Quilter Plc Sells 25,818 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Quilter Plc trimmed its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 4.1% in the 3rd quarter, Holdings Channel.com reports. The firm owned 603,022 shares of the semiconductor company’s stock after selling 25,818 shares during the period. Taiwan Semiconductor Manufacturing comprises approximately 2.9% of Quilter Plc’s holdings, making the stock its 11th largest position. Quilter Plc’s holdings in Taiwan Semiconductor Manufacturing were worth $168,418,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Childress Capital Advisors LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 145.3% in the 3rd quarter. Childress Capital Advisors LLC now owns 3,192 shares of the semiconductor company’s stock worth $891,000 after acquiring an additional 1,891 shares during the last quarter. Powers Advisory Group LLC purchased a new stake in Taiwan Semiconductor Manufacturing in the 2nd quarter worth about $240,000. Hudson Edge Investment Partners Inc. lifted its stake in shares of Taiwan Semiconductor Manufacturing by 10.1% during the 2nd quarter. Hudson Edge Investment Partners Inc. now owns 236,503 shares of the semiconductor company’s stock worth $53,566,000 after acquiring an additional 21,648 shares during the last quarter. Cherokee Insurance Co bought a new position in Taiwan Semiconductor Manufacturing in the 2nd quarter valued at $1,248,000. Finally, Dupont Capital Management Corp lifted its position in shares of Taiwan Semiconductor Manufacturing by 11.6% during the second quarter. Dupont Capital Management Corp now owns 89,303 shares of the semiconductor company’s stock worth $20,226,000 after purchasing an additional 9,247 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $334.73 on Friday. The firm has a market cap of $1.73 trillion, a price-to-earnings ratio of 31.43, a PEG ratio of 0.95 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $351.33. 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 company’s 50 day moving average is $303.97 and its 200 day moving average is $277.38.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. The business had revenue of $32.50 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%. On average, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be given a dividend of $0.9678 per share. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $3.87 annualized dividend and a yield of 1.2%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 23.57%.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on TSM. Freedom Capital upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. TD Cowen raised their target price on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a research report on Friday, January 16th. Barclays lifted their price target on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a research note on Friday, January 16th. Sanford C. Bernstein reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd. Finally, Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. Two analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $381.67.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Analysts see a sustained AI-led buildout and TSMC raised capex guidance, signaling a multi-year cycle (2025–2028) that supports higher revenue and margin expectations. This underpins investor confidence in continued demand for advanced nodes. Taiwan Semiconductor: Capex Guidance Raise Suggests AI Buildout Cycle Until 2028
• Positive Sentiment: TSMC reported strong Q4 revenue growth (~26%) and is forecasting rapid expansion (management projects ~30% in 2026 and a ~25% annual growth runway through 2029), driven by AI chip demand — a core justification for the stock’s rerating. The company’s forward multiple (around 24x) looks cheaper relative to some peers. Taiwan Semiconductor (TSM) Stock: Chip Giant Projects Explosive Growth Through 2029
• Positive Sentiment: Market commentary and media (Forbes, MarketBeat/MSN) are increasingly bullish on TSMC’s central role in the AI supply chain — reinforcing investor demand for shares tied to AI infrastructure exposure. TSM Stock: The Highest Conviction Play In The Semiconductor Stack
• Positive Sentiment: TSMC’s strategy to shift capacity away from lower-margin mature nodes toward next‑gen technologies should lift long‑term margins and pricing power, supporting revenue mix improvement as advanced-node utilization ramps. Taiwan Semiconductor Shrinks Old Chip Lines, Goes All-In On Next-Gen Tech
• Neutral Sentiment: Corporate housekeeping: TSMC filed routine Form 6‑K disclosures for December executive shareholding changes and North America board appointments — standard corporate updates with limited direct market impact. TSMC Reports December 2025 Executive Shareholding Change and Portfolio Adjustments TSMC North America Refreshes Board With New Director Appointments
• Neutral Sentiment: Competitive watch: Intel beat quarterly expectations but remains in a broader strategic contest with TSMC. Intel’s results and roadmap keep competition in focus, but current coverage suggests TSMC retains a technology and capacity lead in advanced nodes. Intel vs. TSMC: Can Intel Close the Gap?

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.