Rakuten Investment Management Inc. Invests $795,000 in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Rakuten Investment Management Inc. purchased a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 2,846 shares of the semiconductor company’s stock, valued at approximately $795,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Heartwood Wealth Advisors LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the third quarter valued at approximately $32,000. Resources Management Corp CT ADV purchased a new position in Taiwan Semiconductor Manufacturing during the 2nd quarter valued at $32,000. Mid American Wealth Advisory Group Inc. bought a new position in Taiwan Semiconductor Manufacturing in the 2nd quarter valued at $33,000. First Command Advisory Services Inc. increased its stake in 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 worth $36,000 after purchasing an additional 101 shares during the period. Finally, Riggs Asset Managment Co. Inc. bought a new stake in shares of Taiwan Semiconductor Manufacturing during the second quarter worth $41,000. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $334.73 on Friday. The business’s fifty day simple moving average is $303.97 and its 200-day simple moving average is $277.38. The company has a current ratio of 2.69, a quick ratio of 2.47 and a debt-to-equity ratio of 0.19. 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 market cap of $1.73 trillion, a PE ratio of 31.43, a PEG ratio of 0.95 and a beta of 1.29.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be issued a $0.9678 dividend. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date is Tuesday, March 17th. This represents a $3.87 annualized dividend and a yield of 1.2%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 23.57%.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Analysts see a sustained AI-led buildout and TSMC raised capex guidance, signaling a multi-year cycle (2025–2028) that supports higher revenue and margin expectations. This underpins investor confidence in continued demand for advanced nodes. Taiwan Semiconductor: Capex Guidance Raise Suggests AI Buildout Cycle Until 2028
• Positive Sentiment: TSMC reported strong Q4 revenue growth (~26%) and is forecasting rapid expansion (management projects ~30% in 2026 and a ~25% annual growth runway through 2029), driven by AI chip demand — a core justification for the stock’s rerating. The company’s forward multiple (around 24x) looks cheaper relative to some peers. Taiwan Semiconductor (TSM) Stock: Chip Giant Projects Explosive Growth Through 2029
• Positive Sentiment: Market commentary and media (Forbes, MarketBeat/MSN) are increasingly bullish on TSMC’s central role in the AI supply chain — reinforcing investor demand for shares tied to AI infrastructure exposure. TSM Stock: The Highest Conviction Play In The Semiconductor Stack
• Positive Sentiment: TSMC’s strategy to shift capacity away from lower-margin mature nodes toward next‑gen technologies should lift long‑term margins and pricing power, supporting revenue mix improvement as advanced-node utilization ramps. Taiwan Semiconductor Shrinks Old Chip Lines, Goes All-In On Next-Gen Tech
• Neutral Sentiment: Corporate housekeeping: TSMC filed routine Form 6‑K disclosures for December executive shareholding changes and North America board appointments — standard corporate updates with limited direct market impact. TSMC Reports December 2025 Executive Shareholding Change and Portfolio Adjustments TSMC North America Refreshes Board With New Director Appointments
• Neutral Sentiment: Competitive watch: Intel beat quarterly expectations but remains in a broader strategic contest with TSMC. Intel’s results and roadmap keep competition in focus, but current coverage suggests TSMC retains a technology and capacity lead in advanced nodes. Intel vs. TSMC: Can Intel Close the Gap?

Analysts Set New Price Targets

A number of research analysts have recently commented on TSM shares. UBS Group set a $330.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Weiss Ratings restated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, December 29th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, January 5th. Argus upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd. Two research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and an average target price of $381.67.

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.