Heirloom Wealth Management Raises Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Heirloom Wealth Management grew its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 54.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 55,047 shares of the semiconductor company’s stock after buying an additional 19,510 shares during the quarter. Taiwan Semiconductor Manufacturing comprises 3.7% of Heirloom Wealth Management’s holdings, making the stock its 10th biggest position. Heirloom Wealth Management’s holdings in Taiwan Semiconductor Manufacturing were worth $15,374,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in TSM. Westfuller Advisors LLC boosted its stake in Taiwan Semiconductor Manufacturing by 2.2% during the 3rd quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company’s stock valued at $434,000 after purchasing an additional 34 shares in the last quarter. BankPlus Wealth Management LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 1.6% in the 3rd quarter. BankPlus Wealth Management LLC now owns 2,291 shares of the semiconductor company’s stock worth $640,000 after purchasing an additional 35 shares in the last quarter. Bank of Jackson Hole Trust boosted its holdings in Taiwan Semiconductor Manufacturing by 7.5% during the third quarter. Bank of Jackson Hole Trust now owns 500 shares of the semiconductor company’s stock worth $140,000 after buying an additional 35 shares in the last quarter. New Millennium Group LLC grew its position in Taiwan Semiconductor Manufacturing by 2.9% in the third quarter. New Millennium Group LLC now owns 1,248 shares of the semiconductor company’s stock worth $349,000 after buying an additional 35 shares during the last quarter. Finally, Catalyst Private Wealth LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 2.8% in the third quarter. Catalyst Private Wealth LLC now owns 1,407 shares of the semiconductor company’s stock valued at $393,000 after buying an additional 38 shares in the last quarter. 16.51% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

TSM has been the subject of several analyst reports. Zacks Research upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, February 3rd. DA Davidson raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Friday, February 13th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Saturday, January 17th. Wedbush reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. Finally, The Goldman Sachs Group reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, January 5th. Four equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Buy” and an average target price of $391.43.

Taiwan Semiconductor Manufacturing News Roundup

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 Stock Down 0.2%

Taiwan Semiconductor Manufacturing stock opened at $369.97 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $380.00. The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69. The firm has a market cap of $1.92 trillion, a PE ratio of 34.74, a P/E/G ratio of 1.03 and a beta of 1.31. The firm’s 50 day moving average price is $329.67 and its two-hundred day moving average price is $294.52.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Friday, November 14th. The semiconductor company reported $14.32 EPS for the quarter. The business 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%. On average, research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal 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 issued a dividend of $0.9503 per share. This represents a $3.80 annualized dividend and a yield of 1.0%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 28.64%.

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.