Envestnet Asset Management Inc. Lowers Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Envestnet Asset Management Inc. reduced its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 0.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,842,516 shares of the semiconductor company’s stock after selling 18,105 shares during the period. Envestnet Asset Management Inc. owned approximately 0.07% of Taiwan Semiconductor Manufacturing worth $1,073,176,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of TSM. Massachusetts Financial Services Co. MA raised its holdings in Taiwan Semiconductor Manufacturing by 3.6% in the third quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company’s stock worth $4,401,448,000 after buying an additional 541,047 shares during the last quarter. Bank of America Corp DE increased its position in shares of Taiwan Semiconductor Manufacturing by 0.8% during the second quarter. Bank of America Corp DE now owns 14,805,720 shares of the semiconductor company’s stock valued at $3,353,348,000 after acquiring an additional 115,158 shares in the last quarter. Jennison Associates LLC raised its holdings in Taiwan Semiconductor Manufacturing by 4.5% in the 3rd quarter. Jennison Associates LLC now owns 12,591,542 shares of the semiconductor company’s stock worth $3,516,692,000 after acquiring an additional 544,750 shares during the last quarter. Alliancebernstein L.P. lifted its position in Taiwan Semiconductor Manufacturing by 18.0% in 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 acquiring an additional 1,593,786 shares in the last quarter. Finally, WCM Investment Management LLC lifted its position in Taiwan Semiconductor Manufacturing by 0.3% in the 3rd quarter. WCM Investment Management LLC now owns 10,090,519 shares of the semiconductor company’s stock valued at $2,757,033,000 after acquiring an additional 31,860 shares in the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have commented on TSM shares. The Goldman Sachs Group reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Saturday, January 17th. Barclays raised their price target on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, January 16th. Itau BBA Securities began coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They set an “outperform” rating for the company. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average price target of $381.67.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Analysts argue TSMC is a primary beneficiary of the AI boom because it is the lead foundry for custom AI accelerators — structural demand should support multi?year revenue growth and justify aggressive capacity spending by customers. Taiwan Semiconductor: Winner Of The AI Boom As The Critical Foundry Supplier
• Positive Sentiment: Coverage highlights TSMC alongside Broadcom as major winners from the custom AI chip surge — reinforcing expectations that TSMC will capture outsized share of AI?infrastructure manufacturing value. Broadcom and TSMC Emerge as ‘Big Winners’ in Custom AI Chip Boom
• Positive Sentiment: Market commentary and aggregator pieces emphasize TSMC’s positive outlook and role at the center of AI infrastructure buildout, which supports analyst conviction that the company will benefit from sustained AI spending. Taiwan Semiconductor Manufacturing Company Limited (TSM)’s positive outlook sparks expectations of a long-term AI boom
• Positive Sentiment: A technical trading signal was reported around $337.15 that preceded a stronger close, indicating short?term momentum and trader interest at current levels. Traders may use these signals to time entries. TSM Stock Closes Higher After Key Trading Signal
• Neutral Sentiment: Commentary pieces discuss an “AI megatrend” tied to TSMC but are partly speculative — they reinforce the narrative but stop short of new company guidance or earnings changes. Investors should weigh trend commentary against company financials and capacity timelines. The Future Of AI Stocks? TSMC Commentary Suggests AI Megatrend
• Neutral Sentiment: Investor education pieces (Motley Fool/others) list TSMC among top long?term AI plays, underscoring broad retail/institutional interest but not adding new company?specific catalysts. The Best Stocks to Invest $10,000 in to Start 2026
• Negative Sentiment: Near?term downward pressure may reflect profit?taking after a run toward the 52?week high, and valuation scrutiny (market P/E and TSM’s own premium). These risks can cause short?term pulls even as the longer?term AI thesis remains intact.

Taiwan Semiconductor Manufacturing Trading Down 1.6%

Shares of Taiwan Semiconductor Manufacturing stock opened at $335.74 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $351.33. The company’s fifty day simple moving average is $311.88 and its 200-day simple moving average is $282.71. 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 has a market capitalization of $1.74 trillion, a PE ratio of 31.53, a P/E/G ratio of 0.96 and a beta of 1.31.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Friday, November 14th. The semiconductor company reported $14.32 EPS for the quarter. The company had revenue of $32.50 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%. As a group, equities analysts anticipate 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 disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be given a dividend of $0.9678 per share. This represents a $3.87 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend is Tuesday, March 17th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s payout ratio is presently 23.57%.

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.