TD Private Client Wealth LLC Has $8.02 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

TD Private Client Wealth LLC lifted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 7.7% during the third quarter, HoldingsChannel reports. The firm owned 28,717 shares of the semiconductor company’s stock after buying an additional 2,045 shares during the quarter. TD Private Client Wealth LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $8,020,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Liberty One Investment Management LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 364.5% during the 3rd quarter. Liberty One Investment Management LLC now owns 4,998 shares of the semiconductor company’s stock valued at $1,398,000 after purchasing an additional 3,922 shares in the last quarter. Lighthouse Financial LLC raised its holdings in Taiwan Semiconductor Manufacturing by 23.2% during the 3rd quarter. Lighthouse Financial LLC now owns 7,760 shares of the semiconductor company’s stock worth $2,167,000 after buying an additional 1,460 shares during the period. North of South Capital LLP lifted its stake in Taiwan Semiconductor Manufacturing by 2.4% in the third quarter. North of South Capital LLP now owns 456,345 shares of the semiconductor company’s stock valued at $127,453,000 after buying an additional 10,748 shares in the last quarter. Belvedere Trading LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the third quarter valued at approximately $383,000. Finally, Harbor Investment Advisory LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 3.1% during the third quarter. Harbor Investment Advisory LLC now owns 2,961 shares of the semiconductor company’s stock worth $827,000 after acquiring an additional 89 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM opened at $331.86 on Tuesday. 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 company’s fifty day simple moving average is $296.10 and its 200 day simple moving average is $271.18. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $333.55. 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.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The firm 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 $0.9678 dividend. The ex-dividend date of this dividend is Tuesday, March 17th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 dividend on an annualized basis and a dividend yield of 1.2%. Taiwan Semiconductor Manufacturing’s payout ratio is 25.74%.

Taiwan Semiconductor Manufacturing News Roundup

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?

Analysts Set New Price Targets

A number of equities analysts have issued reports on the company. Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, December 29th. Wall Street Zen lowered Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a research report on Saturday, January 3rd. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 2nd. Barclays lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a report on Friday, October 17th. Finally, Itau BBA Securities began coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They set an “outperform” rating for the company. Eight investment analysts have rated the stock with a Buy rating, According to MarketBeat.com, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and a consensus price target 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.