Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Ibex Wealth Advisors

Ibex Wealth Advisors grew its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 5.2% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 30,843 shares of the semiconductor company’s stock after buying an additional 1,520 shares during the period. Taiwan Semiconductor Manufacturing accounts for approximately 0.8% of Ibex Wealth Advisors’ holdings, making the stock its 29th biggest holding. Ibex Wealth Advisors’ holdings in Taiwan Semiconductor Manufacturing were worth $8,614,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the business. Allianz SE grew its stake in shares of Taiwan Semiconductor Manufacturing by 13.5% in the third quarter. Allianz SE now owns 22,634 shares of the semiconductor company’s stock valued at $6,321,000 after buying an additional 2,700 shares in the last quarter. Handelsbanken Fonder AB increased its stake in Taiwan Semiconductor Manufacturing by 14.0% during the 3rd quarter. Handelsbanken Fonder AB now owns 640,400 shares of the semiconductor company’s stock worth $178,857,000 after buying an additional 78,400 shares during the period. Fifth Lane Capital LP lifted its holdings in Taiwan Semiconductor Manufacturing by 6.0% in the 3rd quarter. Fifth Lane Capital LP now owns 2,650 shares of the semiconductor company’s stock worth $740,000 after buying an additional 150 shares in the last quarter. R Squared Ltd purchased a new position in Taiwan Semiconductor Manufacturing in the 3rd quarter valued at about $606,000. Finally, Diversify Wealth Management LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 2.4% in the third quarter. Diversify Wealth Management LLC now owns 11,097 shares of the semiconductor company’s stock valued at $3,383,000 after purchasing an additional 257 shares during the last quarter. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Apple confirmed it will buy more than 100 million advanced chips from TSM’s Arizona facility, a large, near‑term revenue and capacity-visibility win that validates TSM’s U.S. fab strategy and long-term customer demand. Apple to Purchase 100M Chips from Taiwan Semiconductor Manufacturing (TSM) Arizona Facility
• Positive Sentiment: ASML says its high‑NA EUV tools are ready for mass production — this accelerator in lithography technology lowers a key manufacturing constraint for next‑generation AI chips and supports TSM’s ability to scale advanced-node capacity. ASML Says High-NA EUV Tools Ready for Mass Production
• Positive Sentiment: Hyperscalers plan to spend roughly $700 billion on AI infrastructure this year — a macro demand tailwind that should lift orders for advanced logic and AI accelerators that TSM manufactures. Hyperscalers Plan to Spend $700 Billion on AI This Year. These 2 Stocks Are the Biggest Beneficiaries.
• Positive Sentiment: TSM reported the quarter with $3.11 EPS and $30.65B revenue, showing strong margins and ROE — results that underpin analyst confidence and institutional buying cited in recent filings. Taiwan Semiconductor Manufacturing (NYSE:TSM)
• Neutral Sentiment: Market commentary comparing Nvidia and TSM frames TSM as a long-term play on foundry exposure versus Nvidia’s pure-play AI GPU story — useful for portfolio positioning but not an immediate catalyst. Better Semiconductor Stock: Nvidia vs. TSMC
• Negative Sentiment: Geopolitical coverage highlights concentration risk: analysts warn that Taiwan’s central role in advanced chipmaking (and TSM’s footprint there) creates a systemic risk that could sharply disrupt supply and re‑rate multiples if tensions escalate. Washington’s Nightmare: Why America’s AI Future Is Stuck On A Small Island Near China
• Negative Sentiment: Near-term macro/legal/market headwinds: futures weakness on renewed AI fears and analyst notes about rich valuation after TSM’s sharp run create downside risk for the stock despite strong fundamentals. Dow Jones Futures Fall, S&P 500 To Test Support On AI Fears; Block, Netflix, Applied Opto Lead Big Movers

Wall Street Analysts Forecast Growth

TSM has been the subject of several research analyst reports. DA Davidson upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Friday, February 13th. Zacks Research upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, February 3rd. Needham & Company LLC upped their price objective 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. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. Finally, UBS Group set a $330.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Four analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average target price of $391.43.

Taiwan Semiconductor Manufacturing Price Performance

NYSE TSM opened at $374.48 on Friday. The company has a 50 day moving average price of $337.40 and a two-hundred day moving average price of $297.66. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $390.20. The stock has a market capitalization of $1.94 trillion, a PE ratio of 35.16, a price-to-earnings-growth ratio of 1.05 and a beta of 1.31. 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 (NYSE:TSM) last issued its quarterly earnings results on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The company had revenue of $30.65 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, equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be given a $0.9503 dividend. The ex-dividend date is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s payout ratio is 23.57%.

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.