Colonial Trust Advisors Has $5.90 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Colonial Trust Advisors boosted its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 36,970.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 21,130 shares of the semiconductor company’s stock after acquiring an additional 21,073 shares during the period. Colonial Trust Advisors’ holdings in Taiwan Semiconductor Manufacturing were worth $5,901,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently modified their holdings of the business. Westfuller Advisors LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 2.2% in the 3rd quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company’s stock valued at $434,000 after purchasing an additional 34 shares during the period. BankPlus Wealth Management LLC raised its holdings in Taiwan Semiconductor Manufacturing by 1.6% during the 3rd quarter. BankPlus Wealth Management LLC now owns 2,291 shares of the semiconductor company’s stock worth $640,000 after buying an additional 35 shares during the period. Bank of Jackson Hole Trust lifted its stake in Taiwan Semiconductor Manufacturing by 7.5% in the third quarter. Bank of Jackson Hole Trust now owns 500 shares of the semiconductor company’s stock valued at $140,000 after buying an additional 35 shares in the last quarter. New Millennium Group LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 2.9% in the third quarter. New Millennium Group LLC now owns 1,248 shares of the semiconductor company’s stock valued at $349,000 after buying an additional 35 shares during the period. Finally, Catalyst Private Wealth LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 2.8% in the third quarter. Catalyst Private Wealth LLC now owns 1,407 shares of the semiconductor company’s stock valued at $393,000 after buying an additional 38 shares during the period. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing Trading Up 4.3%

Taiwan Semiconductor Manufacturing stock opened at $385.81 on Wednesday. The company has a market cap of $2.00 trillion, a price-to-earnings ratio of 36.23, a P/E/G ratio of 1.03 and a beta of 1.31. The firm has a 50-day moving average of $331.65 and a 200-day moving average of $295.54. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $389.18.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%.The business had revenue of $32.50 billion for the quarter. On average, equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be issued a $0.9503 dividend. This represents a $3.80 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 23.57%.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Zacks and other outlets note TSMC is targeting very high gross margins (63%–65% in Q1) despite some near-term drag from overseas fabs — a fundamental signal that AI and advanced-node demand are supporting pricing and profitability. Can TSM Sustain 60%+ Gross Margin Amid Overseas Fab Expansion?
• Positive Sentiment: Multiple headlines report TSMC is seeing surging AI orders across the industry and that the stock has climbed on that momentum, reinforcing demand visibility for foundry capacity. TSMC Stock Jumps as AI Boom Powers Foundry Giant
• Positive Sentiment: Point72 and other large investors disclosed sizable new positions in Big Tech and TSMC, signaling institutional conviction that TSMC will capture AI capex tailwinds. Billionaire fund manager drops $2.8 billion on Big Tech stocks
• Neutral Sentiment: Coverage notes TSMC sits at the top of the AI semiconductor supply chain (lithography, tools, materials → wafers), highlighting durable long-term demand but also capital intensity and cyclicality. The Supply Chain Quietly Powering the AI Boom—And 4 Ways to Play It
• Neutral Sentiment: Elevated investor attention and “most-searched” status (Zacks/other outlets) can amplify moves but doesn’t change fundamentals — watch flows and sentiment-driven volatility. Investors Heavily Search Taiwan Semiconductor Manufacturing Company Ltd. (TSM): Here is What You Need to Know
• Negative Sentiment: Sectorwide worries — viral dystopian AI scenarios and investor skittishness — have knocked software/tech stocks at times; contagion could pressure TSMC if AI optimism cools. Skittish investors spooked as dystopian AI outlooks go viral
• Negative Sentiment: Competitive shifts among chipmakers (NVIDIA/AMD/Google/Meta supply dynamics) and upcoming NVIDIA earnings are creating headline volatility for the AI hardware complex — could indirectly affect TSMC order mix and customer cadence. Nvidia results are AI market’s biggest test amid competitive worries
• Negative Sentiment: Geopolitical and trade risks persist — recent headlines about higher global tariffs add an execution risk to global supply chains and overseas fab economics. Dow Jones Futures Fall After Trump Hikes Global Tariff To 15%

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on the stock. Sanford C. Bernstein restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. The Goldman Sachs Group reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Saturday, January 17th. DA Davidson upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Friday, February 13th. Finally, Argus raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Four equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing currently has an average 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.