59,275 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Purchased by Taikang Asset Management Hong Kong Co Ltd

Taikang Asset Management Hong Kong Co Ltd acquired a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 59,275 shares of the semiconductor company’s stock, valued at approximately $18,013,000. Taiwan Semiconductor Manufacturing makes up about 1.8% of Taikang Asset Management Hong Kong Co Ltd’s portfolio, making the stock its 15th largest position.

Several other hedge funds have also bought and sold shares of the business. Fisher Asset Management LLC boosted its stake in Taiwan Semiconductor Manufacturing by 1.8% during the fourth quarter. Fisher Asset Management LLC now owns 18,146,900 shares of the semiconductor company’s stock worth $5,514,662,000 after acquiring an additional 313,773 shares in the last quarter. Van ECK Associates Corp boosted its stake in Taiwan Semiconductor Manufacturing by 11.1% during the fourth quarter. Van ECK Associates Corp now owns 17,464,962 shares of the semiconductor company’s stock worth $5,307,428,000 after acquiring an additional 1,750,824 shares in the last quarter. Bank of America Corp DE boosted its stake in Taiwan Semiconductor Manufacturing by 0.9% during the third quarter. Bank of America Corp DE now owns 14,935,893 shares of the semiconductor company’s stock worth $4,171,445,000 after acquiring an additional 130,173 shares in the last quarter. Jennison Associates LLC boosted its stake in Taiwan Semiconductor Manufacturing by 6.4% during the fourth quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company’s stock worth $4,070,393,000 after acquiring an additional 802,757 shares in the last quarter. Finally, Alliancebernstein L.P. boosted its stake in Taiwan Semiconductor Manufacturing by 2.2% during the third quarter. Alliancebernstein L.P. now owns 10,687,037 shares of the semiconductor company’s stock worth $2,984,783,000 after acquiring an additional 229,237 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Down 3.4%

Shares of Taiwan Semiconductor Manufacturing stock opened at $426.34 on Wednesday. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49. The stock has a market capitalization of $2.21 trillion, a PE ratio of 35.47, a price-to-earnings-growth ratio of 1.29 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $206.20 and a 52-week high of $450.16. The company has a 50-day simple moving average of $400.82 and a two-hundred day simple moving average of $355.22.

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. The business had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. On average, analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be issued a $1.1136 dividend. This represents a $4.45 annualized dividend and a yield of 1.0%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 29.20%.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC signed a 10-year advanced packaging partnership with Amkor in Arizona, which should expand U.S.-based capacity, strengthen supply-chain resilience, and support long-term demand from AI and high-performance chip customers. TSMC and Amkor Sign 10-Year Advanced Packaging Deal in Arizona
• Positive Sentiment: A TSMC vice president bought 1,000 shares, a small but noteworthy insider purchase that can signal management confidence in the company’s outlook. Taiwan Semiconductor Manufacturing (NYSE:TSM) VP Lipen Yuan Buys 1,000 Shares
• Positive Sentiment: Recent commentary continues to frame TSMC as a key beneficiary of the AI boom, with investors pointing to durable positioning in the semiconductor supply chain and strong demand for advanced manufacturing. 3 AI Stocks With Moats That Could Outlast Summer Volatility (TSM)
• Neutral Sentiment: Alphabet reportedly exploring Samsung for part of its next-generation AI processor production suggests TSMC may face more competition for future foundry work, though it also underscores continued strong demand for leading-edge chip manufacturing. Alphabet (GOOGL) In Talks With Samsung For Manufacturing Next-Gen AI Processors
• Negative Sentiment: TSMC’s CEO warned about water and talent shortages, raising concerns that infrastructure and labor constraints could slow future expansion if not addressed. Taiwan Semiconductor Manufacturing Company Limited (TSM)’s CEO Expresses Concern About Water, Talent Shortages
• Negative Sentiment: Market coverage also noted TSMC’s recent underperformance versus the broader market, reflecting short-term profit-taking after a strong run. TSMC (TSM) Registers a Bigger Fall Than the Market: Important Facts to Note

Insiders Place Their Bets

In other news, VP Tzu-Sou Chuang sold 200,000 shares of the business’s stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the completion of the transaction, the vice president directly owned 2,495,165 shares of the company’s stock, valued at $174,237,371.95. The trade was a 7.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Bor-Zen Tien acquired 2,000 shares of the firm’s stock in a transaction dated Tuesday, May 19th. The shares were bought at an average cost of $69.91 per share, with a total value of $139,820.00. Following the completion of the acquisition, the vice president directly owned 11,051 shares of the company’s stock, valued at $772,575.41. The trade was a 22.10% 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 4,496 shares of company stock valued at $304,667. Insiders own 1.11% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently commented on the stock. 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. Zacks Research lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 20th. Needham & Company LLC boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. Finally, Barclays lifted their target price on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. Two investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Buy” and a consensus price target of $404.29.

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.