Eurizon Asset Management Slovakia sprav. spol. a.s. Takes $1.99 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Eurizon Asset Management Slovakia opened a new position in Taiwan Semiconductor Manufacturing, buying 6,540 shares valued at about $1.99 million. The stake now represents 54.5% of the fund’s portfolio, making TSM its largest holding.
• Several analysts remain bullish on TSMC, with Barclays and Needham raising price targets and the overall consensus rating staying at Buy. MarketBeat data shows a consensus price target of $404.29.
• The article also highlights favorable business trends for TSMC, including strong AI-driven demand, possible 3nm price increases, and a recent dividend hike to $1.1136 per share quarterly.

Eurizon Asset Management Slovakia sprav. spol. a.s. acquired a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund acquired 6,540 shares of the semiconductor company's stock, valued at approximately $1,987,000. Taiwan Semiconductor Manufacturing makes up 54.5% of Eurizon Asset Management Slovakia sprav. spol. a.s.'s portfolio, making the stock its biggest holding.

Several other hedge funds also recently modified their holdings of TSM. Stephens Consulting LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 82.0% in the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company's stock valued at $28,000 after acquiring an additional 41 shares in the last quarter. Ares Financial Consulting LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 4th quarter valued at $29,000. Basepoint Wealth LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the 4th quarter valued at $31,000. Resources Management Corp CT ADV acquired a new stake in Taiwan Semiconductor Manufacturing in the 2nd quarter valued at $32,000. Finally, Maseco LLP acquired a new stake in Taiwan Semiconductor Manufacturing in the 4th quarter valued at $35,000. Institutional investors own 16.51% of the company's stock.

Analyst Ratings Changes

Several research firms recently issued reports on TSM. Barclays lifted their price target on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an "overweight" rating in a research report on Wednesday, April 22nd. Wedbush reissued an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Zacks Research downgraded shares of Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a report on Monday, March 16th. 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, Needham & Company LLC lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a "buy" rating in a report on Thursday, April 16th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, Taiwan Semiconductor Manufacturing presently has a consensus rating of "Buy" and a consensus price target of $404.29.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

Taiwan Semiconductor Manufacturing Trading Down 1.3%

Shares of Taiwan Semiconductor Manufacturing stock opened at $419.28 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $190.56 and a 52-week high of $430.55. The stock's 50-day simple moving average is $378.24 and its 200 day simple moving average is $342.57. The stock has a market capitalization of $2.17 trillion, a P/E ratio of 34.88, a P/E/G ratio of 1.24 and a beta of 1.39. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last announced its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The firm had revenue of $30.65 billion for the quarter. As a group, research 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. Stockholders of record on Wednesday, September 16th will be issued a dividend of $1.1136 per share. The ex-dividend date of this dividend is Wednesday, September 16th. This is a positive change from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.95. This represents a $4.45 annualized dividend and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing's payout ratio is presently 25.04%.

Insider Activity

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien acquired 2,000 shares of the business's stock in a transaction dated Tuesday, May 19th. The stock was bought at an average price 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 $772,575.41. This trade represents a 22.10% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available through this hyperlink. Also, VP Tzu-Sou Chuang sold 200,000 shares of the business'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 of the company's stock, valued at $174,237,371.95. The trade was a 7.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have bought 3,346 shares of company stock valued at $218,005 in the last three months. 1.11% of the stock is owned by insiders.

Taiwan Semiconductor Manufacturing Company 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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