Williams & Novak LLC Sells 3,271 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Williams & Novak LLC reduced its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 64.8% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,773 shares of the semiconductor company’s stock after selling 3,271 shares during the quarter. Williams & Novak LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $495,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of TSM. Childress Capital Advisors LLC lifted its position in Taiwan Semiconductor Manufacturing by 145.3% in the third quarter. Childress Capital Advisors LLC now owns 3,192 shares of the semiconductor company’s stock valued at $891,000 after buying an additional 1,891 shares during the last quarter. Powers Advisory Group LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter valued at approximately $240,000. Hudson Edge Investment Partners Inc. lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 10.1% in the 2nd quarter. Hudson Edge Investment Partners Inc. now owns 236,503 shares of the semiconductor company’s stock worth $53,566,000 after acquiring an additional 21,648 shares during the last quarter. Cherokee Insurance Co purchased a new position in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth approximately $1,248,000. Finally, Dupont Capital Management Corp boosted its position in shares of Taiwan Semiconductor Manufacturing by 11.6% during the 2nd quarter. Dupont Capital Management Corp now owns 89,303 shares of the semiconductor company’s stock worth $20,226,000 after purchasing an additional 9,247 shares during the period. 16.51% of the stock is owned by institutional investors.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $328.89 on Wednesday. The business has a 50-day simple moving average of $301.34 and a 200-day simple moving average of $275.59. The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $351.33. The company has a market cap of $1.70 trillion, a PE ratio of 30.81, a P/E/G ratio of 0.69 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. The business had revenue of $32.50 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 36.18%. On average, equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be issued a dividend of $0.9678 per share. 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 dividend on an annualized basis and a yield of 1.2%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 28.64%.

Wall Street Analyst Weigh In

A number of research firms have commented on TSM. UBS Group set a $330.00 price target on Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Saturday. Barclays lifted their target price on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a research report on Friday. The Goldman Sachs Group reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, January 5th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, December 29th. Two analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus target price of $381.67.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Blowout Q4 results and strong 2026 guidance: TSMC reported monster quarterly revenue and profit with guidance implying continued sequential growth, reinforcing the company’s role as the primary foundry for AI accelerators. Taiwan Semiconductor: AI Value Stock Hiding In Plain Sight
• Positive Sentiment: Massive capex to expand AI capacity: TSMC raised 2026 capex guidance to roughly $52–$56 billion to quickly scale fabs for AI chips — a direct signal of durable, large-scale customer demand. TSMC’s Strong Guidance Supports the Stock’s Hot Start to 2026
• Positive Sentiment: AI-driven revenue tailwinds: Analysts note AI chip orders (3nm/5nm) drove ~36% revenue growth in 2025 and a ~30% outlook for 2026, underpinning upside to sales and utilization. AI-Driven Demand Fuels TSM’s Growth
• Positive Sentiment: Capacity expansion — US fabs and packaging ramp: TSMC is buying more Arizona land and fast-tracking fabs while accelerating advanced packaging to ease supply constraints for AI chips. TSMC Buys More Arizona Land, Fast-Tracks Fabs
• Neutral Sentiment: Industry commentary underscores a large AI infrastructure cycle: Nvidia’s CEO and other commentators highlight a multi?trillion-dollar AI opportunity that elevates foundries like TSMC — positive backdrop but broad/industry?level. Nvidia CEO Jensen Huang Predicts the Trillion-Dollar AI Revolution
• Negative Sentiment: Management caution about demand and capex risk: CEO C.C. Wei says he’s “very nervous” about AI demand volatility and flagged the risk of a $56 billion “disaster” if capacity is misjudged — a reminder capex execution and demand timing are key risks. ‘I’m Also Very Nervous’ TSMC CEO C.C. Wei says on AI Demand

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.