First Horizon Corp Purchases New Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

First Horizon Corp acquired a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm acquired 7,245 shares of the semiconductor company’s stock, valued at approximately $2,023,000.

A number of other hedge funds have also recently bought and sold shares of the company. Bank of America Corp DE boosted its holdings in Taiwan Semiconductor Manufacturing by 0.8% during the second quarter. Bank of America Corp DE now owns 14,805,720 shares of the semiconductor company’s stock worth $3,353,348,000 after purchasing an additional 115,158 shares during the last quarter. Jennison Associates LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 26.7% during the 2nd quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company’s stock worth $2,728,478,000 after buying an additional 2,537,760 shares in the last quarter. Alliancebernstein L.P. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 18.0% in the second quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock valued at $2,368,587,000 after acquiring an additional 1,593,786 shares in the last quarter. WCM Investment Management LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 3.3% in the second quarter. WCM Investment Management LLC now owns 10,058,659 shares of the semiconductor company’s stock valued at $2,299,108,000 after acquiring an additional 324,615 shares in the last quarter. Finally, Sands Capital Management LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 6.5% during the second quarter. Sands Capital Management LLC now owns 8,552,278 shares of the semiconductor company’s stock valued at $1,937,005,000 after acquiring an additional 524,960 shares during the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE:TSM opened at $331.86 on Tuesday. The firm has a market capitalization of $1.72 trillion, a PE ratio of 34.04, a P/E/G ratio of 0.92 and a beta of 1.29. The company has a quick ratio of 2.47, a current ratio of 2.69 and a debt-to-equity ratio of 0.19. The company has a 50-day moving average price of $296.10 and a two-hundred day moving average price of $271.18. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $333.55.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted 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 net margin of 43.72% and a return on equity of 34.34%. Equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be issued a $0.9678 dividend. 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. This represents a $3.87 dividend on an annualized basis and a dividend yield of 1.2%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 25.74%.

Analysts Set New Price Targets

Several research analysts have weighed in on the company. Needham & Company LLC reissued a “buy” rating and issued a $360.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, October 27th. Susquehanna boosted their price target 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. UBS Group set a $330.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, December 29th. Finally, Barclays increased their target price on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a research report on Friday, October 17th. Eight analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and a consensus price target of $355.00.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Analysts and outlets expect a record Q4 driven by AI infrastructure demand; several previews say Q4 profit/revenue should be materially higher, reinforcing upside to near-term results. TSMC Q4 profit poised to soar 27% as AI demand drives growth
• Positive Sentiment: Industry commentators and note-writers call TSMC a primary beneficiary of the AI cycle (pricing power, sold-out advanced packaging and multi-quarter revenue acceleration), supporting continued margin expansion and multiple expansion potential. Taiwan Semiconductor: Another Blowout Earnings Look Inevitable
• Positive Sentiment: Reports say the U.S. and Taiwan discussions include tariff-relief elements and TSMC is planning U.S. capacity expansion — a policy/backdrop that reduces geopolitical risk for U.S. customers and could win new orders. Market reaction to trade-deal headlines lifted the stock. TSMC Plans U.S. Expansion in Proposed Taiwan Tariff-Relief Deal
• Neutral Sentiment: Multiple market roundups and analyst previews (earnings calendars and “how to play” pieces) are flagging TSMC as a top earnings event this week — increases visibility and trading volume but already priced-in in part. Top Stocks With Earnings This Week: TSMC, Big Banks And More
• Neutral Sentiment: Valuation/idea pieces list TSMC as an undervalued AI play vs. peers — helpful context for longer-term buyers but less immediately catalytic than concrete results or policy. Top Undervalued AI Stocks: Micron, TSMC, Qualcomm Dominate
• Negative Sentiment: Some analysts warn rising costs from overseas expansions and heavy capex (to add U.S. capacity) could pressure near-term profitability even as revenue rises — a risk to watch in the upcoming report and guidance. Taiwan Semiconductor to Report Q4 Earnings: How to Play the Stock?

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.