16,437 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Acquired by Fideuram Asset Management Ireland dac

Key Points

• Fideuram Asset Management Ireland dac opened a new position in Taiwan Semiconductor Manufacturing, buying 16,437 shares valued at about $4.78 million in the fourth quarter.
• Other institutional investors were also active in TSMC, with several firms adding to or starting positions; overall, hedge funds and institutions own 16.51% of the company.
• TSMC remains supported by a bullish backdrop: analysts have a Buy consensus rating, the company recently raised its quarterly dividend, and trend coverage highlights strong AI-driven demand and potential pricing power for advanced chips.

Fideuram Asset Management Ireland dac purchased a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 16,437 shares of the semiconductor company's stock, valued at approximately $4,783,000.

A number of other hedge funds have also recently added to or reduced their stakes in the company. FUKOKU MUTUAL LIFE INSURANCE Co purchased a new position in Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $356,000. South Street Advisors LLC grew its stake in Taiwan Semiconductor Manufacturing by 4.4% during the 4th quarter. South Street Advisors LLC now owns 2,841 shares of the semiconductor company's stock worth $863,000 after buying an additional 121 shares during the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. purchased a new position in Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $961,000. Basepoint Wealth LLC purchased a new position in Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $31,000. Finally, Garde Capital Inc. grew its stake in Taiwan Semiconductor Manufacturing by 52.2% during the 4th quarter. Garde Capital Inc. now owns 12,249 shares of the semiconductor company's stock worth $3,722,000 after buying an additional 4,200 shares during the last quarter. Hedge funds and other institutional investors own 16.51% of the company's stock.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC’s CEO reportedly promised a 30%+ boost to employee bonuses as Q1 revenue surged and AI chip demand remained strong, reinforcing confidence in the company’s earnings momentum. Article Title
• Positive Sentiment: TSMC said surging AI electricity demand is forcing customers to prioritize energy efficiency in future chip designs, highlighting how central its advanced manufacturing remains to the next phase of AI hardware. Article Title
• Positive Sentiment: Analysts and market commentary pointed to TSMC as a major beneficiary of the broad semiconductor AI boom, with the stock nearing its 52-week high amid strong guidance for 2026 revenue growth and higher capital spending. Article Title
• Positive Sentiment: Nvidia’s CEO said the company plans to spend heavily in Taiwan and deepen its local AI ecosystem, which supports expectations for continued orders and strategic importance for TSMC. Article Title
• Positive Sentiment: Applied Materials’ CEO said the semiconductor industry is in its strongest period ever, citing AI-driven computing demand and long-term growth, which adds to the bullish backdrop for TSMC. Article Title
• Neutral Sentiment: Coverage also noted TSMC’s dividend update and price increases for advanced 3nm chips, but these items are secondary to the bigger AI-demand story and mainly reinforce the company’s improving cash generation. Article Title
• Neutral Sentiment: Reports that TSMC may raise 3nm process prices point to strong pricing power, though the market may also watch for any demand sensitivity if costs rise too quickly. Article Title

Analysts Set New Price Targets

TSM has been the topic of a number of research reports. Zacks Research downgraded Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a research note on Monday, March 16th. Barclays raised their price target on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an "overweight" rating in a research note on Wednesday, April 22nd. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research report on Sunday, March 22nd. Wedbush reaffirmed an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Finally, Needham & Company LLC increased their price objective on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a "buy" rating in a research report on Thursday, April 16th. Two analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of "Buy" and an average price target of $404.29.

Insider Activity at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien purchased 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Tuesday, May 19th. The stock was acquired at an average cost of $69.91 per share, with a total value of $139,820.00. Following the acquisition, the vice president directly owned 11,051 shares of the company's stock, valued at $772,575.41. This represents a 22.10% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Tzu-Sou Chuang sold 200,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total value of $13,966,000.00. Following the transaction, the vice president directly owned 2,495,165 shares of the company's stock, valued at approximately $174,237,371.95. This represents a 7.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders bought a total of 3,346 shares of company stock valued at $218,005 over the last three months. Insiders own 1.11% of the company's stock.

Taiwan Semiconductor Manufacturing Stock Up 0.4%

TSM opened at $424.54 on Friday. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31. The business has a 50 day simple moving average of $376.65 and a 200-day simple moving average of $342.03. The stock has a market capitalization of $2.20 trillion, a P/E ratio of 35.32, a P/E/G ratio of 1.23 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $190.56 and a 12 month high of $430.55.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The business had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%. On average, equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be issued a $1.1136 dividend. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $4.45 annualized dividend and a dividend yield of 1.0%. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing's payout ratio is 24.71%.

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.

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