Banque Pictet & Cie SA Trims Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Banque Pictet & Cie SA trimmed its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 32.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 375,758 shares of the semiconductor company’s stock after selling 179,186 shares during the quarter. Taiwan Semiconductor Manufacturing comprises 0.7% of Banque Pictet & Cie SA’s investment portfolio, making the stock its 17th biggest position. Banque Pictet & Cie SA’s holdings in Taiwan Semiconductor Manufacturing were worth $114,062,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in TSM. Fisher Asset Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 1.0% during the 3rd quarter. Fisher Asset Management LLC now owns 17,833,127 shares of the semiconductor company’s stock valued at $4,980,614,000 after buying an additional 168,171 shares during the period. Massachusetts Financial Services Co. MA grew its position in Taiwan Semiconductor Manufacturing by 3.6% in the third quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company’s stock worth $4,401,448,000 after acquiring an additional 541,047 shares during the period. Bank of America Corp DE increased 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 during the last quarter. Jennison Associates LLC increased its stake in Taiwan Semiconductor Manufacturing by 4.5% during the third quarter. Jennison Associates LLC now owns 12,591,542 shares of the semiconductor company’s stock worth $3,516,692,000 after acquiring an additional 544,750 shares during the last quarter. Finally, Alliancebernstein L.P. raised its position in Taiwan Semiconductor Manufacturing by 2.2% in the third quarter. Alliancebernstein L.P. now owns 10,687,037 shares of the semiconductor company’s stock valued at $2,984,783,000 after purchasing an additional 229,237 shares during the period. Institutional investors and hedge funds own 16.51% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on TSM shares. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, January 5th. TD Cowen boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a report on Friday, January 16th. Dbs Bank raised shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research report on Friday, January 23rd. 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. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 2nd. Three research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and a consensus price target of $391.43.

Insider Activity

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien acquired 1,000 shares of the stock in a transaction dated Sunday, March 22nd. The stock was acquired at an average price of $55.93 per share, with a total value of $55,930.00. Following the completion of the purchase, the vice president owned 9,051 shares in the company, valued at $506,222.43. This trade represents a 12.42% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Up 1.2%

Shares of NYSE TSM opened at $341.84 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $390.20. 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 has a fifty day simple moving average of $348.86 and a 200-day simple moving average of $314.51. The stock has a market capitalization of $1.77 trillion, a PE ratio of 32.10, a PEG ratio of 0.93 and a beta of 1.34.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%.The firm had revenue of $30.65 billion for the quarter. On average, equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be given a dividend of $0.9503 per share. This represents a $3.80 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 28.36%.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC confirmed plans to start equipment installation and mass production of 3nm wafers at its second Japan fab in 2028 — a major step in diversifying supply outside Taiwan and expanding capacity for advanced AI chips. TSMC plans 3-nanometre chip production launch in Japan in 2028
• Positive Sentiment: Regulatory/approval headlines and reporting frame TSMC’s Japan investment as a “mega‑factory” move to shift parts of the AI supply chain — supports long‑term revenue and geopolitical resilience. Taiwan Semiconductor Wins Approval For Ultra-Efficient AI Chip Mega-Factory In Japan
• Positive Sentiment: Analyst commentary increasingly favors TSMC over Nvidia for 2026 AI supply‑chain exposure — coverage highlights TSMC’s dominant foundry position and near‑zero sell ratings among analysts. This elevates sentiment among institutional investors. Three AI Chip Stocks Analysts Love More Than Nvidia (NVDA) Right Now
• Positive Sentiment: Pre‑market/market coverage notes TSMC shares extended gains on its Japan expansion and AI-chip positioning, reinforcing the narrative driving the rally. TSMC Stock (TSM) Extends Gains on AI Chip Japan Expansion Plans
• Positive Sentiment: Unusually large options activity: traders bought roughly 212,745 call contracts recently (about 33% above average), indicating speculative bullish positioning that can amplify near‑term upside. No link
• Neutral Sentiment: Analyst pieces and investor searches spike (Zacks coverage highlights heightened investor attention), which can increase volatility but doesn’t change fundamentals immediately. Investors Heavily Search Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
• Neutral Sentiment: Discussion of TSMC’s push into advanced packaging highlights medium‑term growth opportunities but will require execution and capex — a watch item for investors. Will TSM’s Advanced Packaging Push Unlock a New Growth Phase?

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.