Artemis Investment Management LLP Purchases 8,802 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Artemis Investment Management LLP increased its stake in Taiwan Semiconductor Manufacturing (TSM) by 14.6% in Q4, buying 8,802 shares to hold 68,910 shares valued at about $20.94 million.
• TSMC VP Bor‑Zen Tien purchased 1,000 shares at $55.93 on March 22, boosting their holdings to 9,051 shares (a 12.42% increase); insiders now own about 1.11% of the company.
• Brokerage coverage shows a consensus Buy rating with an average price target of $404.29, and the company declared a quarterly dividend of $0.9503 (annualized $3.80, ~1.0% yield; ex‑dividend June 11).

Artemis Investment Management LLP boosted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 14.6% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 68,910 shares of the semiconductor company's stock after buying an additional 8,802 shares during the period. Artemis Investment Management LLP's holdings in Taiwan Semiconductor Manufacturing were worth $20,941,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of TSM. Brighton Jones LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 20.9% during the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock worth $2,159,000 after buying an additional 1,892 shares in the last quarter. Gamco Investors INC. ET AL bought a new position in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth $701,000. Bank of Nova Scotia grew its position in shares of Taiwan Semiconductor Manufacturing by 12.8% during the 2nd quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company's stock worth $3,556,000 after buying an additional 1,784 shares in the last quarter. FWL Investment Management LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 26.5% during the 2nd quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company's stock worth $57,000 after buying an additional 53 shares in the last quarter. Finally, Main Street Financial Solutions LLC bought a new stake in Taiwan Semiconductor Manufacturing during the second quarter valued at about $270,000. Hedge funds and other institutional investors own 16.51% of the company's stock.

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien bought 1,000 shares of the company's stock in a transaction on 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 acquisition, the vice president directly 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 transaction was disclosed in a filing with the SEC, which is available at the SEC website. Insiders own 1.11% of the company's stock.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Philippe Laffont has materially increased his TSM position, signaling institutional conviction despite geopolitical risk; that buying helped push shares higher. This Billionaire is Loading Up On Taiwan Semiconductor (TSM)
• Positive Sentiment: Erste Group raised FY2026 and FY2027 EPS estimates for TSMC, indicating analysts are penciling in stronger profitability and supporting higher valuations. MarketBeat: TSM analyst updates
• Positive Sentiment: TSMC signed a long-term (30-year) corporate PPA with Northland Power for Hai Long offshore wind capacity — reduces energy price/exposure risk and supports ESG/capacity planning for fabs. Northland Power Signs Long-Term Corporate Power Purchase Agreement
• Neutral Sentiment: Investor attention pieces (Zacks/Yahoo) and bullish price-target writeups highlight volume of interest and narrative momentum around TSMC and AI demand — supportive for sentiment but not new operational data. Zacks: TSMC is Attracting Investor Attention
• Neutral Sentiment: Price-target/upside pieces (e.g., 247WallSt) argue for further gains based on AI capex, but these are projection-driven and should be treated as sentiment drivers rather than fresh fundamentals. Price Prediction: TSM Sees 21% Upside
• Negative Sentiment: ASML commentary flagged possible TSMC production delays and valuation stretch in the supply chain narrative — a reminder that equipment/supply bottlenecks or missed ship times could pressure near-term results. ASML Stock Surges on AI Chip Boom
• Negative Sentiment: Competitive and cost risks: Samsung is pushing for more foundry wins (adds pricing/market-share risk) and Delta Electronics warned of rising costs in the AI datacenter supply chain — potential margin pressure or capex/supply constraints. Samsung expects to win more customers Delta Electronics warns costs rising

Analysts Set New Price Targets

A number of brokerages recently weighed in on TSM. Citigroup reaffirmed a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 2nd. Wedbush reissued an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a report on Sunday, March 22nd. Finally, TD Cowen raised their price target on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a "hold" rating in a report on Friday, January 16th. Two analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has a consensus rating of "Buy" and an average price target of $404.29.

Taiwan Semiconductor Manufacturing Stock Up 0.4%

Taiwan Semiconductor Manufacturing stock opened at $397.80 on Friday. The stock has a market capitalization of $2.06 trillion, a PE ratio of 33.10, a price-to-earnings-growth ratio of 1.16 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $170.59 and a 12 month high of $414.50. The business has a 50 day simple moving average of $359.03 and a 200-day simple moving average of $327.65. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.51 and a quick ratio of 2.32.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 38.17% and a net margin of 46.97%.The firm had revenue of $30.65 billion during the quarter. On average, analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.24 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Investors 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 1.0%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing's payout ratio is presently 24.71%.

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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