Runnymede Capital Advisors Inc. Raises Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Runnymede Capital Advisors Inc. increased its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 449.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,492 shares of the semiconductor company’s stock after buying an additional 4,492 shares during the quarter. Runnymede Capital Advisors Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $1,669,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Fisher Asset Management LLC grew its position in 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 worth $4,980,614,000 after purchasing an additional 168,171 shares during the period. Massachusetts Financial Services Co. MA boosted its position in Taiwan Semiconductor Manufacturing by 3.6% during 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 purchasing an additional 541,047 shares in the last quarter. Bank of America Corp DE grew its stake in Taiwan Semiconductor Manufacturing by 0.9% in the 3rd quarter. Bank of America Corp DE now owns 14,935,893 shares of the semiconductor company’s stock valued at $4,171,445,000 after acquiring an additional 130,173 shares during the period. Jennison Associates LLC increased its stake in shares of 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 purchasing an additional 544,750 shares in the last quarter. Finally, Alliancebernstein L.P. lifted its stake in Taiwan Semiconductor Manufacturing by 2.2% in the 3rd quarter. Alliancebernstein L.P. now owns 10,687,037 shares of the semiconductor company’s stock valued at $2,984,783,000 after buying an additional 229,237 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Insider Activity at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien purchased 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Sunday, March 22nd. The shares were purchased at an average price of $55.93 per share, with a total value of $55,930.00. Following the transaction, the vice president owned 9,051 shares in the company, valued at $506,222.43. This represents a 12.42% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE TSM opened at $338.67 on Monday. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.42 and a current ratio of 2.62. The stock’s fifty day moving average is $349.16 and its two-hundred day moving average is $315.97. The firm has a market capitalization of $1.75 trillion, a P/E ratio of 31.80, a price-to-earnings-growth ratio of 0.93 and a beta of 1.35. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $390.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 34.89%. The firm had revenue of $30.65 billion during the quarter. On average, research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

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

Analysts Set New Price Targets

Several equities research analysts have commented on the company. Zacks Research lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Wedbush restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. DA Davidson raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Friday, February 13th. The Goldman Sachs Group reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, January 5th. Finally, TD Cowen raised their price objective on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a report on Friday, January 16th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and an average target price of $391.43.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Citigroup reiterated a Buy on TSM and raised its price target (to NT$2,800), citing TSMC’s strong positioning to benefit from accelerating AI demand — a clear analyst vote of confidence that supports upside expectations. Citigroup Buy and PT Raise
• Positive Sentiment: Institutional commentary (Magellan Global Fund) highlighted robust demand as a reason TSMC rallied, reinforcing momentum narratives around secular AI-driven revenue growth. Magellan Investor Letter
• Positive Sentiment: Tokyo/Kumamoto approval and filings show TSMC will start 3nm wafer production at a second Japan fab in 2028 — expands geographic manufacturing footprint and capacity for advanced nodes used by AI/data-center customers. This supports longer-term revenue and customer diversification. 3nm Japan Factory
• Positive Sentiment: Recent insider activity (notable director trade) signals management-level confidence and can be viewed as supportive by investors. Insider Trade
• Neutral Sentiment: Upcoming company data are near-term catalysts: TSMC will report March revenue (April 10) and Q1 results (April 16). These releases could confirm whether AI demand is translating into sustained, capacity-constrained growth or if momentum is plateauing. Expect volatility around these dates. April 10 / April 16 Catalysts
• Neutral Sentiment: Unusually large options volume has been reported, indicating higher speculative/hedging activity that can amplify intraday moves but doesn’t change fundamentals. Options Volume
• Negative Sentiment: TSMC’s aggressive global fab expansion raises costs; analysts question whether FY26 margin targets are achievable as overseas production is more expensive — pressure on near-term margins could weigh on the stock if growth doesn’t offset spend. Margin & Expansion Costs
• Negative Sentiment: Geopolitical/supply-chain risks (regional tensions, Iran-related worries, Arizona expansion and capacity bottlenecks) could disrupt production or raise costs, introducing downside risk despite strong demand. Geopolitical & Supply Risks

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.