Apollon Wealth Management LLC Has $9.28 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Apollon Wealth Management LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 28.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 33,225 shares of the semiconductor company’s stock after acquiring an additional 7,360 shares during the period. Apollon Wealth Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $9,279,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Heartwood Wealth Advisors LLC bought a new stake in Taiwan Semiconductor Manufacturing in the third quarter worth approximately $32,000. Resources Management Corp CT ADV acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth approximately $32,000. Mid American Wealth Advisory Group Inc. acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth approximately $33,000. Navigoe LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter valued at $42,000. Finally, First Command Advisory Services Inc. lifted its position in shares of Taiwan Semiconductor Manufacturing by 174.1% during the 2nd quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock valued at $36,000 after acquiring an additional 101 shares during the period. 16.51% of the stock is owned by institutional investors.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Analysts and pundits highlight TSMC as a core beneficiary of the AI buildout, citing new chip technology launching in 2026 that should drive multi-year revenue and margin expansion. If I Could Only Buy and Hold a Single Stock, This Would Be It.
• Positive Sentiment: Large investors and hedge funds are increasing TSMC exposure as an AI/semiconductor cornerstone (e.g., Philippe Laffont and others expect TSMC to benefit from heavy 2026 data‑center spending). This supports positive sentiment and fund flows. Billionaire Philippe Laffont Article
• Positive Sentiment: Inclusion in revamped top-stock groupings (Chase Coleman’s “Magnificent Seven” variant) alongside Broadcom signals institutional endorsement and may boost passive/active buying. Chase Coleman Article
• Positive Sentiment: Growth outlooks are strong: consensus and articles cite ~22% annualized EPS growth and management guidance that AI-related chip revenue could grow >40% annually through 2029 — a major long-term earnings driver. Best Tech Stocks Article
• Positive Sentiment: Sector analysis comparing ASML and TSMC underscores TSMC’s ability to leverage leading lithography partners to produce the most advanced nodes — reinforcing its competitive moat. ASML vs TSMC Article
• Neutral Sentiment: Multiple investor-focused roundups recommend long-term holds (Fool lists, Seeking Alpha and others). These pieces boost sentiment but add limited new data beyond existing growth narratives. 4 Stocks to Hold
• Neutral Sentiment: Investor letters and Q3 commentary note strong demand; useful confirmation of momentum but not immediate catalysts on their own. InsiderMonkey Q3 Note
• Negative Sentiment: Operational risk: TSMC reported that some Hsinchu science park facilities reached evacuation criteria after an earthquake — could cause short-term disruptions to production or inspections, and may add near-term uncertainty. Reuters: Facilities Evacuated After Quake

Analyst Ratings Changes

A number of equities research analysts have commented on TSM shares. Weiss Ratings restated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, December 22nd. UBS Group set a $330.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Susquehanna raised their target price on 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 Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They set an “outperform” rating on the stock. Finally, Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, December 14th. Seven analysts have rated the stock with a Buy rating, According to MarketBeat.com, the company has a consensus rating of “Buy” and an average target price of $355.00.

Taiwan Semiconductor Manufacturing Price Performance

TSM opened at $302.87 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $313.98. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47. The company has a market capitalization of $1.57 trillion, a price-to-earnings ratio of 31.06, a P/E/G ratio of 1.04 and a beta of 1.31. The firm’s fifty day moving average price is $292.33 and its two-hundred day moving average price is $263.09.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released 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 net margin of 43.72% and a return on equity of 34.34%. As a group, analysts anticipate 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 announced a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be paid a $0.9678 dividend. This represents a $3.87 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date is Tuesday, March 17th. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 25.85%.

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.