Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Exchange Traded Concepts LLC

Exchange Traded Concepts LLC increased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 36.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 115,932 shares of the semiconductor company’s stock after buying an additional 31,094 shares during the period. Exchange Traded Concepts LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $32,379,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Heartwood Wealth Advisors LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter valued at about $32,000. Resources Management Corp CT ADV acquired a new position in Taiwan Semiconductor Manufacturing in the 2nd quarter worth about $32,000. Mid American Wealth Advisory Group Inc. purchased a new position in Taiwan Semiconductor Manufacturing during the second quarter worth approximately $33,000. Navigoe LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the third quarter valued at approximately $42,000. Finally, First Command Advisory Services Inc. increased its position 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. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Key Stores Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Bernstein reiterated an Outperform rating and a $330 price target after monthly sales reportedly tracked ahead of the company’s guidance, supporting expectations for stronger near-term revenue and validating upside case for 2026. Bernstein Asserts Outperform Rating as Taiwan Semiconductor Manufacturing Company Limited (TSM) Monthly Sales Track Ahead of Guidance
• Positive Sentiment: Seeking Alpha upgraded TSMC on the view that the market still underestimates TSMC’s dominance in AI-focused advanced nodes — a narrative that supports multiple years of high-capex customer demand (positive for long-term revenue and margins). TSMC: The Market Is Still Surprisingly Mispricing Its AI Chipmaking Dominance (Rating Upgrade)
• Positive Sentiment: Macro/sector pieces highlight 2026 record capex plans by hyperscalers and broad AI momentum, which boosts visibility into sustained demand for TSMC’s advanced process nodes and supports the bull case. These AI Stocks Could Surge in December as Momentum Builds
• Neutral Sentiment: Corporate housekeeping: TSMC’s U.S. unit, TSMC Arizona Corporation, reaffirmed an unchanged board in a December shareholder action — a governance update that preserves management continuity but is not a material operating catalyst. TSMC Arizona Reaffirms Unchanged Board in December 2025 Shareholder Action
• Neutral Sentiment: Zacks notes increased investor attention to TSMC — useful context for liquidity and sentiment shifts but not a direct fundamental driver. Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
• Negative Sentiment: Near-term volatility: reports highlighted a sharper pullback in TSMC shares after the November revenue update and algorithm-driven selling, which pressured the stock in recent sessions. MarketBeat Week in Review – 12/15 – 12/19 (mentions TSMC pullback)
• Negative Sentiment: Zacks flagged a recent session where TSMC registered a larger-than-market decline, underscoring short-term downside risk as traders reprice guidance and seasonality. TSMC (TSM) Registers a Bigger Fall Than the Market: Important Facts to Note

Wall Street Analyst Weigh In

TSM has been the subject of several research analyst reports. Barclays upped their target price on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research note on Friday, October 17th. Needham & Company LLC restated a “buy” rating and set a $360.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, October 27th. Itau BBA Securities began coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They set an “outperform” rating on the stock. UBS Group set a $330.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Finally, Sanford C. Bernstein upped their price target on shares of Taiwan Semiconductor Manufacturing from $290.00 to $330.00 and gave the stock an “outperform” rating in a research report on Sunday, December 7th. Seven research analysts have rated the stock with a Buy rating, Based on data from MarketBeat, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and a consensus target price of $355.00.

Taiwan Semiconductor Manufacturing Price Performance

Taiwan Semiconductor Manufacturing stock opened at $289.41 on Monday. The company has a fifty day simple moving average of $292.52 and a 200-day simple moving average of $260.28. The firm has a market capitalization of $1.50 trillion, a price-to-earnings ratio of 29.68, a PEG ratio of 0.99 and a beta of 1.31. 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 52-week low of $134.25 and a 52-week high of $313.98.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share for the quarter, topping analysts’ consensus estimates of $2.59 by $0.33. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 34.34%. The firm had revenue of $32.36 billion for the quarter, compared to analyst estimates of $951.89 billion. During the same period in the previous year, the business posted $1.94 earnings per share. Taiwan Semiconductor Manufacturing’s quarterly revenue was up 40.1% on a year-over-year basis. On average, equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be given a $0.9678 dividend. This represents a $3.87 dividend on an annualized basis and a dividend yield of 1.3%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 25.85%.

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.