Naviter Wealth LLC Boosts Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Naviter Wealth LLC boosted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 5.0% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 98,410 shares of the semiconductor company’s stock after purchasing an additional 4,643 shares during the period. Taiwan Semiconductor Manufacturing comprises about 3.2% of Naviter Wealth LLC’s investment portfolio, making the stock its 6th biggest position. Naviter Wealth LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $27,565,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. Liberty Square Wealth Partners LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the third quarter worth approximately $213,000. Lyell Wealth Management LP increased its holdings in Taiwan Semiconductor Manufacturing by 0.6% during the 3rd quarter. Lyell Wealth Management LP now owns 68,802 shares of the semiconductor company’s stock valued at $19,216,000 after purchasing an additional 442 shares in the last quarter. Ameritas Advisory Services LLC increased its holdings in Taiwan Semiconductor Manufacturing by 69.5% during the 3rd quarter. Ameritas Advisory Services LLC now owns 12,170 shares of the semiconductor company’s stock valued at $3,399,000 after purchasing an additional 4,991 shares in the last quarter. CENTRAL TRUST Co raised its position in Taiwan Semiconductor Manufacturing by 86.1% in the 3rd quarter. CENTRAL TRUST Co now owns 3,808 shares of the semiconductor company’s stock valued at $1,064,000 after purchasing an additional 1,762 shares during the last quarter. Finally, Haven Global Partners LLC boosted its stake in Taiwan Semiconductor Manufacturing by 9.5% in the third quarter. Haven Global Partners LLC now owns 23,537 shares of the semiconductor company’s stock worth $6,574,000 after purchasing an additional 2,047 shares in the last quarter. 16.51% of the stock is owned by institutional investors.

Analyst Ratings Changes

TSM has been the subject of a number of research analyst reports. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, December 29th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Saturday, January 17th. The Goldman Sachs Group reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, January 5th. Needham & Company LLC boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a research report on Thursday, January 15th. Finally, Dbs Bank raised Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a report on Friday, January 23rd. Three research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and an average price target of $391.43.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC reported strong consolidated net revenue for January 2026 (NT$401.26bn), +19.8% month‑over‑month and +36.8% year‑over‑year; the board also approved a cash dividend — a direct support to the stock’s Fundamentals and yield story. TSMC Reports Strong January Revenue Growth
• Positive Sentiment: Market reaction to the dividend pushed TSM higher in some sessions (reported trading up after the announcement), reflecting investor appetite for cash returns alongside growth. TSM Trading Up After Dividend Announcement
• Positive Sentiment: Analysts and commentary are reframing TSM as an AI‑era play: Seeking Alpha notes Nvidia has become TSM’s largest customer and AI chips now drive growth — implying stronger pricing power and stickier demand versus the handset era. That longer‑term structural story supports earnings visibility. Taiwan Semiconductor: Transition From An iPhone To An AI Era
• Positive Sentiment: Multiple market writeups and stock‑picks lists (e.g., The Motley Fool) continue to include TSM as a core chipmaker exposure for AI/data‑center buildouts, keeping investor interest in the name. 5 Best Artificial Intelligence Stocks to Buy in February
• Neutral Sentiment: Market rotation commentary (Chaikin/MarketBeat) favors AI infrastructure and chip‑chain suppliers (testing, packaging, power)—a positive backdrop for TSM but one that spreads gains across many suppliers rather than guaranteeing further outsized moves for TSM alone. Is AI Really Eating Software? A Wall Street Veteran Says No—Here’s Why
• Negative Sentiment: Some coverage highlights that major cloud providers (Microsoft, Google, Amazon) are signaling caution on near‑term AI capex, which could temper the pace of future orders and create short‑term volatility for chip suppliers. That risk helps explain profit‑taking despite good January sales. These 3 stocks are quietly soaring as Microsoft, Google slump on AI spending

Taiwan Semiconductor Manufacturing Trading Down 0.4%

Shares of NYSE TSM opened at $366.47 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $380.00. The firm has a market capitalization of $1.90 trillion, a P/E ratio of 34.41, a P/E/G ratio of 1.03 and a beta of 1.31. 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 company’s 50 day simple moving average is $321.78 and its 200 day simple moving average is $288.42.

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 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%. On average, analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be paid a $0.9503 dividend. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 annualized dividend and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 23.57%.

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.