Eagle Strategies LLC Acquires 6,119 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Eagle Strategies LLC lifted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 60.0% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 16,316 shares of the semiconductor company’s stock after purchasing an additional 6,119 shares during the quarter. Eagle Strategies LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $4,557,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of TSM. 1248 Management LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the first quarter worth $28,000. Heartwood Wealth Advisors LLC bought a new position in Taiwan Semiconductor Manufacturing during the 3rd quarter worth about $32,000. Resources Management Corp CT ADV acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter valued at about $32,000. Mid American Wealth Advisory Group Inc. bought a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at about $33,000. Finally, First Command Advisory Services Inc. boosted its position in shares of 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 worth $36,000 after buying an additional 101 shares during the period. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on TSM shares. Itau BBA Securities initiated coverage on Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They issued an “outperform” rating on the stock. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 17th. Susquehanna increased their target price on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a report on Friday, October 10th. Needham & Company LLC reiterated a “buy” rating and issued a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, October 27th. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday. Seven investment analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the company has an average rating of “Buy” and an average price target of $355.00.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: U.S. export license — Regulators approved a one-year U.S. export license allowing TSMC to continue importing American chipmaking tools for its China operations, reducing a near-term operational/regulatory risk and keeping Chinese capacity online. Taiwan Semiconductor Begins 2026 With US Export Approval
• Positive Sentiment: Continued strong AI demand — Nvidia has asked TSMC to ramp H200 production to meet China demand, signaling sustained orders from the largest AI GPU customer and higher utilization for TSMC’s advanced nodes. Nvidia Asks TSMC To Boost H200 Production Amid China Demand
• Positive Sentiment: Order-flow bullish signal — A Power Inflow alert (order-flow metric) registered for TSMC, attracting short-term trader interest and likely amplifying buying pressure; these technical/trading signals can drive intraday gains. Taiwan Semiconductor Shares Gain Over 2% After Key Trading Signal
• Positive Sentiment: Analyst/market narratives favor TSMC as the AI-foundry backbone — Multiple investor write-ups and buy-lists highlight TSMC’s central role in AI infrastructure and forecast strong revenue growth, supporting investor sentiment and multiple expansion. Is Taiwan Semiconductor Manufacturing Stock a Buy for 2026?
• Neutral Sentiment: Market context — Coverage noting TSMC outperformed a soft broader market reiterates relative-strength narratives but is descriptive rather than catalytic for future moves. Why the Market Dipped But TSMC (TSM) Gained Today
• Negative Sentiment: Potential longer-term competitive / capacity shifts — Reporting on Nvidia’s deals to shore up U.S. packaging capacity (including partnerships with other firms) flags a possible shift to alternate domestic supply-chain arrangements over time, which could reduce some service opportunities for TSMC down the road. Sleeping With the Enemy: Inside the NVIDIA-Intel Deal (TSM)

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM opened at $319.62 on Friday. The company has a market cap of $1.66 trillion, a price-to-earnings ratio of 32.78, a PEG ratio of 0.91 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $321.59. The company’s fifty day simple moving average is $293.53 and its 200 day simple moving average is $266.29. 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 (NYSE:TSM) last announced its quarterly earnings results on Friday, November 14th. The semiconductor company reported $14.32 EPS for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 34.34%. On average, research analysts forecast 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 dividend of $0.9678 per share. The ex-dividend date is Tuesday, March 17th. 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 1.2%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 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.