Banque Pictet & Cie SA Has $154.78 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Banque Pictet & Cie SA decreased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 0.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 554,944 shares of the semiconductor company’s stock after selling 3,006 shares during the period. Taiwan Semiconductor Manufacturing makes up 0.9% of Banque Pictet & Cie SA’s holdings, making the stock its 13th biggest position. Banque Pictet & Cie SA’s holdings in Taiwan Semiconductor Manufacturing were worth $154,784,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the business. Bank of America Corp DE increased its position in Taiwan Semiconductor Manufacturing by 0.8% during the second quarter. Bank of America Corp DE now owns 14,805,720 shares of the semiconductor company’s stock worth $3,353,348,000 after acquiring an additional 115,158 shares during the period. Jennison Associates LLC boosted its holdings 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 period. Alliancebernstein L.P. grew its position in shares of Taiwan Semiconductor Manufacturing by 18.0% during the 2nd quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock worth $2,368,587,000 after purchasing an additional 1,593,786 shares in the last quarter. WCM Investment Management LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 3.3% during the 2nd quarter. WCM Investment Management LLC now owns 10,058,659 shares of the semiconductor company’s stock worth $2,299,108,000 after purchasing an additional 324,615 shares in the last quarter. Finally, Sands Capital Management LLC increased 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 purchasing an additional 524,960 shares during the period. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Taiwan Semiconductor Manufacturing stock opened at $303.77 on Friday. The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $313.98. The stock has a market capitalization of $1.57 trillion, a P/E ratio of 31.16, a price-to-earnings-growth ratio of 1.04 and a beta of 1.29. The stock has a fifty day moving average of $293.04 and a 200-day moving average of $265.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.34% and a net margin of 43.72%. On average, sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be issued 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 annualized dividend and a dividend yield of 1.3%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 25.85%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on TSM shares. UBS Group set a $330.00 price target on Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Needham & Company LLC reaffirmed a “buy” rating and issued a $360.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Monday, October 27th. Barclays upped their target price on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a research report on Friday, October 17th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 17th. Finally, Sanford C. Bernstein raised their price target on Taiwan Semiconductor Manufacturing from $290.00 to $330.00 and gave the stock an “outperform” rating in a research report on Sunday, December 7th. Seven analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus price target of $355.00.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: U.S. granted an annual license allowing TSMC to bring chipmaking equipment into its Nanjing, China fab — this preserves local production capacity and reduces operational uncertainty for TSMC’s China operations. US grants annual approval to TSMC for chipmaking tool exports to China
• Positive Sentiment: Nvidia’s strong AI demand and reports that it has asked TSMC to ramp production of H200/H-series AI chips boost near‑term wafer demand and utilization at TSMC’s advanced nodes. That supports revenue/volume visibility. Exclusive: Nvidia sounds out TSMC on new H200 chip order as China demand jumps, sources say
• Positive Sentiment: TSMC has updated progress on mass production of 2nm chips — a technical leadership point that supports its long‑term moat and pricing power at the most advanced nodes. TSMC Stock (TSM) Rallies on Mass Production of 2nm Chips
• Positive Sentiment: Multiple investor pieces highlight TSMC as a backbone of the AI supply chain and a long‑term winner (e.g., recent Motley Fool writeups), which can help sentiment and attract flows into TSMC shares. 5 Top Artificial Intelligence Stocks to Buy in 2026
• Neutral Sentiment: TSMC closed recent sessions outperforming a weaker market (note pieces covering short‑term gains), reflecting relative strength but not necessarily a catalytic company announcement. Why the Market Dipped But TSMC (TSM) Gained Today
• Neutral Sentiment: Analyst/feature pieces (Seeking Alpha, Yahoo/finance) argue TSMC’s moat is deepening and it’s a multi‑year AI beneficiary — supportive for long‑term positioning but already largely priced into the stock. TSMC’s Moat Is Deepening
• Negative Sentiment: The Nvidia–Intel arrangement to secure additional advanced packaging capacity could ease NVIDIA’s dependence on TSMC’s packaging throughput over time, potentially reducing one source of pricing power and bottleneck-driven margins for TSMC. Investors may re‑price that competitive dynamic if Intel’s capacity captures meaningful share. Sleeping With the Enemy: Inside the NVIDIA-Intel Deal (TSM)

About Taiwan Semiconductor Manufacturing

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.