Commonwealth Equity Services LLC Sells 21,248 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Commonwealth Equity Services LLC reduced its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 5.0% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 403,110 shares of the semiconductor company’s stock after selling 21,248 shares during the quarter. Commonwealth Equity Services LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $112,585,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently made changes to their positions in the company. 1248 Management LLC bought a new stake in Taiwan Semiconductor Manufacturing in the 1st quarter valued at about $28,000. Heartwood Wealth Advisors LLC bought a new position in Taiwan Semiconductor Manufacturing during the third quarter worth about $32,000. Resources Management Corp CT ADV purchased a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter worth about $32,000. Mid American Wealth Advisory Group Inc. bought a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at approximately $33,000. Finally, First Command Advisory Services Inc. lifted its stake in shares of Taiwan Semiconductor Manufacturing by 174.1% during the 2nd 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. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM opened at $322.24 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $331.25. 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 company has a market cap of $1.67 trillion, a PE ratio of 33.05, a price-to-earnings-growth ratio of 0.91 and a beta of 1.29. The stock has a 50-day moving average price of $294.01 and a 200-day moving average price of $267.43.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced 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%. As a group, equities 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 business also recently disclosed 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. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $3.87 dividend on an annualized basis and a dividend yield of 1.2%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s payout ratio is presently 31.28%.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Goldman Sachs published a bullish note saying TSMC can repeat strong performance after a big 2025 gain, lifting investor confidence and supporting higher analyst expectations. Taiwan Semi shares gained 45% over the last year — and Goldman just said the chip maker can do it again
• Positive Sentiment: Analyst upgrades and AI optimism pushed TSMC to record highs as investors price in stronger wafer demand for AI chips and higher pricing power. TSMC shares hit record high as AI optimism drives analyst upgrades
• Positive Sentiment: Fund commentary and company guidance point to robust end-market demand and higher near-term guidance, reinforcing a bullish fundamental backdrop. Taiwan Semiconductor Manufacturing Company Limited (TSM) Rose Following Increased Guidance and Robust Demand
• Positive Sentiment: Options activity has surged with heavier call buying, signaling speculative bullish positioning that can amplify upward moves in the stock. Spotlight on Taiwan Semiconductor: Analyzing the Surge in Options Activity
• Neutral Sentiment: Nvidia activity in Taiwan and reports that Jensen Huang will visit amid plans for a Taipei HQ highlight strong customer demand but also underscore TSMC capacity constraints — a mixed signal for near-term pricing and delivery. Jensen Huang To Visit Taiwan As Nvidia Plans Taipei Headquarters Amid TSMC Capacity Strain: Report
• Neutral Sentiment: Industry equipment and capacity stories (ASML upgrades; TSMC expanding 3nm capacity) signal long-term tailwinds for advanced-node leadership but also imply high capex and multiyear execution requirements. ASML Stock: Named Top European Semiconductor Pick for 2026
• Negative Sentiment: Taiwan prosecutors filed additional indictments tied to an alleged trade-secrets theft involving TSMC-related technology, raising legal and operational risk that could pressure sentiment if it leads to fines, delays, or supplier disruptions. Taiwan prosecutors file additional charges in TSMC trade secrets case

Analyst Upgrades and Downgrades

TSM has been the subject of a number of recent research reports. UBS Group set a $330.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Barclays raised their price target on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a report on Friday, October 17th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 17th. Needham & Company LLC reissued a “buy” rating and set a $360.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Monday, October 27th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday. Eight equities research analysts have rated the stock with a Buy rating, According to MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus price target of $355.00.

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.