Janney Montgomery Scott LLC Has $143.27 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Janney Montgomery Scott LLC boosted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 10.7% in the first quarter, Holdings Channel.com reports. The firm owned 423,935 shares of the semiconductor company’s stock after acquiring an additional 40,806 shares during the period. Janney Montgomery Scott LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $143,269,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Shannon River Fund Management LLC bought a new stake in Taiwan Semiconductor Manufacturing during the third quarter worth about $2,430,000. Capital Research Global Investors boosted its position in Taiwan Semiconductor Manufacturing by 66.3% during the fourth quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company’s stock valued at $976,821,000 after purchasing an additional 1,281,648 shares during the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. bought a new position in Taiwan Semiconductor Manufacturing in the fourth quarter valued at approximately $961,000. Meridian Wealth Management LLC grew its stake in Taiwan Semiconductor Manufacturing by 27.9% in the fourth quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company’s stock valued at $20,049,000 after purchasing an additional 14,406 shares in the last quarter. Finally, Boyer Financial Services Inc. acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $648,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Analysts Set New Price Targets

TSM has been the topic of a number of analyst reports. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. Barclays raised their target price on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. DA Davidson restated a “buy” rating and set a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Needham & Company LLC upped their price target on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, June 17th. Two research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus price target of $449.38.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $432.49 on Friday. The firm has a market cap of $2.24 trillion, a P/E ratio of 35.98, a price-to-earnings-growth ratio of 1.09 and a beta of 1.38. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $221.18 and a 1-year high of $476.79. The business’s 50 day moving average is $413.95 and its 200-day moving average is $363.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The business had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%. Equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.35 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be paid a $1.1136 dividend. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 annualized dividend and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 25.12%.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Aletheia Capital raised its price target on TSM and kept a Buy rating, citing expectations for continued advanced-node growth tied to the AI chip cycle. Aletheia Capital Raises Price Target on Taiwan Semiconductor (TSM) on Advanced Node Growth Expectations
• Positive Sentiment: Analysts and fund commentary continued to highlight TSM as a core AI infrastructure winner, pointing to strong earnings, pricing power, and its key role in the AI capex cycle. Strong Earnings Demonstrate Taiwan Semiconductor Manufacturing Company Limited’s (TSM) Key Role in The AI-Capex Cycle
• Positive Sentiment: TSM was also featured in bullish articles calling it a leading long-term AI chip and infrastructure investment, reflecting continued investor enthusiasm for the stock’s fundamentals. Here’s Why Taiwan Semiconductor (TSM) May Be the Smartest AI Infrastructure Buy Right Now
• Neutral Sentiment: TSMC disclosed routine updates including heavy capex plans, a bond issuance, and a share capital reduction for May 2026, which appear more operational than market-moving on their own. TSMC Details Heavy Capex, Bond Issuance and Share Capital Reduction for May 2026
• Neutral Sentiment: Broader market commentary suggests some investors are questioning the crowded “all-in on AI” trade, which may be creating temporary pressure on large AI names like TSM despite solid fundamentals. A VC Says the ‘All Your Eggs in the AI Basket’ Trade Is Finally Cracking — Here’s Where the Money Goes Next
• Negative Sentiment: Articles comparing Intel and TSM discussed how big tech is diversifying away from Taiwan, which may have raised investor concerns about future supply-chain concentration risk for TSM. Big Tech’s Quiet Diversification Out of Taiwan Is the Ultimate Catalyst for Intel’s Turnaround

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan bought 1,000 shares of the firm’s stock in a transaction on Monday, June 22nd. The shares were purchased at an average price of $79.19 per share, for a total transaction of $79,190.00. Following the transaction, the vice president directly owned 5,000 shares in the company, valued at approximately $395,950. This trade represents a 25.00% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, VP Tzu-Sou Chuang sold 200,000 shares of the firm’s stock in a transaction that occurred on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the transaction, the vice president directly owned 2,495,165 shares in the company, valued at $174,237,371.95. This represents a 7.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have acquired a total of 4,496 shares of company stock worth $327,927 in the last quarter. Corporate insiders own 1.11% of the company’s stock.

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.