Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Holdings Cut by HM Payson & Co.

HM Payson & Co. lessened its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 18.4% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 59,220 shares of the semiconductor company’s stock after selling 13,346 shares during the period. HM Payson & Co.’s holdings in Taiwan Semiconductor Manufacturing were worth $16,539,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of TSM. 1248 Management LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the 1st quarter valued at about $28,000. Heartwood Wealth Advisors LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the third quarter valued at approximately $32,000. Resources Management Corp CT ADV bought a new stake in Taiwan Semiconductor Manufacturing during the second quarter worth approximately $32,000. Mid American Wealth Advisory Group Inc. acquired a new position in Taiwan Semiconductor Manufacturing in the second quarter worth approximately $33,000. Finally, First Command Advisory Services Inc. increased its holdings in shares of Taiwan Semiconductor Manufacturing by 174.1% in the second quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock valued at $36,000 after buying an additional 101 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on the company. Weiss Ratings reissued a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, December 22nd. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, December 14th. Needham & Company LLC reissued a “buy” rating and issued a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, October 27th. Sanford C. Bernstein upped their price objective on shares of Taiwan Semiconductor Manufacturing from $290.00 to $330.00 and gave the company an “outperform” rating in a research note on Sunday, December 7th. Finally, Barclays raised their target price on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a report on Friday, October 17th. Seven analysts have rated the stock with a Buy rating, According to MarketBeat.com, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and a consensus target price of $355.00.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Analyst / company growth outlook — TSMC management and analysts expect robust AI-driven revenue: EPS is forecast to grow at ~22% annualized and management projects chip revenue from AI to grow over 40% annually through 2029, underpinning long-term profit expansion. What Is One of the Best Tech Stocks to Hold for the Next 5 Years?
• Positive Sentiment: Strategic role in AI supply chain — Coverage highlights TSMC as a crucial foundry partner enabling Nvidia, AMD and Broadcom designs, making TSMC a broad way to play sustained data‑center capex and generative-AI buildout. What Is the Best Artificial Intelligence (AI) Stock to Hold for the Next 10 Years?
• Positive Sentiment: Institutional endorsement — Multiple investor roundup pieces note billionaire holdings (including Chase Coleman and Philippe Laffont) that include TSMC, signaling confidence from large long‑term investors and supporting demand for the stock. Billionaire Chase Coleman Has Formed His Own “Magnificent Seven”
• Neutral Sentiment: General tech stock roundups include TSMC as a supporting name or comparison point rather than a primary pick, so these articles raise awareness but are less likely to move the stock materially on their own. 5 Incredible Growth Stocks to Buy for 2026
• Neutral Sentiment: Additional listicles mention TSMC in multi‑stock portfolios; useful context but not immediate catalysts. 4 Stocks to Hold for the Next 5 Years
• Negative Sentiment: US expansion execution concerns — Reporting flags struggles with TSMC’s U.S. expansion plans, which could raise capital, timeline and political/permit risk that would weigh on near-term margin and capacity growth. Taiwan’s Taiwan Semiconductor Manufacturing Company Limited (TSM) Struggles With US Expansion
• Negative Sentiment: Operational risk from quake — TSMC said some Hsinchu science park facilities met evacuation criteria after a recent earthquake; while described as limited, any facility disruptions or inspections could temporarily affect output or investor sentiment. TSMC says some facilities evacuated after quake

Taiwan Semiconductor Manufacturing Stock Up 1.4%

NYSE:TSM opened at $302.87 on Monday. The stock has a 50-day simple moving average of $292.33 and a 200 day simple moving average of $263.44. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $313.98. The company has a market cap of $1.57 trillion, a PE ratio of 31.06, a PEG ratio of 1.04 and a beta of 1.31. The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 34.34%. On average, sell-side 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. Investors of record on Tuesday, March 17th will be issued a dividend of $0.9678 per share. The ex-dividend date is Tuesday, March 17th. This is a boost 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%.

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.