Evergreen Wealth Management LLC Sells 2,703 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Evergreen Wealth Management LLC lessened its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 10.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 24,019 shares of the semiconductor company’s stock after selling 2,703 shares during the period. Taiwan Semiconductor Manufacturing comprises 3.5% of Evergreen Wealth Management LLC’s holdings, making the stock its 8th biggest holding. Evergreen Wealth Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $6,708,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the stock. Heartwood Wealth Advisors LLC acquired a new position in Taiwan Semiconductor Manufacturing during the 3rd quarter worth approximately $32,000. Resources Management Corp CT ADV bought a new stake in shares of Taiwan Semiconductor Manufacturing during the second quarter worth $32,000. Mid American Wealth Advisory Group Inc. acquired a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter worth $33,000. First Command Advisory Services Inc. lifted its stake in shares of Taiwan Semiconductor Manufacturing by 174.1% in the 2nd quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock valued at $36,000 after acquiring an additional 101 shares during the last quarter. Finally, Fairman Group LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 171.2% in the 3rd quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock valued at $39,000 after acquiring an additional 89 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Nvidia is set to become TSMC’s largest customer as AI chip spending rises, implying stronger wafer demand, higher utilization and revenue concentration toward high-margin advanced nodes. This is a major demand catalyst for TSM’s 3nm/5nm capacity. Nvidia set to supplant Apple as TSMC’s top customer
• Positive Sentiment: Microsoft’s Maia 200 AI accelerator is built on TSMC’s 3nm process, directly increasing demand for advanced-node capacity and validating TSM’s technology leadership with hyperscalers investing in custom silicon. Microsoft’s Maia 200: The Profit Engine AI Needs
• Positive Sentiment: Taiwan’s president publicly backing more semiconductor investment in Arizona supports TSMC’s U.S. fab expansion plans, which reduces geopolitical concentration risk for customers and underpins long‑term capacity growth. Taiwan president supports more semiconductor investment in Arizona: report
• Positive Sentiment: Analyst and media features (e.g., The Motley Fool) highlight sizable AI-driven revenue opportunities for TSMC and point to large order flows and sustained demand that justify aggressive capex and long-term growth expectations. Taiwan Semiconductor Just Gave Investors 56 Billion Reasons
• Neutral Sentiment: Comparative industry pieces on equipment suppliers (ASML, AMAT, LRCX) underscore broad strength across the chip supply chain — a positive backdrop for TSMC demand but not a direct company-level catalyst. Which Semiconductor Equipment Stock Has More Upside in 2026?
• Negative Sentiment: Coverage noting strong recent share-price momentum raises valuation and near-term pullback risk; investors may be trimming positions after a rally even as fundamentals improve. Monitor multiples and guidance for signs of overheating. A Look At Taiwan Semiconductor Manufacturing’s Valuation After Strong Recent Share Price Momentum

Taiwan Semiconductor Manufacturing Price Performance

Taiwan Semiconductor Manufacturing stock opened at $332.71 on Tuesday. The stock’s 50 day moving average is $304.98 and its 200 day moving average is $278.43. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $351.33. The firm has a market cap of $1.72 trillion, a P/E ratio of 31.24, a P/E/G ratio of 0.95 and a beta of 1.29. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results 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 during 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 expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company 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 dividend of $0.9678 per share. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s payout ratio is 23.57%.

Analyst Ratings Changes

TSM has been the subject of a number of recent research reports. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Argus upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. TD Cowen raised their price objective 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. 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. Finally, Needham & Company LLC upped their price target on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a research report on Thursday, January 15th. Two research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and a consensus price target of $381.67.

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.