Ameritas Advisory Services LLC Has $3.40 Million Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Ameritas Advisory Services LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 69.5% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 12,170 shares of the semiconductor company’s stock after purchasing an additional 4,991 shares during the period. Ameritas Advisory Services LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $3,399,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Heartwood Wealth Advisors LLC bought a new stake in Taiwan Semiconductor Manufacturing in the 3rd quarter valued at $32,000. Resources Management Corp CT ADV acquired a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at $32,000. Mid American Wealth Advisory Group Inc. bought a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at about $33,000. First Command Advisory Services Inc. raised its position in shares of Taiwan Semiconductor Manufacturing by 174.1% in 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 during the period. Finally, Fairman Group LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 171.2% during the 3rd quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock worth $39,000 after buying an additional 89 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on TSM. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Saturday, January 17th. Barclays lifted their price target on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an “overweight” rating in a report on Friday, January 16th. Needham & Company LLC upped their price objective on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a report on Thursday, January 15th. Argus upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Finally, Freedom Capital raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Three analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and a consensus target price of $391.43.

Taiwan Semiconductor Manufacturing Stock Down 1.5%

Shares of NYSE TSM opened at $368.33 on Friday. The company has a market cap of $1.91 trillion, a price-to-earnings ratio of 34.58, a PEG ratio of 1.05 and a beta of 1.31. The company has a current ratio of 2.69, a quick ratio of 2.47 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 $380.00. The stock has a 50-day moving average price of $320.35 and a two-hundred day moving average price of $287.57.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. The company 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%. As a group, analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be given a dividend of $0.9503 per share. The ex-dividend date is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 23.57%.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Seeking Alpha argues TSM has entered an AI era where AI chips now outpace mobile handsets; Nvidia has surpassed Apple as TSM’s largest customer, implying stronger pricing power, higher demand and structurally better margins going forward. Taiwan Semiconductor: Transition From An iPhone To An AI Era
• Positive Sentiment: TSM reported the highest monthly sales in company history, which management linked to sustained AI adoption—this confirms continuing strong demand from major AI customers (notably Nvidia). TSMC CEO C.C. Wei Just Delivered Fantastic News for Nvidia Investors
• Positive Sentiment: Benzinga notes TSM hit a 52‑week high after Wedbush reiterated an Outperform rating following strong sales—support from a major wirehouse analyst helps near‑term sentiment and flows. Taiwan Semiconductor Stock Hits 52-Week High
• Positive Sentiment: Sector research (Zacks) and industry tallies show semiconductor sales surged in 2025 on AI-driven logic and memory growth—TSM is a primary beneficiary of that cyclical upswing. 4 Stocks to Boost Your Portfolio on Solid Semiconductor Sales Growth
• Positive Sentiment: Investor letters and fund commentary (e.g., Baron Fund) point to a demand boom for TSM‑exposed names, reinforcing momentum among institutional holders. Demand Boom Sent Taiwan Semiconductor Higher
• Neutral Sentiment: TSM declared a quarterly dividend of $0.9503 per share (annualized yield ~1.0%), payable July 9 with a June 11 record date—a modest income signal but not a major catalyst given the low yield.
• Neutral Sentiment: Macro/flow commentary (MarketBeat) says money is rotating from software into AI infrastructure (chips, testing, packaging, power). That rotation favors TSM long term, though it also shifts attention to broader supply‑chain winners and durability factors.

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.