Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stake Lifted by Meridian Wealth Management LLC

Meridian Wealth Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 90.8% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 51,568 shares of the semiconductor company’s stock after purchasing an additional 24,535 shares during the quarter. Meridian Wealth Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $14,402,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the business. Massachusetts Financial Services Co. MA lifted its position in shares of Taiwan Semiconductor Manufacturing by 3.6% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company’s stock valued at $4,401,448,000 after acquiring an additional 541,047 shares during the last quarter. Bank of America Corp DE raised its position 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 valued at $3,353,348,000 after buying an additional 115,158 shares during the period. Jennison Associates LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 4.5% in the 3rd quarter. Jennison Associates LLC now owns 12,591,542 shares of the semiconductor company’s stock valued at $3,516,692,000 after purchasing an additional 544,750 shares during the period. Alliancebernstein L.P. increased its stake in Taiwan Semiconductor Manufacturing by 18.0% in the 2nd quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock valued at $2,368,587,000 after buying an additional 1,593,786 shares during the period. Finally, WCM Investment Management LLC increased its stake 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 worth $2,299,108,000 after acquiring an additional 324,615 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Analysts and sector writeups highlight TSMC as a core beneficiary of the AI boom — Zacks groups TSMC with NVIDIA as AI chip winners, underscoring sustained data‑center demand that supports TSMC’s revenue and margin outlook. Read More.
• Positive Sentiment: NVIDIA’s CEO publicly backing TSMC’s global expansion and noting rising AI memory needs reinforces TSMC’s strategic role in next‑generation AI supply — a direct demand cue for TSMC’s advanced-node capacity. Read More.
• Positive Sentiment: NVIDIA winning approval for a $105M Taiwan hub and deepening local ties further cements the NVIDIA–TSMC ecosystem, implying more fab capacity demand and partnership stability. Read More.
• Positive Sentiment: Broker commentary and upgrades (Goldman/Morgan Stanley mentions, margin expansion notes) and coverage pieces emphasize TSMC’s improving profitability and leadership position — supportive for medium‑term analyst estimates and investor positioning. Read More.
• Positive Sentiment: Broader investor guides and AI stock roundups continue to list TSMC as a core AI‑infrastructure play, reinforcing demand narrative among long‑term investors. Read More.
• Neutral Sentiment: Zacks notes elevated investor attention on TSMC — this raises near‑term liquidity and volatility but doesn’t change the company’s underlying fundamentals. Read More.
• Neutral Sentiment: Coverage roundups (MSN/Wall Street take) and interim data writeups summarize the company’s strong results and higher capex but add little incremental surprise; useful for sentiment but not clearly catalytic. Read More. Read More.
• Negative Sentiment: Large leveraged liquidations in crypto markets (Bitcoin) drove risk‑off flows that contributed to broader market volatility and intraday weakness in chips and tech, a likely headwind for TSMC’s short‑term price action. Read More.

Wall Street Analysts Forecast Growth

TSM has been the topic of a number of research reports. Needham & Company LLC increased their price objective on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a report on Thursday, January 15th. Barclays upped their price target on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, January 16th. Argus upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. Finally, Dbs Bank upgraded shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research note on Friday, January 23rd. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $381.67.

Taiwan Semiconductor Manufacturing Trading Down 2.6%

Shares of TSM opened at $330.69 on Friday. The stock has a fifty day moving average price of $309.73 and a two-hundred day moving average price of $281.06. The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $351.33. The company has a market cap of $1.71 trillion, a price-to-earnings ratio of 31.05, a PEG ratio of 0.96 and a beta of 1.29.

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. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 36.18%. The business had revenue of $32.50 billion for the quarter. Analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS 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. Stockholders of record on Tuesday, March 17th will be paid a $0.9678 dividend. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $3.87 annualized dividend and a dividend yield of 1.2%. Taiwan Semiconductor Manufacturing’s payout ratio is 23.57%.

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.