<div id="readability-page-1">Natural Investments LLC trimmed its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 9.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 24,139 shares of the semiconductor company's stock after selling 2,516 shares during the period. Taiwan Semiconductor Manufacturing comprises approximately 1.5% of Natural Investments LLC's holdings, making the stock its 12th biggest holding. Natural Investments LLC's holdings in Taiwan Semiconductor Manufacturing were worth $6,741,000 as of its most recent SEC filing.<ul><li>MarketBeat Week in Review – 12/15 - 12/19</li></ul>Other large investors have also recently bought and sold shares of the company. Bank of America Corp DE lifted its position in shares of Taiwan Semiconductor Manufacturing by 0.8% in 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 stake in Taiwan Semiconductor Manufacturing by 26.7% in the 2nd quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company's stock valued at $2,728,478,000 after purchasing an additional 2,537,760 shares during the last quarter. Alliancebernstein L.P. lifted its holdings 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 purchasing an additional 1,593,786 shares in the last quarter. WCM Investment Management LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 3.3% in the 2nd quarter. WCM Investment Management LLC now owns 10,058,659 shares of the semiconductor company's stock valued at $2,299,108,000 after purchasing an additional 324,615 shares in the last quarter. Finally, Sands Capital Management LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 6.5% during the second quarter. Sands Capital Management LLC now owns 8,552,278 shares of the semiconductor company's stock worth $1,937,005,000 after buying an additional 524,960 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company's stock. <h2>Taiwan Semiconductor Manufacturing News Summary</h2>Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:<ul> <li>Positive Sentiment: Bernstein reiterated an Outperform rating and a $330 price target after monthly sales reportedly tracked ahead of the company’s guidance, supporting expectations for stronger near-term revenue and validating upside case for 2026. Bernstein Asserts Outperform Rating as Taiwan Semiconductor Manufacturing Company Limited (TSM) Monthly Sales Track Ahead of Guidance</li> <li>Positive Sentiment: Seeking Alpha upgraded TSMC on the view that the market still underestimates TSMC’s dominance in AI-focused advanced nodes — a narrative that supports multiple years of high-capex customer demand (positive for long-term revenue and margins). TSMC: The Market Is Still Surprisingly Mispricing Its AI Chipmaking Dominance (Rating Upgrade)</li> <li>Positive Sentiment: Macro/sector pieces highlight 2026 record capex plans by hyperscalers and broad AI momentum, which boosts visibility into sustained demand for TSMC’s advanced process nodes and supports the bull case. These AI Stocks Could Surge in December as Momentum Builds</li> <li>Neutral Sentiment: Corporate housekeeping: TSMC’s U.S. unit, TSMC Arizona Corporation, reaffirmed an unchanged board in a December shareholder action — a governance update that preserves management continuity but is not a material operating catalyst. TSMC Arizona Reaffirms Unchanged Board in December 2025 Shareholder Action</li> <li>Neutral Sentiment: Zacks notes increased investor attention to TSMC — useful context for liquidity and sentiment shifts but not a direct fundamental driver. Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know</li> <li>Negative Sentiment: Near-term volatility: reports highlighted a sharper pullback in TSMC shares after the November revenue update and algorithm-driven selling, which pressured the stock in recent sessions. MarketBeat Week in Review – 12/15 - 12/19 (mentions TSMC pullback)</li> <li>Negative Sentiment: Zacks flagged a recent session where TSMC registered a larger-than-market decline, underscoring short-term downside risk as traders reprice guidance and seasonality. TSMC (TSM) Registers a Bigger Fall Than the Market: Important Facts to Note</li> </ul><h2>Wall Street Analysts Forecast Growth</h2><ul><li>Why Taiwan Semiconductor's 6.5% Dip Could Be a Smart Buy</li></ul>TSM has been the topic of several recent analyst reports. Itau BBA Securities assumed coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They set an &#34;outperform&#34; rating on the stock. Barclays increased their price target on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an &#34;overweight&#34; rating in a research note on Friday, October 17th. Susquehanna raised their price objective on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a &#34;positive&#34; rating in a report on Friday, October 10th. Weiss Ratings reiterated a &#34;buy (b-)&#34; rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, December 15th. Finally, UBS Group set a $330.00 price target on Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Seven equities research analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the stock presently has a consensus rating of &#34;Buy&#34; and an average target price of $355.00.Get Our Latest Analysis on TSM<h2>Taiwan Semiconductor Manufacturing Trading Up 1.7%</h2><ul><li>The Chip Boom Is Back: 3 Stocks Positioned for Huge Gains</li></ul>Shares of TSM opened at $289.41 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $313.98. The firm has a market capitalization of $1.50 trillion, a P/E ratio of 29.68, a price-to-earnings-growth ratio of 0.99 and a beta of 1.31. The company has a current ratio of 2.69, a quick ratio of 2.47 and a debt-to-equity ratio of 0.19. The stock's fifty day simple moving average is $292.52 and its 200 day simple moving average is $259.88. Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its quarterly earnings results on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.59 by $0.33. The firm had revenue of $32.36 billion during the quarter, compared to the consensus estimate of $951.89 billion. Taiwan Semiconductor Manufacturing had a return on equity of 34.34% and a net margin of 43.72%.The firm's quarterly revenue was up 40.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.94 earnings per share. On average, equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year. <h2>Taiwan Semiconductor Manufacturing Increases Dividend</h2>The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be given a dividend of $0.9678 per share. This is a boost from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $3.87 dividend on an annualized basis and a yield of 1.3%. Taiwan Semiconductor Manufacturing's dividend payout ratio is currently 25.85%. <h2>Taiwan Semiconductor Manufacturing Company Profile</h2> (Free Report)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.<h2>Featured Stories</h2><ul><li>Five stocks we like better than Taiwan Semiconductor Manufacturing</li><li>How to Invest in the Best Canadian Stocks </li><li>These 3 Banks Are Rallying Into Year-End, But Will It Continue?</li><li>What is the Australian Securities Exchange (ASX) </li><li>3 Surging Stocks Just Got the Ultimate Stamp of Approval From the S&amp;P 500</li><li>What Investors Need to Know About Upcoming IPOs</li><li>This ETF Caught a Major Tailwind After the Fed’s Rate Cut</li></ul><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5ZU0UmU3ltYm9sPVRTTQ?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="650" height="350" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5ZU0UmU3ltYm9sPVRTTQ"/>This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.<h2>Should You Invest $1,000 in Taiwan Semiconductor Manufacturing Right Now?</h2>Before you consider Taiwan Semiconductor Manufacturing, you'll want to hear this.MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Taiwan Semiconductor Manufacturing wasn't on the list.While Taiwan Semiconductor Manufacturing currently has a Buy rating among analysts, top-rated analysts believe these five stocks are better buys.View The Five Stocks Here </div>

Natural Investments LLC reduced its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 9.4% in Q3, now holding 24,139 shares worth $6,741,000. Other major investors like Bank of America and Jennison Associates also adjusted their positions. TSMC remains a significant holding for Natural Investments LLC, comprising 1.5% of its portfolio. Analysts have mixed sentiments on TSMC, with some highlighting its AI dominance and others noting recent stock volatility.

- Natural Investments LLC reduced its stake in Taiwan Semiconductor Manufacturing Company Ltd. by 9.4% in Q3 2025, now holding 24,139 shares valued at $6,741,000.  
- Other institutional investors such as Bank of America Corp DE and Jennison Associates LLC also adjusted their positions, indicating active market interest.  
- TSMC continues to draw attention with positive ratings from analysts, despite experiencing notable variability in share price amidst broader market trends.

Natural Investments LLC Trims Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM