Bard Financial Services Inc. Acquires 1,735 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Bard Financial Services Inc. grew its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 7.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 25,949 shares of the semiconductor company’s stock after acquiring an additional 1,735 shares during the quarter. Bard Financial Services Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $7,247,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of TSM. Heartwood Wealth Advisors LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter valued at about $32,000. Resources Management Corp CT ADV bought a new stake in Taiwan Semiconductor Manufacturing during the second quarter valued at about $32,000. Mid American Wealth Advisory Group Inc. purchased a new stake in Taiwan Semiconductor Manufacturing in the 2nd quarter worth approximately $33,000. Navigoe LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter valued at $42,000. Finally, First Command Advisory Services Inc. raised its holdings in Taiwan Semiconductor Manufacturing by 174.1% during the second 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.

Analyst Ratings Changes

A number of equities analysts recently weighed in on the stock. Sanford C. Bernstein upped their target price 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. Barclays increased their price target on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a report on Friday, October 17th. Needham & Company LLC restated a “buy” rating and set a $360.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, October 27th. Weiss Ratings restated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, December 22nd. Finally, Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 17th. Seven analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and an average price target of $355.00.

Taiwan Semiconductor Manufacturing Stock Up 1.4%

Shares of TSM stock opened at $302.87 on Friday. The stock’s fifty day moving average price is $292.33 and its 200 day moving average price is $263.09. 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 market cap of $1.57 trillion, a price-to-earnings ratio of 31.06, a price-to-earnings-growth ratio of 1.04 and a beta of 1.31. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued 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 fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be issued a $0.9678 dividend. The ex-dividend date of this dividend is Tuesday, March 17th. 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 1.3%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 25.85%.

Key Stores Impacting Taiwan Semiconductor Manufacturing

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

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.