Deprince Race & Zollo Inc. Has $46.88 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Deprince Race & Zollo Inc. lessened its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 8.0% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 167,866 shares of the semiconductor company’s stock after selling 14,605 shares during the period. Taiwan Semiconductor Manufacturing accounts for 0.9% of Deprince Race & Zollo Inc.’s holdings, making the stock its 27th biggest holding. Deprince Race & Zollo Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $46,883,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the business. 1248 Management LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 1st quarter valued at $28,000. Heartwood Wealth Advisors LLC bought a new stake in Taiwan Semiconductor Manufacturing in the third quarter valued at $32,000. Resources Management Corp CT ADV acquired a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at about $32,000. Mid American Wealth Advisory Group Inc. bought a new position in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth about $33,000. Finally, First Command Advisory Services Inc. grew its stake in shares of Taiwan Semiconductor Manufacturing by 174.1% in the 2nd quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock valued at $36,000 after buying an additional 101 shares during the period. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several brokerages have issued reports on TSM. Barclays increased their price target on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a report on Friday, October 17th. Susquehanna upped their target price on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a report on Friday, October 10th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, December 14th. UBS Group set a $330.00 target price on Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Finally, Sanford C. Bernstein lifted their price target on Taiwan Semiconductor Manufacturing from $290.00 to $330.00 and gave the stock an “outperform” rating in a report on Sunday, December 7th. Seven equities research analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus price target of $355.00.

Taiwan Semiconductor Manufacturing Trading Up 1.4%

NYSE:TSM 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 stock’s fifty day moving average price is $292.33 and its two-hundred day moving average price is $263.09. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47. The company has a market cap of $1.57 trillion, a P/E ratio of 31.06, a P/E/G ratio of 1.04 and a beta of 1.31.

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. 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 EPS for the current 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%.

Key Headlines Impacting 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

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.