Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Bradley Foster & Sargent Inc. CT

Bradley Foster & Sargent Inc. CT trimmed its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 4.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 36,730 shares of the semiconductor company’s stock after selling 1,810 shares during the quarter. Bradley Foster & Sargent Inc. CT’s holdings in Taiwan Semiconductor Manufacturing were worth $10,258,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in TSM. Brighton Jones LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 20.9% in the fourth 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 period. Ignite Planners LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 4.7% during the 2nd 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 bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth about $258,000. First Command Advisory Services Inc. lifted its stake in shares of Taiwan Semiconductor Manufacturing by 174.1% in the 2nd quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock worth $36,000 after acquiring an additional 101 shares during the period. Finally, SYM FINANCIAL Corp bought a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at approximately $287,000. Institutional investors own 16.51% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently commented on the company. The Goldman Sachs Group reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Needham & Company LLC boosted their price objective on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a research note on Thursday, January 15th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, December 29th. Barclays boosted their price target on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an “overweight” rating in a research report on Friday, January 16th. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 2nd. Four analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $391.43.

Taiwan Semiconductor Manufacturing News Roundup

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 Trading Up 4.3%

NYSE:TSM opened at $385.81 on Wednesday. The stock has a fifty day simple moving average of $331.65 and a 200 day simple moving average of $295.54. The firm has a market capitalization of $2.00 trillion, a price-to-earnings ratio of 36.23, a price-to-earnings-growth ratio of 1.03 and a beta of 1.31. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $389.18. 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 quarterly earnings data 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 firm had revenue of $32.50 billion for the quarter. Sell-side 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 company also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be paid a $0.9503 dividend. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) 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.