Atlas Private Wealth Advisors Sells 1,668 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Atlas Private Wealth Advisors lessened its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 49.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,677 shares of the semiconductor company’s stock after selling 1,668 shares during the period. Atlas Private Wealth Advisors’ holdings in Taiwan Semiconductor Manufacturing were worth $468,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in TSM. Jennison Associates LLC grew its stake in Taiwan Semiconductor Manufacturing by 26.7% in the second quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company’s stock worth $2,728,478,000 after purchasing an additional 2,537,760 shares in the last quarter. Brown Advisory Inc. lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 43.2% in the 2nd quarter. Brown Advisory Inc. now owns 6,650,983 shares of the semiconductor company’s stock worth $1,506,389,000 after buying an additional 2,006,745 shares during the period. Arrowstreet Capital Limited Partnership grew its position in shares of Taiwan Semiconductor Manufacturing by 109.5% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,526,160 shares of the semiconductor company’s stock worth $798,640,000 after buying an additional 1,842,951 shares in the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its stake in shares of Taiwan Semiconductor Manufacturing by 268.2% during the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,499,677 shares of the semiconductor company’s stock valued at $566,152,000 after buying an additional 1,820,852 shares during the period. Finally, Alliancebernstein L.P. increased its stake in shares of Taiwan Semiconductor Manufacturing by 18.0% during the second quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock valued at $2,368,587,000 after buying an additional 1,593,786 shares during the period. 16.51% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

TSM has been the topic of several recent research reports. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 9th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, December 29th. Barclays lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, January 16th. Needham & Company LLC upped their target price on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a report on Thursday, January 15th. Finally, Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a report on Friday, January 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average price target of $381.67.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM opened at $330.69 on Friday. The company has a 50 day moving average of $309.73 and a two-hundred day moving average of $280.75. 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 Company Ltd. has a twelve month low of $134.25 and a twelve month high of $351.33. The company has a market cap of $1.71 trillion, a price-to-earnings ratio of 31.05, a price-to-earnings-growth ratio of 0.96 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. The business had revenue of $32.50 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%. As a group, analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be paid a $0.9678 dividend. This represents a $3.87 dividend on an annualized basis and a yield of 1.2%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 23.57%.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Analysts and sector writeups highlight TSMC as a core beneficiary of the AI boom — Zacks groups TSMC with NVIDIA as AI chip winners, underscoring sustained data‑center demand that supports TSMC’s revenue and margin outlook. Read More.
• Positive Sentiment: NVIDIA’s CEO publicly backing TSMC’s global expansion and noting rising AI memory needs reinforces TSMC’s strategic role in next‑generation AI supply — a direct demand cue for TSMC’s advanced-node capacity. Read More.
• Positive Sentiment: NVIDIA winning approval for a $105M Taiwan hub and deepening local ties further cements the NVIDIA–TSMC ecosystem, implying more fab capacity demand and partnership stability. Read More.
• Positive Sentiment: Broker commentary and upgrades (Goldman/Morgan Stanley mentions, margin expansion notes) and coverage pieces emphasize TSMC’s improving profitability and leadership position — supportive for medium‑term analyst estimates and investor positioning. Read More.
• Positive Sentiment: Broader investor guides and AI stock roundups continue to list TSMC as a core AI‑infrastructure play, reinforcing demand narrative among long‑term investors. Read More.
• Neutral Sentiment: Zacks notes elevated investor attention on TSMC — this raises near‑term liquidity and volatility but doesn’t change the company’s underlying fundamentals. Read More.
• Neutral Sentiment: Coverage roundups (MSN/Wall Street take) and interim data writeups summarize the company’s strong results and higher capex but add little incremental surprise; useful for sentiment but not clearly catalytic. Read More. Read More.
• Negative Sentiment: Large leveraged liquidations in crypto markets (Bitcoin) drove risk‑off flows that contributed to broader market volatility and intraday weakness in chips and tech, a likely headwind for TSMC’s short‑term price action. Read More.

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.