Clark Capital Management Group Inc. Purchases 6,976 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Clark Capital Management Group Inc. raised its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1.6% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 455,481 shares of the semiconductor company’s stock after purchasing an additional 6,976 shares during the period. Taiwan Semiconductor Manufacturing makes up 0.8% of Clark Capital Management Group Inc.’s portfolio, making the stock its 25th biggest holding. Clark Capital Management Group Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $127,211,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently modified their holdings of TSM. Heartwood Wealth Advisors LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the third quarter valued at about $32,000. Cedar Wealth Management LLC increased its position in Taiwan Semiconductor Manufacturing by 91.4% during the third quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company’s stock worth $37,000 after acquiring an additional 64 shares during the period. Fairman Group LLC raised its stake in Taiwan Semiconductor Manufacturing by 171.2% in the 3rd quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock worth $39,000 after purchasing an additional 89 shares in the last quarter. Resources Management Corp CT ADV bought a new stake in Taiwan Semiconductor Manufacturing in the 2nd quarter valued at about $32,000. Finally, Delta Asset Management LLC TN boosted its holdings in Taiwan Semiconductor Manufacturing by 50.0% in the 3rd quarter. Delta Asset Management LLC TN now owns 150 shares of the semiconductor company’s stock valued at $42,000 after purchasing an additional 50 shares during the period. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE:TSM opened at $338.22 on Friday. The firm has a 50 day moving average of $346.99 and a 200-day moving average of $305.99. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $390.20. The company has a current ratio of 2.62, a quick ratio of 2.42 and a debt-to-equity ratio of 0.17. The stock has a market capitalization of $1.75 trillion, a PE ratio of 31.76, a PEG ratio of 0.93 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The business had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 34.89%. On average, equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be issued a $0.9503 dividend. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 23.57%.

Analyst Ratings Changes

Several research analysts have recently commented on the stock. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 9th. Wedbush reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Finally, Wall Street Zen downgraded Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a research report on Saturday. Four research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Buy” and an average target price of $391.43.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Reuters/MSN reports TSMC now commands roughly 70% of the global foundry market — a reminder of its pricing power, scale advantages and strategic importance to chip customers, which supports revenue and margin resilience. Taiwan Semiconductor now commands 70% of global foundry market
• Positive Sentiment: SEC-filing coverage: TSMC has maintained a steady capital structure and disclosed new investments — signaling disciplined allocation of its large capex program and reducing investor concern about dilution or aggressive leverage. That supports confidence in execution of capacity buildouts. Taiwan Semiconductor Keeps Capital Structure Steady And Reveals New Investments
• Positive Sentiment: Valuation note: analysts and commentators are reassessing TSMC after a strong FY performance and a recent share pullback — the narrative that the stock may be more attractively priced after profit-taking is drawing buyer interest. Assessing Taiwan Semiconductor Manufacturing’s Valuation After A Strong Year And Recent Share Price Pullback
• Neutral Sentiment: TSMC released February 2026 revenue data — investors are parsing monthly trends for signs of AI-related capacity demand and seasonal recovery; the print is a short-term data point rather than a directional catalyst by itself. Taiwan Semiconductor Manufacturing (TSM) reports Feb 2026 revenue data
• Neutral Sentiment: Comparative analysis pieces (e.g., AMD vs. TSMC) are keeping investors focused on relative valuation and growth prospects across chip-related names; useful for positioning but not an immediate company-specific catalyst. AMD vs. TSMC: Which Chip Stock Actually Delivers the Smarter Return in 2026?
• Neutral Sentiment: Coverage noting large-manager portfolios and sector capex narratives (e.g., Steven Cohen holdings, AI capex winners) underscores institutional interest and the longer-term demand story for leading foundries, but these are background positives rather than immediate catalysts. Here Are Billionaire Steven Cohen’s 5 Biggest Stock Holdings
• Negative Sentiment: Macro/geopolitical risk: broader coverage flags that foreign markets are reeling from the Iran conflict and energy shock — such risk-off episodes can pressure Asian equities and cyclical chip demand, creating downside risk to TSMC’s near-term multiples. Foreign Stocks Are Reeling From the Iran War. Buying the Dip Could Pay Off.

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.