Taiwan Semiconductor Manufacturing Company Ltd. $TSM Holdings Boosted by Manning & Napier Advisors LLC

Manning & Napier Advisors LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 30.2% in the third quarter, Holdings Channel reports. The institutional investor owned 992,259 shares of the semiconductor company’s stock after acquiring an additional 230,153 shares during the period. Taiwan Semiconductor Manufacturing accounts for 3.5% of Manning & Napier Advisors LLC’s holdings, making the stock its 3rd biggest position. Manning & Napier Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $277,128,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of the stock. Bank of America Corp DE lifted its stake in shares of Taiwan Semiconductor Manufacturing by 0.8% during the 2nd quarter. Bank of America Corp DE now owns 14,805,720 shares of the semiconductor company’s stock worth $3,353,348,000 after purchasing an additional 115,158 shares during the last quarter. Jennison Associates LLC grew its stake in Taiwan Semiconductor Manufacturing by 26.7% in the second quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company’s stock valued at $2,728,478,000 after purchasing an additional 2,537,760 shares during the last quarter. Alliancebernstein L.P. raised its holdings in Taiwan Semiconductor Manufacturing by 18.0% in the second quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock worth $2,368,587,000 after purchasing an additional 1,593,786 shares in the last quarter. WCM Investment Management LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 3.3% during the second quarter. WCM Investment Management LLC now owns 10,058,659 shares of the semiconductor company’s stock valued at $2,299,108,000 after buying an additional 324,615 shares during the last quarter. Finally, Sands Capital Management LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 6.5% during the second quarter. Sands Capital Management LLC now owns 8,552,278 shares of the semiconductor company’s stock valued at $1,937,005,000 after buying an additional 524,960 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Wall Street Analysts Forecast Growth

TSM has been the subject of several recent analyst reports. Barclays boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research note on Friday, October 17th. Weiss Ratings restated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, December 29th. Wall Street Zen cut Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a report on Saturday, January 3rd. UBS Group set a $330.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 2nd. Eight analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus price target of $355.00.

Taiwan Semiconductor Manufacturing Trading Down 0.3%

Shares of Taiwan Semiconductor Manufacturing stock opened at $330.86 on Wednesday. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47. The stock’s 50 day simple moving average is $296.84 and its 200-day simple moving average is $271.90. The stock has a market cap of $1.71 trillion, a P/E ratio of 33.93, a P/E/G ratio of 0.93 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $336.42.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Friday, November 14th. The semiconductor company reported $14.32 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.34% and a net margin of 43.72%. Analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be paid a $0.9678 dividend. 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. This represents a $3.87 annualized dividend and a dividend yield of 1.2%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 25.74%.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: JPMorgan raised TSMC price targets and highlighted strong AI-led growth prospects, reinforcing bullish analyst momentum for the stock. TSMC (TSM) Gets Price Target Hike as JPMorgan Sees Strong AI-Led Growth
• Positive Sentiment: Reports say TSMC could massively expand U.S. capacity (dozens of Arizona facilities, part of a tariff-relief trade discussion), which would de-risk geopolitical exposure and support long-term revenue growth. TSMC to Expand $165 Billion U.S. Investment: Report
• Positive Sentiment: Analysts and previews expect Q4 revenue strength from AI chip demand, supporting the view that results could be a “beat” and a near-term catalyst for the stock. AI-Driven Demand for Advanced Chips Likely to Boost TSM’s Q4 Revenues
• Neutral Sentiment: Market commentary is focused on earnings-driven technical setups (slingshot reversal/breakout patterns) that could amplify volatility around TSMC results. Don’t Miss This Slingshot Reversal On Wednesday
• Neutral Sentiment: Coverage is increasing on TSMC’s strategic role in NVIDIA’s server roadmap and the supplier ecosystem, highlighting durable secular demand but also dependency on a few large customers. Small Names, Big Impact: The Stocks Behind NVIDIA’s Rubin (TSM)
• Neutral Sentiment: Wall Street forecasters are updating price targets ahead of earnings; refreshed estimates can amplify moves but are mixed in direction. Top Wall Street Forecasters Revamp Taiwan Semiconductor Manufacturing Price Expectations Ahead Of Q4 Earnings
• Negative Sentiment: Analysts warn rising costs tied to global expansion and increased capex could pressure margins even as revenue grows, a potential downside risk if Q4 profitability disappoints. Revenue Keeps Growing at Taiwan Semi. Should You Load Up on TSM Stock for 2026?

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.