Sage Mountain Advisors LLC Grows Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Sage Mountain Advisors LLC raised its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 37.6% during the third quarter, HoldingsChannel reports. The firm owned 9,213 shares of the semiconductor company’s stock after buying an additional 2,519 shares during the quarter. Sage Mountain Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $2,573,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Heartwood Wealth Advisors LLC purchased a new position in Taiwan Semiconductor Manufacturing during the third quarter worth $32,000. Resources Management Corp CT ADV purchased a new position in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth about $32,000. Mid American Wealth Advisory Group Inc. purchased a new stake in Taiwan Semiconductor Manufacturing in the 2nd quarter worth about $33,000. First Command Advisory Services Inc. boosted its position in shares of Taiwan Semiconductor Manufacturing by 174.1% during the second 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. bought a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at approximately $41,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Down 0.8%

TSM opened at $339.60 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 firm has a market cap of $1.76 trillion, a price-to-earnings ratio of 31.89, a PEG ratio of 0.71 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $351.33. The stock has a fifty day moving average price of $300.62 and a 200-day moving average price of $274.95.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be issued a $0.9678 dividend. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 23.57%.

Analyst Ratings Changes

A number of equities analysts recently issued reports on the company. Susquehanna boosted their price objective on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a report on Friday, October 10th. Barclays upped their price target on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an “overweight” rating in a report on Friday. Sanford C. Bernstein reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 2nd. Itau BBA Securities began coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They set an “outperform” rating on the stock. Finally, Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 9th. Eight research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $381.67.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Blowout Q4 results: Revenue and net income were record-high and management guided to continued sequential growth — the core catalyst driving investor enthusiasm. Taiwan Semiconductor: AI Value Stock Hiding In Plain Sight
• Positive Sentiment: Massive capex commitment: TSMC signaled a large increase in 2026 spending to expand AI-capable capacity — a bullish signal for future revenue and for suppliers/partners in the AI hardware ecosystem. TSMC Earnings Bullish Signal for All AI
• Positive Sentiment: Expansion in advanced packaging and U.S. fabs: TSMC is ramping advanced chip-packaging in Taiwan and buying more Arizona land to fast-track U.S. fabs — supporting capacity for AI chips and reducing some supply-chain/geopolitical risk. TSMC Ramps Up AI Chip Packaging While Nvidia Controls Most 2026 Capacity
• Positive Sentiment: High-profile endorsement and flows: Prominent investors and commentators — including Cathie Wood and Jim Cramer — have voiced conviction after the quarter, and some analysts have raised targets, which supports momentum. Cathie Wood Makes a $1.9M Bet on TSMC After Robust Q4 Earnings
• Neutral Sentiment: Industry ripple effects: TSMC’s strength benefits customers and suppliers (e.g., Nvidia, ASML), boosting sector sentiment but not directly altering TSMC’s fundamentals. Who Are the Biggest Winners from TSMC’s Blowout Quarterly Report?
• Neutral Sentiment: U.S.-Taiwan supply-chain moves: Policy pushes to move more semiconductor capacity to the U.S. may support long-term resilience but will take years to shift manufacturing footprint. What the U.S.-Taiwan deal means for the island’s ‘silicon shield’
• Negative Sentiment: Valuation and execution risk: Some analysts warn TSMC’s premium valuation assumes sustained ~30%+ revenue CAGR; if hyperscaler AI spending slows or capex execution stumbles, multiples could re-rate. Taiwan Semiconductor: AI Value Stock Hiding In Plain Sight
• Negative Sentiment: Heavy capex burden: The huge planned investment increases execution and margin risk over the near term and makes earnings sensitive to any slowdown in AI hardware demand. TSMC Earnings Bullish Signal for All AI

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.