Ameriprise Financial Inc. Increases Stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSM)

4 hours ago

Ameriprise Financial Inc. increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM - Free Report) by 2.2% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,292,906 shares of the semiconductor company’s stock after purchasing an additional 90,664 shares during the quarter. Ameriprise Financial Inc.’s stake represented approximately 0.08% of Taiwan Semiconductor Manufacturing, valued at $1,196,846,000 at the end of the quarter.

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Other institutional investors also adjusted their positions recently. Heartwood Wealth Advisors LLC acquired a new stake valued at $32,000 during the third quarter. Cedar Wealth Management LLC increased its holdings by 91.4%, now owning 134 shares worth $37,000 after adding 64 shares. Fairman Group LLC raised its stake by 171.2%, holding 141 shares valued at $39,000 after purchasing 89 additional shares. Resources Management Corp CT ADV initiated a position worth $32,000 in the second quarter. Delta Asset Management LLC TN boosted its stake by 50%, now holding 150 shares valued at $42,000 after acquiring 50 more shares. Institutional investors and hedge funds currently own 16.51% of the stock.

Taiwan Semiconductor Manufacturing Stock Performance

Taiwan Semiconductor Manufacturing stock opened at $338.22 on Friday. The stock’s 50-day moving average price is $346.99, while its 200-day moving average is $305.99. The company’s 52-week range spans from a low of $134.25 to a high of $390.20. Taiwan Semiconductor Manufacturing Company Ltd. has a market capitalization of $1.75 trillion, a price-to-earnings (P/E) ratio of 31.76, a PEG ratio of 0.93, and a beta of 1.29. The company maintains a current ratio of 2.62, a quick ratio of 2.42, and a debt-to-equity ratio of 0.17.

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Taiwan Semiconductor Manufacturing (NYSE: TSM - Get Free Report) last reported quarterly earnings on Thursday, February 26. The company posted earnings per share (EPS) of $3.11 for the quarter, with revenue totaling $30.65 billion. Taiwan Semiconductor Manufacturing achieved a return on equity of 34.89% and a net margin of 45.13%. Analysts expect the company to report earnings per share of 9.2 for the current year.

Taiwan Semiconductor Manufacturing Announces Dividend

The company recently declared a quarterly dividend payable on Thursday, July 9. Shareholders of record on Thursday, June 11 will receive a dividend of $0.9503 per share. The ex-dividend date is also June 11. This equates to an annualized dividend of $3.80 and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio stands at 23.57%.

Trending Headlines About Taiwan Semiconductor Manufacturing

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Key news impacting Taiwan Semiconductor Manufacturing this week includes:

Positive Sentiment: Reuters/MSN reports that TSMC now controls roughly 70% of the global foundry market, highlighting its pricing power, scale advantages, and strategic importance to chip customers, which supports revenue and margin resilience. Taiwan Semiconductor now commands 70% of global foundry market
Positive Sentiment: SEC filings reveal TSMC has maintained a steady capital structure and disclosed new investments, signaling disciplined allocation of its large capital expenditure program and easing investor concerns about dilution or aggressive leverage. This supports confidence in capacity buildout execution. Taiwan Semiconductor Keeps Capital Structure Steady And Reveals New Investments
Positive Sentiment: Analysts are reassessing TSMC’s valuation following a strong fiscal year performance and recent share price pullback, suggesting the stock may now be attractively priced, drawing buyer interest. Assessing Taiwan Semiconductor Manufacturing’s Valuation After A Strong Year And Recent Share Price Pullback
Neutral Sentiment: TSMC released February 2026 revenue data; investors are analyzing monthly trends for AI-related capacity demand and seasonal recovery. This data point is short-term and not a directional catalyst by itself. Taiwan Semiconductor Manufacturing (TSM) reports Feb 2026 revenue data
Neutral Sentiment: Comparative analyses (e.g., AMD vs. TSMC) keep investors focused on relative valuation and growth prospects across chip-related stocks; useful for positioning but not immediate catalysts. AMD vs. TSMC: Which Chip Stock Actually Delivers the Smarter Return in 2026?
Neutral Sentiment: Coverage of large-manager portfolios and sector capital expenditure narratives (e.g., Steven Cohen holdings, AI capex winners) highlights institutional interest and long-term demand for leading foundries, serving as background positives rather than immediate catalysts. Here Are Billionaire Steven Cohen's 5 Biggest Stock Holdings
Negative Sentiment: Macro and geopolitical risks, including the Iran conflict and energy shocks, are causing foreign markets to reel. Such risk-off episodes can pressure Asian equities and cyclical chip demand, posing downside risks to TSMC’s near-term multiples. Foreign Stocks Are Reeling From the Iran War. Buying the Dip Could Pay Off.

Wall Street Analyst Opinions

Several analysts recently commented on TSM shares. Argus upgraded Taiwan Semiconductor Manufacturing to a "strong-buy" rating on Thursday, January 15. Zacks Research raised the stock from "hold" to "strong-buy" on Tuesday, February 3. Citigroup reiterated a "buy" rating on Friday, January 9. Needham & Company LLC increased their price target from $360.00 to $410.00 and maintained a "buy" rating on Thursday, January 15. DA Davidson also upgraded the stock to "strong-buy" on Friday, February 13. Overall, four analysts have rated the stock as Strong Buy, nine as Buy, and two as Hold. According to MarketBeat.com, Taiwan Semiconductor Manufacturing currently holds a consensus rating of "Buy" with a consensus price target of $391.43.

Check Out Our Latest Stock Report on Taiwan Semiconductor Manufacturing

About Taiwan Semiconductor Manufacturing

(Free Report)

Taiwan Semiconductor Manufacturing Company (TSMC) is a leading pure-play semiconductor foundry providing 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 for fabless and integrated device manufacturers, offering contract chip production across a broad range of technologies and products.

TSMC’s services include logic and mixed-signal process technologies, specialty processes for radio-frequency, power management, and embedded memory, as well as advanced nodes used in mobile, high-performance computing, and AI applications.

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