Stratos Wealth Partners LTD. Buys 3,371 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Stratos Wealth Partners LTD. increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 13.7% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 27,909 shares of the semiconductor company’s stock after purchasing an additional 3,371 shares during the period. Stratos Wealth Partners LTD.’s holdings in Taiwan Semiconductor Manufacturing were worth $7,795,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently added to or reduced their stakes in the company. Childress Capital Advisors LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 145.3% in the third quarter. Childress Capital Advisors LLC now owns 3,192 shares of the semiconductor company’s stock valued at $891,000 after purchasing an additional 1,891 shares during the last quarter. Vanguard Personalized Indexing Management LLC grew its position in Taiwan Semiconductor Manufacturing by 9.4% in the third quarter. Vanguard Personalized Indexing Management LLC now owns 101,876 shares of the semiconductor company’s stock valued at $28,470,000 after purchasing an additional 8,738 shares in the last quarter. Hantz Financial Services Inc. grew its position in Taiwan Semiconductor Manufacturing by 28.6% in the third quarter. Hantz Financial Services Inc. now owns 37,216 shares of the semiconductor company’s stock valued at $10,394,000 after purchasing an additional 8,284 shares in the last quarter. Hollencrest Capital Management increased its stake in Taiwan Semiconductor Manufacturing by 125.3% in the 3rd quarter. Hollencrest Capital Management now owns 5,216 shares of the semiconductor company’s stock valued at $1,457,000 after buying an additional 2,901 shares during the last quarter. Finally, Cherokee Insurance Co bought a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter worth about $1,248,000. Institutional investors own 16.51% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently weighed in on TSM shares. TD Cowen raised their price objective on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a report on Friday, January 16th. Needham & Company LLC raised their price target on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a research note on Thursday, January 15th. UBS Group set a $330.00 price target on Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Saturday, January 17th. Finally, The Goldman Sachs Group reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Three analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Buy” and an average target price of $381.67.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: January revenue surged to NT$401.26 billion (+~37% YoY), the highest monthly sales in TSMC history — direct evidence of sustained AI demand that underpins near-term revenue and pricing power. TSMC Stock Hits Record High as Demand for AI Chips Drives Growth
• Positive Sentiment: Analyst support and momentum: Wedbush reiterated an Outperform rating after the strong sales update, and coverage noting the sales beat has helped push the stock to 52‑week/record highs. Taiwan Semiconductor Stock Hits 52-Week High: What’s Happening Today?
• Positive Sentiment: Board and capital plans: the board backed large 2026 capex, dividend and bonus measures after strong 2025 results — signaling continued investment to scale AI capacity and a willingness to return cash to shareholders. TSMC Board Backs Massive 2026 Capex, Dividend and Bonus Payouts After Strong 2025 Results
• Positive Sentiment: Market dominance: commentary highlights TSMC’s commanding foundry share (roughly 71% overall, >90% at advanced nodes), reinforcing the company’s pricing power and long-term moat in AI chips. Taiwan Semiconductor’s January Sales Show the AI Tsunami Is Still Growing
• Neutral Sentiment: Dividend announced: TSMC declared a quarterly dividend of 0.9503 per share (annualized yield ~1.0%), ex-dividend June 11 and payable July 9 — modest yield but a sign of cash return policy.
• Neutral Sentiment: TSMC Global capital move: the company’s subsidiary cleared a path for up to US$30 billion capital increase — provides funding flexibility for overseas fabs but may have financing/dilution implications. TSMC Subsidiary TSMC Global Clears Path for Capital Increase of Up to US$30 Billion
• Negative Sentiment: Valuation risk: several pieces note TSMC’s stock is at/near record highs and advise reassessing valuation after the sharp rally — investors should watch P/E, forward earnings assumptions and potential for mean reversion. Assessing Taiwan Semiconductor Manufacturing’s Valuation After Strong Recent Share Price Gains

Taiwan Semiconductor Manufacturing Price Performance

NYSE:TSM opened at $374.25 on Thursday. 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 12-month low of $134.25 and a 12-month high of $379.58. The stock’s 50 day moving average price is $318.83 and its two-hundred day moving average price is $287.00. The firm has a market capitalization of $1.94 trillion, a price-to-earnings ratio of 35.14, a P/E/G ratio of 1.01 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. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%.The business had revenue of $32.50 billion for the quarter. On average, analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be issued a dividend of $0.9503 per share. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 annualized dividend and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 23.57%.

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.