Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Liberty One Investment Management LLC

Liberty One Investment Management LLC boosted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 364.5% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,998 shares of the semiconductor company’s stock after buying an additional 3,922 shares during the quarter. Liberty One Investment Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $1,398,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of TSM. Brighton Jones LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 20.9% during the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after purchasing an additional 1,892 shares in the last quarter. Kera Capital Partners Inc. bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter worth approximately $205,000. Douglas Lane & Associates LLC bought a new stake in Taiwan Semiconductor Manufacturing during the second quarter worth approximately $236,000. Wesbanco Bank Inc. grew its position in Taiwan Semiconductor Manufacturing by 17.1% in the second quarter. Wesbanco Bank Inc. now owns 19,139 shares of the semiconductor company’s stock worth $4,335,000 after buying an additional 2,789 shares during the last quarter. Finally, Capital Asset Advisory Services LLC grew its position in Taiwan Semiconductor Manufacturing by 40.7% in the second quarter. Capital Asset Advisory Services LLC now owns 1,846 shares of the semiconductor company’s stock worth $415,000 after buying an additional 534 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Major U.S. expansion tied to a trade/tariff deal could secure large, long-term government and customer commitments and justify a multibillion-dollar buildout in Arizona. TSMC to Expand $165 Billion U.S. Investment
• Positive Sentiment: WSJ/other outlets report TSMC may build as many as a dozen Arizona fabs — a capacity expansion that supports long-term revenue growth and geopolitical diversification of supply. TSMC Plans U.S. Expansion in Proposed Taiwan Tariff-Relief Deal
• Positive Sentiment: Analysts and multiple outlets expect a record Q4 and a strong earnings print driven by AI infrastructure demand, supporting near-term upside and validating margin expansion trends. TSMC Q4 profit poised to soar 27% as AI demand drives growth
• Neutral Sentiment: Market coverage is upbeat—TSMC appears on several “top AI” and “buy” lists—supporting investor sentiment but not new fundamental news. 5 Unstoppable Stocks to Buy With $5,000 for 2026
• Neutral Sentiment: Earnings are imminent this week; that timing is concentrating flows — expectations are high, so volatility around the print is likely. Top Stocks With Earnings This Week: TSMC, Big Banks And More
• Negative Sentiment: Competitors such as SK Hynix are plowing billions into HBM and AI-memory; stronger memory suppliers could alter pricing/power dynamics for AI systems over time. SK Hynix Bets $13 Billion To Lock In AI Memory Dominance
• Negative Sentiment: Analysts warn rising costs from overseas and large-capex U.S./global builds could compress near-term margins despite revenue growth — a key risk to watch in the upcoming report. Taiwan Semiconductor to Report Q4 Earnings: How to Play the Stock?

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on the company. Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 2nd. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday. Susquehanna increased their price target on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a research report on Friday, October 10th. Wall Street Zen cut Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a research note on Saturday, January 3rd. Finally, Barclays upped their price objective on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a research note on Friday, October 17th. Eight research analysts have rated the stock with a Buy rating, According to MarketBeat.com, the stock presently has an average rating of “Buy” and an average target price of $355.00.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $331.86 on Tuesday. The stock has a market cap of $1.72 trillion, a PE ratio of 34.04, a price-to-earnings-growth ratio of 0.92 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $333.55. The company has a quick ratio of 2.47, a current ratio of 2.69 and a debt-to-equity ratio of 0.19. The business has a fifty day simple moving average of $296.10 and a 200-day simple moving average of $271.18.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.34% and a net margin of 43.72%. On average, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be given a dividend of $0.9678 per share. The ex-dividend date of this dividend is Tuesday, March 17th. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 dividend on an annualized basis and a yield of 1.2%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 25.74%.

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.