Sunbelt Securities Inc. Grows Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

19 Mar 2026, 13:08 by Mitch Edgeman · The Markets Daily

Sunbelt Securities Inc. boosted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 35.7% during the third quarter, HoldingsChannel reports. The institutional investor owned 7,657 shares of the semiconductor company’s stock after buying an additional 2,015 shares during the quarter. Sunbelt Securities Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $2,139,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Heartwood Wealth Advisors LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the third quarter worth approximately $32,000. Cedar Wealth Management LLC boosted its stake in Taiwan Semiconductor Manufacturing by 91.4% during the 3rd quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company’s stock worth $37,000 after purchasing an additional 64 shares during the last quarter. Fairman Group LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 171.2% during the third quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock worth $39,000 after buying an additional 89 shares in the last quarter. Resources Management Corp CT ADV acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at about $32,000. Finally, Delta Asset Management LLC TN lifted its stake in shares of Taiwan Semiconductor Manufacturing by 50.0% in the third quarter. Delta Asset Management LLC TN now owns 150 shares of the semiconductor company’s stock worth $42,000 after buying an additional 50 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on the stock. TD Cowen boosted their price target on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a research report on Friday, January 16th. The Goldman Sachs Group reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, January 5th. Weiss Ratings cut Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, March 5th. Freedom Capital upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Finally, Zacks Research cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday. Three equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $391.43.

Read Our Latest Stock Analysis on TSM

Trending Headlines about Taiwan Semiconductor Manufacturing

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

Positive Sentiment: TSMC claims a 72% share of the global chip market and says AI demand is at record highs — supports a strong revenue/capacity outlook for 2026. TSMC Claims 72% Of Global Chip Market As AI Demand Hits Record Highs
Positive Sentiment: Analysts and commentators still call TSMC a buy on the “Nvidia flip” and AI capex tailwinds — market positioning as the dominant foundry benefits from expanding AI GPU and datacenter spend. TSMC Stock Is Still a Buy as the ‘Nvidia Flip’ Reshapes Tech
Positive Sentiment: Investor commentary highlights TSMC’s durable competitive moat (advanced process tech) as a reason there’s still time to buy after recent pullbacks. Think It’s Too Late to Buy Taiwan Semiconductor Manufacturing Company Stock? Here’s the 1 Reason Why There’s Still Time.
Positive Sentiment: Unusual high volume of call option buying points to bullish positioning by some investors/speculators expecting further upside. Investors Buy High Volume of Call Options on Taiwan Semiconductor Manufacturing (NYSE:TSM)
Neutral Sentiment: Market commentary frames the recent ~13% pullback as a buying opportunity given long-term growth, but flags that valuation remains elevated versus history. TSMC Stock Looks Like a Table-Pounding Gift After That 13% Correction
Neutral Sentiment: Comparisons to Nvidia and other peers emphasize Nvidia’s faster growth and stronger near-term upside, creating a relative-performance debate for investors weighing TSM vs NVDA. NVDA vs. TSM: Which Semiconductor Powerhouse Offers More Upside?
Negative Sentiment: Zacks downgraded TSMC from “strong-buy” to “hold,” signaling some analyst caution on near-term upside and contributing to selling pressure. Zacks.com
Negative Sentiment: Benzinga reports Tesla has “snubbed” TSMC as it builds an in-house/alternative chip supply chain — a reminder that major customers can shift sourcing and that client concentration risk exists. Tesla Just Snubbed TSMC — Musk Is Quietly Building A Sovereign Chip Chain
Negative Sentiment: Reports flag geopolitical and supply risks (e.g., helium shortage, Strait of Hormuz disruptions) that could interrupt fabs and create cost/production shocks for TSMC and its partners. Nvidia, TSMC Are Dangerously Exposed To A Hidden War Risk (Hint: Not Oil)

Taiwan Semiconductor Manufacturing Stock Performance

Taiwan Semiconductor Manufacturing stock opened at $339.56 on Thursday. The firm has a 50 day simple moving average of $348.15 and a 200-day simple moving average of $308.21. The stock has a market cap of $1.76 trillion, a price-to-earnings ratio of 31.88, a price-to-earnings-growth ratio of 0.95 and a beta of 1.29. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.62 and a quick ratio of 2.42. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $390.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last released its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $3.11 EPS for the quarter. The firm had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%. On average, analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be paid a $0.9503 dividend. This represents a $3.80 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 28.36%.

Taiwan Semiconductor Manufacturing Profile

(Free Report)

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.

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