Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Noesis Capital Mangement Corp

Noesis Capital Mangement Corp raised its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 2.8% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 118,489 shares of the semiconductor company’s stock after purchasing an additional 3,277 shares during the period. Taiwan Semiconductor Manufacturing accounts for approximately 5.1% of Noesis Capital Mangement Corp’s investment portfolio, making the stock its 4th biggest holding. Noesis Capital Mangement Corp’s holdings in Taiwan Semiconductor Manufacturing were worth $33,093,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Catalyst Private Wealth LLC increased its position in 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 valued at $393,000 after buying an additional 38 shares in the last quarter. Venture Visionary Partners LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 1.1% during the third quarter. Venture Visionary Partners LLC now owns 3,540 shares of the semiconductor company’s stock worth $989,000 after acquiring an additional 39 shares during the last quarter. Leonard Rickey Investment Advisors P.L.L.C. increased its holdings in shares of Taiwan Semiconductor Manufacturing by 2.5% during 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 acquiring an additional 41 shares in the last quarter. Alliance Wealth Advisors LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 2.4% in the 2nd quarter. Alliance Wealth Advisors LLC now owns 1,815 shares of the semiconductor company’s stock valued at $411,000 after purchasing an additional 43 shares during the last quarter. Finally, Pflug Koory LLC grew its position in 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 purchasing an additional 43 shares during the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Down 2.7%

TSM opened at $318.70 on Thursday. The company has a fifty day moving average of $294.79 and a two-hundred day moving average of $268.61. The stock has a market capitalization of $1.65 trillion, a price-to-earnings ratio of 32.69, a PEG ratio of 0.93 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $333.08. 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 results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.34% and a net margin of 43.72%. On average, 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 disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be given a dividend of $0.9678 per share. This is a boost 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%. The ex-dividend date is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 25.74%.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Wall Street has been lifting price targets and calling TSMC a leading beneficiary of the AI capex cycle; upgraded targets and record‑high prints have supported the rally. Taiwan Semiconductor (TSM) Stock: Wall Street Raises Price Targets as Shares Hit Record Highs
• Positive Sentiment: J.P. Morgan and other brokers highlight TSMC’s dominant position in AI chip manufacturing (advanced nodes, capacity and margins), arguing competitors like Intel are unlikely to displace it soon — a structural bullish thesis for revenue and pricing power. TSMC Stock Can Keep Winning From AI, J.P. Morgan Says.
• Positive Sentiment: NVIDIA’s potential H200 shipments to China (if approved) could create a meaningful multi‑year demand stream for TSMC given limited local Chinese capacity — a possible strong catalyst for incremental fab utilization. Why an NVIDIA Chip Could Supercharge TSMC’s Next Rally
• Positive Sentiment: Independent bullish research is adding upside targets (e.g., Seeking Alpha’s $358 target), reinforcing analyst momentum and supporting investor conviction in further gains. Taiwan Semiconductor: The Ultimate AI Infrastructure Play With A $358 Target And +18% Upside
• Neutral Sentiment: TSMC is operationally expanding in the U.S. (Arizona) and made a leadership change at TSMC Arizona as it scales U.S. operations — a strategic de‑risking step but with near‑term capex and execution considerations. TSMC Arizona Names New Treasurer as US Operations Expand
• Neutral Sentiment: Analyst consensus remains strong (majority “Buy”), which underpins medium‑term sentiment but also raises the bar for future beats. Taiwan Semiconductor Manufacturing Company Ltd. Given Consensus Rating of “Buy” by Analysts
• Neutral Sentiment: Regulatory moves (a recent one‑year U.S. export license for equipment to TSMC’s China operations) removed an immediate bottleneck and supported recent gains, but this is contingent on evolving policy. Why Is Taiwan Semiconductor Stock Gaining Tuesday?
• Negative Sentiment: Valuation and profit‑taking risks: the stock is trading near 52‑week/all‑time highs and analysts warn a premium multiple leaves little room for disappointment, prompting some investors to lock in gains. TSM Hits 52-Week High: Should You Hold the Stock or Book Profits?
• Negative Sentiment: Geopolitical and policy uncertainty remain material: potential Nvidia H200 sales to China require approvals and export rules can change quickly — a key downside risk that can reverse the upside scenario. Is It Too Late To Consider Taiwan Semiconductor (NYSE:TSM) After Its Strong Multi‑Year Rally?

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on TSM shares. Itau BBA Securities started coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They set an “outperform” rating for the company. UBS Group set a $330.00 price objective on Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 17th. Wall Street Zen downgraded shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a report on Saturday, January 3rd. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd. Eight investment analysts have rated the stock with a Buy rating, According to MarketBeat, the company presently has an average rating of “Buy” and an average price target of $355.00.

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.