Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Flossbach Von Storch SE

Flossbach Von Storch SE lifted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 139.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 757,970 shares of the semiconductor company’s stock after buying an additional 441,573 shares during the period. Flossbach Von Storch SE’s holdings in Taiwan Semiconductor Manufacturing were worth $211,693,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently bought and sold shares of TSM. Heartwood Wealth Advisors LLC purchased a new position in Taiwan Semiconductor Manufacturing in the 3rd quarter worth approximately $32,000. Resources Management Corp CT ADV purchased a new position in Taiwan Semiconductor Manufacturing during the second quarter worth approximately $32,000. Mid American Wealth Advisory Group Inc. acquired a new position in Taiwan Semiconductor Manufacturing during the second quarter worth $33,000. First Command Advisory Services Inc. grew its holdings in Taiwan Semiconductor Manufacturing by 174.1% in the 2nd quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock valued at $36,000 after buying an additional 101 shares in the last quarter. Finally, Fairman Group LLC grew its holdings in Taiwan Semiconductor Manufacturing by 171.2% in the 3rd quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock valued at $39,000 after buying an additional 89 shares in the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently commented on TSM shares. TD Cowen lifted their price target on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a report on Friday, January 16th. Needham & Company LLC boosted their target price on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a report on Thursday, January 15th. Argus upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, January 5th. Finally, Barclays increased their price objective on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an “overweight” rating in a research report on Friday, January 16th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and a consensus price target of $381.67.

Taiwan Semiconductor Manufacturing Price Performance

Taiwan Semiconductor Manufacturing stock opened at $342.18 on Thursday. The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69. The company has a market capitalization of $1.77 trillion, a price-to-earnings ratio of 32.13, a price-to-earnings-growth ratio of 0.97 and a beta of 1.29. The company’s 50 day simple moving average is $307.38 and its 200-day simple moving average is $279.63. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $351.33.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be paid a dividend of $0.9678 per share. This represents a $3.87 annualized dividend and a yield of 1.1%. 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. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 23.57%.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Analysts and commentators argue TSMC is positioned for a strong 2026 on sustained AI and advanced computing demand, reinforcing confidence in long-term revenue growth. This Chip Giant Is Set Up for a Strong 2026. Should You Buy the Dip Now?
• Positive Sentiment: Recent rating upgrades and buy recommendations are lifting sentiment — upgrades typically attract fresh inflows into large-cap leaders like TSM. TSMC Has Become A Buy Again (Rating Upgrade)
• Positive Sentiment: Coverage highlighting TSMC as a top AI chip stock and its role supplying leaders (Nvidia, AMD, Broadcom) supports the thesis that TSMC will benefit from increased wafer demand. The Top 3 Artificial Intelligence (AI) Chip Stocks to Buy With $50,000 in 2026
• Positive Sentiment: Product-level momentum: coverage of Microsoft’s Maia 200 highlights cloud/AI chip rollouts that should boost foundry volumes and more efficient cloud economics — a near-term tailwind for TSM’s customers and orders. Microsoft’s Maia 200: The Profit Engine AI Needs (TSM)
• Neutral Sentiment: Macro commentary warns volatility in rates, currencies and data continues to complicate market direction — this increases headline risk but doesn’t change TSMC’s core industry position. Important Stocks, Earnings, and Data Insights: $TSM, $TSLA, $COST
• Negative Sentiment: Bearish analysis claims the AI spending boom may be ending, which could reduce near-term demand growth expectations for foundries and pressure multiples. Taiwan Semiconductor: The AI Boom Is Coming To An End
• Negative Sentiment: Other pieces praise TSMC’s role in the AI boom but caution that current valuation levels may be hard to justify, raising downside risk if macro or demand disappoints. TSMC: Powers America’s AI Boom – Yet, The Valuation Doesn’t Make Sense

About Taiwan Semiconductor Manufacturing

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.