Boston Common Asset Management LLC Has $97.21 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Boston Common Asset Management LLC decreased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 13.3% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 287,638 shares of the semiconductor company’s stock after selling 44,251 shares during the period. Taiwan Semiconductor Manufacturing accounts for 6.3% of Boston Common Asset Management LLC’s holdings, making the stock its biggest position. Boston Common Asset Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $97,207,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of TSM. Quattro Advisors LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth $25,000. Hilton Head Capital Partners LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth $27,000. Stephens Consulting LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 82.0% in the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 41 shares in the last quarter. Strategic Advocates LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 62.1% in the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 36 shares in the last quarter. Finally, Ares Financial Consulting LLC purchased a new position in Taiwan Semiconductor Manufacturing during the 4th quarter worth $29,000. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC delivered record Q2 profit and beat expectations, supported by strong demand for advanced AI chips and leading-edge nodes. Reuters article
• Positive Sentiment: The company raised its 2026 revenue growth outlook to above 40% and signaled continued AI-driven expansion, reinforcing the long-term growth story. MarketBeat article
• Neutral Sentiment: TSMC also announced an extra $100 billion investment in Arizona, expanding its U.S. manufacturing footprint but raising questions about capital intensity and margin pressure. Yahoo Finance article
• Negative Sentiment: The stock is being caught in a broader chip rout, with investors rotating out of semiconductor names amid worries that AI spending enthusiasm is cooling. Yahoo Finance article
• Negative Sentiment: Analysts and traders are flagging capex concerns, saying the surge in spending could compress free cash flow and keep the stock volatile in the near term. Benzinga article

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on the company. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, July 6th. DA Davidson raised their price target on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a “buy” rating in a report on Friday. Barclays boosted their price target on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the stock an “overweight” rating in a research note on Friday. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a report on Saturday. Finally, Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday. Three investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and an average target price of $490.00.

Insider Activity

In other news, VP Bor-Zen Tien bought 2,000 shares of the business’s stock in a transaction dated Tuesday, May 19th. The stock was purchased at an average cost of $69.91 per share, with a total value of $139,820.00. Following the acquisition, the vice president directly owned 11,051 shares in the company, valued at $772,575.41. This trade represents a 22.10% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, VP Lipen Yuan bought 1,000 shares of the firm’s stock in a transaction that occurred on Monday, June 22nd. The stock was purchased at an average price of $79.19 per share, with a total value of $79,190.00. Following the completion of the purchase, the vice president owned 5,000 shares in the company, valued at approximately $395,950. This trade represents a 25.00% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders bought a total of 6,857 shares of company stock valued at $512,334 in the last three months. 1.11% of the stock is currently owned by corporate insiders.

Taiwan Semiconductor Manufacturing Stock Down 0.2%

Taiwan Semiconductor Manufacturing stock opened at $397.59 on Monday. The firm has a market cap of $2.06 trillion, a price-to-earnings ratio of 28.69, a price-to-earnings-growth ratio of 0.95 and a beta of 1.36. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $223.70 and a 52 week high of $479.00. The business’s 50-day moving average price is $426.79 and its 200 day moving average price is $378.48. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 40.88% and a net margin of 50.31%.The company had revenue of $39.89 billion during the quarter. As a group, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.83 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be paid a dividend of $1.1136 per share. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Wednesday, September 16th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 21.43%.

Taiwan Semiconductor Manufacturing Company 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.