Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by HighPoint Advisor Group LLC

HighPoint Advisor Group LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 14.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 22,222 shares of the semiconductor company’s stock after buying an additional 2,883 shares during the period. HighPoint Advisor Group LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $6,206,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Resources Management Corp CT ADV acquired a new stake in Taiwan Semiconductor Manufacturing in the 2nd quarter valued at $32,000. Heartwood Wealth Advisors LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the third quarter worth about $32,000. Mid American Wealth Advisory Group Inc. purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter worth about $33,000. First Command Advisory Services Inc. grew its stake in shares of Taiwan Semiconductor Manufacturing by 174.1% in the second quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock valued at $36,000 after buying an additional 101 shares in the last quarter. Finally, Fairman Group LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 171.2% during the 3rd quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock valued at $39,000 after buying an additional 89 shares during the period. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC plans mass production of 3‑nanometre chips at its Kumamoto, Japan fab with an estimated $17 billion investment — a major, long‑term capacity commitment that strengthens TSMC’s position on advanced nodes, deepens ties in Japan, and supports future revenue from high‑end AI and HPC customers. TSMC plans 3‑nanometre chip production in Japan with $17 billion investment, Yomiuri reports
• Positive Sentiment: An analyst price target was raised ~17.7% to $360.38, signaling upgraded street expectations for TSMC’s earnings/valuation trajectory and providing direct buy-side ammunition. Price target increased by 17.68% to 360.38
• Positive Sentiment: Multiple industry/market commentators and screens are bullish: Zacks added TSM to its Rank #1 (Strong Buy) and momentum lists, highlighting continued positive analyst momentum and technical interest. Best Momentum Stocks to Buy for February 4th New Strong Buy Stocks for February 4th
• Positive Sentiment: Seeking Alpha commentary frames TSMC as a primary beneficiary of the AI boom — reinforcing thesis that demand for leading‑edge nodes (for GPUs/AI accelerators) should underpin revenue and pricing power over coming years. Taiwan Semiconductor: Winner Of The AI Boom As The Critical Foundry Supplier The Future Of AI Stocks? TSMC Commentary Suggests AI Megatrend
• Neutral Sentiment: An opinion piece compares TSMC and Broadcom and suggests investors may choose one exposure over the other — useful for portfolio allocation decisions but not new company-specific fundamentals. Taiwan Semiconductor or Broadcom? You Should Only Own One of Them
• Neutral Sentiment: Technical coverage: a Benzinga piece notes a recent bullish trading signal that preceded an intraday close higher — suggests some technical momentum among traders but does not alter the fundamental outlook. TSM Stock Closes Higher After Key Trading Signal

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on TSM shares. Argus upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Barclays raised their price target on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, January 16th. Finally, Freedom Capital upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and a consensus target price of $381.67.

Taiwan Semiconductor Manufacturing Trading Down 3.0%

TSM opened at $325.65 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $351.33. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47. The stock has a market capitalization of $1.69 trillion, a PE ratio of 30.58, a P/E/G ratio of 0.94 and a beta of 1.31. The firm’s fifty day moving average price is $312.58 and its 200 day moving average price is $283.01.

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 net margin of 45.13% and a return on equity of 36.18%. The company had revenue of $32.50 billion during the quarter. As a group, research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be issued a dividend of $0.9678 per share. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $3.87 dividend on an annualized basis and a yield of 1.2%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 23.57%.

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.