Douglass Winthrop Advisors LLC Sells 1,974 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Douglass Winthrop Advisors LLC lowered its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 3.2% in the 3rd quarter, Holdings Channel reports. The firm owned 58,908 shares of the semiconductor company’s stock after selling 1,974 shares during the quarter. Douglass Winthrop Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $16,452,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of the business. Heartwood Wealth Advisors LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the third quarter worth approximately $32,000. Resources Management Corp CT ADV acquired a new position in Taiwan Semiconductor Manufacturing in the second quarter valued at approximately $32,000. Cedar Wealth Management LLC increased its stake in Taiwan Semiconductor Manufacturing by 91.4% in the third quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company’s stock valued at $37,000 after purchasing an additional 64 shares during the last quarter. Fairman Group LLC increased its stake in Taiwan Semiconductor Manufacturing by 171.2% in the third quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock valued at $39,000 after purchasing an additional 89 shares during the last quarter. Finally, Riggs Asset Managment Co. Inc. acquired a new stake in Taiwan Semiconductor Manufacturing during the second quarter worth approximately $41,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Strong February and AI-driven sales: TSMC reported double-digit February revenue and analysts highlight a roughly 30% sales rise driven by AI chip demand, reinforcing revenue momentum that supports earnings upside. Taiwan Semiconductor’s Sales Rise 30 On A.I. Chip Demand
• Positive Sentiment: Confirmed monthly sales: company disclosure showed consolidated net revenue for February at NT$317.66 billion, a year‑over‑year increase that validates near‑term demand resilience. TSMC Posts Double-Digit February Revenue Growth Year-on-Year Despite Monthly Drop
• Positive Sentiment: Analyst support and price targets: Bank of America reiterated a Buy and other outlets note upgrades (Zacks Rank #1 / Strong Buy), boosting investor confidence and providing upside thesis for the shares. TSMC: Resilient Growth, Sustained Technology Leadership, and Margin Upside Support Buy Rating
• Neutral Sentiment: Investor commentary suggests buying on dips: several commentary pieces argue recent pullbacks are buying opportunities given TSMC’s leading position in AI nodes, but these are opinion‑driven and depend on timing. TSMC: Recent Fears Make This Another Bargain Buying Opportunity
• Neutral Sentiment: Analyst‑rating coverage note: media pieces emphasize broker recommendations and how ratings move sentiment, but rating chatter itself is less directly predictive than fundamentals. Brokers Suggest Investing in TSMC (TSM): Read This Before Placing a Bet
• Negative Sentiment: Valuation and profit‑taking concerns: some analysts and commentary highlight a valuation debate after a large run‑up, prompting investors to trim positions despite top‑line strength. Taiwan Semiconductor Manufacturing (NYSE:TSM) Valuation Debate Defines Market Narrative
• Negative Sentiment: Seasonality and operational risks flagged: coverage notes that while revenue growth is strong, investors are watching for seasonal weakness and potential energy/disruption risks that could pressure near‑term results. TSMC Stock Slips. Why Strong Revenue Growth Isn’t Enough for Investors
• Negative Sentiment: Some market reaction to below‑expectation details: reports said certain industry bellwethers fell after parts of TSMC’s sales commentary were seen as underwhelming versus expectations, which can exacerbate short‑term volatility. Impinj and IPG Photonics Shares Are Falling, What You Need To Know

Taiwan Semiconductor Manufacturing Price Performance

Taiwan Semiconductor Manufacturing stock opened at $354.35 on Thursday. The business’s 50-day simple moving average is $345.96 and its 200 day simple moving average is $304.58. The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17. The stock has a market cap of $1.84 trillion, a price-to-earnings ratio of 33.27, a P/E/G ratio of 0.95 and a beta of 1.29. 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 announced its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%.The firm had revenue of $30.65 billion during the quarter. As a group, research analysts anticipate 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 declared a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be paid a dividend of $0.9503 per share. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s payout ratio is 23.57%.

Analyst Ratings Changes

Several research analysts have recently issued reports on TSM shares. Barclays upped their target price on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, January 16th. Dbs Bank raised shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research report on Friday, January 23rd. DA Davidson upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Friday, February 13th. Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Finally, Weiss Ratings downgraded Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, March 5th. Four research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and a consensus target price of $391.43.

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.