Deprince Race & Zollo Inc. Sells 14,605 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Deprince Race & Zollo Inc. reduced its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 8.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 167,866 shares of the semiconductor company’s stock after selling 14,605 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for approximately 0.9% of Deprince Race & Zollo Inc.’s investment portfolio, making the stock its 27th biggest holding. Deprince Race & Zollo Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $46,883,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the company. Founders Grove Wealth Partners LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 90.4% during the 3rd quarter. Founders Grove Wealth Partners LLC now owns 1,971 shares of the semiconductor company’s stock worth $550,000 after acquiring an additional 936 shares during the period. Bard Financial Services Inc. boosted its position in Taiwan Semiconductor Manufacturing by 7.2% during the third quarter. Bard Financial Services Inc. now owns 25,949 shares of the semiconductor company’s stock worth $7,247,000 after purchasing an additional 1,735 shares during the period. FSM Wealth Advisors LLC boosted its position in Taiwan Semiconductor Manufacturing by 21.4% during the third quarter. FSM Wealth Advisors LLC now owns 7,183 shares of the semiconductor company’s stock worth $2,006,000 after purchasing an additional 1,265 shares during the period. Apella Capital LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the third quarter valued at $290,000. Finally, E. Ohman J or Asset Management AB raised its position in shares of Taiwan Semiconductor Manufacturing by 0.9% in the third quarter. E. Ohman J or Asset Management AB now owns 61,878 shares of the semiconductor company’s stock valued at $17,282,000 after purchasing an additional 546 shares during the period. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Trading Up 1.4%

Shares of TSM opened at $302.87 on Friday. 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 Company Ltd. has a 52-week low of $134.25 and a 52-week high of $313.98. The firm has a market cap of $1.57 trillion, a price-to-earnings ratio of 31.06, a PEG ratio of 1.04 and a beta of 1.31. The business’s fifty day moving average is $292.33 and its 200-day moving average is $263.09.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.34% and a net margin of 43.72%. 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 announced a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be given a $0.9678 dividend. This is an increase 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%. The ex-dividend date is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 25.85%.

Wall Street Analyst Weigh In

Several research analysts have weighed in on TSM shares. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, December 14th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, December 22nd. Needham & Company LLC reissued a “buy” rating and set a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Monday, October 27th. Susquehanna boosted their price target 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. Finally, Itau BBA Securities began coverage on Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They set an “outperform” rating on the stock. Seven research analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $355.00.

Taiwan Semiconductor Manufacturing News Roundup

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

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.