Rhumbline Advisers Sells 16,941 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Rhumbline Advisers lowered its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 4.7% during the third quarter, HoldingsChannel.com reports. The firm owned 340,747 shares of the semiconductor company’s stock after selling 16,941 shares during the period. Rhumbline Advisers’ holdings in Taiwan Semiconductor Manufacturing were worth $95,167,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Heartwood Wealth Advisors LLC bought a new position in Taiwan Semiconductor Manufacturing during the third quarter worth about $32,000. Resources Management Corp CT ADV acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter valued at approximately $32,000. Mid American Wealth Advisory Group Inc. bought a new position in Taiwan Semiconductor Manufacturing during the 2nd quarter worth approximately $33,000. First Command Advisory Services Inc. grew its holdings in Taiwan Semiconductor Manufacturing by 174.1% during the second quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock valued at $36,000 after purchasing an additional 101 shares during the period. Finally, Fairman Group LLC grew its holdings in Taiwan Semiconductor Manufacturing by 171.2% during the third 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. 16.51% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the stock. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. Weiss Ratings restated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, December 29th. The Goldman Sachs Group reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Argus raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Finally, Wedbush reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday. Three investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus price target of $381.67.

Taiwan Semiconductor Manufacturing Trading Up 3.4%

NYSE:TSM opened at $374.25 on Thursday. The company has a market cap of $1.94 trillion, a P/E ratio of 35.14, a price-to-earnings-growth ratio of 1.01 and a beta of 1.31. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $379.58. The business has a 50 day moving average price of $318.83 and a two-hundred day moving average price of $287.00. 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 announced its quarterly earnings data 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 business had revenue of $32.50 billion for the quarter. As a group, analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be paid a dividend of $0.9503 per share. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 23.57%.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: January revenue surged to NT$401.26 billion (+~37% YoY), the highest monthly sales in TSMC history — direct evidence of sustained AI demand that underpins near-term revenue and pricing power. TSMC Stock Hits Record High as Demand for AI Chips Drives Growth
• Positive Sentiment: Analyst support and momentum: Wedbush reiterated an Outperform rating after the strong sales update, and coverage noting the sales beat has helped push the stock to 52‑week/record highs. Taiwan Semiconductor Stock Hits 52-Week High: What’s Happening Today?
• Positive Sentiment: Board and capital plans: the board backed large 2026 capex, dividend and bonus measures after strong 2025 results — signaling continued investment to scale AI capacity and a willingness to return cash to shareholders. TSMC Board Backs Massive 2026 Capex, Dividend and Bonus Payouts After Strong 2025 Results
• Positive Sentiment: Market dominance: commentary highlights TSMC’s commanding foundry share (roughly 71% overall, >90% at advanced nodes), reinforcing the company’s pricing power and long-term moat in AI chips. Taiwan Semiconductor’s January Sales Show the AI Tsunami Is Still Growing
• Neutral Sentiment: Dividend announced: TSMC declared a quarterly dividend of 0.9503 per share (annualized yield ~1.0%), ex-dividend June 11 and payable July 9 — modest yield but a sign of cash return policy.
• Neutral Sentiment: TSMC Global capital move: the company’s subsidiary cleared a path for up to US$30 billion capital increase — provides funding flexibility for overseas fabs but may have financing/dilution implications. TSMC Subsidiary TSMC Global Clears Path for Capital Increase of Up to US$30 Billion
• Negative Sentiment: Valuation risk: several pieces note TSMC’s stock is at/near record highs and advise reassessing valuation after the sharp rally — investors should watch P/E, forward earnings assumptions and potential for mean reversion. Assessing Taiwan Semiconductor Manufacturing’s Valuation After Strong Recent Share Price Gains

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.