BNP Paribas Boosts Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• BNP Paribas increased its stake in Taiwan Semiconductor Manufacturing by 12.3% in the fourth quarter, adding 22,469 shares to bring its total to 205,319 shares worth about $62.4 million.
• TSM shares rose 4.2% and the company now has a market value of about $2.26 trillion, with investors closely watching its strong fundamentals and recent earnings performance.
• The company raised its quarterly dividend to $1.1136 per share from $0.95, signaling confidence in cash flow and returning more value to shareholders.

BNP Paribas grew its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 12.3% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 205,319 shares of the semiconductor company's stock after buying an additional 22,469 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for 1.8% of BNP Paribas' investment portfolio, making the stock its 12th biggest position. BNP Paribas' holdings in Taiwan Semiconductor Manufacturing were worth $62,393,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Brighton Jones LLC raised its position in Taiwan Semiconductor Manufacturing by 20.9% in the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock worth $2,159,000 after purchasing an additional 1,892 shares during the period. Gamco Investors INC. ET AL purchased a new position in Taiwan Semiconductor Manufacturing in the 2nd quarter worth $701,000. Bank of Nova Scotia raised its position in Taiwan Semiconductor Manufacturing by 12.8% in the 2nd quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company's stock worth $3,556,000 after purchasing an additional 1,784 shares during the period. FWL Investment Management LLC raised its position in Taiwan Semiconductor Manufacturing by 26.5% in the 2nd quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company's stock worth $57,000 after purchasing an additional 53 shares during the period. Finally, Main Street Financial Solutions LLC purchased a new position in Taiwan Semiconductor Manufacturing in the 2nd quarter worth $270,000. Hedge funds and other institutional investors own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Trading Up 4.2%

Shares of TSM opened at $436.00 on Tuesday. The firm's 50-day moving average price is $380.19 and its 200-day moving average price is $343.92. The firm has a market capitalization of $2.26 trillion, a price-to-earnings ratio of 36.27, a PEG ratio of 1.22 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 Company Ltd. has a 1-year low of $192.20 and a 1-year high of $449.39.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be paid a dividend of $1.1136 per share. The ex-dividend date of this dividend is Wednesday, September 16th. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.95. This represents a $4.45 annualized dividend and a yield of 1.0%. Taiwan Semiconductor Manufacturing's payout ratio is presently 25.04%.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Analysts and market commentary say TSMC stands to benefit whether hyperscalers stick with Nvidia GPUs or shift toward custom AI chips, because either path still requires TSMC’s foundry capacity. Hyperscalers Are Trying To Replace Nvidia's GPUs - TSMC Gets The Upside Either Way
• Positive Sentiment: Reports that TSMC may raise prices for 3nm chips suggest demand remains strong and supply remains tight, which is typically supportive for revenue and margins. TSMC's Price Hike Is Bad For Nvidia Margins — And Potentially Great For Nvidia Stock
• Positive Sentiment: NVIDIA disclosed that TSMC is expanding use of NVIDIA AI technologies across chip production operations, highlighting a deeper partnership and more AI-driven manufacturing activity. TSMC Expands Use of NVIDIA AI Technologies Across Chip Production Operations
• Positive Sentiment: Broader AI spending headlines continue to point to TSMC as a major beneficiary of semiconductor demand tied to Nvidia’s next-generation rollout and big-tech capex plans. Nvidia Says Big Tech Will Spend $1 Trillion in Capital Expenditures in 2027: 3 Stocks to Buy If It's Right
• Neutral Sentiment: Some coverage says TSMC shares may be overvalued after the recent rally, which could temper enthusiasm even as fundamentals remain strong. Is Taiwan Semiconductor Manufacturing Co Ltd (TSM) Overvalued After 4.1% Rally? GF Value Says Overvalued
• Neutral Sentiment: TSMC’s ADR premium fell to a two-year low as Taiwan-listed shares outperformed U.S.-listed ADRs, which is more of a market-structure note than a direct business concern. TSMC ADR Premium Falls To Two-Year Low As Taipei Shares Surge
• Negative Sentiment: One bearish investor update from Leopold Aschenbrenner and commentary about TSMC reducing its stake in Vanguard International Semiconductor may weigh on sentiment, though these items appear less important than the AI demand narrative. Taiwan Semiconductor Manufacturing (TSM): Leopold Aschenbrenner Takes Bearish View

Insider Activity

In other news, VP Bor-Zen Tien bought 2,000 shares of the firm's stock in a transaction on 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 completion of the acquisition, the vice president owned 11,051 shares of the company's stock, valued at approximately $772,575.41. This represents a 22.10% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Tzu-Sou Chuang sold 200,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the completion of the transaction, the vice president directly owned 2,495,165 shares of the company's stock, valued at $174,237,371.95. This trade represents a 7.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders acquired 3,346 shares of company stock valued at $218,005 over the last ninety days. Corporate insiders own 1.11% of the company's stock.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on TSM shares. Barclays raised their price target on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an "overweight" rating in a report on Wednesday, April 22nd. Zacks Research lowered shares of Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a report on Monday, March 16th. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a report on Friday, March 20th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a report on Sunday, March 22nd. Finally, Wedbush reissued an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. 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 company's stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Buy" and a consensus target price of $404.29.

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.

Want to see what other hedge funds are holding TSM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.