Pathway Financial Advisors LLC Purchases Shares of 2,405 Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Pathway Financial Advisors LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 2,405 shares of the semiconductor company’s stock, valued at approximately $672,000.

Other institutional investors also recently modified their holdings of the company. New Vernon Capital Holdings II LLC raised its position in Taiwan Semiconductor Manufacturing by 16,500.0% during the 1st quarter. New Vernon Capital Holdings II LLC now owns 6,707,064 shares of the semiconductor company’s stock worth $1,113,373,000 after purchasing an additional 6,666,660 shares during the last quarter. Jennison Associates LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 26.7% in the second quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company’s stock valued at $2,728,478,000 after buying an additional 2,537,760 shares during the period. Alliancebernstein L.P. raised its position in shares of Taiwan Semiconductor Manufacturing by 31.5% during the first quarter. Alliancebernstein L.P. now owns 8,864,014 shares of the semiconductor company’s stock worth $1,471,426,000 after acquiring an additional 2,121,758 shares during the last quarter. Brown Advisory Inc. lifted its stake in shares of Taiwan Semiconductor Manufacturing by 43.2% in the second quarter. Brown Advisory Inc. now owns 6,650,983 shares of the semiconductor company’s stock worth $1,506,389,000 after acquiring an additional 2,006,745 shares during the period. Finally, Arrowstreet Capital Limited Partnership boosted its holdings in Taiwan Semiconductor Manufacturing by 109.5% in the second quarter. Arrowstreet Capital Limited Partnership now owns 3,526,160 shares of the semiconductor company’s stock valued at $798,640,000 after acquiring an additional 1,842,951 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Key Stores Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Bernstein reiterated an Outperform rating and a $330 price target after monthly sales reportedly tracked ahead of the company’s guidance, supporting expectations for stronger near-term revenue and validating upside case for 2026. Bernstein Asserts Outperform Rating as Taiwan Semiconductor Manufacturing Company Limited (TSM) Monthly Sales Track Ahead of Guidance
• Positive Sentiment: Seeking Alpha upgraded TSMC on the view that the market still underestimates TSMC’s dominance in AI-focused advanced nodes — a narrative that supports multiple years of high-capex customer demand (positive for long-term revenue and margins). TSMC: The Market Is Still Surprisingly Mispricing Its AI Chipmaking Dominance (Rating Upgrade)
• Positive Sentiment: Macro/sector pieces highlight 2026 record capex plans by hyperscalers and broad AI momentum, which boosts visibility into sustained demand for TSMC’s advanced process nodes and supports the bull case. These AI Stocks Could Surge in December as Momentum Builds
• Neutral Sentiment: Corporate housekeeping: TSMC’s U.S. unit, TSMC Arizona Corporation, reaffirmed an unchanged board in a December shareholder action — a governance update that preserves management continuity but is not a material operating catalyst. TSMC Arizona Reaffirms Unchanged Board in December 2025 Shareholder Action
• Neutral Sentiment: Zacks notes increased investor attention to TSMC — useful context for liquidity and sentiment shifts but not a direct fundamental driver. Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
• Negative Sentiment: Near-term volatility: reports highlighted a sharper pullback in TSMC shares after the November revenue update and algorithm-driven selling, which pressured the stock in recent sessions. MarketBeat Week in Review – 12/15 – 12/19 (mentions TSMC pullback)
• Negative Sentiment: Zacks flagged a recent session where TSMC registered a larger-than-market decline, underscoring short-term downside risk as traders reprice guidance and seasonality. TSMC (TSM) Registers a Bigger Fall Than the Market: Important Facts to Note

Taiwan Semiconductor Manufacturing Trading Up 1.7%

NYSE:TSM opened at $289.41 on Friday. The company has a current ratio of 2.69, a quick ratio of 2.47 and a debt-to-equity ratio of 0.19. The stock has a market capitalization of $1.50 trillion, a price-to-earnings ratio of 29.68, a PEG ratio of 0.99 and a beta of 1.31. The firm has a fifty day simple moving average of $292.52 and a two-hundred day simple moving average of $259.88. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $313.98.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share for the quarter, beating the consensus estimate of $2.59 by $0.33. The firm had revenue of $32.36 billion for the quarter, compared to analyst estimates of $951.89 billion. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 34.34%. The business’s quarterly revenue was up 40.1% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.94 earnings per share. Analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared 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 is Tuesday, March 17th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 annualized dividend and a yield of 1.3%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 25.85%.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on the stock. Itau BBA Securities initiated coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They set an “outperform” rating for the company. Needham & Company LLC reissued a “buy” rating and set a $360.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, October 27th. UBS Group set a $330.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, December 15th. Finally, Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 17th. Seven analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the company presently has an average rating of “Buy” and an average target price of $355.00.

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.