215,838 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Purchased by Eurizon Capital SGR S.p.A.

Key Points

• Eurizon Capital SGR S.p.A. opened a new position in Taiwan Semiconductor Manufacturing, buying 215,838 shares valued at about $65.3 million in the fourth quarter.
• Several other institutional investors also adjusted their TSMC holdings, and hedge funds and institutions now own 16.51% of the company’s stock.
• TSMC continues to draw bullish attention thanks to AI-driven demand, strong earnings and guidance, and a recently announced higher quarterly dividend of $1.1136 per share.

Eurizon Capital SGR S.p.A. acquired a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 215,838 shares of the semiconductor company's stock, valued at approximately $65,275,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Zhang Financial LLC increased its position in Taiwan Semiconductor Manufacturing by 16.7% during the 4th quarter. Zhang Financial LLC now owns 1,937 shares of the semiconductor company's stock worth $589,000 after purchasing an additional 277 shares in the last quarter. Fideuram Asset Management Ireland dac purchased a new stake in Taiwan Semiconductor Manufacturing during the 4th quarter worth about $4,783,000. FUKOKU MUTUAL LIFE INSURANCE Co purchased a new stake in Taiwan Semiconductor Manufacturing during the 4th quarter worth about $356,000. South Street Advisors LLC increased its position 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 purchasing an additional 121 shares in the last quarter. Finally, Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. purchased a new stake in Taiwan Semiconductor Manufacturing during the 4th quarter worth about $961,000. Hedge funds and other institutional investors own 16.51% of the company's stock.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC said rising AI power consumption is becoming a key design constraint, reinforcing demand for more advanced, energy-efficient chips and highlighting the company’s relevance in next-generation AI hardware. TSMC Puts AI Power Constraints At Center Of Future Chip Strategy
• Positive Sentiment: Reports that TSMC may raise 3nm process prices by up to 15% in the second half of the year suggest improving pricing power and potentially stronger margins. Report: TSMC to Raise 3nm Process Prices
• Positive Sentiment: Coverage noting TSMC’s strong quarterly results, raised 2026 revenue guidance above 30%, and higher capital spending expectations continues to support the bullish case for AI-driven growth. Taiwan Semiconductor Stock Nearing 52-Week High
• Positive Sentiment: Analyst-style comparisons against peers such as Broadcom and ASML kept TSMC in the spotlight as one of the strongest semiconductor names near record levels. TSM vs Broadcom: Both Nearing 52-Week High
• Neutral Sentiment: MediaTek’s support for both TSMC and Intel advanced packaging technologies was more of an industry development than a direct catalyst for TSMC shares. MediaTek says it supports both TSMC and Intel advanced packaging technologies
• Neutral Sentiment: Broader articles comparing TSMC with ASML or discussing “the best semi stock to buy” mainly reflect continuing investor interest in the sector rather than a new company-specific development. ASML vs. TSMC: Better Semi Stock to Buy Right Now?
• Negative Sentiment: Comments that AI energy use is becoming a limiting factor could eventually pressure chip growth assumptions if power constraints slow deployment or raise infrastructure costs, though the near-term read-through is mixed. Energy use forcing rethink of AI chip design, TSMC says

Analyst Upgrades and Downgrades

A number of research firms recently commented on TSM. Needham & Company LLC lifted 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. Zacks Research downgraded Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a research report on Monday, March 16th. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research report on Sunday, March 22nd. Barclays increased their target price on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an "overweight" rating in a research report on Wednesday, April 22nd. Finally, Wedbush reiterated an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the company's stock. According to MarketBeat, the stock has a consensus rating of "Buy" and a consensus target price of $404.29.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE TSM opened at $419.28 on Friday. The business's 50-day moving average price is $378.24 and its 200 day moving average price is $342.57. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $190.56 and a twelve month high of $430.55. The company has a market capitalization of $2.17 trillion, a PE ratio of 34.88, a price-to-earnings-growth ratio of 1.24 and a beta of 1.39. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed 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. This is a positive change from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.95. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is 25.04%.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other news, VP Tzu-Sou Chuang sold 200,000 shares of the firm's stock in a transaction dated 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 in the company, valued at $174,237,371.95. This trade represents a 7.42% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, VP Bor-Zen Tien acquired 2,000 shares of the business's stock in a transaction dated Tuesday, May 19th. The stock was purchased at an average price of $69.91 per share, for a total transaction of $139,820.00. Following the completion of the acquisition, the vice president owned 11,051 shares in the company, valued at approximately $772,575.41. This trade represents a 22.10% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last 90 days, insiders bought 3,346 shares of company stock worth $218,005. Company insiders own 1.11% of the company's stock.

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.

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