Compass Wealth Management LLC Has $3.69 Million Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Compass Wealth Management LLC reduced its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 54.7% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 13,197 shares of the semiconductor company’s stock after selling 15,961 shares during the quarter. Compass Wealth Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $3,686,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently modified their holdings of the business. Westfuller Advisors LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 2.2% in the third quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company’s stock valued at $434,000 after buying an additional 34 shares during the period. BankPlus Wealth Management LLC grew its holdings in Taiwan Semiconductor Manufacturing by 1.6% during the 3rd quarter. BankPlus Wealth Management LLC now owns 2,291 shares of the semiconductor company’s stock worth $640,000 after acquiring an additional 35 shares during the period. Catalyst Private Wealth LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 2.8% during the 3rd quarter. Catalyst Private Wealth LLC now owns 1,407 shares of the semiconductor company’s stock valued at $393,000 after acquiring an additional 38 shares during the last quarter. Venture Visionary Partners LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 1.1% in the 3rd quarter. Venture Visionary Partners LLC now owns 3,540 shares of the semiconductor company’s stock valued at $989,000 after purchasing an additional 39 shares during the period. Finally, Leonard Rickey Investment Advisors P.L.L.C. boosted its position in shares of Taiwan Semiconductor Manufacturing by 2.5% in the 3rd quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 1,652 shares of the semiconductor company’s stock worth $461,000 after purchasing an additional 41 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM opened at $332.71 on Tuesday. The firm has a market cap of $1.72 trillion, a P/E ratio of 31.24, a PEG ratio of 0.95 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $351.33. The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69. The firm’s 50 day moving average price is $304.98 and its two-hundred day moving average price is $278.43.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data 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 during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 36.18%. On average, analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared 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 of this dividend is Tuesday, March 17th. This represents a $3.87 annualized dividend and a dividend yield of 1.2%. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 23.57%.

Wall Street Analysts Forecast Growth

TSM has been the subject of a number of recent analyst reports. Barclays upped their price objective on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, January 16th. Sanford C. Bernstein restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 2nd. Argus raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. UBS Group set a $330.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Finally, The Goldman Sachs Group reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $381.67.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Nvidia is set to become TSMC’s largest customer as AI chip spending rises, implying stronger wafer demand, higher utilization and revenue concentration toward high-margin advanced nodes. This is a major demand catalyst for TSM’s 3nm/5nm capacity. Nvidia set to supplant Apple as TSMC’s top customer
• Positive Sentiment: Microsoft’s Maia 200 AI accelerator is built on TSMC’s 3nm process, directly increasing demand for advanced-node capacity and validating TSM’s technology leadership with hyperscalers investing in custom silicon. Microsoft’s Maia 200: The Profit Engine AI Needs
• Positive Sentiment: Taiwan’s president publicly backing more semiconductor investment in Arizona supports TSMC’s U.S. fab expansion plans, which reduces geopolitical concentration risk for customers and underpins long‑term capacity growth. Taiwan president supports more semiconductor investment in Arizona: report
• Positive Sentiment: Analyst and media features (e.g., The Motley Fool) highlight sizable AI-driven revenue opportunities for TSMC and point to large order flows and sustained demand that justify aggressive capex and long-term growth expectations. Taiwan Semiconductor Just Gave Investors 56 Billion Reasons
• Neutral Sentiment: Comparative industry pieces on equipment suppliers (ASML, AMAT, LRCX) underscore broad strength across the chip supply chain — a positive backdrop for TSMC demand but not a direct company-level catalyst. Which Semiconductor Equipment Stock Has More Upside in 2026?
• Negative Sentiment: Coverage noting strong recent share-price momentum raises valuation and near-term pullback risk; investors may be trimming positions after a rally even as fundamentals improve. Monitor multiples and guidance for signs of overheating. A Look At Taiwan Semiconductor Manufacturing’s Valuation After Strong Recent Share Price Momentum

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.