D.A. Davidson & CO. Purchases 8,331 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

D.A. Davidson & CO. raised its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 14.0% during the third quarter, according to its most recent filing with the SEC. The firm owned 67,875 shares of the semiconductor company’s stock after purchasing an additional 8,331 shares during the period. D.A. Davidson & CO.’s holdings in Taiwan Semiconductor Manufacturing were worth $18,957,000 as of its most recent filing with the SEC.

Other large investors also recently modified their holdings of the company. Catalyst Private Wealth LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 2.8% in the third quarter. Catalyst Private Wealth LLC now owns 1,407 shares of the semiconductor company’s stock valued at $393,000 after buying an additional 38 shares during the period. Venture Visionary Partners LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 1.1% in the 3rd quarter. Venture Visionary Partners LLC now owns 3,540 shares of the semiconductor company’s stock valued at $989,000 after purchasing an additional 39 shares during the period. Leonard Rickey Investment Advisors P.L.L.C. lifted its stake in shares of Taiwan Semiconductor Manufacturing by 2.5% in the 3rd quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 1,652 shares of the semiconductor company’s stock valued at $461,000 after purchasing an additional 41 shares during the period. Alliance Wealth Advisors LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 2.4% during the 2nd quarter. Alliance Wealth Advisors LLC now owns 1,815 shares of the semiconductor company’s stock valued at $411,000 after purchasing an additional 43 shares in the last quarter. Finally, Pflug Koory LLC grew its stake in Taiwan Semiconductor Manufacturing by 3.9% during the second quarter. Pflug Koory LLC now owns 1,133 shares of the semiconductor company’s stock worth $257,000 after purchasing an additional 43 shares during the period. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Trading Up 0.8%

TSM opened at $322.24 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $331.25. The firm has a market capitalization of $1.67 trillion, a PE ratio of 33.05, a P/E/G ratio of 0.91 and a beta of 1.29. 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’s 50-day moving average is $294.01 and its 200 day moving average is $267.43.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly 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%. As a group, research analysts predict 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. Investors of record on Tuesday, March 17th will be issued a dividend of $0.9678 per share. This represents a $3.87 annualized dividend and a yield of 1.2%. This is an increase 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 is currently 31.28%.

Analyst Ratings Changes

A number of equities analysts have issued reports on TSM shares. Weiss Ratings restated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, December 29th. The Goldman Sachs Group reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 17th. Wall Street Zen downgraded shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a research note on Saturday. Finally, Barclays increased their price objective on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research report on Friday, October 17th. Eight equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $355.00.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Goldman Sachs published a bullish note saying TSMC can repeat strong performance after a big 2025 gain, lifting investor confidence and supporting higher analyst expectations. Taiwan Semi shares gained 45% over the last year — and Goldman just said the chip maker can do it again
• Positive Sentiment: Analyst upgrades and AI optimism pushed TSMC to record highs as investors price in stronger wafer demand for AI chips and higher pricing power. TSMC shares hit record high as AI optimism drives analyst upgrades
• Positive Sentiment: Fund commentary and company guidance point to robust end-market demand and higher near-term guidance, reinforcing a bullish fundamental backdrop. Taiwan Semiconductor Manufacturing Company Limited (TSM) Rose Following Increased Guidance and Robust Demand
• Positive Sentiment: Options activity has surged with heavier call buying, signaling speculative bullish positioning that can amplify upward moves in the stock. Spotlight on Taiwan Semiconductor: Analyzing the Surge in Options Activity
• Neutral Sentiment: Nvidia activity in Taiwan and reports that Jensen Huang will visit amid plans for a Taipei HQ highlight strong customer demand but also underscore TSMC capacity constraints — a mixed signal for near-term pricing and delivery. Jensen Huang To Visit Taiwan As Nvidia Plans Taipei Headquarters Amid TSMC Capacity Strain: Report
• Neutral Sentiment: Industry equipment and capacity stories (ASML upgrades; TSMC expanding 3nm capacity) signal long-term tailwinds for advanced-node leadership but also imply high capex and multiyear execution requirements. ASML Stock: Named Top European Semiconductor Pick for 2026
• Negative Sentiment: Taiwan prosecutors filed additional indictments tied to an alleged trade-secrets theft involving TSMC-related technology, raising legal and operational risk that could pressure sentiment if it leads to fines, delays, or supplier disruptions. Taiwan prosecutors file additional charges in TSMC trade secrets case

Taiwan Semiconductor Manufacturing Company 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.