First Merchants Corp Grows Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

First Merchants Corp grew its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1,042.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 14,751 shares of the semiconductor company’s stock after purchasing an additional 13,460 shares during the period. First Merchants Corp’s holdings in Taiwan Semiconductor Manufacturing were worth $4,120,000 at the end of the most recent reporting period.

Several other institutional investors have also recently modified their holdings of TSM. 1248 Management LLC purchased a new stake in Taiwan Semiconductor Manufacturing in the first quarter worth approximately $28,000. Heartwood Wealth Advisors LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter worth approximately $32,000. Resources Management Corp CT ADV bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter worth approximately $32,000. Mid American Wealth Advisory Group Inc. purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter valued at $33,000. Finally, First Command Advisory Services Inc. grew its holdings 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 purchasing an additional 101 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Several major analysts raised targets and reiterated buy calls, citing stronger-than-expected AI-driven demand and higher margin visibility — a key driver of the stock rally today. Goldman Sachs Price Target
• Positive Sentiment: A bullish valuation note projects further upside (Seeking Alpha’s $358 target), reinforcing investor belief that TSMC is the central beneficiary of the AI infrastructure buildout and pricing power on advanced nodes. Seeking Alpha Bull Case
• Positive Sentiment: Policy and product developments could materially lift volumes: a U.S. one‑year export license to allow TSMC to import U.S. equipment for its China fabs plus potential large H200 GPU orders from NVIDIA create a pathway for sizable incremental revenue if approvals continue. Benzinga Export License MarketBeat on NVIDIA H200
• Neutral Sentiment: Market positioning and derivatives activity have picked up (notable options volume), signaling speculative interest and positioning that can amplify moves in either direction. Benzinga Options Activity
• Neutral Sentiment: Management tweak at TSMC Arizona (new treasurer) reflects ongoing U.S. buildout and operational scaling but is not expected to materially change fundamentals near term. TipRanks Arizona Appointment
• Negative Sentiment: Legal risk persists: Taiwanese prosecutors filed additional indictments related to alleged trade‑secret theft tied to TSMC technology, a reputational and potential operational/legal overhang that could weigh on sentiment if it escalates. Reuters Trade-Secrets Case

Analysts Set New Price Targets

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

Taiwan Semiconductor Manufacturing Stock Up 1.5%

Shares of NYSE:TSM opened at $327.22 on Wednesday. The stock’s 50-day moving average is $294.52 and its 200 day moving average is $268.26. The company has a market cap of $1.69 trillion, a PE ratio of 33.56, a P/E/G ratio of 0.92 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. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $333.08.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data 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%. Sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be given a dividend of $0.9678 per share. This represents a $3.87 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend is Tuesday, March 17th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s payout ratio is presently 25.74%.

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.