JTC Employer Solutions Trustee Ltd Sells 18,733 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

JTC Employer Solutions Trustee Ltd decreased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 30.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 42,368 shares of the semiconductor company’s stock after selling 18,733 shares during the quarter. Taiwan Semiconductor Manufacturing makes up 1.0% of JTC Employer Solutions Trustee Ltd’s holdings, making the stock its 14th largest holding. JTC Employer Solutions Trustee Ltd’s holdings in Taiwan Semiconductor Manufacturing were worth $11,832,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Catalyst Private Wealth LLC grew its holdings in Taiwan Semiconductor Manufacturing by 2.8% during the 3rd quarter. Catalyst Private Wealth LLC now owns 1,407 shares of the semiconductor company’s stock worth $393,000 after acquiring an additional 38 shares in the last quarter. Venture Visionary Partners LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 1.1% in the 3rd quarter. Venture Visionary Partners LLC now owns 3,540 shares of the semiconductor company’s stock worth $989,000 after purchasing an additional 39 shares during the period. Leonard Rickey Investment Advisors P.L.L.C. boosted its stake in shares of Taiwan Semiconductor Manufacturing by 2.5% during the third quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 1,652 shares of the semiconductor company’s stock valued at $461,000 after purchasing an additional 41 shares in the last quarter. Alliance Wealth Advisors LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 2.4% during the second quarter. Alliance Wealth Advisors LLC now owns 1,815 shares of the semiconductor company’s stock valued at $411,000 after purchasing an additional 43 shares in the last quarter. Finally, Pflug Koory LLC increased its holdings in Taiwan Semiconductor Manufacturing by 3.9% during the second quarter. Pflug Koory LLC now owns 1,133 shares of the semiconductor company’s stock valued at $257,000 after buying an additional 43 shares during the period. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Analyst Upgrades and Downgrades

TSM has been the subject of a number of analyst reports. Needham & Company LLC restated a “buy” rating and set a $360.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Monday, October 27th. Sanford C. Bernstein restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday. Susquehanna lifted their target price on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a research note on Friday, October 10th. Barclays boosted their target price on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a report on Friday, October 17th. Finally, Itau BBA Securities initiated coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They issued an “outperform” rating on the stock. Eight equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average target price of $355.00.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $327.22 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $333.08. The company has a market cap of $1.69 trillion, a PE ratio of 33.56, a P/E/G ratio of 0.92 and a beta of 1.29. The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69. The business has a 50-day simple moving average of $294.52 and a two-hundred day simple moving average of $268.26.

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 43.72% and a return on equity of 34.34%. As a group, equities analysts expect 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 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. The ex-dividend date is Tuesday, March 17th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 annualized dividend and a dividend yield of 1.2%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 25.74%.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Seeking Alpha publishes a bullish case and a $358 target, arguing TSMC is the “ultimate AI infrastructure” play — cites 2nm rollout, packaging (CoWoS) capacity gains and pricing power as drivers of higher revenue and margins. Taiwan Semiconductor: The Ultimate AI Infrastructure Play With A $358 Target And +18% Upside
• Positive Sentiment: Goldman Sachs raised its price target (reported across outlets), citing stronger-than-expected AI infrastructure demand and boosting investor confidence that TSMC can repeat outsized returns. Goldman Sachs stuns with Taiwan Semiconductor stock price target
• Positive Sentiment: MarketBeat/other coverage frames TSMC as the “AI gatekeeper” — emphasizing >90% share in advanced nodes, recent price increases on advanced nodes (3–10%) and capacity targets (ramping 2nm/3nm and packaging), which support margin resilience and justify a premium multiple. Taiwan Semiconductor: The $1.65 Trillion AI Gatekeeper
• Positive Sentiment: Reports highlight a possible major demand tailwind: if NVIDIA is allowed to sell H200 GPUs into China, TSMC could see meaningful incremental wafer orders to make those chips — Reuters/MarketBeat coverage suggests this is a multiyear opportunity if approvals hold. Why an NVIDIA Chip Could Supercharge TSMC’s Next Rally
• Positive Sentiment: Regulatory/operational risk eased: TSMC secured a one‑year U.S. export license to keep importing American chipmaking equipment for its China operations — this preserves production capability and reduces near‑term supply risk. Why Is Taiwan Semiconductor Stock Gaining Tuesday?
• Positive Sentiment: Analyst sentiment is bullish overall — MarketBeat/AmericanBankingNews note a consensus “Buy” from covering brokers, supporting continued investor interest. TSMC Given Consensus Rating of “Buy” by Analysts
• Neutral Sentiment: TSMC named a new treasurer for its Arizona unit as U.S. operations expand — an operational/organizational update that supports execution of the Arizona gigafab program but is not an immediate earnings catalyst. TSMC Arizona Names New Treasurer as US Operations Expand
• Neutral Sentiment: Options activity has surged, signaling speculative and institutional positioning that can amplify short-term moves but adds volatility risk. Spotlight on Taiwan Semiconductor: Analyzing the Surge in Options Activity
• Negative Sentiment: Policy and approval uncertainty remains: NVIDIA sales into China and export licenses require ongoing government approvals — these can be reversed or restricted, which would remove a significant potential demand stream. Why an NVIDIA Chip Could Supercharge TSMC’s Next Rally

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.