Dock Street Asset Management Inc. Purchases 14,964 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Dock Street Asset Management Inc. boosted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 15.2% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 113,500 shares of the semiconductor company’s stock after purchasing an additional 14,964 shares during the quarter. Taiwan Semiconductor Manufacturing comprises 2.8% of Dock Street Asset Management Inc.’s holdings, making the stock its 11th biggest position. Dock Street Asset Management Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $31,699,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. 1248 Management LLC acquired a new position in Taiwan Semiconductor Manufacturing in the first quarter valued at approximately $28,000. Heartwood Wealth Advisors LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter valued at $32,000. Resources Management Corp CT ADV acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter valued at $32,000. Mid American Wealth Advisory Group Inc. bought a new position in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter worth $33,000. Finally, First Command Advisory Services Inc. boosted its position in shares of Taiwan Semiconductor Manufacturing by 174.1% in the 2nd quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock worth $36,000 after purchasing an additional 101 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

NYSE TSM opened at $318.10 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. The stock has a market cap of $1.65 trillion, a price-to-earnings ratio of 32.63, a PEG ratio of 0.91 and a beta of 1.29. The business has a 50 day simple moving average of $295.09 and a 200 day simple moving average of $268.95. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $333.08.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced 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 net margin of 43.72% and a return on equity of 34.34%. Analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be issued a dividend of $0.9678 per share. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date is Tuesday, March 17th. This represents a $3.87 dividend on an annualized basis and a yield of 1.2%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 31.28%.

Analysts Set New Price Targets

Several equities analysts have weighed in on TSM shares. Susquehanna increased their target price 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. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, December 29th. Barclays lifted 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 note on Friday, October 17th. Wall Street Zen cut shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a report on Saturday, January 3rd. Finally, UBS Group set a $330.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Eight equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and a consensus price target of $355.00.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Analysts and commentary argue TSMC remains the indispensable foundry for AI chips, implying sustained revenue upside and pricing power. Why Investors Are Still Mispricing TSMC’s AI Tollbooth
• Positive Sentiment: Buy-side conviction: Morgan Stanley told clients to add to positions, forecasting a powerful AI-driven upcycle and faster growth than consensus through 2027. TSMC (TSM): AI Boom, Revenue Upside, and Attractive Valuation Through 2027
• Positive Sentiment: J.P. Morgan reiterates TSMC’s dominance in AI chips and sees the company continuing to capture the sector’s gains, reducing competitive risk from firms like Intel. TSMC Stock Can Keep Winning From AI, J.P. Morgan Says.
• Positive Sentiment: Wall Street has been lifting price targets as shares hit record highs, reflecting consensus upgrades tied to AI demand and process‑node leadership. Taiwan Semiconductor (TSM) Stock: Wall Street Raises Price Targets as Shares Hit Record Highs
• Positive Sentiment: Feature pieces frame TSMC as the “gatekeeper” of the AI boom — a narrative that supports long‑term earnings power and multiple expansion if AI capex continues. Taiwan Semiconductor: The $1.65 Trillion Gatekeeper of the AI Boom
• Neutral Sentiment: Upcoming catalyst: TSMC is scheduled to report Q4 earnings on/around Jan. 15 — a potential volatility trigger as investors parse AI demand vs. inventory dynamics. Dear Taiwan Semi Stock Fans, Mark Your Calendars for January 15
• Neutral Sentiment: Relative positioning: comparisons to Lam Research highlight different exposure to the AI cycle — investors should consider supply‑chain winners and equipment vs. foundry tradeoffs. LRCX vs. TSM: Which Semiconductor Powerhouse Is the Better Buy?
• Neutral Sentiment: Technical/flow signals: analysis of big‑money inflows shows long‑term accumulation, but these indicators are historical and not a guarantee of near‑term moves. Bullish Inflows Build Up TSMC
• Negative Sentiment: Valuation risk: several pieces warn that the rally has pushed TSMC to premium multiples — investors face the classic tradeoff of strong fundamentals vs. high expectations. Assessing Taiwan Semiconductor Manufacturing’s Valuation After Recent Share Price Swings
• Negative Sentiment: Profit‑taking question: coverage noting the 52‑week high and asking whether to book gains underscores near‑term downside risk if earnings or guidance disappoint. TSM Hits 52-Week High: Should You Hold the Stock or Book Profits?

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.