Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Chicago Partners Investment Group LLC

Chicago Partners Investment Group LLC increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 59.7% in the third quarter, Holdings Channel reports. The firm owned 6,932 shares of the semiconductor company’s stock after purchasing an additional 2,592 shares during the period. Chicago Partners Investment Group LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $2,090,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently bought and sold shares of TSM. Massachusetts Financial Services Co. MA lifted its stake in shares of Taiwan Semiconductor Manufacturing by 3.6% during the third quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company’s stock worth $4,401,448,000 after buying an additional 541,047 shares during the period. Bank of America Corp DE raised its stake in Taiwan Semiconductor Manufacturing by 0.8% in the 2nd quarter. Bank of America Corp DE now owns 14,805,720 shares of the semiconductor company’s stock worth $3,353,348,000 after acquiring an additional 115,158 shares during the last quarter. Jennison Associates LLC raised its stake in 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 acquiring an additional 2,537,760 shares during the last quarter. Alliancebernstein L.P. lifted its position in Taiwan Semiconductor Manufacturing by 18.0% during the 2nd quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock worth $2,368,587,000 after acquiring an additional 1,593,786 shares during the period. Finally, WCM Investment Management LLC grew its stake in Taiwan Semiconductor Manufacturing by 3.3% during the 2nd quarter. WCM Investment Management LLC now owns 10,058,659 shares of the semiconductor company’s stock valued at $2,299,108,000 after purchasing an additional 324,615 shares during the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts recently commented on TSM shares. Susquehanna lifted their target price on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a report on Friday, October 10th. Freedom Capital upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Argus raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. TD Cowen raised their target price on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a report on Friday, January 16th. Finally, Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Saturday, January 17th. Two analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and a consensus price target of $381.67.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $327.24 on Friday. 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 stock has a market capitalization of $1.70 trillion, a price-to-earnings ratio of 30.73, a PEG ratio of 0.93 and a beta of 1.29. The firm’s 50 day simple moving average is $302.97 and its 200-day simple moving average is $276.31. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $351.33.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its 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 45.13% and a return on equity of 36.18%. The firm had revenue of $32.50 billion during the quarter. Analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be paid a dividend of $0.9678 per share. This represents a $3.87 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend 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 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: TSMC raised capex guidance and signaled a multi-year AI buildout (capex $52–56B in 2025), expecting full utilization of advanced nodes (N2/N3/N5), higher gross margins (GPM 63–65% in 2026) and a long runway for AI datacenter revenue (mid‑to‑high‑50s % CAGR). This is the primary positive driver behind today’s strength. Taiwan Semiconductor: Capex Guidance Raise Suggests AI Buildout Cycle Until 2028
• Positive Sentiment: Wall Street / Market coverage: Multiple outlets report growing analyst bullishness on TSMC’s AI dominance after the quarter — reinforcing momentum and buy-side confidence in TSMC’s guidance and pricing power. Wall Street Gets More Bullish on TSMC’s AI Dominance
• Positive Sentiment: MarketBeat: TSMC’s strong revenue and AI-accelerator outlook also support demand signals for ecosystem partners (e.g., Broadcom, Meta), implying sustained foundry orders from hyperscalers. Positive for TSMC’s long-term demand profile. Why Taiwan Semiconductor and Meta Could Be the Hidden Bull Case for Broadcom
• Positive Sentiment: The Motley Fool / Fool.com: TSMC’s quarter boosted equipment makers (e.g., ASML) and validated strong capex across the supply chain — a sign that TSMC’s upgrade cycle is translating into orders for lithography and fab equipment, supporting the industry upcycle. TSMC Just Delivered Incredible News for ASML Investors
• Neutral Sentiment: Zacks / market summaries: Short‑term momentum pieces note TSM is up materially in recent sessions (weekly gains), useful for momentum investors but less informative on longer-term fundamental change. TSMC (TSM) Is Up 5.80% in One Week: What You Should Know
• Neutral Sentiment: MarketBeat / industry comp: Coverage comparing equipment vendors highlights TSMC’s central role in the AI capex cycle but focuses more on supplier selection (ASML, AMAT, LRCX) than on direct TSM fundamentals. Useful context but secondary to TSMC’s own guidance. Which Semiconductor Equipment Stock Has More Upside in 2026?
• Negative Sentiment: Risk note — large, sustained capex increases are capital‑intensive and execution‑sensitive; watch capex delivery, cyclical demand shifts and TSM’s valuation (PE ~30.6). These factors could amplify downside if growth or margins disappoint. Capex Guidance Raise Suggests AI Buildout Cycle Until 2028 (risk context)

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.