Pictet Asset Management Holding SA Has $142.81 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Pictet Asset Management Holding SA grew its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 28.9% during the 1st quarter, HoldingsChannel reports. The fund owned 422,581 shares of the semiconductor company’s stock after acquiring an additional 94,801 shares during the period. Pictet Asset Management Holding SA’s holdings in Taiwan Semiconductor Manufacturing were worth $142,811,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of TSM. Quattro Advisors LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth about $25,000. Hilton Head Capital Partners LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at about $27,000. Stephens Consulting LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 82.0% in the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock valued at $28,000 after buying an additional 41 shares in the last quarter. Strategic Advocates LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 62.1% in the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock valued at $28,000 after buying an additional 36 shares in the last quarter. Finally, Ares Financial Consulting LLC acquired a new position in Taiwan Semiconductor Manufacturing in the fourth quarter worth approximately $29,000. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

TSM has been the topic of several recent research reports. Susquehanna raised their price objective on shares of Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the company a “positive” rating in a research report on Monday, June 22nd. Bank of America boosted their target price on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. DA Davidson restated a “buy” rating and set a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Zacks Research downgraded shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Finally, Barclays lifted their price objective 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. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus price target of $449.38.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

Insider Transactions at Taiwan Semiconductor Manufacturing

In related news, VP Tzu-Sou Chuang sold 200,000 shares of the firm’s stock in a transaction on 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 approximately $174,237,371.95. This trade represents a 7.42% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, VP Bor-Zen Tien bought 2,000 shares of the stock in a transaction that occurred on Tuesday, May 19th. The stock was purchased at an average price of $69.91 per share, for a total transaction of $139,820.00. Following the completion of the purchase, the vice president directly owned 11,051 shares in the company, valued at $772,575.41. The trade was a 22.10% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last three months, insiders bought 4,496 shares of company stock worth $327,927. 1.11% of the stock is owned by insiders.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE TSM opened at $432.49 on Monday. The business’s 50-day simple moving average is $413.95 and its 200-day simple moving average is $363.83. 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 52 week low of $221.18 and a 52 week high of $476.79. The firm has a market cap of $2.24 trillion, a price-to-earnings ratio of 35.98, a P/E/G ratio of 1.09 and a beta of 1.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. The firm 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%. As a group, equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.35 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be given a $1.1136 dividend. This is a positive change 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 25.12%.

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.