Apollon Wealth Management LLC Acquires 7,360 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Apollon Wealth Management LLC increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 28.5% during the third quarter, according to its most recent filing with the SEC. The fund owned 33,225 shares of the semiconductor company’s stock after buying an additional 7,360 shares during the quarter. Apollon Wealth Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $9,279,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in TSM. New Vernon Capital Holdings II LLC boosted its stake in Taiwan Semiconductor Manufacturing by 16,500.0% in the first quarter. New Vernon Capital Holdings II LLC now owns 6,707,064 shares of the semiconductor company’s stock valued at $1,113,373,000 after acquiring an additional 6,666,660 shares during the last quarter. Jennison Associates LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 26.7% in the 2nd quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company’s stock worth $2,728,478,000 after purchasing an additional 2,537,760 shares during the period. Alliancebernstein L.P. lifted its stake in Taiwan Semiconductor Manufacturing by 31.5% in the first quarter. Alliancebernstein L.P. now owns 8,864,014 shares of the semiconductor company’s stock valued at $1,471,426,000 after purchasing an additional 2,121,758 shares during the last quarter. Brown Advisory Inc. lifted its stake in Taiwan Semiconductor Manufacturing by 43.2% in the second quarter. Brown Advisory Inc. now owns 6,650,983 shares of the semiconductor company’s stock valued at $1,506,389,000 after purchasing an additional 2,006,745 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership grew its holdings 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 valued at $798,640,000 after purchasing an additional 1,842,951 shares during the period. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Analysts and pundits highlight TSMC as a core beneficiary of the AI buildout, citing new chip technology launching in 2026 that should drive multi-year revenue and margin expansion. If I Could Only Buy and Hold a Single Stock, This Would Be It.
• Positive Sentiment: Large investors and hedge funds are increasing TSMC exposure as an AI/semiconductor cornerstone (e.g., Philippe Laffont and others expect TSMC to benefit from heavy 2026 data‑center spending). This supports positive sentiment and fund flows. Billionaire Philippe Laffont Article
• Positive Sentiment: Inclusion in revamped top-stock groupings (Chase Coleman’s “Magnificent Seven” variant) alongside Broadcom signals institutional endorsement and may boost passive/active buying. Chase Coleman Article
• Positive Sentiment: Growth outlooks are strong: consensus and articles cite ~22% annualized EPS growth and management guidance that AI-related chip revenue could grow >40% annually through 2029 — a major long-term earnings driver. Best Tech Stocks Article
• Positive Sentiment: Sector analysis comparing ASML and TSMC underscores TSMC’s ability to leverage leading lithography partners to produce the most advanced nodes — reinforcing its competitive moat. ASML vs TSMC Article
• Neutral Sentiment: Multiple investor-focused roundups recommend long-term holds (Fool lists, Seeking Alpha and others). These pieces boost sentiment but add limited new data beyond existing growth narratives. 4 Stocks to Hold
• Neutral Sentiment: Investor letters and Q3 commentary note strong demand; useful confirmation of momentum but not immediate catalysts on their own. InsiderMonkey Q3 Note
• Negative Sentiment: Operational risk: TSMC reported that some Hsinchu science park facilities reached evacuation criteria after an earthquake — could cause short-term disruptions to production or inspections, and may add near-term uncertainty. Reuters: Facilities Evacuated After Quake

Wall Street Analysts Forecast Growth

Several analysts have issued reports on TSM shares. Sanford C. Bernstein boosted their target price on Taiwan Semiconductor Manufacturing from $290.00 to $330.00 and gave the company an “outperform” rating in a research note on Sunday, December 7th. UBS Group set a $330.00 price objective on Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Itau BBA Securities started coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They set an “outperform” rating on the stock. Barclays increased their target price on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research report on Friday, October 17th. Finally, Susquehanna boosted their price target on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a research report on Friday, October 10th. Seven research analysts have rated the stock with a Buy rating, According to MarketBeat, the company has a consensus rating of “Buy” and an average price target of $355.00.

Taiwan Semiconductor Manufacturing Stock Performance

Taiwan Semiconductor Manufacturing stock opened at $302.87 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $313.98. The company has a current ratio of 2.69, a quick ratio of 2.47 and a debt-to-equity ratio of 0.19. The firm has a market capitalization of $1.57 trillion, a PE ratio of 31.06, a price-to-earnings-growth ratio of 1.04 and a beta of 1.31. The firm’s 50 day simple moving average is $292.33 and its 200 day simple moving average is $263.09.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Friday, November 14th. The semiconductor company reported $14.32 EPS for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 34.34%. As a group, analysts expect 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 announced a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be paid a $0.9678 dividend. The ex-dividend date is Tuesday, March 17th. This represents a $3.87 dividend on an annualized basis and a yield of 1.3%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 25.85%.

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.