Prospera Financial Services Inc Has $9.97 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Prospera Financial Services Inc cut its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 26.1% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 35,672 shares of the semiconductor company’s stock after selling 12,580 shares during the quarter. Prospera Financial Services Inc’s holdings in Taiwan Semiconductor Manufacturing were worth $9,967,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in TSM. Brighton Jones LLC increased its position in Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after buying an additional 1,892 shares during the last quarter. Ignite Planners LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 4.7% during the 2nd quarter. Ignite Planners LLC now owns 2,610 shares of the semiconductor company’s stock worth $627,000 after acquiring an additional 116 shares in the last quarter. Pzena Investment Management LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 2.5% during the 2nd quarter. Pzena Investment Management LLC now owns 42,551 shares of the semiconductor company’s stock valued at $9,637,000 after acquiring an additional 1,030 shares during the last quarter. Yousif Capital Management LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 10.0% in the 2nd quarter. Yousif Capital Management LLC now owns 44,544 shares of the semiconductor company’s stock valued at $10,089,000 after acquiring an additional 4,049 shares in the last quarter. Finally, Vest Financial LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 14.9% in the 2nd quarter. Vest Financial LLC now owns 18,886 shares of the semiconductor company’s stock worth $4,277,000 after purchasing an additional 2,443 shares during the last quarter. 16.51% of the stock is owned by institutional investors.

Taiwan Semiconductor Manufacturing Stock Up 1.9%

NYSE TSM opened at $362.01 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $364.76. The stock has a market cap of $1.88 trillion, a PE ratio of 33.99, a PEG ratio of 0.99 and a beta of 1.31. The firm has a 50-day simple moving average of $317.26 and a 200 day simple moving average of $286.39. The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 earnings per share for the quarter. The company had revenue of $32.50 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%. On average, research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: January revenue jumped ~37% Y/Y to NT$401.26B, the highest monthly sales on record — clear evidence AI demand is accelerating and supports upside for near-term earnings and pricing power. TSMC Stock Hits Record High as Demand for AI Chips Drives Growth
• Positive Sentiment: TSMC’s board backed large 2026 capex plans plus increased dividend/bonus distributions after strong 2025 results — supports investor confidence and indicates management expects sustained demand. TSMC Board Backs Massive 2026 Capex, Dividend and Bonus Payouts After Strong 2025 Results
• Positive Sentiment: Wholly owned subsidiary TSMC Global cleared steps to raise up to US$30B in capital — strengthens funding flexibility for fabs and capex without diluting the parent. TSMC Subsidiary TSMC Global Clears Path for Capital Increase of Up to US$30 Billion
• Positive Sentiment: U.S. officials are reportedly considering carve-outs from upcoming chip tariffs tied to firms’ U.S. investment commitments — a potential tailwind if TSMC’s U.S. expansion receives preferential treatment. US plans Big Tech carve-out from next wave of chip tariffs
• Neutral Sentiment: TSMC is expanding fabs overseas (e.g., Arizona) but Taiwan policymakers are setting limits on how much capacity moves — this reduces geopolitical risk for customers but may complicate global capacity planning. TSMC (TSM) Expands in Arizona, but Taiwan Draws Limits on U.S. Chip Shift
• Neutral Sentiment: Analysts and outlets are reassessing valuation after the rally — momentum is strong but the stock now trades at premium multiples, so upside depends on execution and margin preservation. Assessing Taiwan Semiconductor Manufacturing’s Valuation After Strong Recent Share Price Gains
• Negative Sentiment: Industry leaders warn TSMC may need to roughly double capacity to meet AI demand — implies years of heavy capex, execution risk and potential supply bottlenecks that could pressure margins or delay deliveries. TSMC Must Double Its Capacity to Meet Massive AI Demand, According to Jensen Huang
• Negative Sentiment: Taiwan’s pushback on a large-scale U.S. shift of chipmaking could keep advanced fabs concentrated in Taiwan — a geopolitical concentration risk investors must price in. ‘Impossible!’: Taiwan slams the brakes on US demands for 40% chip shift

Analysts Set New Price Targets

Several equities analysts have commented on the company. Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. TD Cowen upped their price objective on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a report on Friday, January 16th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 9th. Freedom Capital raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Finally, Argus raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Three analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, the company has an average rating of “Buy” and an average price target of $381.67.

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.