PNC Financial Services Group Inc. Sells 15,599 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

PNC Financial Services Group Inc. lowered its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 997,236 shares of the semiconductor company’s stock after selling 15,599 shares during the quarter. PNC Financial Services Group Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $278,518,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Tower Wealth Partners Inc. boosted its stake in Taiwan Semiconductor Manufacturing by 6.7% during the third quarter. Tower Wealth Partners Inc. now owns 1,905 shares of the semiconductor company’s stock worth $532,000 after buying an additional 119 shares in the last quarter. Uniting Wealth Partners LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 330.9% during the 3rd quarter. Uniting Wealth Partners LLC now owns 3,878 shares of the semiconductor company’s stock valued at $1,086,000 after acquiring an additional 2,978 shares in the last quarter. Snider Financial Group boosted its position in shares of Taiwan Semiconductor Manufacturing by 3.4% during the 3rd quarter. Snider Financial Group now owns 18,953 shares of the semiconductor company’s stock valued at $5,294,000 after acquiring an additional 623 shares in the last quarter. Berkshire Asset Management LLC PA increased its stake in Taiwan Semiconductor Manufacturing by 1.4% in the third quarter. Berkshire Asset Management LLC PA now owns 3,681 shares of the semiconductor company’s stock valued at $1,028,000 after acquiring an additional 50 shares during the period. Finally, Florida Financial Advisors LLC raised its position in Taiwan Semiconductor Manufacturing by 23.4% in the third quarter. Florida Financial Advisors LLC now owns 1,609 shares of the semiconductor company’s stock worth $449,000 after purchasing an additional 305 shares in the last quarter. 16.51% of the stock is currently owned by institutional investors.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC reported strong consolidated net revenue for January 2026 (NT$401.26bn), +19.8% month‑over‑month and +36.8% year‑over‑year; the board also approved a cash dividend — a direct support to the stock’s Fundamentals and yield story. TSMC Reports Strong January Revenue Growth
• Positive Sentiment: Market reaction to the dividend pushed TSM higher in some sessions (reported trading up after the announcement), reflecting investor appetite for cash returns alongside growth. TSM Trading Up After Dividend Announcement
• Positive Sentiment: Analysts and commentary are reframing TSM as an AI‑era play: Seeking Alpha notes Nvidia has become TSM’s largest customer and AI chips now drive growth — implying stronger pricing power and stickier demand versus the handset era. That longer‑term structural story supports earnings visibility. Taiwan Semiconductor: Transition From An iPhone To An AI Era
• Positive Sentiment: Multiple market writeups and stock‑picks lists (e.g., The Motley Fool) continue to include TSM as a core chipmaker exposure for AI/data‑center buildouts, keeping investor interest in the name. 5 Best Artificial Intelligence Stocks to Buy in February
• Neutral Sentiment: Market rotation commentary (Chaikin/MarketBeat) favors AI infrastructure and chip‑chain suppliers (testing, packaging, power)—a positive backdrop for TSM but one that spreads gains across many suppliers rather than guaranteeing further outsized moves for TSM alone. Is AI Really Eating Software? A Wall Street Veteran Says No—Here’s Why
• Negative Sentiment: Some coverage highlights that major cloud providers (Microsoft, Google, Amazon) are signaling caution on near‑term AI capex, which could temper the pace of future orders and create short‑term volatility for chip suppliers. That risk helps explain profit‑taking despite good January sales. These 3 stocks are quietly soaring as Microsoft, Google slump on AI spending

Taiwan Semiconductor Manufacturing Stock Down 0.4%

NYSE TSM opened at $366.47 on Friday. 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 Company Ltd. has a 52 week low of $134.25 and a 52 week high of $380.00. The stock has a market capitalization of $1.90 trillion, a P/E ratio of 34.41, a price-to-earnings-growth ratio of 1.03 and a beta of 1.31. The stock has a fifty day moving average of $321.78 and a 200-day moving average of $288.75.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. The business had revenue of $32.50 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%. On average, equities research analysts forecast 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. Stockholders of record on Thursday, June 11th will be given a dividend of $0.9503 per share. The ex-dividend date is Thursday, June 11th. This represents a $3.80 annualized dividend and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 23.57%.

Analysts Set New Price Targets

TSM has been the topic of a number of recent research reports. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. Argus raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, December 29th. Four research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Buy” and an average price target of $391.43.

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.