Fairfield Financial Advisors LTD Invests $444,000 in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Fairfield Financial Advisors LTD bought a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the 3rd quarter, according to its most recent filing with the SEC. The firm bought 1,590 shares of the semiconductor company’s stock, valued at approximately $444,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Jennison Associates LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 26.7% during the second quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company’s stock valued at $2,728,478,000 after purchasing an additional 2,537,760 shares during the period. Brown Advisory Inc. increased its stake in Taiwan Semiconductor Manufacturing by 43.2% during the 2nd quarter. Brown Advisory Inc. now owns 6,650,983 shares of the semiconductor company’s stock worth $1,506,389,000 after buying an additional 2,006,745 shares during the period. Arrowstreet Capital Limited Partnership lifted its holdings in Taiwan Semiconductor Manufacturing by 109.5% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,526,160 shares of the semiconductor company’s stock worth $798,640,000 after buying an additional 1,842,951 shares in the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main boosted its position in Taiwan Semiconductor Manufacturing by 268.2% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,499,677 shares of the semiconductor company’s stock valued at $566,152,000 after buying an additional 1,820,852 shares during the last quarter. Finally, Alliancebernstein L.P. grew its stake in shares of Taiwan Semiconductor Manufacturing by 18.0% during the second quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock valued at $2,368,587,000 after acquiring an additional 1,593,786 shares in the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Analysts Set New Price Targets

Several research analysts recently commented on the company. Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, December 29th. Barclays increased their target price on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a research note on Friday, October 17th. UBS Group set a $330.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. The Goldman Sachs Group reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, January 5th. Finally, 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. Eight analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $355.00.

Taiwan Semiconductor Manufacturing Stock Performance

Taiwan Semiconductor Manufacturing stock opened at $323.71 on Friday. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $333.08. The company has a fifty day moving average price of $295.56 and a two-hundred day moving average price of $269.74. The company has a market cap of $1.68 trillion, a PE ratio of 33.20, a P/E/G ratio of 0.91 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly 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%. Research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share 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. Shareholders of record on Tuesday, March 17th will be paid a $0.9678 dividend. The ex-dividend date is Tuesday, March 17th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 dividend on an annualized basis and a yield of 1.2%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 25.74%.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Company reported stronger-than-expected December/Q4 revenue and a large full‑year 2025 revenue gain, driven by AI chip demand and big customers such as Nvidia — supports upside to near‑term results and sentiment. TSMC posts Q4 revenue of $1046.08 billion, above forecasts
• Positive Sentiment: TSMC reported a roughly 31.6% surge in 2025 revenue (despite a December dip) reinforcing that AI-related capacity is filling quickly — a clear demand signal for advanced-node services. TSMC Posts 31.6% Surge in 2025 Revenue Despite December Dip
• Positive Sentiment: TSMC has started 2nm production — a material milestone that expands its lead in cutting‑edge nodes and supports long‑term pricing power for AI chips. Taiwan Semiconductor Started 2nm Chip Production. Time to Buy?
• Positive Sentiment: Several sell‑side firms and analysts remain bullish, raising price targets and reiterating buy ratings — supports investor demand and fund inflows. Taiwan Semiconductor (TSM) Stock: Wall Street Raises Price Targets as Shares Hit Record Highs
• Neutral Sentiment: TSMC’s full earnings release and guidance are upcoming (earnings season focus around Jan. 15); monthly updates have been positive but investors will watch guidance for 2026 cadence. Dear Taiwan Semi Stock Fans, Mark Your Calendars for January 15
• Negative Sentiment: Risk: a Seeking Alpha note flags memory (HBM/DRAM/NAND) inflation — constrained HBM supply could spike DRAM/NAND prices, push up handset prices and cool smartphone demand (about 30% of TSMC revenue), potentially weakening 2026 growth and guidance. TSMC Q4 Preview: Bullish, But Memory Inflation Could Break The 2026 Growth Story
• Negative Sentiment: Market commentary raises the question of an AI‑driven valuation premium and whether current revenue gains already price in peak AI spending — watch margins, capex cadence and customer order patterns for signs of a re‑rating. TSMC Stock Rises After Bumper Sales. What That Says About a Potential AI Bubble.

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.