Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Winthrop Capital Management LLC

Key Points

• Winthrop Capital increased its stake in Taiwan Semiconductor (TSM) by 88.3% in Q3, owning 4,536 shares worth about $1.27 million per its latest SEC filing.
• TSMC is benefiting from AI-driven chip demand — February revenue rose roughly 22% YoY (NT$317.66B) — and analysts are largely bullish, with a consensus rating of "Buy" and an average price target of $391.43.
• Most recent quarterly results: EPS $3.11 on $30.65 billion revenue with a net margin of ~45.1%; market cap ~ $1.81 trillion, P/E ~32.7, and a quarterly dividend of $0.9503 (annual yield ~1.1%).

Winthrop Capital Management LLC lifted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 88.3% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 4,536 shares of the semiconductor company's stock after buying an additional 2,127 shares during the period. Winthrop Capital Management LLC's holdings in Taiwan Semiconductor Manufacturing were worth $1,267,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Heartwood Wealth Advisors LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter worth $32,000. Resources Management Corp CT ADV purchased a new position in Taiwan Semiconductor Manufacturing in the second quarter valued at about $32,000. Cedar Wealth Management LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 91.4% during the third quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company's stock worth $37,000 after purchasing an additional 64 shares in the last quarter. Fairman Group LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 171.2% in the third quarter. Fairman Group LLC now owns 141 shares of the semiconductor company's stock valued at $39,000 after buying an additional 89 shares in the last quarter. Finally, Riggs Asset Managment Co. Inc. purchased a new position in Taiwan Semiconductor Manufacturing in the 2nd quarter worth approximately $41,000. 16.51% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: February revenue showed strong year‑over‑year growth (reports cite roughly +22% YoY / NT$317.66B), signaling continued demand momentum into Q1 and supporting revenue and EPS outlooks. TSMC Posts Double-Digit February Revenue Growth Year-on-Year Despite Monthly Drop
• Positive Sentiment: Analysts and commentators emphasize that AI infrastructure spending is a primary growth driver for TSMC’s advanced-node capacity and pricing power — a structural tailwind for wafer sales and margins. Wall Street Breakfast Podcast: AI Spending Drives TSMC
• Positive Sentiment: Broker and media coverage (Zacks, The Motley Fool) is highlighting TSMC as a direct play on AI-driven chip demand and placing it among top semiconductor ideas — this can support investor sentiment and multiple expansion. Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock
• Neutral Sentiment: Commentary for retail investors points out TSMC’s role in passive portfolios (ISAs, SIPPs) as exposure to the AI boom — useful context but not a direct catalyst. What TSMC's 30% sales surge means for your ISA, SIPP and pension
• Negative Sentiment: Geopolitical tensions (Iran/Middle East) and rising oil prices are creating supply‑chain risk perceptions across the chip sector; market jitters around fab supply or logistics can pressure shares despite strong demand. Nvidia Stock Is Threatened by War in Iran. Chip Stocks Are Still Rallying Today.
• Negative Sentiment: Reports that NVIDIA paused China‑bound H200 production could change near‑term demand patterns and regulatory dynamics for high‑end AI chips — potential timing/volume shifts for TSMC’s foundry orders. NVIDIA Corporation (NVDA) Halts China-bound H200 Output, Reuters Reports

Wall Street Analyst Weigh In

Several research analysts have weighed in on the stock. TD Cowen raised their price objective 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. Wedbush restated an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. The Goldman Sachs Group reiterated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, January 5th. Citigroup reaffirmed a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 9th. Finally, Zacks Research upgraded Taiwan Semiconductor Manufacturing from a "hold" rating to a "strong-buy" rating in a report on Tuesday, February 3rd. Four analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of "Buy" and an average price target of $391.43.

Taiwan Semiconductor Manufacturing Stock Up 2.8%

Shares of TSM opened at $348.51 on Tuesday. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.62 and a quick ratio of 2.42. The company has a market capitalization of $1.81 trillion, a P/E ratio of 32.72, a PEG ratio of 0.95 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $390.20. The business's 50 day simple moving average is $344.00 and its 200-day simple moving average is $303.43.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last announced its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 34.89%. The business had revenue of $30.65 billion for the quarter. As a group, sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be given a dividend of $0.9503 per share. This represents a $3.80 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing's payout ratio is 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.

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