Taiwan Semiconductor Manufacturing Company Ltd. $TSM Holdings Lifted by Ritter Daniher Financial Advisory LLC DE

Ritter Daniher Financial Advisory LLC DE raised its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 285.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,257 shares of the semiconductor company’s stock after acquiring an additional 3,152 shares during the period. Ritter Daniher Financial Advisory LLC DE’s holdings in Taiwan Semiconductor Manufacturing were worth $1,189,000 as of its most recent SEC filing.

Several other institutional investors have also bought and sold shares of the stock. Jennison Associates LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 26.7% during the 2nd quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company’s stock worth $2,728,478,000 after buying an additional 2,537,760 shares in the last quarter. Brown Advisory Inc. boosted its stake in Taiwan Semiconductor Manufacturing by 43.2% during the 2nd quarter. Brown Advisory Inc. now owns 6,650,983 shares of the semiconductor company’s stock valued at $1,506,389,000 after purchasing an additional 2,006,745 shares in the last quarter. Arrowstreet Capital Limited Partnership boosted its stake in Taiwan Semiconductor Manufacturing by 109.5% during the second quarter. Arrowstreet Capital Limited Partnership now owns 3,526,160 shares of the semiconductor company’s stock valued at $798,640,000 after buying an additional 1,842,951 shares in the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main lifted its position in shares of Taiwan Semiconductor Manufacturing by 268.2% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,499,677 shares of the semiconductor company’s stock valued at $566,152,000 after acquiring an additional 1,820,852 shares during the last quarter. Finally, Alliancebernstein L.P. boosted its position in shares of Taiwan Semiconductor Manufacturing by 18.0% in the second quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock worth $2,368,587,000 after buying an additional 1,593,786 shares during the period. Institutional investors and hedge funds own 16.51% of the company’s stock.

Wall Street Analyst Weigh In

TSM has been the subject of a number of recent research reports. Dbs Bank raised Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research note on Friday, January 23rd. The Goldman Sachs Group restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, January 5th. TD Cowen upped their price target on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a report on Friday, January 16th. Barclays lifted their price objective on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an “overweight” rating in a research note on Friday, January 16th. Finally, Needham & Company LLC raised their target price on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a report on Thursday, January 15th. Two analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and a consensus target price of $381.67.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Nvidia’s CEO publicly backed TSMC’s global expansion during a Taiwan visit and downplayed China-H200 rumors — a high?profile endorsement that supports TSMC’s strategic expansion and long-term GPU demand. Read More.
• Positive Sentiment: Nvidia secured approval for a $105M Taiwan hub, reinforcing its partnership with TSMC and signaling stronger local investment and demand for advanced nodes tied to AI chips. That supports TSMC’s revenue visibility from major AI customers. Read More.
• Positive Sentiment: Analyst optimism is rising: TSMC is highlighted among top semiconductor picks, Morgan Stanley raised its price target and Goldman Sachs remains bullish — reinforcing expectations for margin expansion driven by AI customers. Read More.
• Positive Sentiment: Market commentary argues TSMC is set up well for 2026 as AI and advanced computing continue to drive node migration and capacity investments, supporting medium?term revenue and pricing power. Read More.
• Positive Sentiment: Retail and investor guides list TSMC among top AI infrastructure plays, which can sustain investor demand and multiple expansion as AI remains central to chip spending. Read More.
• Neutral Sentiment: Commentary on macro volatility and shifting data highlights an uncertain economic backdrop; that raises the risk that broader market moves or policy shifts, not company fundamentals, could drive short?term volatility in TSM. Read More.
• Negative Sentiment: A Seeking Alpha piece argues the AI boom is ending, warning that demand normalization could pressure TSMC’s near?term order cadence and margins — a bearish thesis that likely contributes to short?term selling pressure. Read More.
• Positive Sentiment: Separately, a Seeking Alpha upgrade/“buy again” narrative points to improving fundamentals and renewed analyst upgrades, which supports a longer?term constructive case. Read More.

Taiwan Semiconductor Manufacturing Stock Down 0.8%

Shares of TSM stock opened at $339.47 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $351.33. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47. The stock has a fifty day moving average price of $308.61 and a 200 day moving average price of $280.04. The stock has a market cap of $1.76 trillion, a P/E ratio of 31.87, a price-to-earnings-growth ratio of 0.98 and a beta of 1.29.

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. The company had revenue of $32.50 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 36.18%. Analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share 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. Shareholders of record on Tuesday, March 17th will be issued a dividend of $0.9678 per share. The ex-dividend date of this dividend is Tuesday, March 17th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 dividend on an annualized basis and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 23.57%.

About Taiwan Semiconductor Manufacturing

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.