Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Truist Financial Corp

Truist Financial Corp raised its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 2.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 430,907 shares of the semiconductor company’s stock after acquiring an additional 8,838 shares during the quarter. Truist Financial Corp’s holdings in Taiwan Semiconductor Manufacturing were worth $120,348,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Heartwood Wealth Advisors LLC purchased a new stake in Taiwan Semiconductor Manufacturing during the third quarter worth $32,000. Resources Management Corp CT ADV acquired a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter worth about $32,000. Mid American Wealth Advisory Group Inc. purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth about $33,000. First Command Advisory Services Inc. grew its position in shares of Taiwan Semiconductor Manufacturing by 174.1% during the 2nd quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock valued at $36,000 after acquiring an additional 101 shares during the period. Finally, Fairman Group LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 171.2% in the 3rd quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock valued at $39,000 after purchasing an additional 89 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Analysts and commentators argue TSMC is positioned for a strong 2026 on sustained AI and advanced computing demand, reinforcing confidence in long-term revenue growth. This Chip Giant Is Set Up for a Strong 2026. Should You Buy the Dip Now?
• Positive Sentiment: Recent rating upgrades and buy recommendations are lifting sentiment — upgrades typically attract fresh inflows into large-cap leaders like TSM. TSMC Has Become A Buy Again (Rating Upgrade)
• Positive Sentiment: Coverage highlighting TSMC as a top AI chip stock and its role supplying leaders (Nvidia, AMD, Broadcom) supports the thesis that TSMC will benefit from increased wafer demand. The Top 3 Artificial Intelligence (AI) Chip Stocks to Buy With $50,000 in 2026
• Positive Sentiment: Product-level momentum: coverage of Microsoft’s Maia 200 highlights cloud/AI chip rollouts that should boost foundry volumes and more efficient cloud economics — a near-term tailwind for TSM’s customers and orders. Microsoft’s Maia 200: The Profit Engine AI Needs (TSM)
• Neutral Sentiment: Macro commentary warns volatility in rates, currencies and data continues to complicate market direction — this increases headline risk but doesn’t change TSMC’s core industry position. Important Stocks, Earnings, and Data Insights: $TSM, $TSLA, $COST
• Negative Sentiment: Bearish analysis claims the AI spending boom may be ending, which could reduce near-term demand growth expectations for foundries and pressure multiples. Taiwan Semiconductor: The AI Boom Is Coming To An End
• Negative Sentiment: Other pieces praise TSMC’s role in the AI boom but caution that current valuation levels may be hard to justify, raising downside risk if macro or demand disappoints. TSMC: Powers America’s AI Boom – Yet, The Valuation Doesn’t Make Sense

Wall Street Analyst Weigh In

TSM has been the subject of several research analyst reports. Freedom Capital raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Argus upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 9th. Finally, TD Cowen upped their price target on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a research report on Friday, January 16th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and a consensus price target of $381.67.

Taiwan Semiconductor Manufacturing Trading Up 1.1%

Shares of TSM opened at $342.18 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $351.33. The stock has a market cap of $1.77 trillion, a PE ratio of 32.13, a price-to-earnings-growth ratio of 0.97 and a beta of 1.29. The firm’s fifty day moving average is $307.38 and its two-hundred day moving average is $279.63. 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 earnings results on Friday, November 14th. The semiconductor company reported $14.32 EPS for the quarter. The business 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%. Research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

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