Bank Pictet & Cie Europe AG Has $90.46 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Bank Pictet & Cie Europe AG cut its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 34.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 297,971 shares of the semiconductor company’s stock after selling 153,728 shares during the quarter. Taiwan Semiconductor Manufacturing comprises 1.8% of Bank Pictet & Cie Europe AG’s portfolio, making the stock its 14th largest position. Bank Pictet & Cie Europe AG’s holdings in Taiwan Semiconductor Manufacturing were worth $90,459,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of TSM. Weatherly Asset Management L. P. raised its position in shares of Taiwan Semiconductor Manufacturing by 10.2% during the 4th quarter. Weatherly Asset Management L. P. now owns 1,407 shares of the semiconductor company’s stock valued at $428,000 after acquiring an additional 130 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its position in shares of Taiwan Semiconductor Manufacturing by 20.1% in the 4th quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 20,592 shares of the semiconductor company’s stock worth $6,258,000 after purchasing an additional 3,445 shares during the last quarter. Capital Advisors Inc. OK boosted its position in shares of Taiwan Semiconductor Manufacturing by 67.8% in the 4th quarter. Capital Advisors Inc. OK now owns 5,904 shares of the semiconductor company’s stock worth $1,794,000 after purchasing an additional 2,386 shares during the last quarter. Victory Financial Group LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 42.2% during the fourth quarter. Victory Financial Group LLC now owns 7,290 shares of the semiconductor company’s stock worth $2,215,000 after purchasing an additional 2,163 shares during the period. Finally, PFG Private Wealth Management LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth $643,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Insider Buying and Selling

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien acquired 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Sunday, March 22nd. The stock was bought at an average cost of $55.93 per share, for a total transaction of $55,930.00. Following the purchase, the vice president directly owned 9,051 shares in the company, valued at approximately $506,222.43. This represents a 12.42% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this link. 1.11% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on TSM shares. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 9th. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, March 20th. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Finally, Argus raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Three research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and a consensus price target of $391.43.

Taiwan Semiconductor Manufacturing Price Performance

TSM opened at $341.84 on Thursday. The stock has a market cap of $1.77 trillion, a P/E ratio of 32.10, a P/E/G ratio of 0.93 and a beta of 1.34. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $390.20. The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17. The company has a fifty day simple moving average of $348.86 and a 200 day simple moving average of $314.51.

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 business had revenue of $30.65 billion during the quarter. On average, research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS 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. Shareholders of record on Thursday, June 11th will be given a dividend of $0.9503 per share. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 annualized dividend and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is 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?

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.