Ashton Thomas Private Wealth LLC Increases Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Ashton Thomas Private Wealth LLC lifted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 22.7% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 9,641 shares of the semiconductor company’s stock after purchasing an additional 1,783 shares during the period. Ashton Thomas Private Wealth LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $2,701,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently modified their holdings of TSM. Valley Brook Capital Group Inc. boosted its position in Taiwan Semiconductor Manufacturing by 19.3% in the third quarter. Valley Brook Capital Group Inc. now owns 3,281 shares of the semiconductor company’s stock worth $916,000 after purchasing an additional 530 shares during the last quarter. Penserra Capital Management LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 42.6% in the 3rd quarter. Penserra Capital Management LLC now owns 131,251 shares of the semiconductor company’s stock worth $36,657,000 after purchasing an additional 39,185 shares during the period. Adell Harriman & Carpenter Inc. boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 3.8% in the third quarter. Adell Harriman & Carpenter Inc. now owns 55,159 shares of the semiconductor company’s stock worth $15,406,000 after buying an additional 2,028 shares during the last quarter. Westside Investment Management Inc. grew its position in Taiwan Semiconductor Manufacturing by 75.4% during the third quarter. Westside Investment Management Inc. now owns 1,552 shares of the semiconductor company’s stock valued at $446,000 after buying an additional 667 shares during the period. Finally, Strengthening Families & Communities LLC increased its holdings in Taiwan Semiconductor Manufacturing by 798.6% during the third quarter. Strengthening Families & Communities LLC now owns 13,218 shares of the semiconductor company’s stock valued at $3,484,000 after buying an additional 11,747 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

NYSE:TSM opened at $330.50 on Friday. The business’s 50-day simple moving average is $313.38 and its two-hundred day simple moving average is $283.34. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $351.33. The stock has a market cap of $1.71 trillion, a PE ratio of 31.03, a P/E/G ratio of 0.91 and a beta of 1.31. The company has a quick ratio of 2.47, a current ratio of 2.69 and a debt-to-equity ratio of 0.19.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. The firm had revenue of $32.50 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%. As a group, analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be given a dividend of $0.9678 per share. The ex-dividend date is Tuesday, March 17th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 annualized dividend and a dividend yield of 1.2%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 23.57%.

Wall Street Analysts Forecast Growth

TSM has been the topic of several analyst reports. TD Cowen lifted their price target on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a research note on Friday, January 16th. Freedom Capital upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. Susquehanna raised their price objective on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a research note on Friday, October 10th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 2nd. Three research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and one has given a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Buy” and an average price target of $381.67.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC plans a roughly $17 billion investment to mass-produce advanced 3‑nanometer chips at its Kumamoto site, a move aimed at boosting AI-capable capacity and reducing concentration risk in Taiwan. TSMC plans 3-nanometre chip production in Japan with $17 billion investment, Yomiuri reports
• Positive Sentiment: Broker upgrades and momentum calls are piling up — Zacks moved TSMC to a “strong-buy” and the stock has been added to Zacks’ Rank #1 momentum lists, which supports short-term buying interest. Zacks upgrade / strong-buy
• Positive Sentiment: Tokyo’s subsidy push and supportive government policy (reported by multiple outlets) make the Japan expansion more financially attractive and lower the net capex burden on TSMC, improving the investment thesis around capacity for AI demand. TSMC Plans $17 Billion Japan Expansion With Advanced 3nm Chips As Tokyo Ramps Up Subsidies
• Neutral Sentiment: Consensus analyst price targets imply roughly ~25% upside from current levels, but studies show price-targets are an imperfect timing tool; upward earnings estimate revisions would be needed to sustain the move. Can TSMC (TSM) Climb 25.25% to Reach the Level Wall Street Analysts Expect?
• Negative Sentiment: Big overseas capex and the rush to scale advanced 3nm production create execution, timing and cost risks — meeting yield, staffing and ramp timelines at a new site is challenging and could pressure margins or delay benefits. TSMC Needs to Make More Advanced Chips. Why It’s Turning to Japan.

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.