Fiera Capital Corp Has $1.83 Billion Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Fiera Capital Corp trimmed its TSM stake by 11.8% in the fourth quarter, but still held 6.02 million shares worth about $1.83 billion, making Taiwan Semiconductor its second-largest holding and 5.8% of its portfolio.
• Institutional interest in TSM remains strong, with several hedge funds and asset managers adding positions, and institutions overall owning 16.51% of the stock.
• TSMC continues to benefit from AI demand, with positive analyst commentary, a strong “Buy” consensus rating, and recent dividend growth reinforcing a bullish long-term outlook.

Fiera Capital Corp reduced its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 11.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 6,023,398 shares of the semiconductor company's stock after selling 807,720 shares during the quarter. Taiwan Semiconductor Manufacturing comprises 5.8% of Fiera Capital Corp's holdings, making the stock its 2nd largest holding. Fiera Capital Corp owned 0.12% of Taiwan Semiconductor Manufacturing worth $1,830,450,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in TSM. Life Cycle Investment Partners Ltd bought a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter worth approximately $495,163,000. SurgoCap Partners LP bought a new stake in Taiwan Semiconductor Manufacturing in the third quarter worth approximately $360,443,000. Capital Research Global Investors increased its holdings in Taiwan Semiconductor Manufacturing by 66.3% in the fourth quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company's stock worth $976,821,000 after purchasing an additional 1,281,648 shares in the last quarter. Danica Pension Livsforsikringsaktieselskab bought a new stake in Taiwan Semiconductor Manufacturing in the third quarter worth approximately $232,924,000. Finally, Man Group plc increased its holdings in Taiwan Semiconductor Manufacturing by 337.1% in the second quarter. Man Group plc now owns 1,053,421 shares of the semiconductor company's stock worth $238,589,000 after purchasing an additional 812,404 shares in the last quarter. 16.51% of the stock is currently owned by institutional investors.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC is being praised as a top AI stock because rising demand, a stronger 2026 outlook, and ongoing capacity expansion support earnings growth. Why TSMC Is a Better AI Stock to Hold Right Now Than Broadcom
• Positive Sentiment: CEO C.C. Wei’s comments about robust AI demand and the possibility of higher chip prices reinforced the company’s long-term growth narrative. TSMC CEO Issues Stark AI Supply Warning -- Wedbush Sees Big Opportunity
• Positive Sentiment: Brokerage coverage remains favorable, with TSMC receiving an average “Buy” rating, underscoring Wall Street confidence in the stock. Taiwan Semiconductor Manufacturing Company Ltd. NYSE: TSM Given Average Rating of "Buy" by Brokerages
• Positive Sentiment: Investors continue to focus on TSMC’s central role in the AI compute supply chain, which helps support the stock’s premium valuation. Taiwan Semiconductor Manufacturing (TSM) Sits at the Absolute Center of the AI Compute Supply Chain
• Neutral Sentiment: TSMC is attracting heavy investor attention, which reflects elevated interest but does not by itself change the fundamentals. Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Shareholders approved 2025 results and charter changes at the annual meeting, a routine governance update with limited near-term stock impact. TSMC Shareholders Approve 2025 Results and Charter Changes at June 4 Meeting
• Negative Sentiment: Some traders are selling on warnings that AI chip supply shortages may persist for years, raising concerns about production bottlenecks, cost pressure, and the pace of revenue conversion. TSMC Stock Price Drops as CEO Warns Chip Supply Struggles to Meet AI Demand

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien purchased 2,000 shares of the firm's stock in a transaction that occurred on Tuesday, May 19th. The stock was acquired 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 of the company's stock, valued at $772,575.41. This represents a 22.10% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Tzu-Sou Chuang sold 200,000 shares of the company's 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 sale, the vice president 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 position. The SEC filing for this sale provides additional information. Insiders have purchased 3,346 shares of company stock valued at $218,005 in the last quarter. 1.11% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the company. Wedbush reiterated an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Barclays boosted their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an "overweight" rating in a report on Wednesday, April 22nd. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a report on Friday, March 20th. Zacks Research downgraded Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a report on Monday, March 16th. Finally, DA Davidson restated a "buy" rating and set a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the company has an average rating of "Buy" and an average target price of $404.29.

Taiwan Semiconductor Manufacturing Trading Up 0.1%

NYSE TSM opened at $415.62 on Monday. The company has a market cap of $2.16 trillion, a price-to-earnings ratio of 34.58, a P/E/G ratio of 1.21 and a beta of 1.38. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $203.23 and a 52 week high of $450.16. The business has a 50 day moving average price of $387.89 and a 200-day moving average price of $348.18. The company has a quick ratio of 2.31, a current ratio of 2.49 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 firm 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%. As a group, equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.29 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be issued a dividend of $1.1136 per share. This represents a $4.45 annualized dividend and a yield of 1.1%. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.95. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing's dividend payout ratio is currently 25.04%.

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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