Spirepoint Private Client LLC Purchases Shares of 1,556 Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Spirepoint Private Client LLC purchased a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the 3rd quarter, HoldingsChannel.com reports. The institutional investor purchased 1,556 shares of the semiconductor company’s stock, valued at approximately $435,000.

Several other hedge funds have also recently modified their holdings of the stock. Catalyst Private Wealth LLC boosted its stake in Taiwan Semiconductor Manufacturing by 2.8% in the 3rd quarter. Catalyst Private Wealth LLC now owns 1,407 shares of the semiconductor company’s stock worth $393,000 after purchasing an additional 38 shares in the last quarter. Venture Visionary Partners LLC increased its stake in Taiwan Semiconductor Manufacturing by 1.1% during the 3rd quarter. Venture Visionary Partners LLC now owns 3,540 shares of the semiconductor company’s stock valued at $989,000 after purchasing an additional 39 shares in the last quarter. Leonard Rickey Investment Advisors P.L.L.C. increased its stake in Taiwan Semiconductor Manufacturing by 2.5% during the 3rd quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 1,652 shares of the semiconductor company’s stock valued at $461,000 after purchasing an additional 41 shares in the last quarter. Alliance Wealth Advisors LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 2.4% in the second quarter. Alliance Wealth Advisors LLC now owns 1,815 shares of the semiconductor company’s stock worth $411,000 after buying an additional 43 shares during the last quarter. Finally, Pflug Koory LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 3.9% during the second quarter. Pflug Koory LLC now owns 1,133 shares of the semiconductor company’s stock worth $257,000 after buying an additional 43 shares during the period. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Several major analysts raised targets and reiterated buy calls, citing stronger-than-expected AI-driven demand and higher margin visibility — a key driver of the stock rally today. Goldman Sachs Price Target
• Positive Sentiment: A bullish valuation note projects further upside (Seeking Alpha’s $358 target), reinforcing investor belief that TSMC is the central beneficiary of the AI infrastructure buildout and pricing power on advanced nodes. Seeking Alpha Bull Case
• Positive Sentiment: Policy and product developments could materially lift volumes: a U.S. one‑year export license to allow TSMC to import U.S. equipment for its China fabs plus potential large H200 GPU orders from NVIDIA create a pathway for sizable incremental revenue if approvals continue. Benzinga Export License MarketBeat on NVIDIA H200
• Neutral Sentiment: Market positioning and derivatives activity have picked up (notable options volume), signaling speculative interest and positioning that can amplify moves in either direction. Benzinga Options Activity
• Neutral Sentiment: Management tweak at TSMC Arizona (new treasurer) reflects ongoing U.S. buildout and operational scaling but is not expected to materially change fundamentals near term. TipRanks Arizona Appointment
• Negative Sentiment: Legal risk persists: Taiwanese prosecutors filed additional indictments related to alleged trade‑secret theft tied to TSMC technology, a reputational and potential operational/legal overhang that could weigh on sentiment if it escalates. Reuters Trade-Secrets Case

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on TSM shares. UBS Group set a $330.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, December 29th. Itau BBA Securities initiated coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They issued an “outperform” rating on the stock. Susquehanna raised their price objective on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a research note on Friday, October 10th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday. Eight investment analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $355.00.

Taiwan Semiconductor Manufacturing Stock Up 1.5%

Taiwan Semiconductor Manufacturing stock opened at $327.22 on Wednesday. The business’s 50-day moving average price is $294.52 and its 200 day moving average price is $268.26. The company has a quick ratio of 2.47, a current ratio of 2.69 and a debt-to-equity ratio of 0.19. The firm has a market cap of $1.69 trillion, a price-to-earnings ratio of 33.56, a price-to-earnings-growth ratio of 0.92 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $333.08.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data 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%. As a group, sell-side 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 company also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Investors 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 yield of 1.2%. 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. Taiwan Semiconductor Manufacturing’s payout ratio is currently 25.74%.

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.