Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Clearstead Advisors LLC

Clearstead Advisors LLC reduced its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 25.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,519 shares of the semiconductor company’s stock after selling 2,913 shares during the period. Clearstead Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $2,379,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of TSM. Brighton Jones LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 20.9% during the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after purchasing an additional 1,892 shares during the last quarter. Ignite Planners LLC lifted its position in Taiwan Semiconductor Manufacturing by 4.7% during the second quarter. Ignite Planners LLC now owns 2,610 shares of the semiconductor company’s stock worth $627,000 after buying an additional 116 shares in the last quarter. Forum Financial Management LP purchased a new position in Taiwan Semiconductor Manufacturing during the second quarter worth approximately $258,000. First Command Advisory Services Inc. boosted its stake in Taiwan Semiconductor Manufacturing by 174.1% during the second quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock worth $36,000 after buying an additional 101 shares during the last quarter. Finally, SYM FINANCIAL Corp purchased a new stake in Taiwan Semiconductor Manufacturing in the 2nd quarter valued at $287,000. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Stock Up 4.3%

Shares of NYSE TSM opened at $385.81 on Wednesday. The company has a quick ratio of 2.47, a current ratio of 2.69 and a debt-to-equity ratio of 0.19. The stock has a market cap of $2.00 trillion, a PE ratio of 36.23, a price-to-earnings-growth ratio of 1.03 and a beta of 1.31. The business has a 50-day moving average price of $331.65 and a 200 day moving average price of $295.54. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $389.18.

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 45.13% and a return on equity of 36.18%. The business had revenue of $32.50 billion during the quarter. Equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

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

Analyst Upgrades and Downgrades

TSM has been the topic of several analyst reports. Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Freedom Capital upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Saturday, January 17th. UBS Group set a $330.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Finally, TD Cowen raised their price target on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a report on Friday, January 16th. Four equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and an average target price of $391.43.

Trending Headlines about Taiwan Semiconductor Manufacturing

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%

Taiwan Semiconductor Manufacturing 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.