Fort Washington Investment Advisors Inc. OH Has $198.65 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Fort Washington Investment Advisors Inc. OH grew its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 0.3% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 653,703 shares of the semiconductor company’s stock after acquiring an additional 1,656 shares during the period. Taiwan Semiconductor Manufacturing accounts for approximately 1.1% of Fort Washington Investment Advisors Inc. OH’s investment portfolio, making the stock its 21st biggest position. Fort Washington Investment Advisors Inc. OH’s holdings in Taiwan Semiconductor Manufacturing were worth $198,654,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Childress Capital Advisors LLC increased its holdings in Taiwan Semiconductor Manufacturing by 145.3% in the third quarter. Childress Capital Advisors LLC now owns 3,192 shares of the semiconductor company’s stock valued at $891,000 after purchasing an additional 1,891 shares during the period. Shannon River Fund Management LLC acquired a new position in Taiwan Semiconductor Manufacturing during the 3rd quarter worth about $2,430,000. Vanguard Personalized Indexing Management LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 9.4% during the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 101,876 shares of the semiconductor company’s stock worth $28,470,000 after buying an additional 8,738 shares during the period. Hantz Financial Services Inc. grew its position in shares of Taiwan Semiconductor Manufacturing by 28.6% in the 3rd quarter. Hantz Financial Services Inc. now owns 37,216 shares of the semiconductor company’s stock valued at $10,394,000 after buying an additional 8,284 shares during the last quarter. Finally, Hollencrest Capital Management increased its stake in shares of Taiwan Semiconductor Manufacturing by 125.3% in the third quarter. Hollencrest Capital Management now owns 5,216 shares of the semiconductor company’s stock valued at $1,457,000 after buying an additional 2,901 shares during the period. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE:TSM opened at $325.89 on Friday. The company has a fifty day moving average of $349.14 and a 200-day moving average of $312.00. The firm has a market capitalization of $1.69 trillion, a P/E ratio of 30.60, a P/E/G ratio of 0.96 and a beta of 1.29. The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $390.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The business had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 34.89%. As a group, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be given a dividend of $0.9503 per share. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 28.36%.

Insider Activity at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Sunday, March 22nd. The stock was bought at an average cost of $55.93 per share, for a total transaction of $55,930.00. Following the purchase, the vice president directly owned 9,051 shares in the company, valued at approximately $506,222.43. This represents a 12.42% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 1.11% of the stock is currently owned by corporate insiders.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Broadcom comments that TSMC is hitting production capacity limits, which markets interpret as evidence of sustained demand for TSMC’s leading-edge nodes and greater pricing power for the foundry. This supports revenue visibility and margins for TSMC. TSMC Stock In Spotlight — Broadcom Exec Says Chipmaker Is Reaching Capacity Limits
• Positive Sentiment: Market narrative framing TSMC as the “AI gatekeeper” — multiple pieces highlight that backlog on advanced nodes (2nm/3nm) cements TSMC’s strategic role in the AI hardware buildout, supporting a premium multiple over the long term. The AI Gatekeeper: TSMC’s Chokehold Signals Dominance
• Positive Sentiment: Insider buying — a TSMC vice president disclosed a purchase of shares, a modest but visible signal of management confidence that can help sentiment. Bor‑Zen Tien Purchases 1,000 Shares of TSM
• Neutral Sentiment: Arm’s move to build an AGI CPU using TSMC’s 3nm process is a mixed signal — it generates new wafer demand (benefit for TSMC capacity utilization) but represents a shift in the competitive landscape for AI silicon over the longer term. Arm’s New Gambit: Building Chips to Challenge the AI Titans
• Neutral Sentiment: ASML’s multibillion-dollar equipment deals and industry capex signals durable, multi‑year investment in advanced nodes — positive for TSMC’s long-term demand but not an immediate revenue driver until capacity comes online. ASML’s $8B Deal: More Than a Purchase, It’s a Prophecy
• Negative Sentiment: Geopolitical risk spotlight — recent coverage tying the Iran conflict to disrupted helium/energy supply chains and broader geopolitical tensions raises the perceived risk to Taiwan-based fabs, prompting risk‑off positioning and weighing on TSMC’s near-term outlook. The Iran War Puts a Spotlight on Taiwan Risk

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the company. The Goldman Sachs Group restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, January 5th. TD Cowen upped their target price on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a report on Friday, January 16th. Wedbush reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Freedom Capital upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Finally, Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, March 20th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average target price of $391.43.

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.