Montrusco Bolton Investments Inc. Cuts Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Montrusco Bolton Investments Inc. lessened its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 27.0% in the 1st quarter, Holdings Channel.com reports. The firm owned 510,242 shares of the semiconductor company’s stock after selling 188,725 shares during the quarter. Taiwan Semiconductor Manufacturing comprises about 2.5% of Montrusco Bolton Investments Inc.’s holdings, making the stock its 16th biggest position. Montrusco Bolton Investments Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $162,323,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. FUKOKU MUTUAL LIFE INSURANCE Co boosted its position in Taiwan Semiconductor Manufacturing by 2,549.6% during the first quarter. FUKOKU MUTUAL LIFE INSURANCE Co now owns 31,000 shares of the semiconductor company’s stock worth $10,476,000 after purchasing an additional 29,830 shares in the last quarter. Private Wealth Partners LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 19.9% in the first quarter. Private Wealth Partners LLC now owns 6,556 shares of the semiconductor company’s stock valued at $2,216,000 after buying an additional 1,088 shares in the last quarter. Hudson Edge Investment Partners Inc. increased its position in shares of Taiwan Semiconductor Manufacturing by 2.9% in the first quarter. Hudson Edge Investment Partners Inc. now owns 242,343 shares of the semiconductor company’s stock valued at $81,900,000 after buying an additional 6,840 shares in the last quarter. Koshinski Asset Management Inc. raised its stake in shares of Taiwan Semiconductor Manufacturing by 0.6% during the 1st quarter. Koshinski Asset Management Inc. now owns 6,628 shares of the semiconductor company’s stock worth $2,240,000 after buying an additional 41 shares during the period. Finally, Beacon Financial Advisory LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 3.6% during the 1st quarter. Beacon Financial Advisory LLC now owns 1,065 shares of the semiconductor company’s stock worth $360,000 after buying an additional 37 shares during the period. Institutional investors and hedge funds own 16.51% of the company’s stock.

Insider Buying and Selling

In other Taiwan Semiconductor Manufacturing news, VP Tzu-Sou Chuang sold 200,000 shares of the business’s stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total value 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. The trade was a 7.42% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, VP Bor-Zen Tien purchased 1,000 shares of the company’s stock in a transaction dated Monday, June 29th. The stock was purchased at an average cost of $76.64 per share, with a total value of $76,640.00. Following the purchase, the vice president owned 12,051 shares in the company, valued at approximately $923,588.64. This trade represents a 9.05% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last ninety days, insiders bought 5,496 shares of company stock worth $404,567. Insiders own 1.11% of the company’s stock.

Analysts Set New Price Targets

TSM has been the topic of a number of research analyst reports. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. Barclays upped their price objective on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Bank of America increased their price objective on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a report on Wednesday, June 24th. Susquehanna boosted their target price on shares of Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the stock a “positive” rating in a research note on Monday, June 22nd. Finally, DA Davidson restated a “buy” rating and set a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Two analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $449.38.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC is expanding its 3-nanometer capacity across Taiwan, Arizona, and Japan, signaling that demand tied to AI and advanced chips remains robust and could support longer-term revenue growth. TSMC Expands 3 Nanometer Capacity Across Taiwan Arizona And Japan
• Positive Sentiment: Analysts remain broadly optimistic on TSMC, with recent coverage pointing to continued confidence in its leadership position in advanced manufacturing and AI infrastructure. Wall Street Bulls Look Optimistic About TSMC (TSM): Should You Buy?
• Neutral Sentiment: Commentary suggests the AI semiconductor rally is moving into a more selective phase, where profitability and capacity discipline will matter more than broad momentum — a backdrop that could favor TSMC, but also make investors more cautious. Top Invesco Analyst: The AI Trade That “Lifted All Boats” Is Over Now Profitability Decides Winners As “Capacity Will Catch Up”
• Neutral Sentiment: TSMC Arizona reported a treasurer change effective July 1, a routine management update with little immediate operating impact. TSMC Arizona Announces Treasurer Change Effective July 1, 2026
• Negative Sentiment: TSMC has also been caught in a broader chip-sector pullback, with Asian semiconductor shares sold off and investors rotating out of the recent AI trade. Asian stocks slide on chip sell-off as markets await US jobs data
• Negative Sentiment: Recent coverage also notes that TSMC shares had fallen more sharply than the broader market, reflecting valuation worries after a strong run higher. TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know

Taiwan Semiconductor Manufacturing Stock Performance

NYSE TSM opened at $434.71 on Friday. The stock’s fifty day moving average is $421.78 and its two-hundred day moving average is $368.53. The firm has a market capitalization of $2.25 trillion, a P/E ratio of 36.17, a price-to-earnings-growth ratio of 1.09 and a beta of 1.36. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $223.70 and a fifty-two week high of $479.00.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be issued a $1.1136 dividend. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s payout ratio is currently 25.12%.

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.