Jensen Investment Management Inc. Purchases 1,782 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Jensen Investment Management Inc. raised its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 10.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 19,120 shares of the semiconductor company’s stock after buying an additional 1,782 shares during the quarter. Jensen Investment Management Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $5,340,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Massachusetts Financial Services Co. MA lifted its holdings in Taiwan Semiconductor Manufacturing by 3.6% during the third quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company’s stock valued at $4,401,448,000 after purchasing an additional 541,047 shares during the last quarter. Bank of America Corp DE increased its stake in shares of Taiwan Semiconductor Manufacturing by 0.8% in the second quarter. Bank of America Corp DE now owns 14,805,720 shares of the semiconductor company’s stock worth $3,353,348,000 after purchasing an additional 115,158 shares in the last quarter. Jennison Associates LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 4.5% in the third quarter. Jennison Associates LLC now owns 12,591,542 shares of the semiconductor company’s stock valued at $3,516,692,000 after purchasing an additional 544,750 shares during the period. Alliancebernstein L.P. lifted its stake in shares of Taiwan Semiconductor Manufacturing by 18.0% during the 2nd quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock valued at $2,368,587,000 after buying an additional 1,593,786 shares in the last quarter. Finally, WCM Investment Management LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 0.3% in the 3rd quarter. WCM Investment Management LLC now owns 10,090,519 shares of the semiconductor company’s stock worth $2,757,033,000 after buying an additional 31,860 shares during the period. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the stock. Argus raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Saturday, January 17th. Sanford C. Bernstein reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Dbs Bank raised Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a report on Friday, January 23rd. Finally, The Goldman Sachs Group restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, January 5th. Three investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and a consensus price target of $381.67.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM opened at $362.01 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $364.76. The company has a current ratio of 2.69, a quick ratio of 2.47 and a debt-to-equity ratio of 0.19. The company has a market cap of $1.88 trillion, a PE ratio of 33.99, a price-to-earnings-growth ratio of 0.99 and a beta of 1.31. The stock has a 50-day moving average price of $317.26 and a 200-day moving average price of $286.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 36.18%. The company had revenue of $32.50 billion for the quarter. As a group, equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: January revenue hit a company record (NT$401.26B / $12.7B), up ~37% year-over-year and ~20% month-over-month, confirming persistent AI demand and driving the stock to fresh highs. TSMC Stock Hits Record High as Demand for AI Chips Drives Growth
• Positive Sentiment: CEO C.C. Wei framed the numbers as further evidence that AI adoption is accelerating, a message that reassures major customers (e.g., Nvidia) and supports continued order flow for advanced nodes. Taiwan Semiconductor Manufacturing (TSM) CEO C.C. Wei Just Delivered Fantastic News for Nvidia Investors
• Positive Sentiment: TSMC’s dominant share in contract manufacturing (reported ~71% global share and >90% of advanced AI chips) gives it pricing power and a near-monopoly on cutting-edge AI capacity—supporting margin durability and premium valuation. TSMC Stock Hits Record High as Demand for AI Chips Drives Growth
• Positive Sentiment: The board approved large 2026 capex plans, dividend and bonus payouts after strong 2025 results, and a TSMC Global Ltd. move clearing the way for up to US$30B in capital increase — actions that signal financial strength and support expansion. TSMC Subsidiary TSMC Global Clears Path for Capital Increase of Up to US$30 Billion
• Neutral Sentiment: U.S. officials are considering carve-outs from proposed chip tariffs tied to TSMC’s U.S. investment commitments — this could reduce tariff risk for TSMC but links benefits to future U.S. capex and political outcomes. US plans Big Tech carve-out from next wave of chip tariffs
• Negative Sentiment: Industry leaders warn TSMC likely must roughly double capacity to meet surging AI demand — that raises execution risk, multi-year capex needs and potential longer lead times that could pressure margins or delay revenue recognition. TSMC Must Double Its Capacity to Meet Massive AI Demand, According to Jensen Huang
• Negative Sentiment: After the rally (stock up strongly Y/Y), analysts and outlets are flagging valuation and whether upside is limited from current levels; investors should weigh stretched multiples against continued revenue and profit expansion. Assessing Taiwan Semiconductor Manufacturing’s Valuation After Strong Recent Share Price Gains

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.