Janney Capital Management LLC Sells 18,059 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Janney Capital Management LLC lessened its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 13.0% during the 3rd quarter, HoldingsChannel reports. The firm owned 120,463 shares of the semiconductor company’s stock after selling 18,059 shares during the period. Taiwan Semiconductor Manufacturing comprises approximately 2.1% of Janney Capital Management LLC’s holdings, making the stock its 6th largest holding. Janney Capital Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $33,644,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of TSM. Catalyst Private Wealth LLC increased its holdings in Taiwan Semiconductor Manufacturing by 2.8% during the 3rd quarter. Catalyst Private Wealth LLC now owns 1,407 shares of the semiconductor company’s stock worth $393,000 after purchasing an additional 38 shares in the last quarter. Venture Visionary Partners LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 1.1% during the third quarter. Venture Visionary Partners LLC now owns 3,540 shares of the semiconductor company’s stock worth $989,000 after buying an additional 39 shares during the period. Leonard Rickey Investment Advisors P.L.L.C. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 2.5% during the third quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 1,652 shares of the semiconductor company’s stock worth $461,000 after buying an additional 41 shares in the last quarter. Alliance Wealth Advisors LLC raised its position in Taiwan Semiconductor Manufacturing by 2.4% in the 2nd quarter. Alliance Wealth Advisors LLC now owns 1,815 shares of the semiconductor company’s stock valued at $411,000 after buying an additional 43 shares during the last quarter. Finally, Pflug Koory LLC raised its position in Taiwan Semiconductor Manufacturing by 3.9% in the 2nd quarter. Pflug Koory LLC now owns 1,133 shares of the semiconductor company’s stock valued at $257,000 after buying an additional 43 shares during the last quarter. 16.51% of the stock is owned by institutional investors.

Taiwan Semiconductor Manufacturing Price Performance

NYSE:TSM opened at $331.86 on Tuesday. The company has a market cap of $1.72 trillion, a P/E ratio of 34.04, a P/E/G ratio of 0.92 and a beta of 1.29. The firm’s fifty day moving average price is $296.10 and its two-hundred day moving average price is $271.18. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $333.55. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.34% and a net margin of 43.72%. Equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 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, April 9th. Shareholders of record on Tuesday, March 17th will be issued a $0.9678 dividend. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $3.87 dividend on an annualized basis and a yield of 1.2%. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s payout ratio is currently 25.74%.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Major U.S. expansion tied to a trade/tariff deal could secure large, long-term government and customer commitments and justify a multibillion-dollar buildout in Arizona. TSMC to Expand $165 Billion U.S. Investment
• Positive Sentiment: WSJ/other outlets report TSMC may build as many as a dozen Arizona fabs — a capacity expansion that supports long-term revenue growth and geopolitical diversification of supply. TSMC Plans U.S. Expansion in Proposed Taiwan Tariff-Relief Deal
• Positive Sentiment: Analysts and multiple outlets expect a record Q4 and a strong earnings print driven by AI infrastructure demand, supporting near-term upside and validating margin expansion trends. TSMC Q4 profit poised to soar 27% as AI demand drives growth
• Neutral Sentiment: Market coverage is upbeat—TSMC appears on several “top AI” and “buy” lists—supporting investor sentiment but not new fundamental news. 5 Unstoppable Stocks to Buy With $5,000 for 2026
• Neutral Sentiment: Earnings are imminent this week; that timing is concentrating flows — expectations are high, so volatility around the print is likely. Top Stocks With Earnings This Week: TSMC, Big Banks And More
• Negative Sentiment: Competitors such as SK Hynix are plowing billions into HBM and AI-memory; stronger memory suppliers could alter pricing/power dynamics for AI systems over time. SK Hynix Bets $13 Billion To Lock In AI Memory Dominance
• Negative Sentiment: Analysts warn rising costs from overseas and large-capex U.S./global builds could compress near-term margins despite revenue growth — a key risk to watch in the upcoming report. Taiwan Semiconductor to Report Q4 Earnings: How to Play the Stock?

Wall Street Analyst Weigh In

A number of brokerages have recently commented on TSM. Itau BBA Securities started coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They issued an “outperform” rating on the stock. Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd. Weiss Ratings restated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, December 29th. Needham & Company LLC restated a “buy” rating and issued a $360.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Monday, October 27th. Finally, UBS Group set a $330.00 target price on Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Eight research analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the company currently has an average rating of “Buy” and a consensus price target of $355.00.

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.