Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Fidelis Capital Partners LLC

Fidelis Capital Partners LLC raised its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 207.0% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 5,455 shares of the semiconductor company’s stock after acquiring an additional 3,678 shares during the period. Fidelis Capital Partners LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $1,524,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of TSM. Heartwood Wealth Advisors LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the third quarter worth approximately $32,000. Fairman Group LLC grew its position in Taiwan Semiconductor Manufacturing by 171.2% in the 3rd quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock valued at $39,000 after buying an additional 89 shares during the last quarter. Resources Management Corp CT ADV acquired a new position in Taiwan Semiconductor Manufacturing in the 2nd quarter valued at $32,000. Mid American Wealth Advisory Group Inc. purchased a new position in Taiwan Semiconductor Manufacturing during the 2nd quarter worth $33,000. Finally, Navigoe LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter worth $42,000. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE TSM opened at $339.47 on Friday. The business has a 50 day moving average price of $308.61 and a 200 day moving average price of $280.04. The company has a market capitalization of $1.76 trillion, a P/E ratio of 31.87, a PEG ratio of 0.98 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $351.33. 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 earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%.The company had revenue of $32.50 billion for the quarter. Sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS 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 issued a dividend of $0.9678 per share. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date is Tuesday, March 17th. This represents a $3.87 annualized dividend and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is 23.57%.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Nvidia’s CEO publicly backed TSMC’s global expansion during a Taiwan visit and downplayed China-H200 rumors — a high‑profile endorsement that supports TSMC’s strategic expansion and long-term GPU demand. Read More.
• Positive Sentiment: Nvidia secured approval for a $105M Taiwan hub, reinforcing its partnership with TSMC and signaling stronger local investment and demand for advanced nodes tied to AI chips. That supports TSMC’s revenue visibility from major AI customers. Read More.
• Positive Sentiment: Analyst optimism is rising: TSMC is highlighted among top semiconductor picks, Morgan Stanley raised its price target and Goldman Sachs remains bullish — reinforcing expectations for margin expansion driven by AI customers. Read More.
• Positive Sentiment: Market commentary argues TSMC is set up well for 2026 as AI and advanced computing continue to drive node migration and capacity investments, supporting medium‑term revenue and pricing power. Read More.
• Positive Sentiment: Retail and investor guides list TSMC among top AI infrastructure plays, which can sustain investor demand and multiple expansion as AI remains central to chip spending. Read More.
• Neutral Sentiment: Commentary on macro volatility and shifting data highlights an uncertain economic backdrop; that raises the risk that broader market moves or policy shifts, not company fundamentals, could drive short‑term volatility in TSM. Read More.
• Negative Sentiment: A Seeking Alpha piece argues the AI boom is ending, warning that demand normalization could pressure TSMC’s near‑term order cadence and margins — a bearish thesis that likely contributes to short‑term selling pressure. Read More.
• Positive Sentiment: Separately, a Seeking Alpha upgrade/“buy again” narrative points to improving fundamentals and renewed analyst upgrades, which supports a longer‑term constructive case. Read More.

Analyst Ratings Changes

A number of research analysts have recently issued reports on TSM shares. Freedom Capital upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. Barclays raised their price target on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, January 16th. Itau BBA Securities initiated coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They set an “outperform” rating on the stock. Finally, Needham & Company LLC raised their target price on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a report on Thursday, January 15th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and an average price target of $381.67.

Taiwan Semiconductor Manufacturing Company 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.