Foundations Investment Advisors LLC Buys 2,080 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Foundations Investment Advisors LLC boosted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 8.3% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 27,220 shares of the semiconductor company’s stock after purchasing an additional 2,080 shares during the quarter. Foundations Investment Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $7,602,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the company. Brighton Jones LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 20.9% during the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after acquiring an additional 1,892 shares during the period. Truist Financial Corp raised its position in Taiwan Semiconductor Manufacturing by 2.1% during the second quarter. Truist Financial Corp now owns 422,069 shares of the semiconductor company’s stock valued at $95,594,000 after purchasing an additional 8,795 shares in the last quarter. Trilogy Capital Inc. acquired a new position in Taiwan Semiconductor Manufacturing during the second quarter valued at approximately $204,000. SOA Wealth Advisors LLC. lifted its stake in Taiwan Semiconductor Manufacturing by 3.3% during the second quarter. SOA Wealth Advisors LLC. now owns 2,160 shares of the semiconductor company’s stock worth $489,000 after purchasing an additional 68 shares during the last quarter. Finally, Precision Wealth Strategies LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter valued at $439,000. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on TSM shares. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 9th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, December 29th. Sanford C. Bernstein reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Argus upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Finally, Barclays lifted their price target on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, January 16th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus target price of $381.67.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE:TSM opened at $339.47 on Friday. The stock’s 50-day moving average is $308.61 and its 200-day moving average is $280.04. 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 current ratio of 2.69, a quick ratio of 2.47 and a debt-to-equity ratio of 0.19. The stock has a market cap of $1.76 trillion, a P/E ratio of 31.87, a price-to-earnings-growth ratio of 0.98 and a beta of 1.29.

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. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 36.18%. The business had revenue of $32.50 billion during the quarter. Equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be issued a dividend of $0.9678 per share. This represents a $3.87 dividend on an annualized basis and a dividend yield of 1.1%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 23.57%.

More Taiwan Semiconductor Manufacturing News

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.

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.