Krilogy Financial LLC Buys New Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Krilogy Financial LLC bought a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 1,763 shares of the semiconductor company’s stock, valued at approximately $518,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of TSM. Westfuller Advisors LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 2.2% during the 3rd quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company’s stock valued at $434,000 after acquiring an additional 34 shares during the period. BankPlus Wealth Management LLC increased its stake in Taiwan Semiconductor Manufacturing by 1.6% in the third quarter. BankPlus Wealth Management LLC now owns 2,291 shares of the semiconductor company’s stock valued at $640,000 after purchasing an additional 35 shares in the last quarter. Bank of Jackson Hole Trust raised its holdings in shares of Taiwan Semiconductor Manufacturing by 7.5% during the third quarter. Bank of Jackson Hole Trust now owns 500 shares of the semiconductor company’s stock valued at $140,000 after purchasing an additional 35 shares during the period. Catalyst Private Wealth LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 2.8% during the 3rd quarter. Catalyst Private Wealth LLC now owns 1,407 shares of the semiconductor company’s stock worth $393,000 after purchasing an additional 38 shares in the last quarter. Finally, Venture Visionary Partners LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 1.1% in the 3rd quarter. Venture Visionary Partners LLC now owns 3,540 shares of the semiconductor company’s stock valued at $989,000 after buying an additional 39 shares during the period. 16.51% of the stock is currently owned by institutional investors.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC reported strong consolidated net revenue for January 2026 (NT$401.26bn), +19.8% month‑over‑month and +36.8% year‑over‑year; the board also approved a cash dividend — a direct support to the stock’s Fundamentals and yield story. TSMC Reports Strong January Revenue Growth
• Positive Sentiment: Market reaction to the dividend pushed TSM higher in some sessions (reported trading up after the announcement), reflecting investor appetite for cash returns alongside growth. TSM Trading Up After Dividend Announcement
• Positive Sentiment: Analysts and commentary are reframing TSM as an AI‑era play: Seeking Alpha notes Nvidia has become TSM’s largest customer and AI chips now drive growth — implying stronger pricing power and stickier demand versus the handset era. That longer‑term structural story supports earnings visibility. Taiwan Semiconductor: Transition From An iPhone To An AI Era
• Positive Sentiment: Multiple market writeups and stock‑picks lists (e.g., The Motley Fool) continue to include TSM as a core chipmaker exposure for AI/data‑center buildouts, keeping investor interest in the name. 5 Best Artificial Intelligence Stocks to Buy in February
• Neutral Sentiment: Market rotation commentary (Chaikin/MarketBeat) favors AI infrastructure and chip‑chain suppliers (testing, packaging, power)—a positive backdrop for TSM but one that spreads gains across many suppliers rather than guaranteeing further outsized moves for TSM alone. Is AI Really Eating Software? A Wall Street Veteran Says No—Here’s Why
• Negative Sentiment: Some coverage highlights that major cloud providers (Microsoft, Google, Amazon) are signaling caution on near‑term AI capex, which could temper the pace of future orders and create short‑term volatility for chip suppliers. That risk helps explain profit‑taking despite good January sales. These 3 stocks are quietly soaring as Microsoft, Google slump on AI spending

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on the company. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Saturday, January 17th. Wedbush restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. DA Davidson raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Friday. Finally, Freedom Capital upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Four research 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’s stock. Based on data from MarketBeat, the stock has an average rating of “Buy” and a consensus price target of $391.43.

Taiwan Semiconductor Manufacturing Stock Down 0.4%

Shares of NYSE:TSM opened at $366.47 on Friday. The business’s 50 day moving average is $321.78 and its 200 day moving average is $288.75. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $380.00. The stock has a market cap of $1.90 trillion, a price-to-earnings ratio of 34.41, a PEG ratio of 1.03 and a beta of 1.31. 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 posted its quarterly earnings data 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 45.13% and a return on equity of 36.18%. The firm had revenue of $32.50 billion for the quarter. On average, sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

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

About Taiwan Semiconductor Manufacturing

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.