Savvy Advisors Inc. Raises Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Savvy Advisors Inc. lifted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 49.4% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 7,651 shares of the semiconductor company’s stock after buying an additional 2,529 shares during the period. Savvy Advisors Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $2,137,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the business. Jennison Associates LLC increased its stake in Taiwan Semiconductor Manufacturing by 26.7% during the second quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company’s stock worth $2,728,478,000 after acquiring an additional 2,537,760 shares during the last quarter. Brown Advisory Inc. boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 43.2% in the 2nd quarter. Brown Advisory Inc. now owns 6,650,983 shares of the semiconductor company’s stock worth $1,506,389,000 after purchasing an additional 2,006,745 shares during the period. Arrowstreet Capital Limited Partnership increased its position in shares of Taiwan Semiconductor Manufacturing by 109.5% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,526,160 shares of the semiconductor company’s stock valued at $798,640,000 after purchasing an additional 1,842,951 shares during the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its position in shares of Taiwan Semiconductor Manufacturing by 268.2% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,499,677 shares of the semiconductor company’s stock valued at $566,152,000 after purchasing an additional 1,820,852 shares during the last quarter. Finally, Alliancebernstein L.P. raised its holdings in Taiwan Semiconductor Manufacturing by 18.0% during the 2nd quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock valued at $2,368,587,000 after buying an additional 1,593,786 shares during the period. Institutional investors own 16.51% of the company’s stock.

Analyst Ratings Changes

Several research analysts have commented on the stock. Freedom Capital raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Barclays lifted their price target on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an “overweight” rating in a research note on Friday, January 16th. Dbs Bank upgraded shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a report on Friday, January 23rd. Argus raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, December 29th. Three research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus price target of $391.43.

Taiwan Semiconductor Manufacturing Trading Down 1.5%

Shares of TSM opened at $368.33 on Friday. The firm has a market capitalization of $1.91 trillion, a price-to-earnings ratio of 34.58, a PEG ratio of 1.05 and a beta of 1.31. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $380.00. The company has a 50-day moving average of $320.35 and a 200 day moving average of $287.57.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results 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. On average, research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

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

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Seeking Alpha argues TSM has entered an AI era where AI chips now outpace mobile handsets; Nvidia has surpassed Apple as TSM’s largest customer, implying stronger pricing power, higher demand and structurally better margins going forward. Taiwan Semiconductor: Transition From An iPhone To An AI Era
• Positive Sentiment: TSM reported the highest monthly sales in company history, which management linked to sustained AI adoption—this confirms continuing strong demand from major AI customers (notably Nvidia). TSMC CEO C.C. Wei Just Delivered Fantastic News for Nvidia Investors
• Positive Sentiment: Benzinga notes TSM hit a 52‑week high after Wedbush reiterated an Outperform rating following strong sales—support from a major wirehouse analyst helps near‑term sentiment and flows. Taiwan Semiconductor Stock Hits 52-Week High
• Positive Sentiment: Sector research (Zacks) and industry tallies show semiconductor sales surged in 2025 on AI-driven logic and memory growth—TSM is a primary beneficiary of that cyclical upswing. 4 Stocks to Boost Your Portfolio on Solid Semiconductor Sales Growth
• Positive Sentiment: Investor letters and fund commentary (e.g., Baron Fund) point to a demand boom for TSM‑exposed names, reinforcing momentum among institutional holders. Demand Boom Sent Taiwan Semiconductor Higher
• Neutral Sentiment: TSM declared a quarterly dividend of $0.9503 per share (annualized yield ~1.0%), payable July 9 with a June 11 record date—a modest income signal but not a major catalyst given the low yield.
• Neutral Sentiment: Macro/flow commentary (MarketBeat) says money is rotating from software into AI infrastructure (chips, testing, packaging, power). That rotation favors TSM long term, though it also shifts attention to broader supply‑chain winners and durability factors.

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.