Heirloom Wealth Management Has $15.37 Million Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Heirloom Wealth Management raised its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 54.9% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 55,047 shares of the semiconductor company’s stock after acquiring an additional 19,510 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for 3.7% of Heirloom Wealth Management’s holdings, making the stock its 10th largest position. Heirloom Wealth Management’s holdings in Taiwan Semiconductor Manufacturing were worth $15,374,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in the stock. Heartwood Wealth Advisors LLC acquired a new position in Taiwan Semiconductor Manufacturing in the 3rd quarter valued at approximately $32,000. Resources Management Corp CT ADV acquired a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at $32,000. First Command Advisory Services Inc. lifted its position in Taiwan Semiconductor Manufacturing by 174.1% in the second quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock worth $36,000 after purchasing an additional 101 shares during the period. Fairman Group LLC boosted its stake in Taiwan Semiconductor Manufacturing by 171.2% during the third quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock worth $39,000 after buying an additional 89 shares in the last quarter. Finally, Riggs Asset Managment Co. Inc. acquired a new stake in Taiwan Semiconductor Manufacturing during the second quarter worth $41,000. Institutional investors own 16.51% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on TSM shares. Wedbush reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Zacks Research upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, February 3rd. UBS Group set a $330.00 price target on Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, December 29th. Four research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus price target of $391.43.

Taiwan Semiconductor Manufacturing Trading Down 0.2%

TSM opened at $369.97 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $380.00. The stock has a market capitalization of $1.92 trillion, a PE ratio of 34.74, a PEG ratio of 1.03 and a beta of 1.31. 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 firm has a 50-day moving average price of $329.67 and a two-hundred day moving average price of $294.52.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. The firm had revenue of $32.50 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 anticipate 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. Investors of record on Thursday, June 11th will be issued a $0.9503 dividend. The ex-dividend date is Thursday, June 11th. This represents a $3.80 annualized dividend and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 28.64%.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Large institutional buying: Point72 reportedly added a big stake, taking roughly $870M in TSM, which can lift demand for shares and signal confidence from a major hedge fund. Billionaire fund manager drops $2.8 billion on Big Tech stocks
• Positive Sentiment: Longer‑term structural bull case: MarketBeat’s piece on the nanotech/AI supply chain highlights TSMC as the factory backbone for advanced AI chips and notes U.S. capacity expansion (Arizona), reinforcing durable demand for TSM’s advanced nodes. The Supply Chain Quietly Powering the AI Boom—And 4 Ways to Play It
• Positive Sentiment: Sector momentum and analyst attention: Zacks and other outlets list TSM among AI leaders outpacing peers as data‑center demand and tight capacity support revenue and margin upside — a near‑term technical/earnings tailwind. 3 AI Stocks Outpacing NVIDIA in 2026 – With More Upside Ahead
• Positive Sentiment: Retail/investor buy lists: Several Fool.com pieces include TSMC in recommended multi‑stock retirement or growth portfolios, which can draw longer‑term retail inflows. Want $1 Million in Retirement? Invest $100,000 in These 3 Stocks and Wait a Decade
• Neutral Sentiment: Valuation debate: Several articles ask whether TSMC’s price is justified after a ~95% one‑year rally, outlining scenarios where expectations are already priced in — this fuels both profit‑taking and cautious new buying. Is It Too Late To Consider Taiwan Semiconductor Manufacturing (NYSE:TSM) After 95% One Year Rally?
• Negative Sentiment: Macro/trade risk: Reports that global tariffs were raised to 15% have rattled markets and could complicate cross‑border supply chains and equipment sourcing for chipmakers, representing a potential near‑term headwind for TSM. Dow Jones Futures Fall After Trump Hikes Global Tariff To 15%

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.