Ables Iannone Moore & Associates Inc. Grows Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Ables Iannone Moore & Associates Inc. grew its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 61.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,375 shares of the semiconductor company’s stock after buying an additional 1,670 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for 0.7% of Ables Iannone Moore & Associates Inc.’s holdings, making the stock its 25th largest holding. Ables Iannone Moore & Associates Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $1,330,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 20.9% in the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after purchasing an additional 1,892 shares in the last quarter. Wealthspire Advisors LLC boosted its position in Taiwan Semiconductor Manufacturing by 20.0% in the 2nd quarter. Wealthspire Advisors LLC now owns 6,583 shares of the semiconductor company’s stock valued at $1,491,000 after buying an additional 1,099 shares during the period. Traub Capital Management LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter worth $107,000. FineMark National Bank & Trust increased its position in shares of Taiwan Semiconductor Manufacturing by 6.8% during the second quarter. FineMark National Bank & Trust now owns 12,026 shares of the semiconductor company’s stock worth $2,724,000 after acquiring an additional 765 shares during the period. Finally, Alteri Wealth LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 16.5% during the second quarter. Alteri Wealth LLC now owns 1,677 shares of the semiconductor company’s stock worth $380,000 after acquiring an additional 237 shares during the period. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $338.43 on Friday. The stock’s 50-day simple moving average is $348.55 and its 200-day simple moving average is $308.42. The firm has a market capitalization of $1.75 trillion, a PE ratio of 31.78, a price-to-earnings-growth ratio of 0.93 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $390.20. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.42 and a current ratio of 2.62.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The firm had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%. As a group, equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be paid a dividend of $0.9503 per share. This represents a $3.80 annualized dividend and a yield of 1.1%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 28.36%.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on TSM shares. TD Cowen lifted their target price on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a report on Friday, January 16th. Barclays increased their price target on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a research report on Friday, January 16th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. Zacks Research lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Three research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and a consensus target price of $391.43.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Zacks: TSMC stands to benefit from surging AI-chip demand and global fab expansion as it chases a ~30% revenue growth target for 2026 — a clear growth narrative supporting upside for TSM. Will AI-Driven Chip Demand Help TSM Meet 2026 Revenue Growth Goal?
• Positive Sentiment: Benzinga: New data shows TSMC controls ~72% of the foundry market and is positioned for record demand in 2026 — reinforces scale and pricing power that investors reward. TSMC Claims 72% Of Global Chip Market As AI Demand Hits Record Highs
• Positive Sentiment: TipRanks/Fool/24/7 Wall St commentary: Multiple bullish takes highlight TSMC’s competitive moat, long-term AI exposure and a recent pullback as a buying opportunity — investor sentiment still has conviction on TSM’s structural advantage. TSMC Stock Is Still a Buy as the ‘Nvidia Flip’ Reshapes Tech
• Positive Sentiment: Options flow: Unusual high volume of call buying suggests some investors are positioning for upside (bullish derivatives activity can amplify near-term moves). Investors Buy High Volume of Call Options on Taiwan Semiconductor Manufacturing (NYSE:TSM)
• Neutral Sentiment: Analyst comparisons: Several pieces contrast TSMC and Nvidia, arguing Nvidia may offer faster growth today — this frames relative-valuation debate rather than company-specific news. NVDA vs. TSM: Which Semiconductor Powerhouse Offers More Upside?
• Neutral Sentiment: Valuation debate: Coverage (Kalkine, Forbes, Yahoo) is split between “buy the moat” and “valuation/relative growth” concerns — contributes to mixed analyst views and trading volatility. Taiwan Semiconductor Manufacturing (NYSE:TSM) Share Performance And Valuation Debate
• Negative Sentiment: Zacks downgraded TSMC from “strong-buy” to “hold,” a direct negative catalyst that can pressure the stock by reducing buy-side urgency. Zacks.com
• Negative Sentiment: Samsung commits $73B to AI chips and R&D in 2026 — a large-cap competitor increasing capacity and HBM competition could pressure TSMC’s pricing or wallet share in certain segments. Samsung (SSNLF) Stock Surges on Massive $73B AI Chip Investment Plan
• Negative Sentiment: Customer shifts: Reports that Tesla is developing an alternative chip supply chain (snubbed TSMC) raise customer-concentration and revenue risk in certain segments. Tesla Just Snubbed TSMC — Musk Is Quietly Building A Sovereign Chip Chain

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.