Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Keybank National Association OH

Keybank National Association OH lessened its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 7.5% in the third quarter, according to its most recent filing with the SEC. The firm owned 37,670 shares of the semiconductor company’s stock after selling 3,056 shares during the quarter. Keybank National Association OH’s holdings in Taiwan Semiconductor Manufacturing were worth $10,521,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the business. Core Wealth Partners LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 3.4% during the third quarter. Core Wealth Partners LLC now owns 1,230 shares of the semiconductor company’s stock valued at $344,000 after purchasing an additional 40 shares in the last quarter. Hoge Financial Services LLC acquired a new position in Taiwan Semiconductor Manufacturing during the 3rd quarter valued at about $825,000. Bryn Mawr Trust Advisors LLC acquired a new position in Taiwan Semiconductor Manufacturing during the 3rd quarter valued at about $267,000. Cornerstone Wealth Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 8.3% during the 3rd quarter. Cornerstone Wealth Management LLC now owns 9,333 shares of the semiconductor company’s stock worth $2,607,000 after buying an additional 716 shares in the last quarter. Finally, Jordan Park Group LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 215.3% in the 3rd quarter. Jordan Park Group LLC now owns 380,095 shares of the semiconductor company’s stock worth $106,157,000 after acquiring an additional 259,526 shares during the period. 16.51% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Analysts and sector writeups highlight TSMC as a core beneficiary of the AI boom — Zacks groups TSMC with NVIDIA as AI chip winners, underscoring sustained data‑center demand that supports TSMC’s revenue and margin outlook. Read More.
• Positive Sentiment: NVIDIA’s CEO publicly backing TSMC’s global expansion and noting rising AI memory needs reinforces TSMC’s strategic role in next‑generation AI supply — a direct demand cue for TSMC’s advanced-node capacity. Read More.
• Positive Sentiment: NVIDIA winning approval for a $105M Taiwan hub and deepening local ties further cements the NVIDIA–TSMC ecosystem, implying more fab capacity demand and partnership stability. Read More.
• Positive Sentiment: Broker commentary and upgrades (Goldman/Morgan Stanley mentions, margin expansion notes) and coverage pieces emphasize TSMC’s improving profitability and leadership position — supportive for medium‑term analyst estimates and investor positioning. Read More.
• Positive Sentiment: Broader investor guides and AI stock roundups continue to list TSMC as a core AI‑infrastructure play, reinforcing demand narrative among long‑term investors. Read More.
• Neutral Sentiment: Zacks notes elevated investor attention on TSMC — this raises near‑term liquidity and volatility but doesn’t change the company’s underlying fundamentals. Read More.
• Neutral Sentiment: Coverage roundups (MSN/Wall Street take) and interim data writeups summarize the company’s strong results and higher capex but add little incremental surprise; useful for sentiment but not clearly catalytic. Read More. Read More.
• Negative Sentiment: Large leveraged liquidations in crypto markets (Bitcoin) drove risk‑off flows that contributed to broader market volatility and intraday weakness in chips and tech, a likely headwind for TSMC’s short‑term price action. Read More.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE TSM opened at $330.69 on Friday. The stock’s fifty day simple moving average is $309.73 and its 200 day simple moving average is $281.06. The stock has a market capitalization of $1.71 trillion, a price-to-earnings ratio of 31.05, a PEG ratio of 0.96 and a beta of 1.29. The company has a quick ratio of 2.47, a current ratio of 2.69 and a debt-to-equity ratio of 0.19. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $351.33.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share for the quarter. The business had revenue of $32.50 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%. As a group, sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share 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. Stockholders of record on Tuesday, March 17th will be issued a dividend of $0.9678 per share. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 23.57%.

Analyst Ratings Changes

A number of research firms recently commented on TSM. Needham & Company LLC raised their price objective on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a research note on Thursday, January 15th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 9th. TD Cowen boosted their price objective on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a research note on Friday, January 16th. Argus upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Finally, Itau BBA Securities initiated coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They set an “outperform” rating on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus target price of $381.67.

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.