Mirova Makes New $459,000 Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Mirova purchased a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 1,642 shares of the semiconductor company’s stock, valued at approximately $459,000.

Other large investors also recently bought and sold shares of the company. Heartwood Wealth Advisors LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter valued at approximately $32,000. Resources Management Corp CT ADV acquired a new stake in Taiwan Semiconductor Manufacturing in the 2nd quarter valued at about $32,000. Cedar Wealth Management LLC grew its position in shares of 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 position in Taiwan Semiconductor Manufacturing by 171.2% during the third quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock worth $39,000 after buying an additional 89 shares in the last quarter. Finally, Riggs Asset Managment Co. Inc. purchased a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter worth about $41,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on the company. Freedom Capital upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Sanford C. Bernstein reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd. Zacks Research lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday. Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Finally, Dbs Bank raised shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research report on Friday, January 23rd. Three equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus price target of $391.43.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: New industry data highlights TSMC’s dominance — the company is reported to hold roughly 72% of the global chip market and is positioned to benefit from record-high AI demand, supporting revenue visibility and long-term growth prospects. TSMC Claims 72% Of Global Chip Market As AI Demand Hits Record Highs
• Positive Sentiment: Some analysts and commentators view the recent pullback as a buying opportunity after a roughly 13% correction, arguing TSM’s fundamentals and AI exposure make dips attractive for long-term investors. TSMC Stock Looks Like a Table-Pounding Gift After That 13% Correction
• Positive Sentiment: Options activity shows heavy call buying on TSM, signaling some investors are placing bullish bets on near-term upside or further recovery. This can provide short-term support for the stock. Investors Buy High Volume of Call Options on Taiwan Semiconductor Manufacturing (NYSE:TSM)
• Neutral Sentiment: Market commentary highlights trading strategies (e.g., selling puts) and income-focused approaches for capturing yield while targeting TSM at lower prices — useful tactical ideas but not company fundamentals. TSM Stock: Why Selling Puts Is The Win-Win Play
• Neutral Sentiment: Coverage continues to debate valuation vs. growth: some outlets emphasize TSMC’s outperformance and AI tailwinds, while others flag rich multiples — this keeps sentiment mixed and can amplify volatility. Taiwan Semiconductor Manufacturing (NYSE:TSM) Share Performance And Valuation Debate
• Negative Sentiment: Competitive risk: multiple pieces contrast TSMC with NVIDIA and other AI chip players, arguing NVIDIA offers faster growth and may be the better trade today — this comparison pressures sentiment and can divert capital away from TSM. NVDA vs. TSM: Which Semiconductor Powerhouse Offers More Upside?
• Negative Sentiment: Customer concentration / strategic loss: reports that Tesla selected an alternative to TSMC for some chips (building an in-house/sovereign chain) raise concerns about large customers pursuing vertical integration, which could dent future wafer demand. Tesla Just Snubbed TSMC — Musk Is Quietly Building A Sovereign Chip Chain
• Negative Sentiment: Geopolitical / supply-risk concerns (e.g., helium shortages and regional tensions) are repeatedly flagged as tail risks that could disrupt TSMC’s fabs or logistics, adding a risk premium to the stock. Nvidia, TSMC Are Dangerously Exposed To A Hidden War Risk (Hint: Not Oil)

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $339.56 on Thursday. The firm’s 50-day simple moving average is $348.15 and its 200 day simple moving average is $308.21. The stock has a market cap of $1.76 trillion, a P/E ratio of 31.88, a P/E/G ratio of 0.95 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $390.20. The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17.

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 business had revenue of $30.65 billion during the quarter. Equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS 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 given a dividend of $0.9503 per share. This represents a $3.80 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 28.36%.

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.