J.Safra Asset Management Corp Buys 2,168 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

J.Safra Asset Management Corp raised its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 32.9% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 8,750 shares of the semiconductor company’s stock after purchasing an additional 2,168 shares during the quarter. J.Safra Asset Management Corp’s holdings in Taiwan Semiconductor Manufacturing were worth $2,444,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the company. Childress Capital Advisors LLC raised its stake in Taiwan Semiconductor Manufacturing by 145.3% during the 3rd quarter. Childress Capital Advisors LLC now owns 3,192 shares of the semiconductor company’s stock worth $891,000 after buying an additional 1,891 shares during the period. Powers Advisory Group LLC acquired a new position in Taiwan Semiconductor Manufacturing in the second quarter valued at about $240,000. Hudson Edge Investment Partners Inc. increased its holdings in shares of Taiwan Semiconductor Manufacturing by 10.1% in the second quarter. Hudson Edge Investment Partners Inc. now owns 236,503 shares of the semiconductor company’s stock worth $53,566,000 after acquiring an additional 21,648 shares in the last quarter. Cherokee Insurance Co acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the second quarter worth about $1,248,000. Finally, Dupont Capital Management Corp raised its position in shares of Taiwan Semiconductor Manufacturing by 11.6% during the second quarter. Dupont Capital Management Corp now owns 89,303 shares of the semiconductor company’s stock worth $20,226,000 after purchasing an additional 9,247 shares during the period. Institutional investors and hedge funds own 16.51% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently issued reports on TSM shares. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. Itau BBA Securities began coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They issued an “outperform” rating for the company. UBS Group set a $330.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Cowen reaffirmed a “hold” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday. Finally, The Goldman Sachs Group reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Eight equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing presently has an average rating of “Moderate Buy” and an average target price of $381.67.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Record Q4 results and strong guidance — TSMC beat Q4 revenue/eps estimates, reported ~35% profit growth, and issued revenue/growth guidance that signals the AI cycle remains durable, which is the core driver of today’s upside. TSMC earnings: Another record quarter as AI demand holds steady
• Positive Sentiment: Massive CapEx boost fuels long-term growth and supplier demand — management raised 2026 CapEx to a $52–56B range (midpoint ~$54B), a show of conviction in AI demand that should expand capacity and revenue over coming years. The $56 Billion Draft: Follow TSMC’s CapEx Stream
• Positive Sentiment: Trade deal and U.S. investment lift visibility for expansion — a U.S.–Taiwan agreement (large-scale Taiwanese investment into U.S. manufacturing and lower tariffs) reduces policy friction and supports TSMC’s planned U.S. fabs. That reduces a key execution risk for on‑shore expansion. Taiwan contract chipmaker TSMC’s US investments
• Positive Sentiment: Analyst upgrades and supply‑chain rallies reinforce momentum — brokers raised price targets (Needham, TD Cowen cited) and equipment suppliers (ASML, AMAT, LRCX, KLA) jumped after TSMC’s guidance, signaling broad industry upside that often lifts TSM stock. ASML tops $500 billion market cap as TSMC plans to spend more
• Positive Sentiment: Unusually heavy bullish options flow — large call buying indicates trader conviction that the rally will continue in the near term. TSMC’s Strong Guidance Supports the Stock’s Hot Start to 2026
• Neutral Sentiment: CapEx creates guaranteed revenue for equipment makers but raises near‑term cash outflows — the spending secures supplier demand (positive for suppliers) while TSMC also flags higher depreciation and near-term margin dilution as it scales. TSMC Plans to Spend $56 Billion. Why Its Motivations Matter for the Stock.
• Neutral Sentiment: U.S. expansion shows conviction but adds complexity — management says leading-edge R&D/production will largely remain in Taiwan, so U.S. fabs help diversification but won’t replace high‑margin Taiwan output. Execution/timing remain watch points. CNBC Daily Open: AI trade reignited by TSMC earnings blowout
• Negative Sentiment: Policy and tariff risks still exist — while a trade deal eased some concerns, potential U.S. tariff proposals and geopolitical policy shifts remain an upside/downside tail risk for cross‑border operations and margins. Investors should watch policy headlines closely. Trump Administration Offers Tariff Relief In Exchange For $250 Billion Taiwan Chip Investment

Taiwan Semiconductor Manufacturing Price Performance

NYSE:TSM opened at $342.37 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $351.33. The firm has a market capitalization of $1.77 trillion, a price-to-earnings ratio of 32.15, a P/E/G ratio of 0.81 and a beta of 1.29. The stock’s 50 day moving average price is $299.68 and its two-hundred day moving average price is $273.91. The company has a quick ratio of 2.47, a current ratio of 2.69 and a debt-to-equity ratio of 0.19.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be given a $0.9678 dividend. 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 annualized dividend and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 28.64%.

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.