Parnassus Investments LLC Lowers Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Parnassus Investments LLC cut its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 14.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 392,105 shares of the semiconductor company’s stock after selling 65,139 shares during the quarter. Parnassus Investments LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $109,511,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of TSM. 1248 Management LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 1st quarter worth approximately $28,000. Heartwood Wealth Advisors LLC acquired a new position in Taiwan Semiconductor Manufacturing during the third quarter worth $32,000. Resources Management Corp CT ADV purchased a new position in Taiwan Semiconductor Manufacturing during the 2nd quarter valued at about $32,000. Mid American Wealth Advisory Group Inc. acquired a new stake in Taiwan Semiconductor Manufacturing in the second quarter valued at $33,000. Finally, First Command Advisory Services Inc. grew its stake in Taiwan Semiconductor Manufacturing by 174.1% during the 2nd quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock worth $36,000 after buying an additional 101 shares during the last quarter. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Company reported stronger-than-expected December/Q4 revenue and a large full‑year 2025 revenue gain, driven by AI chip demand and big customers such as Nvidia — supports upside to near‑term results and sentiment. TSMC posts Q4 revenue of $1046.08 billion, above forecasts
• Positive Sentiment: TSMC reported a roughly 31.6% surge in 2025 revenue (despite a December dip) reinforcing that AI-related capacity is filling quickly — a clear demand signal for advanced-node services. TSMC Posts 31.6% Surge in 2025 Revenue Despite December Dip
• Positive Sentiment: TSMC has started 2nm production — a material milestone that expands its lead in cutting‑edge nodes and supports long‑term pricing power for AI chips. Taiwan Semiconductor Started 2nm Chip Production. Time to Buy?
• Positive Sentiment: Several sell‑side firms and analysts remain bullish, raising price targets and reiterating buy ratings — supports investor demand and fund inflows. Taiwan Semiconductor (TSM) Stock: Wall Street Raises Price Targets as Shares Hit Record Highs
• Neutral Sentiment: TSMC’s full earnings release and guidance are upcoming (earnings season focus around Jan. 15); monthly updates have been positive but investors will watch guidance for 2026 cadence. Dear Taiwan Semi Stock Fans, Mark Your Calendars for January 15
• Negative Sentiment: Risk: a Seeking Alpha note flags memory (HBM/DRAM/NAND) inflation — constrained HBM supply could spike DRAM/NAND prices, push up handset prices and cool smartphone demand (about 30% of TSMC revenue), potentially weakening 2026 growth and guidance. TSMC Q4 Preview: Bullish, But Memory Inflation Could Break The 2026 Growth Story
• Negative Sentiment: Market commentary raises the question of an AI‑driven valuation premium and whether current revenue gains already price in peak AI spending — watch margins, capex cadence and customer order patterns for signs of a re‑rating. TSMC Stock Rises After Bumper Sales. What That Says About a Potential AI Bubble.

Taiwan Semiconductor Manufacturing Stock Performance

TSM opened at $323.71 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $333.08. The stock has a market cap of $1.68 trillion, a PE ratio of 33.20, a price-to-earnings-growth ratio of 0.91 and a beta of 1.29. The business’s 50 day moving average is $295.56 and its 200-day moving average is $269.74. 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 (NYSE:TSM) last announced its quarterly earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.34% and a net margin of 43.72%. On average, analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business 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. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $3.87 dividend on an annualized basis 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 (DPR) is currently 25.74%.

Wall Street Analyst Weigh In

TSM has been the topic of several research analyst reports. Itau BBA Securities started coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They set an “outperform” rating on the stock. Barclays upped their price target on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research note on Friday, October 17th. Needham & Company LLC reaffirmed a “buy” rating and set a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, October 27th. 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 note on Friday, January 2nd. Eight analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the company has a consensus rating of “Buy” and an average price target of $355.00.

Taiwan Semiconductor Manufacturing Company 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.