Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Dakota Wealth Management

Dakota Wealth Management reduced its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 75.3% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 2,884 shares of the semiconductor company’s stock after selling 8,790 shares during the period. Dakota Wealth Management’s holdings in Taiwan Semiconductor Manufacturing were worth $805,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Heartwood Wealth Advisors LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter valued at $32,000. Resources Management Corp CT ADV purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter worth about $32,000. Fairman Group LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 171.2% in 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 during the period. Riggs Asset Managment Co. Inc. acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at about $41,000. Finally, Navigoe LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the third quarter valued at approximately $42,000. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on the company. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 9th. UBS Group set a $330.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Argus raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, December 29th. Finally, Barclays boosted their target price 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. 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’s stock. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and an average price target of $391.43.

Taiwan Semiconductor Manufacturing Stock Down 2.8%

TSM opened at $376.93 on Friday. The stock’s 50 day moving average price is $335.69 and its 200 day moving average price is $296.74. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47. The stock has a market cap of $1.95 trillion, a P/E ratio of 35.39, a P/E/G ratio of 1.08 and a beta of 1.31. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $390.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Thursday, February 26th. The semiconductor company reported $3.11 EPS for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 36.18%. The firm had revenue of $30.65 billion for the quarter. As a group, research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently disclosed 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. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 annualized dividend and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 23.57%.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Strong quarterly results — TSMC reported $3.11 EPS and $30.65B revenue with a 45% net margin and 36% ROE, reinforcing its cash-generative operating profile. Earnings Release
• Positive Sentiment: Dividend increase and upbeat guidance — management boosted the annual dividend ~28% (TWD 18 → TWD 23) and guided to strong revenue growth (cited ~38% for Q1), which supports income and growth narratives. Dividend & Guidance Article
• Positive Sentiment: Longer-term AI upside — analyst coverage highlights TSMC’s dominance in AI chip manufacturing and forecasts AI-related wafer/service revenue growing at a high CAGR (reported as ~60% through 2029), supporting multi‑year demand. AI Growth Article
• Positive Sentiment: Demand tailwinds from Nvidia & the AI cycle — coverage notes Nvidia’s AI surge has lifted chip demand and investor enthusiasm for foundries, helping TSMC reach new market-cap milestones. Nvidia/Tailwind Article
• Neutral Sentiment: Inclusion in international ETFs and buy-side interest — TSMC features in large ex‑US ETFs (eg. VEU) and has an average “Buy” consensus from brokerages, which supports sustained institutional demand but also ties performance to international flows. VEU/ETF Article
• Neutral Sentiment: Analyst lists and momentum coverage — TSMC is frequently cited among stocks near 52‑week highs with further upside potential, keeping it on investors’ watchlists but also highlighting valuation scrutiny. Zacks Momentum Article
• Negative Sentiment: Profit‑taking after a strong run — TSMC has recently hit 52‑week highs and some of today’s pullback looks like short‑term profit‑taking and rebalancing by funds that locked gains. 52‑Week High Article
• Negative Sentiment: Geopolitical and market‑rotation risks — commentators note rising geopolitical concerns and a broader rotation away from U.S. tech that could increase perceived execution or supply‑chain risk for Taiwan‑based exporters. Geopolitical Risk Article

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.