Strengthening Families & Communities LLC Acquires 11,747 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Strengthening Families & Communities LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 798.6% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 13,218 shares of the semiconductor company’s stock after buying an additional 11,747 shares during the period. Strengthening Families & Communities LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $3,484,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Jennison Associates LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 26.7% in the second quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company’s stock valued at $2,728,478,000 after purchasing an additional 2,537,760 shares in the last quarter. Brown Advisory Inc. raised its stake in shares of Taiwan Semiconductor Manufacturing by 43.2% during the 2nd quarter. Brown Advisory Inc. now owns 6,650,983 shares of the semiconductor company’s stock worth $1,506,389,000 after purchasing an additional 2,006,745 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its position in Taiwan Semiconductor Manufacturing by 109.5% during the second quarter. Arrowstreet Capital Limited Partnership now owns 3,526,160 shares of the semiconductor company’s stock worth $798,640,000 after acquiring an additional 1,842,951 shares in the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its holdings in shares of Taiwan Semiconductor Manufacturing by 268.2% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,499,677 shares of the semiconductor company’s stock valued at $566,152,000 after purchasing an additional 1,820,852 shares during the period. Finally, Alliancebernstein L.P. raised its stake in 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 buying an additional 1,593,786 shares during the period. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

TSM stock opened at $341.37 on Tuesday. The company’s 50-day moving average price is $310.86 and its two-hundred day moving average price is $282.04. The firm has a market cap of $1.77 trillion, a P/E ratio of 32.05, a P/E/G ratio of 0.93 and a beta of 1.31. The company has a quick ratio of 2.47, a current ratio of 2.69 and a debt-to-equity ratio of 0.19. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $351.33.

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. The business had revenue of $32.50 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 36.18%. On average, 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 firm 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 dividend of $0.9678 per share. 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 dividend on an annualized basis and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 23.57%.

Wall Street Analyst Weigh In

TSM has been the topic of several research analyst reports. Needham & Company LLC increased their price target on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a report on Thursday, January 15th. TD Cowen raised their price target on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a research report on Friday, January 16th. UBS Group set a $330.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Susquehanna increased their target price on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a research report on Friday, October 10th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, December 29th. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and a consensus price target of $381.67.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: MSN reports TSMC’s forward-looking comments have sparked expectations of a long-term AI boom, reinforcing investor confidence in sustained demand for cutting-edge nodes and capacity. MSN article
• Positive Sentiment: 24/7 Wall St. highlights TSMC (alongside Broadcom) as a major beneficiary of the custom AI chip boom—underscoring that foundry share gains from bespoke AI ASICs should translate into higher revenue and pricing power. 24/7 Wall St. article
• Positive Sentiment: The Motley Fool includes TSMC among top stocks to buy for 2026, noting the company sits at the heart of AI infrastructure—supporting durable demand visibility from hyperscalers and AI chip designers. Fool article
• Positive Sentiment: Another Fool piece points to a multi-year AI spending surge, reiterating TSMC’s role as the primary supplier for advanced datacenter chips (benefit: steady capacity utilization and pricing leverage). Fool article
• Positive Sentiment: Fool’s profile of TSMC as a long-term AI winner emphasizes that as AI ASICs proliferate, TSMC’s technology leadership and customer roster (NVIDIA, Apple, Broadcom, etc.) position it to capture rising industry margins. Fool article
• Positive Sentiment: InvestorPlace mentions TSMC as an overlooked infrastructure play for investors who missed Nvidia—supporting the narrative that TSMC offers exposure to AI demand with diversified customer risk. InvestorPlace article
• Positive Sentiment: Fool’s “safety net” piece frames TSMC as a lower-volatility way to play AI infrastructure spending—useful for investors worried the AI hype is overheating. Fool article

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.