Dupree Financial Group LLC Sells 9,110 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Dupree Financial Group LLC lessened its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 46.5% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 10,476 shares of the semiconductor company’s stock after selling 9,110 shares during the quarter. Dupree Financial Group LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $2,926,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Heartwood Wealth Advisors LLC bought a new stake in Taiwan Semiconductor Manufacturing during the 3rd quarter worth $32,000. Resources Management Corp CT ADV bought a new position in Taiwan Semiconductor Manufacturing in the second quarter valued at about $32,000. Mid American Wealth Advisory Group Inc. bought a new position in Taiwan Semiconductor Manufacturing in the second quarter valued at about $33,000. First Command Advisory Services Inc. boosted its stake 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 valued at $36,000 after purchasing an additional 101 shares in the last quarter. Finally, Riggs Asset Managment Co. Inc. bought a new stake in shares of Taiwan Semiconductor Manufacturing during the second quarter worth about $41,000. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Trading Up 0.2%

NYSE TSM opened at $342.37 on Friday. The stock has a market capitalization of $1.77 trillion, a P/E ratio of 32.15, a P/E/G ratio of 0.81 and a beta of 1.29. The business has a 50 day simple moving average of $299.68 and a 200 day simple moving average of $273.91. 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 one year low of $134.25 and a one year high of $351.33.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. The firm had revenue of $32.50 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%. Research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share 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. Shareholders of record on Tuesday, March 17th will be issued a $0.9678 dividend. The ex-dividend date is Tuesday, March 17th. This is a positive change 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 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 28.64%.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Record Q4 results and strong guidance — TSMC beat Q4 revenue/eps estimates, reported ~35% profit growth, and issued revenue/growth guidance that signals the AI cycle remains durable, which is the core driver of today’s upside. TSMC earnings: Another record quarter as AI demand holds steady
• Positive Sentiment: Massive CapEx boost fuels long-term growth and supplier demand — management raised 2026 CapEx to a $52–56B range (midpoint ~$54B), a show of conviction in AI demand that should expand capacity and revenue over coming years. The $56 Billion Draft: Follow TSMC’s CapEx Stream
• Positive Sentiment: Trade deal and U.S. investment lift visibility for expansion — a U.S.–Taiwan agreement (large-scale Taiwanese investment into U.S. manufacturing and lower tariffs) reduces policy friction and supports TSMC’s planned U.S. fabs. That reduces a key execution risk for on‑shore expansion. Taiwan contract chipmaker TSMC’s US investments
• Positive Sentiment: Analyst upgrades and supply‑chain rallies reinforce momentum — brokers raised price targets (Needham, TD Cowen cited) and equipment suppliers (ASML, AMAT, LRCX, KLA) jumped after TSMC’s guidance, signaling broad industry upside that often lifts TSM stock. ASML tops $500 billion market cap as TSMC plans to spend more
• Positive Sentiment: Unusually heavy bullish options flow — large call buying indicates trader conviction that the rally will continue in the near term. TSMC’s Strong Guidance Supports the Stock’s Hot Start to 2026
• Neutral Sentiment: CapEx creates guaranteed revenue for equipment makers but raises near‑term cash outflows — the spending secures supplier demand (positive for suppliers) while TSMC also flags higher depreciation and near-term margin dilution as it scales. TSMC Plans to Spend $56 Billion. Why Its Motivations Matter for the Stock.
• Neutral Sentiment: U.S. expansion shows conviction but adds complexity — management says leading-edge R&D/production will largely remain in Taiwan, so U.S. fabs help diversification but won’t replace high‑margin Taiwan output. Execution/timing remain watch points. CNBC Daily Open: AI trade reignited by TSMC earnings blowout
• Negative Sentiment: Policy and tariff risks still exist — while a trade deal eased some concerns, potential U.S. tariff proposals and geopolitical policy shifts remain an upside/downside tail risk for cross‑border operations and margins. Investors should watch policy headlines closely. Trump Administration Offers Tariff Relief In Exchange For $250 Billion Taiwan Chip Investment

Analyst Ratings Changes

A number of research analysts recently issued reports on TSM shares. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Saturday. The Goldman Sachs Group restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Susquehanna lifted their target price on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a report on Friday, October 10th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 9th. Finally, Cowen restated a “hold” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday. Eight equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $381.67.

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.