M&T Bank Corp Acquires 2,572 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• M&T Bank Corp increased its stake in Taiwan Semiconductor (TSM) by 2,572 shares (a 0.8% rise), bringing its holdings to 333,892 shares valued at about $101.47 million at quarter-end.
• Analysts are broadly bullish on TSM with an average rating of Buy and an average price target of $404.29; several firms upgraded the stock (Needham raised its target to $480, and there are two Strong Buy, eleven Buy, and two Hold ratings).
• Recent company fundamentals: TSMC has a market cap of about $2.06 trillion, reported quarterly EPS of $3.11 on revenue of $30.65 billion, and declared a quarterly dividend of $0.9503 (annualized $3.80, ~1.0% yield).

M&T Bank Corp increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 0.8% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 333,892 shares of the semiconductor company's stock after purchasing an additional 2,572 shares during the period. M&T Bank Corp's holdings in Taiwan Semiconductor Manufacturing were worth $101,467,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of TSM. Stephens Consulting LLC increased its position in Taiwan Semiconductor Manufacturing by 82.0% during the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company's stock valued at $28,000 after acquiring an additional 41 shares during the last quarter. Maseco LLP bought a new position in Taiwan Semiconductor Manufacturing during the fourth quarter valued at $35,000. Westend Capital Management LLC increased its position in Taiwan Semiconductor Manufacturing by 476.2% during the fourth quarter. Westend Capital Management LLC now owns 121 shares of the semiconductor company's stock valued at $37,000 after acquiring an additional 100 shares during the last quarter. Cedar Wealth Management LLC increased its position in Taiwan Semiconductor Manufacturing by 91.4% during the third quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company's stock valued at $37,000 after acquiring an additional 64 shares during the last quarter. Finally, Fairman Group LLC increased its position in Taiwan Semiconductor Manufacturing by 171.2% during the third quarter. Fairman Group LLC now owns 141 shares of the semiconductor company's stock valued at $39,000 after acquiring an additional 89 shares during the last quarter. Institutional investors own 16.51% of the company's stock.

Analysts Set New Price Targets

A number of research analysts have weighed in on the stock. Citigroup reiterated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. Dbs Bank upgraded shares of Taiwan Semiconductor Manufacturing to a "moderate buy" rating in a research report on Friday, January 23rd. Freedom Capital upgraded shares of Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a research report on Thursday, January 15th. Needham & Company LLC boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a "buy" rating in a research report on Thursday, April 16th. Finally, Argus upgraded shares of Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a research report on Thursday, January 15th. Two equities research 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, Taiwan Semiconductor Manufacturing currently has an average rating of "Buy" and an average price target of $404.29.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien acquired 1,000 shares of the stock in a transaction that occurred on Sunday, March 22nd. The stock was bought at an average cost of $55.93 per share, with a total value of $55,930.00. Following the completion of the purchase, the vice president directly owned 9,051 shares in the company, valued at $506,222.43. The trade was a 12.42% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 1.11% of the stock is currently owned by company insiders.

Taiwan Semiconductor Manufacturing Stock Up 0.0%

NYSE:TSM opened at $397.80 on Monday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $170.59 and a 1-year high of $414.50. The company has a 50-day moving average of $359.03 and a 200 day moving average of $328.05. The firm has a market cap 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. 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 released its quarterly earnings data 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 38.17%. The company had revenue of $30.65 billion during the quarter. As a group, research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.24 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be paid a $0.9503 dividend. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a yield of 1.0%. Taiwan Semiconductor Manufacturing's dividend payout ratio is 24.71%.

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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