Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Holdings Boosted by Chilton Investment Co. Inc.

Chilton Investment Co. Inc. grew its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 195.1% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 3,285 shares of the semiconductor company’s stock after purchasing an additional 2,172 shares during the quarter. Chilton Investment Co. Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $917,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Fisher Asset Management LLC boosted its stake in Taiwan Semiconductor Manufacturing by 1.0% during the third quarter. Fisher Asset Management LLC now owns 17,833,127 shares of the semiconductor company’s stock valued at $4,980,614,000 after buying an additional 168,171 shares in the last quarter. Massachusetts Financial Services Co. MA raised its position in Taiwan Semiconductor Manufacturing by 3.6% in the third quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company’s stock worth $4,401,448,000 after acquiring an additional 541,047 shares in the last quarter. Bank of America Corp DE lifted its holdings in Taiwan Semiconductor Manufacturing by 0.9% in the 3rd quarter. Bank of America Corp DE now owns 14,935,893 shares of the semiconductor company’s stock valued at $4,171,445,000 after acquiring an additional 130,173 shares during the last quarter. Jennison Associates LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 4.5% in the 3rd quarter. Jennison Associates LLC now owns 12,591,542 shares of the semiconductor company’s stock valued at $3,516,692,000 after acquiring an additional 544,750 shares during the last quarter. Finally, Alliancebernstein L.P. boosted its position in shares of Taiwan Semiconductor Manufacturing by 2.2% during the 3rd quarter. Alliancebernstein L.P. now owns 10,687,037 shares of the semiconductor company’s stock valued at $2,984,783,000 after purchasing an additional 229,237 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Analysts Set New Price Targets

TSM has been the topic of a number of research reports. Freedom Capital upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Barclays raised their target price on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an “overweight” rating in a report on Friday, January 16th. Weiss Ratings lowered shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, March 5th. DA Davidson raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Friday, February 13th. Finally, UBS Group set a $330.00 price objective on Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Four investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and two have assigned 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.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Reuters/MSN reports TSMC now commands roughly 70% of the global foundry market — a reminder of its pricing power, scale advantages and strategic importance to chip customers, which supports revenue and margin resilience. Taiwan Semiconductor now commands 70% of global foundry market
• Positive Sentiment: SEC-filing coverage: TSMC has maintained a steady capital structure and disclosed new investments — signaling disciplined allocation of its large capex program and reducing investor concern about dilution or aggressive leverage. That supports confidence in execution of capacity buildouts. Taiwan Semiconductor Keeps Capital Structure Steady And Reveals New Investments
• Positive Sentiment: Valuation note: analysts and commentators are reassessing TSMC after a strong FY performance and a recent share pullback — the narrative that the stock may be more attractively priced after profit-taking is drawing buyer interest. Assessing Taiwan Semiconductor Manufacturing’s Valuation After A Strong Year And Recent Share Price Pullback
• Neutral Sentiment: TSMC released February 2026 revenue data — investors are parsing monthly trends for signs of AI-related capacity demand and seasonal recovery; the print is a short-term data point rather than a directional catalyst by itself. Taiwan Semiconductor Manufacturing (TSM) reports Feb 2026 revenue data
• Neutral Sentiment: Comparative analysis pieces (e.g., AMD vs. TSMC) are keeping investors focused on relative valuation and growth prospects across chip-related names; useful for positioning but not an immediate company-specific catalyst. AMD vs. TSMC: Which Chip Stock Actually Delivers the Smarter Return in 2026?
• Neutral Sentiment: Coverage noting large-manager portfolios and sector capex narratives (e.g., Steven Cohen holdings, AI capex winners) underscores institutional interest and the longer-term demand story for leading foundries, but these are background positives rather than immediate catalysts. Here Are Billionaire Steven Cohen’s 5 Biggest Stock Holdings
• Negative Sentiment: Macro/geopolitical risk: broader coverage flags that foreign markets are reeling from the Iran conflict and energy shock — such risk-off episodes can pressure Asian equities and cyclical chip demand, creating downside risk to TSMC’s near-term multiples. Foreign Stocks Are Reeling From the Iran War. Buying the Dip Could Pay Off.

Taiwan Semiconductor Manufacturing Price Performance

TSM stock opened at $338.22 on Monday. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $390.20. The firm has a 50-day moving average of $346.99 and a two-hundred day moving average of $306.46. The firm has a market capitalization of $1.75 trillion, a PE ratio of 31.76, a P/E/G ratio of 0.93 and a beta of 1.29. The company has a current ratio of 2.62, a quick ratio of 2.42 and a debt-to-equity ratio of 0.17.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 34.89%. The business had revenue of $30.65 billion for the quarter. On average, 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. Shareholders of record on Thursday, June 11th will be given a dividend of $0.9503 per share. This represents a $3.80 annualized dividend and a yield of 1.1%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 23.57%.

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.