Commonwealth Equity Services LLC Sells 21,248 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Commonwealth Equity Services LLC lessened its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 5.0% during the third quarter, Holdings Channel reports. The firm owned 403,110 shares of the semiconductor company’s stock after selling 21,248 shares during the quarter. Commonwealth Equity Services LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $112,585,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of TSM. Bank of America Corp DE lifted its position in Taiwan Semiconductor Manufacturing by 0.8% during the second quarter. Bank of America Corp DE now owns 14,805,720 shares of the semiconductor company’s stock valued at $3,353,348,000 after buying an additional 115,158 shares during the period. Jennison Associates LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 26.7% in the 2nd quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company’s stock worth $2,728,478,000 after acquiring an additional 2,537,760 shares in the last quarter. Alliancebernstein L.P. increased its stake in shares of Taiwan Semiconductor Manufacturing by 18.0% in the 2nd quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock worth $2,368,587,000 after acquiring an additional 1,593,786 shares in the last quarter. WCM Investment Management LLC lifted its position in Taiwan Semiconductor Manufacturing by 3.3% during the 2nd quarter. WCM Investment Management LLC now owns 10,058,659 shares of the semiconductor company’s stock valued at $2,299,108,000 after acquiring an additional 324,615 shares during the period. Finally, Sands Capital Management LLC boosted its stake in Taiwan Semiconductor Manufacturing by 6.5% during the second quarter. Sands Capital Management LLC now owns 8,552,278 shares of the semiconductor company’s stock worth $1,937,005,000 after acquiring an additional 524,960 shares in the last quarter. 16.51% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

TSM has been the subject of a number of analyst reports. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday. Wall Street Zen downgraded Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a research note on Saturday. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 17th. Susquehanna raised their price target on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a report on Friday, October 10th. Finally, UBS Group set a $330.00 price target on Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Eight research analysts have rated the stock with a Buy rating, According to MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $355.00.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE TSM opened at $322.24 on Tuesday. The firm’s 50-day moving average price is $294.01 and its 200-day moving average price is $267.43. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $331.25. The company has a market cap of $1.67 trillion, a PE ratio of 33.05, a PEG ratio of 0.91 and a beta of 1.29. 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 issued its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 34.34%. As a group, analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be issued a dividend of $0.9678 per share. This represents a $3.87 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Tuesday, March 17th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s payout ratio is currently 31.28%.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Goldman Sachs published a bullish note saying TSMC can repeat strong performance after a big 2025 gain, lifting investor confidence and supporting higher analyst expectations. Taiwan Semi shares gained 45% over the last year — and Goldman just said the chip maker can do it again
• Positive Sentiment: Analyst upgrades and AI optimism pushed TSMC to record highs as investors price in stronger wafer demand for AI chips and higher pricing power. TSMC shares hit record high as AI optimism drives analyst upgrades
• Positive Sentiment: Fund commentary and company guidance point to robust end-market demand and higher near-term guidance, reinforcing a bullish fundamental backdrop. Taiwan Semiconductor Manufacturing Company Limited (TSM) Rose Following Increased Guidance and Robust Demand
• Positive Sentiment: Options activity has surged with heavier call buying, signaling speculative bullish positioning that can amplify upward moves in the stock. Spotlight on Taiwan Semiconductor: Analyzing the Surge in Options Activity
• Neutral Sentiment: Nvidia activity in Taiwan and reports that Jensen Huang will visit amid plans for a Taipei HQ highlight strong customer demand but also underscore TSMC capacity constraints — a mixed signal for near-term pricing and delivery. Jensen Huang To Visit Taiwan As Nvidia Plans Taipei Headquarters Amid TSMC Capacity Strain: Report
• Neutral Sentiment: Industry equipment and capacity stories (ASML upgrades; TSMC expanding 3nm capacity) signal long-term tailwinds for advanced-node leadership but also imply high capex and multiyear execution requirements. ASML Stock: Named Top European Semiconductor Pick for 2026
• Negative Sentiment: Taiwan prosecutors filed additional indictments tied to an alleged trade-secrets theft involving TSMC-related technology, raising legal and operational risk that could pressure sentiment if it leads to fines, delays, or supplier disruptions. Taiwan prosecutors file additional charges in TSMC trade secrets case

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.