Bell Bank raised its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 14.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 12,943 shares of the semiconductor company’s stock after purchasing an additional 1,597 shares during the quarter. Bell Bank’s holdings in Taiwan Semiconductor Manufacturing were worth $3,933,000 as of its most recent filing with the SEC.
Other institutional investors and hedge funds have also made changes to their positions in the company. Westfuller Advisors LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 2.2% during the third quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company’s stock worth $434,000 after buying an additional 34 shares during the last quarter. Sovereign Financial Group Inc. raised its stake in Taiwan Semiconductor Manufacturing by 4.5% during the 4th quarter. Sovereign Financial Group Inc. now owns 793 shares of the semiconductor company’s stock valued at $241,000 after acquiring an additional 34 shares during the last quarter. BankPlus Wealth Management LLC raised its stake in Taiwan Semiconductor Manufacturing by 1.6% during the 3rd quarter. BankPlus Wealth Management LLC now owns 2,291 shares of the semiconductor company’s stock valued at $640,000 after acquiring an additional 35 shares during the last quarter. Bank of Jackson Hole Trust lifted its position in Taiwan Semiconductor Manufacturing by 7.5% during the 3rd quarter. Bank of Jackson Hole Trust now owns 500 shares of the semiconductor company’s stock worth $140,000 after acquiring an additional 35 shares during the period. Finally, New Millennium Group LLC lifted its position in Taiwan Semiconductor Manufacturing by 2.9% during the 3rd quarter. New Millennium Group LLC now owns 1,248 shares of the semiconductor company’s stock worth $349,000 after acquiring an additional 35 shares during the period. 16.51% of the stock is owned by hedge funds and other institutional investors.
Taiwan Semiconductor Manufacturing Price Performance
Shares of TSM opened at $327.44 on Friday. The company has a current ratio of 2.62, a quick ratio of 2.42 and a debt-to-equity ratio of 0.17. The stock’s 50 day moving average is $348.84 and its two-hundred day moving average is $312.99. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $390.20. The firm has a market capitalization of $1.70 trillion, a PE ratio of 30.75, a P/E/G ratio of 0.90 and a beta of 1.29.
Taiwan Semiconductor Manufacturing Cuts Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be given a $0.9503 dividend. The ex-dividend date is Thursday, June 11th. This represents a $3.80 annualized dividend and a yield of 1.2%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 28.36%.
Insider Buying and Selling
In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Sunday, March 22nd. The stock was bought at an average price of $55.93 per share, with a total value of $55,930.00. Following the completion of the acquisition, the vice president owned 9,051 shares in the company, valued at $506,222.43. The trade was a 12.42% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Company insiders own 1.11% of the company’s stock.
Key Headlines Impacting Taiwan Semiconductor Manufacturing
Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:
- Positive Sentiment: Columbia Threadneedle highlighted strong AI chip demand that helped TSMC rally, underlining robust end-market demand and revenue visibility for foundry leaders. Taiwan Semiconductor Manufacturing (TSM) Soared on Strong AI Chip Demand
- Positive Sentiment: TSMC has announced an aggressive 2026 capex plan ($52B–$56B) focused on advanced nodes and global fabs to capture AI compute demand — a near-term cash outflow that strengthens its long-term manufacturing moat and pricing power. Will TSM’s Aggressive Capex Plan Strengthen Its Foundry Dominance?
- Positive Sentiment: Analyses from Fool/MarketBeat reinforce the narrative that TSMC is central to the AI hardware buildout (pricing power, capacity squeeze, and strategic supplier relationships), supporting a bullish medium-term outlook for margins and cash flow. TSMC Has a Monopoly on Making AI Chips. Here’s Why This Stock Could Be the Safest Bet in the $700 Billion Capex Boom.
- Positive Sentiment: Recent insider buying reported (Bor‑Zen Tien purchased shares) gives a modest positive signal about management/insider conviction. Bor-Zen Tien Acquires 1,000 Shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock
- Neutral Sentiment: The ALPS Nautilus SMR, Nuclear & Technology ETF replaced TSM with Broadcom in a March rebalance — a small, fund-specific headwind but not indicative of broad selling pressure. New Nuclear ETF Swaps TSM for Broadcom in Rebalance
- Neutral Sentiment: Coverage pieces note large institutional flows and 13F activity across mega-caps; headlines on institutional selling are mixed and not clearly targeted at TSM, so impact is ambiguous. Institutional Investors Are Selling One of Wall Street’s Premier Trillion-Dollar Club Members (No, Not Nvidia!)
- Negative Sentiment: Geopolitical risk: recent coverage of Middle East tensions has sharpened focus on Taiwan-related supply risk (TSMC concentrates advanced node production in Taiwan), which could trigger risk-premium flows if escalation concerns rise. The Iran War Puts a Spotlight on Taiwan Risk. There’s More at Stake for Your Portfolio.
Analyst Upgrades and Downgrades
TSM has been the topic of a number of recent research reports. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 20th. Needham & Company LLC increased their price target on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a report on Thursday, January 15th. Freedom Capital upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Zacks Research cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Finally, Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $391.43.
View Our Latest Stock Report on Taiwan Semiconductor Manufacturing
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.
Further Reading
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