Summa Corp. Takes Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Summa Corp. purchased a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 3,408 shares of the semiconductor company’s stock, valued at approximately $952,000. Taiwan Semiconductor Manufacturing accounts for approximately 0.4% of Summa Corp.’s holdings, making the stock its 26th biggest holding.

Other large investors have also recently added to or reduced their stakes in the company. Heartwood Wealth Advisors LLC purchased a new stake in Taiwan Semiconductor Manufacturing in the third quarter valued at $32,000. Resources Management Corp CT ADV purchased a new position in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth $32,000. Mid American Wealth Advisory Group Inc. acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth about $33,000. First Command Advisory Services Inc. raised 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 during the period. Finally, Riggs Asset Managment Co. Inc. purchased a new stake in Taiwan Semiconductor Manufacturing in the 2nd quarter valued at about $41,000. 16.51% of the stock is currently owned by institutional investors and hedge funds.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: JPMorgan raised TSMC price targets and highlighted strong AI-led growth prospects, reinforcing bullish analyst momentum for the stock. TSMC (TSM) Gets Price Target Hike as JPMorgan Sees Strong AI-Led Growth
• Positive Sentiment: Reports say TSMC could massively expand U.S. capacity (dozens of Arizona facilities, part of a tariff-relief trade discussion), which would de-risk geopolitical exposure and support long-term revenue growth. TSMC to Expand $165 Billion U.S. Investment: Report
• Positive Sentiment: Analysts and previews expect Q4 revenue strength from AI chip demand, supporting the view that results could be a “beat” and a near-term catalyst for the stock. AI-Driven Demand for Advanced Chips Likely to Boost TSM’s Q4 Revenues
• Neutral Sentiment: Market commentary is focused on earnings-driven technical setups (slingshot reversal/breakout patterns) that could amplify volatility around TSMC results. Don’t Miss This Slingshot Reversal On Wednesday
• Neutral Sentiment: Coverage is increasing on TSMC’s strategic role in NVIDIA’s server roadmap and the supplier ecosystem, highlighting durable secular demand but also dependency on a few large customers. Small Names, Big Impact: The Stocks Behind NVIDIA’s Rubin (TSM)
• Neutral Sentiment: Wall Street forecasters are updating price targets ahead of earnings; refreshed estimates can amplify moves but are mixed in direction. Top Wall Street Forecasters Revamp Taiwan Semiconductor Manufacturing Price Expectations Ahead Of Q4 Earnings
• Negative Sentiment: Analysts warn rising costs tied to global expansion and increased capex could pressure margins even as revenue grows, a potential downside risk if Q4 profitability disappoints. Revenue Keeps Growing at Taiwan Semi. Should You Load Up on TSM Stock for 2026?

Analyst Ratings Changes

A number of equities research analysts have weighed in on TSM shares. Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 2nd. Needham & Company LLC reaffirmed a “buy” rating and set a $360.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, October 27th. UBS Group set a $330.00 target price on Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Weiss Ratings restated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, December 29th. Finally, Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday. Eight analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and an average target price of $355.00.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $330.86 on Wednesday. The firm has a 50 day moving average of $296.84 and a two-hundred day moving average of $271.90. The stock has a market capitalization of $1.71 trillion, a PE ratio of 33.93, a P/E/G ratio of 0.93 and a beta of 1.29. 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 52 week low of $134.25 and a 52 week high of $336.42.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.34% and a net margin of 43.72%. On average, research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal 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 given a $0.9678 dividend. 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%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 25.74%.

Taiwan Semiconductor Manufacturing Company 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.