Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Holdings Decreased by OneAscent Financial Services LLC

OneAscent Financial Services LLC decreased its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 72.1% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,160 shares of the semiconductor company’s stock after selling 2,997 shares during the period. OneAscent Financial Services LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $324,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Heartwood Wealth Advisors LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter worth approximately $32,000. Resources Management Corp CT ADV bought a new position in Taiwan Semiconductor Manufacturing during the second quarter worth $32,000. Mid American Wealth Advisory Group Inc. acquired a new position in Taiwan Semiconductor Manufacturing in the second quarter worth $33,000. First Command Advisory Services Inc. boosted its holdings in Taiwan Semiconductor Manufacturing by 174.1% in the second quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock worth $36,000 after purchasing an additional 101 shares during the period. Finally, Fairman Group LLC increased its stake in Taiwan Semiconductor Manufacturing by 171.2% during the third quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock valued at $39,000 after purchasing an additional 89 shares during the last quarter. 16.51% of the stock is owned by institutional investors.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Nvidia is set to become TSMC’s largest customer as AI spending surges, signaling sustained high-volume demand for advanced nodes (supporting revenue and utilization). Nvidia set to supplant Apple as TSMC’s top customer
• Positive Sentiment: Microsoft’s new Maia 200 inference accelerator is built on TSMC’s 3nm process — a tangible win for TSMC’s premium node roadmap that should drive high-margin wafer demand from hyperscalers. Microsoft’s Maia 200: The Profit Engine AI Needs (TSM)
• Positive Sentiment: Taiwan’s president signaled support for more semiconductor investment in Arizona, which reinforces TSMC’s U.S. expansion plans and reduces geopolitical execution risk for capacity growth. Taiwan president supports more semiconductor investment in Arizona: report
• Neutral Sentiment: Recent retrospective performance pieces highlight strong 12‑month gains for TSMC shares — useful context for momentum-driven flows but not a driver of forward fundamentals. If You’d Invested $10,000 in Taiwan Semiconductor Stock a Year Ago
• Neutral Sentiment: Industry-equipment comparisons (ASML/AMAT/LRCX) underscore continued capex across the ecosystem; positive for wafer fab demand over time but indirect for TSMC near-term stock moves. Which Semiconductor Equipment Stock Has More Upside in 2026?
• Negative Sentiment: Analyst and opinion pieces warn TSMC’s rapid share-price appreciation raises valuation concerns — investors may be trimming or demanding higher proof of sustained margin leverage to justify current multiples. TSMC: Powers America’s AI Boom – Yet, The Valuation Doesn’t Make Sense
• Negative Sentiment: Valuation-focused writeups that followed the rally highlight stretched P/E and the risk of multiple compression if growth or fab margins disappoint, which could cap near-term upside. A Look At Taiwan Semiconductor Manufacturing’s Valuation After Strong Recent Share Price Momentum

Taiwan Semiconductor Manufacturing Trading Up 1.7%

Shares of TSM stock opened at $338.28 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $351.33. The firm has a market capitalization of $1.75 trillion, a PE ratio of 31.76, a price-to-earnings-growth ratio of 0.96 and a beta of 1.29. The stock has a fifty day moving average of $306.18 and a two-hundred day moving average of $279.19. The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Friday, November 14th. The semiconductor company reported $14.32 EPS for the quarter. The company 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 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

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

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on TSM. Barclays raised their price target on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an “overweight” rating in a research report on Friday, January 16th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Itau BBA Securities began coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They issued an “outperform” rating on the stock. UBS Group set a $330.00 price objective on Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Finally, Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 9th. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and an average price target of $381.67.

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.