Colonial Trust Co SC Purchases 6,760 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Colonial Trust Co SC grew its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 431.4% during the third quarter, HoldingsChannel.com reports. The firm owned 8,327 shares of the semiconductor company’s stock after purchasing an additional 6,760 shares during the period. Colonial Trust Co SC’s holdings in Taiwan Semiconductor Manufacturing were worth $2,326,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Heartwood Wealth Advisors LLC bought a new stake in Taiwan Semiconductor Manufacturing during the 3rd quarter worth approximately $32,000. Fairman Group LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 171.2% during the third quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock valued at $39,000 after acquiring an additional 89 shares during the last quarter. Resources Management Corp CT ADV acquired a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter worth $32,000. Delta Asset Management LLC TN grew its stake in shares of Taiwan Semiconductor Manufacturing by 50.0% in the third quarter. Delta Asset Management LLC TN now owns 150 shares of the semiconductor company’s stock worth $42,000 after purchasing an additional 50 shares during the last quarter. Finally, Navigoe LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the third quarter valued at $42,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Down 0.2%

Shares of TSM stock opened at $369.97 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $380.00. 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 stock has a 50 day simple moving average of $329.67 and a two-hundred day simple moving average of $294.52. The company has a market cap of $1.92 trillion, a P/E ratio of 34.74, a PEG ratio of 1.03 and a beta of 1.31.

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. The company 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%. Research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

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

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Huge institutional vote of confidence — Point72 disclosed roughly $870M of new TSM exposure, signaling large‑scale buy interest from an active hedge fund and supporting near‑term demand for the shares. Billionaire fund manager drops $2.8 billion on Big Tech stocks
• Positive Sentiment: AI demand thesis remains intact — multiple analysts and trade pieces (Zacks, Yahoo) list TSMC among AI leaders that are outpacing peers as data‑center orders and margin recovery drive revenue and earnings upside. This underpins long‑term revenue visibility. 3 AI Stocks Outpacing NVIDIA in 2026
• Positive Sentiment: Structural supply‑chain importance — MarketBeat/Market articles emphasize TSMC as the linchpin of the nanotech/lithography stack (ASML, Applied Materials, Entegris), reinforcing TSMC’s pricing power and capex moat as AI workloads expand. The Supply Chain Quietly Powering the AI Boom—And 4 Ways to Play It
• Positive Sentiment: Options and technical flows point to continued upside — options‑market analysis and commentaries suggest bulls remain willing to pay for upside, helping limit downside even amid valuation debates. Taiwan Semi Stock Is Soaring Above AI Bubble Fears
• Neutral Sentiment: Wall‑Street analyst ratings mixed in usefulness — coverage pieces note analysts are broadly bullish on TSMC, but warn average broker ratings can be overstated; useful for sentiment but not definitive for timing. Is It Worth Investing in TSMC (TSM) Based on Wall Street’s Bullish Views?
• Neutral Sentiment: Nvidia results and the chip cycle still matter — upcoming NVDA earnings and broader data‑center demand prints could swing sentiment for TSMC either way; they’re catalysts but not company‑specific news. Dow Jones Futures Fall After Trump Hikes Global Tariff To 15%
• Negative Sentiment: Trade/tariff shock creates near‑term downside risk — headlines of a 15% global tariff increase are weighing on broad markets and could pressure semiconductor demand, capex plans or supply‑chain costs if implemented, creating an overhang on TSMC despite its fundamentals. How Will Dow Jones Futures Open After Trump Hikes Global Tariff To 15%?

Analyst Upgrades and Downgrades

Several brokerages have commented on TSM. Wedbush reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Argus upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, January 5th. Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, February 3rd. Finally, TD Cowen raised their price target on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a report on Friday, January 16th. Four equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus price target of $391.43.

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.