Cyndeo Wealth Partners LLC Increases Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Cyndeo Wealth Partners LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 10.7% during the 4th quarter, Holdings Channel.com reports. The firm owned 76,651 shares of the semiconductor company’s stock after buying an additional 7,396 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for about 1.2% of Cyndeo Wealth Partners LLC’s investment portfolio, making the stock its 13th largest holding. Cyndeo Wealth Partners LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $23,294,000 as of its most recent filing with the SEC.

A number of other large investors also recently added to or reduced their stakes in TSM. Fisher Asset Management LLC boosted its position in Taiwan Semiconductor Manufacturing by 1.0% during the third quarter. Fisher Asset Management LLC now owns 17,833,127 shares of the semiconductor company’s stock valued at $4,980,614,000 after buying an additional 168,171 shares during the period. Massachusetts Financial Services Co. MA increased its holdings in shares of Taiwan Semiconductor Manufacturing by 3.6% in the third quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company’s stock worth $4,401,448,000 after buying an additional 541,047 shares during the period. Bank of America Corp DE increased its holdings in shares of Taiwan Semiconductor Manufacturing by 0.9% in the third quarter. Bank of America Corp DE now owns 14,935,893 shares of the semiconductor company’s stock worth $4,171,445,000 after buying an additional 130,173 shares during the period. Jennison Associates LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 4.5% in the 3rd quarter. Jennison Associates LLC now owns 12,591,542 shares of the semiconductor company’s stock valued at $3,516,692,000 after acquiring an additional 544,750 shares during the last quarter. Finally, Alliancebernstein L.P. boosted its holdings in Taiwan Semiconductor Manufacturing by 2.2% during the 3rd quarter. Alliancebernstein L.P. now owns 10,687,037 shares of the semiconductor company’s stock valued at $2,984,783,000 after acquiring an additional 229,237 shares during the period. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Down 2.8%

Shares of NYSE:TSM opened at $329.21 on Friday. The stock’s 50-day moving average is $348.66 and its 200 day moving average is $309.66. The company has a market cap of $1.71 trillion, a PE ratio of 30.91, a P/E/G ratio of 0.90 and a beta of 1.29. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.62 and a quick ratio of 2.42. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $390.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share for the quarter. The business had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%. Sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Investors 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 dividend on an annualized basis and a yield of 1.2%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 28.36%.

Analyst Ratings Changes

Several equities analysts recently issued reports on TSM shares. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. Dbs Bank raised Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research note on Friday, January 23rd. Barclays raised their target price on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an “overweight” rating in a report on Friday, January 16th. Argus raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Three equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $391.43.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Record February revenue and rising AI demand: social posts and market commentary highlighted TSMC’s February revenue surge (roughly +30% YoY to a record monthly level), driven by AI chip ramp and 3nm capacity tightness — a near‑term growth catalyst. TSMC Stock (TSM) Opinions on February Revenue Surge
• Positive Sentiment: Flow tailwinds from non‑US allocation: BofA/market commentary indicates long‑only funds shifted into non‑U.S. equities in Feb, with TSMC among top beneficiaries — supports demand for the stock from global active managers. Long-Only Funds Shift to Non-US Stocks, TSMC (TSM) Stays at the Top
• Positive Sentiment: Analyst conviction and AI thematic positioning: multiple outlets and analysts continue to position TSMC as a core AI infrastructure play (mentions in “best AI stocks” and buy/positive notes remain common), supporting longer‑term upside expectations. What Are the Best AI Stocks to Buy While Big Tech Is Spending $690 Billion on Infrastructure?
• Neutral Sentiment: Investor attention and resilience narratives: media coverage emphasizes TSMC’s strong market position and resilience amid dynamic conditions — keeps the stock on screen for momentum traders but is not new fundamental news. Taiwan Semiconductor Manufacturing (NYSE:TSM) Stays Resilient In Dynamic Market Conditions
• Neutral Sentiment: Zacks and other outlets are keeping TSMC in the spotlight, generating searches and chatter — useful for volume but mixed for directional conviction. Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention
• Negative Sentiment: Large institutional trimming: filings summarized by Quiver show major managers (e.g., FMR, Goldman, others) significantly reduced positions in recent quarters — raising concerns about profit‑taking and reducing a base of committed holders. TSMC Stock (TSM) Opinions on February Revenue Surge
• Negative Sentiment: Analyst downgrade and mixed headlines: Zacks downgraded TSMC from “strong‑buy” to “hold,” which can trigger short‑term selling and reduce momentum. Zacks.com
• Negative Sentiment: Competitive and client risks: Samsung’s large $73B AI chip investment and reports of Tesla pursuing alternative chip supply/sovereign supply chains are reminders of competitive pressures and customer diversification risks. Samsung Stock Surges on Massive $73B AI Chip Investment Plan Tesla Just Snubbed TSMC — Musk Is Quietly Building A Sovereign Chip Chain

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.