Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Summit Global Investments

Summit Global Investments decreased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 27.0% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 9,209 shares of the semiconductor company’s stock after selling 3,414 shares during the period. Summit Global Investments’ holdings in Taiwan Semiconductor Manufacturing were worth $2,572,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the business. Westfuller Advisors LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 2.2% during the 3rd quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company’s stock valued at $434,000 after acquiring an additional 34 shares in the last quarter. BankPlus Wealth Management LLC raised its position in Taiwan Semiconductor Manufacturing by 1.6% in the third 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 during the period. Bank of Jackson Hole Trust lifted its stake in shares of Taiwan Semiconductor Manufacturing by 7.5% during 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 in the last quarter. Catalyst Private Wealth LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 2.8% in the third quarter. Catalyst Private Wealth LLC now owns 1,407 shares of the semiconductor company’s stock worth $393,000 after buying an additional 38 shares during the period. Finally, Venture Visionary Partners LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 1.1% in 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. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Stock Performance

Taiwan Semiconductor Manufacturing stock opened at $339.47 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $351.33. 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 cap of $1.76 trillion, a P/E ratio of 31.87, a price-to-earnings-growth ratio of 0.98 and a beta of 1.29. The stock has a 50 day moving average of $308.61 and a 200-day moving average of $280.04.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 36.18%. The business had revenue of $32.50 billion during the quarter. On average, analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be paid a $0.9678 dividend. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date is Tuesday, March 17th. This represents a $3.87 dividend on an annualized basis and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 23.57%.

Wall Street Analyst Weigh In

TSM has been the topic of several analyst reports. Argus upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Susquehanna increased their price objective on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a research report on Friday, October 10th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. UBS Group set a $330.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Finally, Needham & Company LLC lifted their price target on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a research note on Thursday, January 15th. Two analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus price target of $381.67.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Nvidia’s CEO publicly backed TSMC’s global expansion during a Taiwan visit and downplayed China-H200 rumors — a high‑profile endorsement that supports TSMC’s strategic expansion and long-term GPU demand. Read More.
• Positive Sentiment: Nvidia secured approval for a $105M Taiwan hub, reinforcing its partnership with TSMC and signaling stronger local investment and demand for advanced nodes tied to AI chips. That supports TSMC’s revenue visibility from major AI customers. Read More.
• Positive Sentiment: Analyst optimism is rising: TSMC is highlighted among top semiconductor picks, Morgan Stanley raised its price target and Goldman Sachs remains bullish — reinforcing expectations for margin expansion driven by AI customers. Read More.
• Positive Sentiment: Market commentary argues TSMC is set up well for 2026 as AI and advanced computing continue to drive node migration and capacity investments, supporting medium‑term revenue and pricing power. Read More.
• Positive Sentiment: Retail and investor guides list TSMC among top AI infrastructure plays, which can sustain investor demand and multiple expansion as AI remains central to chip spending. Read More.
• Neutral Sentiment: Commentary on macro volatility and shifting data highlights an uncertain economic backdrop; that raises the risk that broader market moves or policy shifts, not company fundamentals, could drive short‑term volatility in TSM. Read More.
• Negative Sentiment: A Seeking Alpha piece argues the AI boom is ending, warning that demand normalization could pressure TSMC’s near‑term order cadence and margins — a bearish thesis that likely contributes to short‑term selling pressure. Read More.
• Positive Sentiment: Separately, a Seeking Alpha upgrade/“buy again” narrative points to improving fundamentals and renewed analyst upgrades, which supports a longer‑term constructive case. Read More.

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.