Trust Co. of Vermont Buys 8,821 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Trust Co. of Vermont boosted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 10.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 91,638 shares of the semiconductor company’s stock after buying an additional 8,821 shares during the quarter. Taiwan Semiconductor Manufacturing makes up about 1.2% of Trust Co. of Vermont’s holdings, making the stock its 20th largest position. Trust Co. of Vermont’s holdings in Taiwan Semiconductor Manufacturing were worth $27,848,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Westfuller Advisors LLC grew its stake in Taiwan Semiconductor Manufacturing by 2.2% in the 3rd quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company’s stock valued at $434,000 after buying an additional 34 shares in the last quarter. Sovereign Financial Group Inc. grew its position in shares of Taiwan Semiconductor Manufacturing by 4.5% during the 4th quarter. Sovereign Financial Group Inc. now owns 793 shares of the semiconductor company’s stock valued at $241,000 after purchasing an additional 34 shares in the last quarter. BankPlus Wealth Management LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 1.6% during the 3rd quarter. BankPlus Wealth Management LLC now owns 2,291 shares of the semiconductor company’s stock valued at $640,000 after purchasing an additional 35 shares in the last quarter. Bank of Jackson Hole Trust increased its holdings in shares of Taiwan Semiconductor Manufacturing by 7.5% in the third quarter. Bank of Jackson Hole Trust now owns 500 shares of the semiconductor company’s stock worth $140,000 after purchasing an additional 35 shares during the period. Finally, New Millennium Group LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 2.9% in the third quarter. New Millennium Group LLC now owns 1,248 shares of the semiconductor company’s stock worth $349,000 after purchasing an additional 35 shares during the period. Institutional investors own 16.51% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on TSM shares. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 20th. Sanford C. Bernstein reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Zacks Research lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Barclays increased their target price on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, January 16th. Finally, Needham & Company LLC increased their price target on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a research report on Thursday, January 15th. Three 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 data from MarketBeat, the company has a consensus rating of “Buy” and a consensus price target of $391.43.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $341.84 on Thursday. The company’s 50-day moving average is $348.86 and its 200 day moving average is $314.51. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.62 and a quick ratio of 2.42. The stock has a market capitalization of $1.77 trillion, a P/E ratio of 32.10, a P/E/G ratio of 0.93 and a beta of 1.34. 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 announced its earnings results on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The firm 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%. On average, sell-side analysts expect 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 announced a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be paid a dividend of $0.9503 per share. 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 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 28.36%.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC confirmed plans to start equipment installation and mass production of 3nm wafers at its second Japan fab in 2028 — a major step in diversifying supply outside Taiwan and expanding capacity for advanced AI chips. TSMC plans 3-nanometre chip production launch in Japan in 2028
• Positive Sentiment: Regulatory/approval headlines and reporting frame TSMC’s Japan investment as a “mega‑factory” move to shift parts of the AI supply chain — supports long‑term revenue and geopolitical resilience. Taiwan Semiconductor Wins Approval For Ultra-Efficient AI Chip Mega-Factory In Japan
• Positive Sentiment: Analyst commentary increasingly favors TSMC over Nvidia for 2026 AI supply‑chain exposure — coverage highlights TSMC’s dominant foundry position and near‑zero sell ratings among analysts. This elevates sentiment among institutional investors. Three AI Chip Stocks Analysts Love More Than Nvidia (NVDA) Right Now
• Positive Sentiment: Pre‑market/market coverage notes TSMC shares extended gains on its Japan expansion and AI-chip positioning, reinforcing the narrative driving the rally. TSMC Stock (TSM) Extends Gains on AI Chip Japan Expansion Plans
• Positive Sentiment: Unusually large options activity: traders bought roughly 212,745 call contracts recently (about 33% above average), indicating speculative bullish positioning that can amplify near‑term upside. No link
• Neutral Sentiment: Analyst pieces and investor searches spike (Zacks coverage highlights heightened investor attention), which can increase volatility but doesn’t change fundamentals immediately. Investors Heavily Search Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
• Neutral Sentiment: Discussion of TSMC’s push into advanced packaging highlights medium‑term growth opportunities but will require execution and capex — a watch item for investors. Will TSM’s Advanced Packaging Push Unlock a New Growth Phase?

Insider Transactions at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien bought 1,000 shares of the company’s stock in a transaction on Sunday, March 22nd. The shares were acquired at an average cost of $55.93 per share, with a total value of $55,930.00. Following the completion of the acquisition, the vice president owned 9,051 shares of the company’s stock, valued at $506,222.43. The trade was a 12.42% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 1.11% of the company’s stock.

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.