Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Dakota Wealth Management

Dakota Wealth Management decreased its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 75.3% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,884 shares of the semiconductor company’s stock after selling 8,790 shares during the quarter. Dakota Wealth Management’s holdings in Taiwan Semiconductor Manufacturing were worth $805,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of TSM. Heartwood Wealth Advisors LLC purchased a new position in Taiwan Semiconductor Manufacturing in the third quarter valued at approximately $32,000. Fairman Group LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 171.2% in the 3rd quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock valued at $39,000 after buying an additional 89 shares in the last quarter. Resources Management Corp CT ADV acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter valued at $32,000. Delta Asset Management LLC TN grew its position in shares of Taiwan Semiconductor Manufacturing by 50.0% in the 3rd quarter. Delta Asset Management LLC TN now owns 150 shares of the semiconductor company’s stock valued at $42,000 after buying an additional 50 shares during the last quarter. Finally, Navigoe LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the 3rd quarter worth $42,000. 16.51% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Strong quarterly results — TSMC reported $3.11 EPS and $30.65B revenue with a 45% net margin and 36% ROE, reinforcing its cash-generative operating profile. Earnings Release
• Positive Sentiment: Dividend increase and upbeat guidance — management boosted the annual dividend ~28% (TWD 18 → TWD 23) and guided to strong revenue growth (cited ~38% for Q1), which supports income and growth narratives. Dividend & Guidance Article
• Positive Sentiment: Longer-term AI upside — analyst coverage highlights TSMC’s dominance in AI chip manufacturing and forecasts AI-related wafer/service revenue growing at a high CAGR (reported as ~60% through 2029), supporting multi‑year demand. AI Growth Article
• Positive Sentiment: Demand tailwinds from Nvidia & the AI cycle — coverage notes Nvidia’s AI surge has lifted chip demand and investor enthusiasm for foundries, helping TSMC reach new market-cap milestones. Nvidia/Tailwind Article
• Neutral Sentiment: Inclusion in international ETFs and buy-side interest — TSMC features in large ex‑US ETFs (eg. VEU) and has an average “Buy” consensus from brokerages, which supports sustained institutional demand but also ties performance to international flows. VEU/ETF Article
• Neutral Sentiment: Analyst lists and momentum coverage — TSMC is frequently cited among stocks near 52‑week highs with further upside potential, keeping it on investors’ watchlists but also highlighting valuation scrutiny. Zacks Momentum Article
• Negative Sentiment: Profit‑taking after a strong run — TSMC has recently hit 52‑week highs and some of today’s pullback looks like short‑term profit‑taking and rebalancing by funds that locked gains. 52‑Week High Article
• Negative Sentiment: Geopolitical and market‑rotation risks — commentators note rising geopolitical concerns and a broader rotation away from U.S. tech that could increase perceived execution or supply‑chain risk for Taiwan‑based exporters. Geopolitical Risk Article

Analyst Ratings Changes

Several equities analysts have issued reports on the stock. Wedbush restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. TD Cowen boosted their target price on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a report on Friday, January 16th. 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 raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Friday, February 13th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd. Four equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and one has given a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $391.43.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM opened at $376.93 on Friday. The company has a market capitalization of $1.95 trillion, a PE ratio of 35.39, a P/E/G ratio of 1.08 and a beta of 1.31. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $390.20. The company has a 50-day simple moving average of $335.69 and a 200-day simple moving average of $296.74. The company has a quick ratio of 2.47, a current ratio of 2.69 and a debt-to-equity ratio of 0.19.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Thursday, February 26th. The semiconductor company reported $3.11 EPS for the quarter. The company had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%. Equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

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

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.