Moran Wealth Management LLC Sells 12,629 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Moran Wealth Management LLC trimmed its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 6.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 175,168 shares of the semiconductor company’s stock after selling 12,629 shares during the period. Taiwan Semiconductor Manufacturing comprises about 1.5% of Moran Wealth Management LLC’s holdings, making the stock its 8th biggest position. Moran Wealth Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $48,923,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of TSM. Brighton Jones LLC grew its holdings in 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 purchasing an additional 1,892 shares during the last quarter. Great Lakes Advisors LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the 1st quarter worth about $247,000. Zurich Insurance Group Ltd FI acquired a new stake in Taiwan Semiconductor Manufacturing in the 1st quarter valued at about $1,959,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in Taiwan Semiconductor Manufacturing by 20.9% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,921,428 shares of the semiconductor company’s stock valued at $318,957,000 after acquiring an additional 331,541 shares during the last quarter. Finally, SageView Advisory Group LLC increased its holdings in Taiwan Semiconductor Manufacturing by 2.2% during the 1st quarter. SageView Advisory Group LLC now owns 3,665 shares of the semiconductor company’s stock valued at $608,000 after acquiring an additional 79 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Analysts Set New Price Targets

TSM has been the topic of several recent research reports. UBS Group set a $330.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 17th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Wall Street Zen cut Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a report on Saturday, January 3rd. Finally, Itau BBA Securities started coverage on Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They issued an “outperform” rating on the stock. Eight investment analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the company presently has an average rating of “Buy” and an average target price of $355.00.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Wall Street has been lifting price targets and calling TSMC a leading beneficiary of the AI capex cycle; upgraded targets and record‑high prints have supported the rally. Taiwan Semiconductor (TSM) Stock: Wall Street Raises Price Targets as Shares Hit Record Highs
• Positive Sentiment: J.P. Morgan and other brokers highlight TSMC’s dominant position in AI chip manufacturing (advanced nodes, capacity and margins), arguing competitors like Intel are unlikely to displace it soon — a structural bullish thesis for revenue and pricing power. TSMC Stock Can Keep Winning From AI, J.P. Morgan Says.
• Positive Sentiment: NVIDIA’s potential H200 shipments to China (if approved) could create a meaningful multi‑year demand stream for TSMC given limited local Chinese capacity — a possible strong catalyst for incremental fab utilization. Why an NVIDIA Chip Could Supercharge TSMC’s Next Rally
• Positive Sentiment: Independent bullish research is adding upside targets (e.g., Seeking Alpha’s $358 target), reinforcing analyst momentum and supporting investor conviction in further gains. Taiwan Semiconductor: The Ultimate AI Infrastructure Play With A $358 Target And +18% Upside
• Neutral Sentiment: TSMC is operationally expanding in the U.S. (Arizona) and made a leadership change at TSMC Arizona as it scales U.S. operations — a strategic de‑risking step but with near‑term capex and execution considerations. TSMC Arizona Names New Treasurer as US Operations Expand
• Neutral Sentiment: Analyst consensus remains strong (majority “Buy”), which underpins medium‑term sentiment but also raises the bar for future beats. Taiwan Semiconductor Manufacturing Company Ltd. Given Consensus Rating of “Buy” by Analysts
• Neutral Sentiment: Regulatory moves (a recent one‑year U.S. export license for equipment to TSMC’s China operations) removed an immediate bottleneck and supported recent gains, but this is contingent on evolving policy. Why Is Taiwan Semiconductor Stock Gaining Tuesday?
• Negative Sentiment: Valuation and profit‑taking risks: the stock is trading near 52‑week/all‑time highs and analysts warn a premium multiple leaves little room for disappointment, prompting some investors to lock in gains. TSM Hits 52-Week High: Should You Hold the Stock or Book Profits?
• Negative Sentiment: Geopolitical and policy uncertainty remain material: potential Nvidia H200 sales to China require approvals and export rules can change quickly — a key downside risk that can reverse the upside scenario. Is It Too Late To Consider Taiwan Semiconductor (NYSE:TSM) After Its Strong Multi‑Year Rally?

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE:TSM opened at $318.70 on Thursday. The company has a market cap of $1.65 trillion, a P/E ratio of 32.69, a P/E/G ratio of 0.93 and a beta of 1.29. The business has a fifty day simple moving average of $294.79 and a 200-day simple moving average of $268.61. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $333.08. 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 released its earnings results 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 34.34% and a net margin of 43.72%. Equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be given a $0.9678 dividend. This is a boost 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 dividend payout ratio is 25.74%.

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.