Liberty One Investment Management LLC Has $1.40 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Liberty One Investment Management LLC increased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 364.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,998 shares of the semiconductor company’s stock after acquiring an additional 3,922 shares during the period. Liberty One Investment Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $1,398,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of TSM. Bank of America Corp DE lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 0.8% during the 2nd quarter. Bank of America Corp DE now owns 14,805,720 shares of the semiconductor company’s stock valued at $3,353,348,000 after buying an additional 115,158 shares during the last quarter. Jennison Associates LLC raised its position in Taiwan Semiconductor Manufacturing by 26.7% during the second quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company’s stock valued at $2,728,478,000 after acquiring an additional 2,537,760 shares in the last quarter. Alliancebernstein L.P. lifted its stake in Taiwan Semiconductor Manufacturing by 18.0% in the second quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock valued at $2,368,587,000 after acquiring an additional 1,593,786 shares during the last quarter. WCM Investment Management LLC grew its position in Taiwan Semiconductor Manufacturing by 3.3% in the second quarter. WCM Investment Management LLC now owns 10,058,659 shares of the semiconductor company’s stock worth $2,299,108,000 after acquiring an additional 324,615 shares in the last quarter. Finally, Sands Capital Management LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 6.5% during the 2nd quarter. Sands Capital Management LLC now owns 8,552,278 shares of the semiconductor company’s stock valued at $1,937,005,000 after purchasing an additional 524,960 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Major U.S. expansion tied to a trade/tariff deal could secure large, long-term government and customer commitments and justify a multibillion-dollar buildout in Arizona. TSMC to Expand $165 Billion U.S. Investment
• Positive Sentiment: WSJ/other outlets report TSMC may build as many as a dozen Arizona fabs — a capacity expansion that supports long-term revenue growth and geopolitical diversification of supply. TSMC Plans U.S. Expansion in Proposed Taiwan Tariff-Relief Deal
• Positive Sentiment: Analysts and multiple outlets expect a record Q4 and a strong earnings print driven by AI infrastructure demand, supporting near-term upside and validating margin expansion trends. TSMC Q4 profit poised to soar 27% as AI demand drives growth
• Neutral Sentiment: Market coverage is upbeat—TSMC appears on several “top AI” and “buy” lists—supporting investor sentiment but not new fundamental news. 5 Unstoppable Stocks to Buy With $5,000 for 2026
• Neutral Sentiment: Earnings are imminent this week; that timing is concentrating flows — expectations are high, so volatility around the print is likely. Top Stocks With Earnings This Week: TSMC, Big Banks And More
• Negative Sentiment: Competitors such as SK Hynix are plowing billions into HBM and AI-memory; stronger memory suppliers could alter pricing/power dynamics for AI systems over time. SK Hynix Bets $13 Billion To Lock In AI Memory Dominance
• Negative Sentiment: Analysts warn rising costs from overseas and large-capex U.S./global builds could compress near-term margins despite revenue growth — a key risk to watch in the upcoming report. Taiwan Semiconductor to Report Q4 Earnings: How to Play the Stock?

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE:TSM opened at $331.86 on Tuesday. The company has a market cap of $1.72 trillion, a price-to-earnings ratio of 34.04, a PEG ratio of 0.92 and a beta of 1.29. The business has a 50 day moving average price of $296.10 and a 200 day moving average price of $271.18. 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 Company Ltd. has a twelve month low of $134.25 and a twelve month high of $333.55.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Friday, November 14th. The semiconductor company reported $14.32 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.34% and a net margin of 43.72%. Research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be issued a $0.9678 dividend. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $3.87 dividend on an annualized basis and a yield of 1.2%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 25.74%.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the stock. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, January 5th. Wall Street Zen cut Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a research report on Saturday, January 3rd. Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd. UBS Group set a $330.00 price objective on Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, December 29th. Eight equities research analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus target price of $355.00.

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.