Bank of New York Mellon Corp Sells 3,151,640 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Bank of New York Mellon Corp lessened its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 18.5% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 13,856,970 shares of the semiconductor company’s stock after selling 3,151,640 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for approximately 0.7% of Bank of New York Mellon Corp’s investment portfolio, making the stock its 18th biggest position. Bank of New York Mellon Corp owned about 0.27% of Taiwan Semiconductor Manufacturing worth $3,870,113,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Retirement Planning Co of New England Inc. acquired a new stake in Taiwan Semiconductor Manufacturing in the 3rd quarter worth about $204,000. Valeo Financial Advisors LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 2.2% in the third quarter. Valeo Financial Advisors LLC now owns 31,237 shares of the semiconductor company’s stock valued at $8,724,000 after buying an additional 660 shares in the last quarter. Truist Financial Corp boosted its stake in shares of Taiwan Semiconductor Manufacturing by 2.1% in the third quarter. Truist Financial Corp now owns 430,907 shares of the semiconductor company’s stock valued at $120,348,000 after buying an additional 8,838 shares during the period. Adamsbrown Wealth Consultants LLC grew its position in Taiwan Semiconductor Manufacturing by 28.6% during the third quarter. Adamsbrown Wealth Consultants LLC now owns 1,427 shares of the semiconductor company’s stock worth $399,000 after buying an additional 317 shares in the last quarter. Finally, EPG Wealth Management LLC increased its stake in Taiwan Semiconductor Manufacturing by 4.1% during the 3rd quarter. EPG Wealth Management LLC now owns 10,426 shares of the semiconductor company’s stock worth $2,912,000 after acquiring an additional 412 shares during the period. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Nvidia is set to become TSMC’s largest customer as AI spending surges, signaling sustained high-volume demand for advanced nodes (supporting revenue and utilization). Nvidia set to supplant Apple as TSMC’s top customer
• Positive Sentiment: Microsoft’s new Maia 200 inference accelerator is built on TSMC’s 3nm process — a tangible win for TSMC’s premium node roadmap that should drive high-margin wafer demand from hyperscalers. Microsoft’s Maia 200: The Profit Engine AI Needs (TSM)
• Positive Sentiment: Taiwan’s president signaled support for more semiconductor investment in Arizona, which reinforces TSMC’s U.S. expansion plans and reduces geopolitical execution risk for capacity growth. Taiwan president supports more semiconductor investment in Arizona: report
• Neutral Sentiment: Recent retrospective performance pieces highlight strong 12‑month gains for TSMC shares — useful context for momentum-driven flows but not a driver of forward fundamentals. If You’d Invested $10,000 in Taiwan Semiconductor Stock a Year Ago
• Neutral Sentiment: Industry-equipment comparisons (ASML/AMAT/LRCX) underscore continued capex across the ecosystem; positive for wafer fab demand over time but indirect for TSMC near-term stock moves. Which Semiconductor Equipment Stock Has More Upside in 2026?
• Negative Sentiment: Analyst and opinion pieces warn TSMC’s rapid share-price appreciation raises valuation concerns — investors may be trimming or demanding higher proof of sustained margin leverage to justify current multiples. TSMC: Powers America’s AI Boom – Yet, The Valuation Doesn’t Make Sense
• Negative Sentiment: Valuation-focused writeups that followed the rally highlight stretched P/E and the risk of multiple compression if growth or fab margins disappoint, which could cap near-term upside. A Look At Taiwan Semiconductor Manufacturing’s Valuation After Strong Recent Share Price Momentum

Taiwan Semiconductor Manufacturing Trading Up 1.7%

Shares of Taiwan Semiconductor Manufacturing stock opened at $338.28 on Wednesday. The firm’s 50 day moving average is $306.18 and its 200 day moving average is $279.19. The firm has a market capitalization of $1.75 trillion, a PE ratio of 31.76, a price-to-earnings-growth ratio of 0.96 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year 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.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share for the quarter. The firm had revenue of $32.50 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 36.18%. Equities research 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 announced a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be issued a $0.9678 dividend. This represents a $3.87 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Tuesday, March 17th. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s payout ratio is currently 23.57%.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on TSM. Weiss Ratings reissued a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, December 29th. Freedom Capital upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Susquehanna boosted their target price 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. Argus upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Finally, Needham & Company LLC lifted 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. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and an average target price of $381.67.

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.