Glenview Trust Co Has $1.73 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Glenview Trust Co decreased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 18.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,189 shares of the semiconductor company’s stock after selling 1,395 shares during the quarter. Glenview Trust Co’s holdings in Taiwan Semiconductor Manufacturing were worth $1,729,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Southeast Asset Advisors LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 0.8% during the 3rd quarter. Southeast Asset Advisors LLC now owns 41,489 shares of the semiconductor company’s stock worth $11,587,000 after purchasing an additional 321 shares in the last quarter. Mmbg Investment Advisors CO. grew its stake in Taiwan Semiconductor Manufacturing by 9.5% during the third quarter. Mmbg Investment Advisors CO. now owns 40,305 shares of the semiconductor company’s stock worth $11,290,000 after buying an additional 3,503 shares during the last quarter. M&G PLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 16.7% during the third quarter. M&G PLC now owns 339,866 shares of the semiconductor company’s stock worth $94,823,000 after buying an additional 48,681 shares in the last quarter. Zions Bancorporation National Association UT increased its holdings in shares of Taiwan Semiconductor Manufacturing by 3.6% during the third quarter. Zions Bancorporation National Association UT now owns 37,201 shares of the semiconductor company’s stock worth $10,390,000 after buying an additional 1,307 shares in the last quarter. Finally, Crow s Nest Holdings LP bought a new position in shares of Taiwan Semiconductor Manufacturing in the third quarter valued at approximately $65,535,000. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: DA Davidson upgraded TSM to a Buy and Bank of America remains bullish, supporting near-term investor confidence from the sell-side. DA Davidson Gives Taiwan Semiconductor (TSM) a Buy Rating, BofA Stays Bullish
• Positive Sentiment: Benzinga flags a surge in TSMC’s momentum score as Big Tech AI spending (est. ~$600B) ramps, highlighting strong order flow and sentiment tied to Nvidia and other large customers. Nvidia Supplier TSMC Sees Momentum Surge As Global AI Demand Hits Fever Pitch
• Positive Sentiment: Zacks highlights a near-$1T chip investment cycle driven by AI and defense backlogs that places Nvidia and Taiwan (TSMC) at the center — a macro tailwind for revenue and capital intensity at TSM. The Zacks Analyst Blog NVIDIA, Taiwan, ASML and Applied Materials
• Positive Sentiment: InsiderMonkey and a Sands Capital investor letter note TSMC is well-positioned to benefit from AI-driven demand and potential pricing power, reinforcing longer-term margin upside expectations. Taiwan Semiconductor Manufacturing (TSM) Positioned to Benefit From AI Demand and Potential Pricing Power
• Positive Sentiment: The Motley Fool pitches TSMC as a long-term buy tied to its dominance in advanced nodes and blue-chip customer base — a narrative that supports higher multiples and investor appetite for growth exposure. 1 Unstoppable Stock to Buy Before It Joins Nvidia, Apple, and Alphabet in the $3 Trillion Club
• Positive Sentiment: Market wrap: TSMC was among chip names that gained while some peers pulled back, reflecting stock-specific strength within a mixed semiconductor tape. Chip Stocks Split: AMAT and TSMC Gain While NVDA and Intel Retreat
• Positive Sentiment: Kalkine notes TSMC’s roughly 82% one-year gain, underscoring the stock’s strong momentum and recent re-rating by the market. Taiwan Semiconductor Manufacturing (NYSE:TSM) Powers Eighty Two Percent One Year Jump
• Neutral Sentiment: MSN coverage of the Taiwan–U.S. trade deal outlines potential implications for TSMC; outcomes could be mixed depending on subsidies, export controls, or relocation incentives that affect costs and geopolitics. Taiwan-US Trade Deal, Here’s What It Means for Taiwan Semiconductor Manufacturing (TSM)

Analyst Ratings Changes

A number of equities research analysts recently commented on the company. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Saturday, January 17th. Sanford C. Bernstein restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Freedom Capital upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. The Goldman Sachs Group reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, January 5th. Finally, UBS Group set a $330.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Four investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $391.43.

Taiwan Semiconductor Manufacturing Trading Down 0.6%

Shares of NYSE TSM opened at $364.12 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $380.00. The firm has a market capitalization of $1.89 trillion, a P/E ratio of 34.19, a P/E/G ratio of 1.03 and a beta of 1.31. 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 company’s 50 day simple moving average is $324.29 and its 200 day simple moving average is $290.87.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results 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 company had revenue of $32.50 billion during the quarter. On average, analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently declared 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 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 28.64%.

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.