Stratos Wealth Advisors LLC Has $3.34 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Stratos Wealth Advisors LLC trimmed its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 12.0% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 11,939 shares of the semiconductor company’s stock after selling 1,626 shares during the period. Stratos Wealth Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $3,335,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after purchasing an additional 1,892 shares during the period. Ignite Planners LLC lifted its position in Taiwan Semiconductor Manufacturing by 4.7% in the 2nd quarter. Ignite Planners LLC now owns 2,610 shares of the semiconductor company’s stock worth $627,000 after buying an additional 116 shares in the last quarter. Total Clarity Wealth Management Inc. acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter valued at $217,000. Cornerstone Wealth Group LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 6.4% during the 2nd quarter. Cornerstone Wealth Group LLC now owns 2,146 shares of the semiconductor company’s stock valued at $486,000 after acquiring an additional 129 shares in the last quarter. Finally, Axxcess Wealth Management LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 14.2% in the second quarter. Axxcess Wealth Management LLC now owns 23,038 shares of the semiconductor company’s stock worth $5,195,000 after acquiring an additional 2,865 shares during the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Trading Up 3.4%

NYSE:TSM opened at $374.25 on Thursday. The company’s 50 day moving average is $318.83 and its 200-day moving average is $287.00. 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 $379.58. The firm has a market cap of $1.94 trillion, a price-to-earnings ratio of 35.14, a P/E/G ratio of 1.01 and a beta of 1.31.

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

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be given a dividend of $0.9503 per share. This represents a $3.80 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s payout ratio is currently 23.57%.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: January revenue surged to NT$401.26 billion (+~37% YoY), the highest monthly sales in TSMC history — direct evidence of sustained AI demand that underpins near-term revenue and pricing power. TSMC Stock Hits Record High as Demand for AI Chips Drives Growth
• Positive Sentiment: Analyst support and momentum: Wedbush reiterated an Outperform rating after the strong sales update, and coverage noting the sales beat has helped push the stock to 52‑week/record highs. Taiwan Semiconductor Stock Hits 52-Week High: What’s Happening Today?
• Positive Sentiment: Board and capital plans: the board backed large 2026 capex, dividend and bonus measures after strong 2025 results — signaling continued investment to scale AI capacity and a willingness to return cash to shareholders. TSMC Board Backs Massive 2026 Capex, Dividend and Bonus Payouts After Strong 2025 Results
• Positive Sentiment: Market dominance: commentary highlights TSMC’s commanding foundry share (roughly 71% overall, >90% at advanced nodes), reinforcing the company’s pricing power and long-term moat in AI chips. Taiwan Semiconductor’s January Sales Show the AI Tsunami Is Still Growing
• Neutral Sentiment: Dividend announced: TSMC declared a quarterly dividend of 0.9503 per share (annualized yield ~1.0%), ex-dividend June 11 and payable July 9 — modest yield but a sign of cash return policy.
• Neutral Sentiment: TSMC Global capital move: the company’s subsidiary cleared a path for up to US$30 billion capital increase — provides funding flexibility for overseas fabs but may have financing/dilution implications. TSMC Subsidiary TSMC Global Clears Path for Capital Increase of Up to US$30 Billion
• Negative Sentiment: Valuation risk: several pieces note TSMC’s stock is at/near record highs and advise reassessing valuation after the sharp rally — investors should watch P/E, forward earnings assumptions and potential for mean reversion. Assessing Taiwan Semiconductor Manufacturing’s Valuation After Strong Recent Share Price Gains

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on TSM. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. Sanford C. Bernstein reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd. Needham & Company LLC raised their price objective on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a research report on Thursday, January 15th. The Goldman Sachs Group reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, January 5th. Finally, Argus upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Three investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and an average 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.