Colonial Trust Advisors Has $5.90 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Colonial Trust Advisors increased its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 36,970.2% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 21,130 shares of the semiconductor company’s stock after purchasing an additional 21,073 shares during the quarter. Colonial Trust Advisors’ holdings in Taiwan Semiconductor Manufacturing were worth $5,901,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Childress Capital Advisors LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 145.3% during the third quarter. Childress Capital Advisors LLC now owns 3,192 shares of the semiconductor company’s stock worth $891,000 after purchasing an additional 1,891 shares during the period. Vanguard Personalized Indexing Management LLC grew its holdings in Taiwan Semiconductor Manufacturing by 9.4% in the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 101,876 shares of the semiconductor company’s stock valued at $28,470,000 after buying an additional 8,738 shares in the last quarter. Hantz Financial Services Inc. increased its position in Taiwan Semiconductor Manufacturing by 28.6% during the 3rd quarter. Hantz Financial Services Inc. now owns 37,216 shares of the semiconductor company’s stock worth $10,394,000 after buying an additional 8,284 shares during the period. Hollencrest Capital Management lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 125.3% during the third quarter. Hollencrest Capital Management now owns 5,216 shares of the semiconductor company’s stock worth $1,457,000 after buying an additional 2,901 shares in the last quarter. Finally, Cherokee Insurance Co bought a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at about $1,248,000. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $385.81 on Wednesday. The company has a current ratio of 2.69, a quick ratio of 2.47 and a debt-to-equity ratio of 0.19. The company has a market cap of $2.00 trillion, a PE ratio of 36.23, a price-to-earnings-growth ratio of 1.03 and a beta of 1.31. The company has a 50 day moving average of $331.65 and a 200-day moving average of $295.54. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $389.18.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 EPS for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 36.18%. The business had revenue of $32.50 billion during the quarter. As a group, equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal 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 issued a dividend of $0.9503 per share. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s payout ratio is 23.57%.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on TSM. Barclays raised their price target on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an “overweight” rating in a research report on Friday, January 16th. UBS Group set a $330.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 2nd. Needham & Company LLC boosted their price target on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a research note on Thursday, January 15th. Finally, Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research note on Friday, January 23rd. Four analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Buy” and a consensus price target of $391.43.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Zacks and other outlets note TSMC is targeting very high gross margins (63%–65% in Q1) despite some near-term drag from overseas fabs — a fundamental signal that AI and advanced-node demand are supporting pricing and profitability. Can TSM Sustain 60%+ Gross Margin Amid Overseas Fab Expansion?
• Positive Sentiment: Multiple headlines report TSMC is seeing surging AI orders across the industry and that the stock has climbed on that momentum, reinforcing demand visibility for foundry capacity. TSMC Stock Jumps as AI Boom Powers Foundry Giant
• Positive Sentiment: Point72 and other large investors disclosed sizable new positions in Big Tech and TSMC, signaling institutional conviction that TSMC will capture AI capex tailwinds. Billionaire fund manager drops $2.8 billion on Big Tech stocks
• Neutral Sentiment: Coverage notes TSMC sits at the top of the AI semiconductor supply chain (lithography, tools, materials → wafers), highlighting durable long-term demand but also capital intensity and cyclicality. The Supply Chain Quietly Powering the AI Boom—And 4 Ways to Play It
• Neutral Sentiment: Elevated investor attention and “most-searched” status (Zacks/other outlets) can amplify moves but doesn’t change fundamentals — watch flows and sentiment-driven volatility. Investors Heavily Search Taiwan Semiconductor Manufacturing Company Ltd. (TSM): Here is What You Need to Know
• Negative Sentiment: Sectorwide worries — viral dystopian AI scenarios and investor skittishness — have knocked software/tech stocks at times; contagion could pressure TSMC if AI optimism cools. Skittish investors spooked as dystopian AI outlooks go viral
• Negative Sentiment: Competitive shifts among chipmakers (NVIDIA/AMD/Google/Meta supply dynamics) and upcoming NVIDIA earnings are creating headline volatility for the AI hardware complex — could indirectly affect TSMC order mix and customer cadence. Nvidia results are AI market’s biggest test amid competitive worries
• Negative Sentiment: Geopolitical and trade risks persist — recent headlines about higher global tariffs add an execution risk to global supply chains and overseas fab economics. Dow Jones Futures Fall After Trump Hikes Global Tariff To 15%

Taiwan Semiconductor Manufacturing Profile

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.