New York State Common Retirement Fund Has $403.47 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

New York State Common Retirement Fund grew its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 14.7% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,444,614 shares of the semiconductor company’s stock after purchasing an additional 185,561 shares during the quarter. Taiwan Semiconductor Manufacturing comprises 0.5% of New York State Common Retirement Fund’s portfolio, making the stock its 27th biggest holding. New York State Common Retirement Fund’s holdings in Taiwan Semiconductor Manufacturing were worth $403,466,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in TSM. TD Waterhouse Canada Inc. boosted its holdings in Taiwan Semiconductor Manufacturing by 2.9% in the 3rd quarter. TD Waterhouse Canada Inc. now owns 108,922 shares of the semiconductor company’s stock valued at $31,448,000 after purchasing an additional 3,089 shares during the period. Traynor Capital Management Inc. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 191.7% during the 3rd quarter. Traynor Capital Management Inc. now owns 5,428 shares of the semiconductor company’s stock worth $1,516,000 after purchasing an additional 3,567 shares in the last quarter. Field & Main Bank acquired a new position in shares of Taiwan Semiconductor Manufacturing in the third quarter valued at $106,000. Retirement Planning Co of New England Inc. bought a new position in Taiwan Semiconductor Manufacturing in the third quarter worth $204,000. Finally, Valeo Financial Advisors LLC increased its holdings in Taiwan Semiconductor Manufacturing by 2.2% in the 3rd quarter. Valeo Financial Advisors LLC now owns 31,237 shares of the semiconductor company’s stock valued at $8,724,000 after buying an additional 660 shares during the period. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Up 1.1%

Shares of NYSE:TSM opened at $342.18 on Thursday. 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 firm has a market cap of $1.77 trillion, a P/E ratio of 32.13, a P/E/G ratio of 0.97 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 $351.33. The company’s 50-day moving average price is $307.38 and its two-hundred day moving average price is $279.63.

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. The firm had revenue of $32.50 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 36.18%. As a group, research analysts forecast 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 announced a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be paid a $0.9678 dividend. This represents a $3.87 dividend on an annualized basis and a yield of 1.1%. 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. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 23.57%.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on TSM. Barclays upped their target price on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a research note on Friday, January 16th. Itau BBA Securities initiated coverage on Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They set an “outperform” rating for the company. UBS Group set a $330.00 price objective on Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Finally, TD Cowen lifted their price target on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a report on Friday, January 16th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Buy” and an average price target of $381.67.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Analysts and commentators argue TSMC is positioned for a strong 2026 on sustained AI and advanced computing demand, reinforcing confidence in long-term revenue growth. This Chip Giant Is Set Up for a Strong 2026. Should You Buy the Dip Now?
• Positive Sentiment: Recent rating upgrades and buy recommendations are lifting sentiment — upgrades typically attract fresh inflows into large-cap leaders like TSM. TSMC Has Become A Buy Again (Rating Upgrade)
• Positive Sentiment: Coverage highlighting TSMC as a top AI chip stock and its role supplying leaders (Nvidia, AMD, Broadcom) supports the thesis that TSMC will benefit from increased wafer demand. The Top 3 Artificial Intelligence (AI) Chip Stocks to Buy With $50,000 in 2026
• Positive Sentiment: Product-level momentum: coverage of Microsoft’s Maia 200 highlights cloud/AI chip rollouts that should boost foundry volumes and more efficient cloud economics — a near-term tailwind for TSM’s customers and orders. Microsoft’s Maia 200: The Profit Engine AI Needs (TSM)
• Neutral Sentiment: Macro commentary warns volatility in rates, currencies and data continues to complicate market direction — this increases headline risk but doesn’t change TSMC’s core industry position. Important Stocks, Earnings, and Data Insights: $TSM, $TSLA, $COST
• Negative Sentiment: Bearish analysis claims the AI spending boom may be ending, which could reduce near-term demand growth expectations for foundries and pressure multiples. Taiwan Semiconductor: The AI Boom Is Coming To An End
• Negative Sentiment: Other pieces praise TSMC’s role in the AI boom but caution that current valuation levels may be hard to justify, raising downside risk if macro or demand disappoints. TSMC: Powers America’s AI Boom – Yet, The Valuation Doesn’t Make Sense

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.