Cerity Partners LLC Purchases 19,145 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Cerity Partners LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 3.5% during the third quarter, Holdings Channel reports. The firm owned 560,077 shares of the semiconductor company’s stock after acquiring an additional 19,145 shares during the quarter. Cerity Partners LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $156,421,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in the stock. 1248 Management LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter valued at about $28,000. Heartwood Wealth Advisors LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter worth approximately $32,000. Resources Management Corp CT ADV bought a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at $32,000. Mid American Wealth Advisory Group Inc. bought a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter valued at about $33,000. Finally, First Command Advisory Services Inc. increased its position in shares of Taiwan Semiconductor Manufacturing by 174.1% during the second quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock valued at $36,000 after acquiring an additional 101 shares in the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research firms recently commented on TSM. Susquehanna lifted their price objective on 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 lowered Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a research note on Saturday. Itau BBA Securities initiated coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They set an “outperform” rating on the stock. Sanford C. Bernstein reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday. Finally, UBS Group set a $330.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Eight research analysts have rated the stock with a Buy rating, According to MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $355.00.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Several major analysts raised targets and reiterated buy calls, citing stronger-than-expected AI-driven demand and higher margin visibility — a key driver of the stock rally today. Goldman Sachs Price Target
• Positive Sentiment: A bullish valuation note projects further upside (Seeking Alpha’s $358 target), reinforcing investor belief that TSMC is the central beneficiary of the AI infrastructure buildout and pricing power on advanced nodes. Seeking Alpha Bull Case
• Positive Sentiment: Policy and product developments could materially lift volumes: a U.S. one‑year export license to allow TSMC to import U.S. equipment for its China fabs plus potential large H200 GPU orders from NVIDIA create a pathway for sizable incremental revenue if approvals continue. Benzinga Export License MarketBeat on NVIDIA H200
• Neutral Sentiment: Market positioning and derivatives activity have picked up (notable options volume), signaling speculative interest and positioning that can amplify moves in either direction. Benzinga Options Activity
• Neutral Sentiment: Management tweak at TSMC Arizona (new treasurer) reflects ongoing U.S. buildout and operational scaling but is not expected to materially change fundamentals near term. TipRanks Arizona Appointment
• Negative Sentiment: Legal risk persists: Taiwanese prosecutors filed additional indictments related to alleged trade‑secret theft tied to TSMC technology, a reputational and potential operational/legal overhang that could weigh on sentiment if it escalates. Reuters Trade-Secrets Case

Taiwan Semiconductor Manufacturing Price Performance

NYSE:TSM opened at $327.22 on Wednesday. The firm has a market capitalization of $1.69 trillion, a price-to-earnings ratio of 33.56, a PEG ratio of 0.92 and a beta of 1.29. The business has a 50 day simple moving average of $294.52 and a 200-day simple moving average of $268.26. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $333.08. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 34.34%. Equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be issued a dividend of $0.9678 per share. This represents a $3.87 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date is Tuesday, March 17th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 25.74%.

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.