Norris Perne & French LLP MI increased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 8.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 152,598 shares of the semiconductor company’s stock after buying an additional 11,736 shares during the period. Taiwan Semiconductor Manufacturing accounts for about 3.0% of Norris Perne & French LLP MI’s investment portfolio, making the stock its 6th biggest holding. Norris Perne & French LLP MI’s holdings in Taiwan Semiconductor Manufacturing were worth $42,619,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Catalyst Private Wealth LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 2.8% in 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 during the last quarter. Venture Visionary Partners LLC increased its holdings in Taiwan Semiconductor Manufacturing by 1.1% in the third quarter. Venture Visionary Partners LLC now owns 3,540 shares of the semiconductor company’s stock valued at $989,000 after purchasing an additional 39 shares during the last quarter. Leonard Rickey Investment Advisors P.L.L.C. lifted its stake in Taiwan Semiconductor Manufacturing by 2.5% in the third quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 1,652 shares of the semiconductor company’s stock valued at $461,000 after buying an additional 41 shares during the period. Alliance Wealth Advisors LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 2.4% during the second quarter. Alliance Wealth Advisors LLC now owns 1,815 shares of the semiconductor company’s stock worth $411,000 after buying an additional 43 shares during the last quarter. Finally, Pflug Koory LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 3.9% during the 2nd quarter. Pflug Koory LLC now owns 1,133 shares of the semiconductor company’s stock worth $257,000 after buying an additional 43 shares during the period. 16.51% of the stock is owned by institutional investors.
Taiwan Semiconductor Manufacturing Stock Up 1.4%
Taiwan Semiconductor Manufacturing stock opened at $302.87 on Monday. The company has a 50 day moving average of $292.33 and a 200-day moving average of $263.44. 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 Company Ltd. has a twelve month low of $134.25 and a twelve month high of $313.98. The stock has a market capitalization of $1.57 trillion, a PE ratio of 31.06, a price-to-earnings-growth ratio of 1.04 and a beta of 1.31.
Taiwan Semiconductor Manufacturing Increases Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be given a dividend of $0.9678 per share. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s payout ratio is currently 25.85%.
Key Taiwan Semiconductor Manufacturing News
Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:
- Positive Sentiment: Analyst / company growth outlook — TSMC management and analysts expect robust AI-driven revenue: EPS is forecast to grow at ~22% annualized and management projects chip revenue from AI to grow over 40% annually through 2029, underpinning long-term profit expansion. What Is One of the Best Tech Stocks to Hold for the Next 5 Years?
- Positive Sentiment: Strategic role in AI supply chain — Coverage highlights TSMC as a crucial foundry partner enabling Nvidia, AMD and Broadcom designs, making TSMC a broad way to play sustained data‑center capex and generative-AI buildout. What Is the Best Artificial Intelligence (AI) Stock to Hold for the Next 10 Years?
- Positive Sentiment: Institutional endorsement — Multiple investor roundup pieces note billionaire holdings (including Chase Coleman and Philippe Laffont) that include TSMC, signaling confidence from large long‑term investors and supporting demand for the stock. Billionaire Chase Coleman Has Formed His Own “Magnificent Seven”
- Neutral Sentiment: General tech stock roundups include TSMC as a supporting name or comparison point rather than a primary pick, so these articles raise awareness but are less likely to move the stock materially on their own. 5 Incredible Growth Stocks to Buy for 2026
- Neutral Sentiment: Additional listicles mention TSMC in multi‑stock portfolios; useful context but not immediate catalysts. 4 Stocks to Hold for the Next 5 Years
- Negative Sentiment: US expansion execution concerns — Reporting flags struggles with TSMC’s U.S. expansion plans, which could raise capital, timeline and political/permit risk that would weigh on near-term margin and capacity growth. Taiwan’s Taiwan Semiconductor Manufacturing Company Limited (TSM) Struggles With US Expansion
- Negative Sentiment: Operational risk from quake — TSMC said some Hsinchu science park facilities met evacuation criteria after a recent earthquake; while described as limited, any facility disruptions or inspections could temporarily affect output or investor sentiment. TSMC says some facilities evacuated after quake
Wall Street Analyst Weigh In
A number of brokerages recently weighed in on TSM. Sanford C. Bernstein increased their price target on shares of Taiwan Semiconductor Manufacturing from $290.00 to $330.00 and gave the company an “outperform” rating in a research report on Sunday, December 7th. Susquehanna upped their target price on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a research note on Friday, October 10th. Itau BBA Securities assumed coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They set an “outperform” rating on the stock. UBS Group set a $330.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Finally, Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, December 14th. Seven investment analysts have rated the stock with a Buy rating, According to MarketBeat, the stock presently has an average rating of “Buy” and an average target price of $355.00.
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.
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