Massachusetts Financial Services Co. MA Has $4.40 Billion Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Massachusetts Financial Services Co. MA lifted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 3.6% during the third quarter, HoldingsChannel reports. The institutional investor owned 15,759,419 shares of the semiconductor company’s stock after purchasing an additional 541,047 shares during the period. Taiwan Semiconductor Manufacturing comprises approximately 1.4% of Massachusetts Financial Services Co. MA’s holdings, making the stock its 8th biggest holding. Massachusetts Financial Services Co. MA’s holdings in Taiwan Semiconductor Manufacturing were worth $4,401,448,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. New Insight Wealth Advisors raised its position in shares of Taiwan Semiconductor Manufacturing by 24.2% in the third quarter. New Insight Wealth Advisors now owns 12,241 shares of the semiconductor company’s stock worth $3,419,000 after buying an additional 2,389 shares in the last quarter. Resonant Capital Advisors LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 4.0% in the 3rd quarter. Resonant Capital Advisors LLC now owns 5,500 shares of the semiconductor company’s stock valued at $1,541,000 after acquiring an additional 212 shares in the last quarter. Harel Insurance Investments & Financial Services Ltd. boosted its position in shares of Taiwan Semiconductor Manufacturing by 171.9% during the 3rd quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,198,764 shares of the semiconductor company’s stock valued at $335,573,000 after acquiring an additional 757,926 shares during the last quarter. Bank Hapoalim BM purchased a new position in shares of Taiwan Semiconductor Manufacturing during the third quarter worth about $278,000. Finally, Aviance Capital Partners LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 9.9% in the third quarter. Aviance Capital Partners LLC now owns 2,617 shares of the semiconductor company’s stock worth $731,000 after purchasing an additional 235 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $342.37 on Friday. 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 $351.33. The business’s 50 day simple moving average is $299.68 and its two-hundred day simple moving average is $273.91. The stock has a market capitalization of $1.77 trillion, a P/E ratio of 32.15, a price-to-earnings-growth ratio of 0.81 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Friday, November 14th. The semiconductor company reported $14.32 EPS for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 36.18%. The company had revenue of $32.50 billion for the quarter. Analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be paid a dividend of $0.9678 per share. This represents a $3.87 annualized dividend and a dividend yield of 1.1%. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s payout ratio is currently 28.64%.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Record Q4 results and strong guidance — TSMC beat Q4 revenue/eps estimates, reported ~35% profit growth, and issued revenue/growth guidance that signals the AI cycle remains durable, which is the core driver of today’s upside. TSMC earnings: Another record quarter as AI demand holds steady
• Positive Sentiment: Massive CapEx boost fuels long-term growth and supplier demand — management raised 2026 CapEx to a $52–56B range (midpoint ~$54B), a show of conviction in AI demand that should expand capacity and revenue over coming years. The $56 Billion Draft: Follow TSMC’s CapEx Stream
• Positive Sentiment: Trade deal and U.S. investment lift visibility for expansion — a U.S.–Taiwan agreement (large-scale Taiwanese investment into U.S. manufacturing and lower tariffs) reduces policy friction and supports TSMC’s planned U.S. fabs. That reduces a key execution risk for on‑shore expansion. Taiwan contract chipmaker TSMC’s US investments
• Positive Sentiment: Analyst upgrades and supply‑chain rallies reinforce momentum — brokers raised price targets (Needham, TD Cowen cited) and equipment suppliers (ASML, AMAT, LRCX, KLA) jumped after TSMC’s guidance, signaling broad industry upside that often lifts TSM stock. ASML tops $500 billion market cap as TSMC plans to spend more
• Positive Sentiment: Unusually heavy bullish options flow — large call buying indicates trader conviction that the rally will continue in the near term. TSMC’s Strong Guidance Supports the Stock’s Hot Start to 2026
• Neutral Sentiment: CapEx creates guaranteed revenue for equipment makers but raises near‑term cash outflows — the spending secures supplier demand (positive for suppliers) while TSMC also flags higher depreciation and near-term margin dilution as it scales. TSMC Plans to Spend $56 Billion. Why Its Motivations Matter for the Stock.
• Neutral Sentiment: U.S. expansion shows conviction but adds complexity — management says leading-edge R&D/production will largely remain in Taiwan, so U.S. fabs help diversification but won’t replace high‑margin Taiwan output. Execution/timing remain watch points. CNBC Daily Open: AI trade reignited by TSMC earnings blowout
• Negative Sentiment: Policy and tariff risks still exist — while a trade deal eased some concerns, potential U.S. tariff proposals and geopolitical policy shifts remain an upside/downside tail risk for cross‑border operations and margins. Investors should watch policy headlines closely. Trump Administration Offers Tariff Relief In Exchange For $250 Billion Taiwan Chip Investment

Analysts Set New Price Targets

Several equities research analysts have issued reports on TSM shares. Susquehanna lifted their target price on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a research report on Friday, October 10th. TD Cowen raised their price objective on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a research report on Friday. Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 2nd. UBS Group set a $330.00 target price on Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Finally, Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Saturday. Eight equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing presently has an average rating of “Moderate Buy” and an average price target of $381.67.

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.