Envestnet Asset Management Inc. Sells 18,105 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Envestnet Asset Management Inc. cut its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 0.5% in the third quarter, HoldingsChannel.com reports. The firm owned 3,842,516 shares of the semiconductor company’s stock after selling 18,105 shares during the quarter. Envestnet Asset Management Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $1,073,176,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Heartwood Wealth Advisors LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing in the third quarter valued at about $32,000. Fairman Group LLC raised its stake in Taiwan Semiconductor Manufacturing by 171.2% during the 3rd quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock valued at $39,000 after purchasing an additional 89 shares during the period. Resources Management Corp CT ADV purchased a new position in Taiwan Semiconductor Manufacturing in the 2nd quarter worth approximately $32,000. Mid American Wealth Advisory Group Inc. bought a new position in Taiwan Semiconductor Manufacturing in the 2nd quarter worth approximately $33,000. Finally, Delta Asset Management LLC TN boosted its stake in 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 worth $42,000 after purchasing an additional 50 shares during the period. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Down 1.6%

Shares of NYSE TSM opened at $335.74 on Wednesday. The company has a current ratio of 2.69, a quick ratio of 2.47 and a debt-to-equity ratio of 0.19. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $351.33. The firm’s 50-day moving average price is $311.88 and its 200-day moving average price is $282.71. The stock has a market capitalization of $1.74 trillion, a price-to-earnings ratio of 31.53, a P/E/G ratio of 0.96 and a beta of 1.31.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders 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 dividend 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 presently 23.57%.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on TSM shares. UBS Group set a $330.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. 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 report on Friday, January 16th. Freedom Capital raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research report on Friday, January 23rd. Finally, Itau BBA Securities started coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They issued an “outperform” rating on the stock. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average price target of $381.67.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Analysts argue TSMC is a primary beneficiary of the AI boom because it is the lead foundry for custom AI accelerators — structural demand should support multi‑year revenue growth and justify aggressive capacity spending by customers. Taiwan Semiconductor: Winner Of The AI Boom As The Critical Foundry Supplier
• Positive Sentiment: Coverage highlights TSMC alongside Broadcom as major winners from the custom AI chip surge — reinforcing expectations that TSMC will capture outsized share of AI‑infrastructure manufacturing value. Broadcom and TSMC Emerge as ‘Big Winners’ in Custom AI Chip Boom
• Positive Sentiment: Market commentary and aggregator pieces emphasize TSMC’s positive outlook and role at the center of AI infrastructure buildout, which supports analyst conviction that the company will benefit from sustained AI spending. Taiwan Semiconductor Manufacturing Company Limited (TSM)’s positive outlook sparks expectations of a long-term AI boom
• Positive Sentiment: A technical trading signal was reported around $337.15 that preceded a stronger close, indicating short‑term momentum and trader interest at current levels. Traders may use these signals to time entries. TSM Stock Closes Higher After Key Trading Signal
• Neutral Sentiment: Commentary pieces discuss an “AI megatrend” tied to TSMC but are partly speculative — they reinforce the narrative but stop short of new company guidance or earnings changes. Investors should weigh trend commentary against company financials and capacity timelines. The Future Of AI Stocks? TSMC Commentary Suggests AI Megatrend
• Neutral Sentiment: Investor education pieces (Motley Fool/others) list TSMC among top long‑term AI plays, underscoring broad retail/institutional interest but not adding new company‑specific catalysts. The Best Stocks to Invest $10,000 in to Start 2026
• Negative Sentiment: Near‑term downward pressure may reflect profit‑taking after a run toward the 52‑week high, and valuation scrutiny (market P/E and TSM’s own premium). These risks can cause short‑term pulls even as the longer‑term AI thesis remains intact.

About Taiwan Semiconductor Manufacturing

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.