MGO One Seven LLC Raises Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

MGO One Seven LLC grew its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 7.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 51,200 shares of the semiconductor company’s stock after purchasing an additional 3,458 shares during the quarter. MGO One Seven LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $14,300,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in TSM. Childress Capital Advisors LLC boosted its stake in Taiwan Semiconductor Manufacturing by 145.3% during the third quarter. Childress Capital Advisors LLC now owns 3,192 shares of the semiconductor company’s stock valued at $891,000 after buying an additional 1,891 shares in the last quarter. Powers Advisory Group LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter worth $240,000. Hudson Edge Investment Partners Inc. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 10.1% during the second quarter. Hudson Edge Investment Partners Inc. now owns 236,503 shares of the semiconductor company’s stock valued at $53,566,000 after buying an additional 21,648 shares in the last quarter. RFG Holdings Inc. raised its position in Taiwan Semiconductor Manufacturing by 66.1% during the second quarter. RFG Holdings Inc. now owns 3,898 shares of the semiconductor company’s stock valued at $883,000 after buying an additional 1,551 shares during the period. Finally, Cherokee Insurance Co acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter valued at about $1,248,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have commented on TSM. Needham & Company LLC restated a “buy” rating and issued a $360.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, October 27th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, January 5th. Itau BBA Securities initiated coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They issued an “outperform” rating for the company. UBS Group set a $330.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Finally, Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday. Eight equities research analysts have rated the stock with a Buy rating, According to MarketBeat, the stock presently has a consensus rating of “Buy” and an average price target of $355.00.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Analysts and investors expect a record quarter as demand for advanced AI chips stays very strong, supporting near-term revenue and profit beats. Taiwan Semiconductor Is Headed For A Record Quarter, And Wall Street Knows It
• Positive Sentiment: Q4 net profit is forecast to jump (~27%) as AI infrastructure demand drives sales of advanced nodes — a direct fundamental catalyst for stronger earnings and margins. TSMC Q4 profit poised to soar 27% as AI demand drives growth
• Positive Sentiment: Industry endorsements (including public comments from Nvidia’s CEO) reinforce TSMC’s role as the primary supplier for leading AI chipmakers, supporting order visibility and strategic customer relationships. Nvidia CEO sends strong message on Taiwan Semiconductor
• Positive Sentiment: Multiple analyst write-ups and screener lists classify TSMC as a top AI/big-cap chip holding and flag Buy/undervalued ratings — supporting investor demand and momentum ahead of results. Five Undervalued AI Stocks For 2026: Micron, TSMC, Qualcomm Lead
• Neutral Sentiment: Earnings previews and market calendars highlight TSMC’s upcoming Q4 release — these keep the stock in focus but are informational until results and guidance arrive. TSMC Is About to Report Its Q4 Earnings Today. Here Is What to Expect
• Neutral Sentiment: Market commentary and listicles (Barron/Fool-style coverage) continue to include TSMC among top AI/mega-cap picks — helpful for retail/flow but not new fundamental news. Here Are My Top 10 Artificial Intelligence (AI) Stocks for 2026
• Negative Sentiment: Research flags TSMC’s pricing power and margin upside, but also notes capacity is largely sold out through 2026 and volume growth may be constrained — a structural cap on upside and potential customer pushback on higher wafer prices. Taiwan Semiconductor Quietly Turns The AI Choke Point Into Pricing Power

Taiwan Semiconductor Manufacturing Stock Performance

Taiwan Semiconductor Manufacturing stock opened at $323.71 on Monday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $333.08. The stock has a 50-day simple moving average of $295.56 and a 200 day simple moving average of $270.42. The company has a quick ratio of 2.47, a current ratio of 2.69 and a debt-to-equity ratio of 0.19. The stock has a market capitalization of $1.68 trillion, a price-to-earnings ratio of 33.20, a P/E/G ratio of 0.92 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 34.34%. On average, research analysts anticipate 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 an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 annualized dividend and a yield of 1.2%. The ex-dividend date is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 31.28%.

Taiwan Semiconductor Manufacturing Company 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.