First Financial Bankshares Inc Grows Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

First Financial Bankshares Inc raised its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 234.3% during the third quarter, according to its most recent filing with the SEC. The firm owned 9,121 shares of the semiconductor company’s stock after purchasing an additional 6,393 shares during the period. First Financial Bankshares Inc’s holdings in Taiwan Semiconductor Manufacturing were worth $2,547,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the business. Heartwood Wealth Advisors LLC bought a new position in Taiwan Semiconductor Manufacturing in the third quarter worth approximately $32,000. Resources Management Corp CT ADV bought a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter valued at $32,000. First Command Advisory Services Inc. increased its holdings in shares of 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 acquiring an additional 101 shares during the period. Fairman Group LLC increased its holdings in shares of 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 acquiring an additional 89 shares during the period. Finally, Riggs Asset Managment Co. Inc. bought a new position in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter worth $41,000. Institutional investors 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: Huge institutional vote of confidence — Point72 disclosed roughly $870M of new TSM exposure, signaling large‑scale buy interest from an active hedge fund and supporting near‑term demand for the shares. Billionaire fund manager drops $2.8 billion on Big Tech stocks
• Positive Sentiment: AI demand thesis remains intact — multiple analysts and trade pieces (Zacks, Yahoo) list TSMC among AI leaders that are outpacing peers as data‑center orders and margin recovery drive revenue and earnings upside. This underpins long‑term revenue visibility. 3 AI Stocks Outpacing NVIDIA in 2026
• Positive Sentiment: Structural supply‑chain importance — MarketBeat/Market articles emphasize TSMC as the linchpin of the nanotech/lithography stack (ASML, Applied Materials, Entegris), reinforcing TSMC’s pricing power and capex moat as AI workloads expand. The Supply Chain Quietly Powering the AI Boom—And 4 Ways to Play It
• Positive Sentiment: Options and technical flows point to continued upside — options‑market analysis and commentaries suggest bulls remain willing to pay for upside, helping limit downside even amid valuation debates. Taiwan Semi Stock Is Soaring Above AI Bubble Fears
• Neutral Sentiment: Wall‑Street analyst ratings mixed in usefulness — coverage pieces note analysts are broadly bullish on TSMC, but warn average broker ratings can be overstated; useful for sentiment but not definitive for timing. Is It Worth Investing in TSMC (TSM) Based on Wall Street’s Bullish Views?
• Neutral Sentiment: Nvidia results and the chip cycle still matter — upcoming NVDA earnings and broader data‑center demand prints could swing sentiment for TSMC either way; they’re catalysts but not company‑specific news. Dow Jones Futures Fall After Trump Hikes Global Tariff To 15%
• Negative Sentiment: Trade/tariff shock creates near‑term downside risk — headlines of a 15% global tariff increase are weighing on broad markets and could pressure semiconductor demand, capex plans or supply‑chain costs if implemented, creating an overhang on TSMC despite its fundamentals. How Will Dow Jones Futures Open After Trump Hikes Global Tariff To 15%?

Analyst Upgrades and Downgrades

TSM has been the topic of a number of recent research reports. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, December 29th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Saturday, January 17th. Barclays raised 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. TD Cowen boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a research note on Friday, January 16th. Finally, UBS Group set a $330.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Four investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and one has given a Hold rating to the company. According to MarketBeat, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and a consensus price target of $391.43.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $369.97 on Tuesday. The business has a fifty day moving average of $329.67 and a 200 day moving average of $294.52. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $380.00. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47. The firm has a market capitalization of $1.92 trillion, a price-to-earnings ratio of 34.74, a price-to-earnings-growth ratio of 1.03 and a beta of 1.31.

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

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be issued a $0.9503 dividend. This represents a $3.80 annualized dividend and a yield of 1.0%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 28.64%.

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.