3rd quarter. Ruffer LLP now owns 204,387 shares of the semiconductor company’s stock worth $57,083,000 after buying an additional 73,676 shares during the period. Finally, Hollencrest Capital Management raised its stake in shares of Taiwan Semiconductor Manufacturing by 125.3% during the third quarter. Hollencrest Capital Management now owns 5,216 shares of the semiconductor company’s stock worth $1,457,000 after buying an additional 2,901 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.
Wall Street Analyst Weigh In
A number of research firms have commented on TSM. TD Cowen lifted their target price on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a report on Friday, January 16th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. Sanford C. Bernstein restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd. Freedom Capital upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Finally, UBS Group set a $330.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Two research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus price target of $381.67.
Taiwan Semiconductor Manufacturing Stock Performance
Shares of NYSE:TSM opened at $339.47 on Friday. 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 Company Ltd. has a 12-month low of $134.25 and a 12-month high of $351.33. The company’s 50 day moving average price is $308.61 and its two-hundred day moving average price is $280.04. The firm has a market cap of $1.76 trillion, a PE ratio of 31.87, a PEG ratio of 0.98 and a beta of 1.29.
Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last posted its quarterly earnings data 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 firm had revenue of $32.50 billion for the quarter. 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 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 represents a $3.87 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Tuesday, March 17th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 23.57%.
Key Stories Impacting Taiwan Semiconductor Manufacturing
Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:
- Positive Sentiment: Nvidia’s CEO publicly backed TSMC’s global expansion during a Taiwan visit and downplayed China-H200 rumors — a high‑profile endorsement that supports TSMC’s strategic expansion and long-term GPU demand. Read More.
- Positive Sentiment: Nvidia secured approval for a $105M Taiwan hub, reinforcing its partnership with TSMC and signaling stronger local investment and demand for advanced nodes tied to AI chips. That supports TSMC’s revenue visibility from major AI customers. Read More.
- Positive Sentiment: Analyst optimism is rising: TSMC is highlighted among top semiconductor picks, Morgan Stanley raised its price target and Goldman Sachs remains bullish — reinforcing expectations for margin expansion driven by AI customers. Read More.
- Positive Sentiment: Market commentary argues TSMC is set up well for 2026 as AI and advanced computing continue to drive node migration and capacity investments, supporting medium‑term revenue and pricing power. Read More.
- Positive Sentiment: Retail and investor guides list TSMC among top AI infrastructure plays, which can sustain investor demand and multiple expansion as AI remains central to chip spending. Read More.
- Neutral Sentiment: Commentary on macro volatility and shifting data highlights an uncertain economic backdrop; that raises the risk that broader market moves or policy shifts, not company fundamentals, could drive short‑term volatility in TSM. Read More.
- Negative Sentiment: A Seeking Alpha piece argues the AI boom is ending, warning that demand normalization could pressure TSMC’s near‑term order cadence and margins — a bearish thesis that likely contributes to short‑term selling pressure. Read More.
- Positive Sentiment: Separately, a Seeking Alpha upgrade/“buy again” narrative points to improving fundamentals and renewed analyst upgrades, which supports a longer‑term constructive case. Read More.
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.
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