Munich Reinsurance Co Stock Corp in Munich Sells 3,884 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Munich Re trimmed its position in Taiwan Semiconductor (NYSE:TSM) by 9.1% in Q4, selling 3,884 shares and leaving it with 39,002 shares valued at about $11.68 million.
• TSMC shares have been pushed to record highs after Taiwan relaxed single‑stock investment caps—creating potential multi‑billion local inflows—and analysts cite relentless AI chip demand and strong Q1 results/guidance as fundamental drivers.
• Insider buying and bullish Wall Street sentiment are notable: VP Bor‑Zen Tien purchased 1,000 shares, while the consensus analyst rating is a Buy with a target near $404 and TSMC’s market cap around $2.08 trillion.

Munich Reinsurance Co Stock Corp in Munich decreased its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 9.1% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 39,002 shares of the semiconductor company's stock after selling 3,884 shares during the quarter. Munich Reinsurance Co Stock Corp in Munich's holdings in Taiwan Semiconductor Manufacturing were worth $11,684,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Impax Asset Management Group plc grew its holdings in shares of Taiwan Semiconductor Manufacturing by 51.0% in the 4th quarter. Impax Asset Management Group plc now owns 95,768 shares of the semiconductor company's stock worth $29,103,000 after purchasing an additional 32,354 shares during the last quarter. Riverbend Wealth Management LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth about $201,000. Approach Retirement Advisors LLC acquired a new position in Taiwan Semiconductor Manufacturing during the 4th quarter worth about $547,000. Rockwood Wealth Management LLC lifted its position in Taiwan Semiconductor Manufacturing by 55.7% during the 4th quarter. Rockwood Wealth Management LLC now owns 1,121 shares of the semiconductor company's stock worth $341,000 after buying an additional 401 shares in the last quarter. Finally, Veracity Capital LLC lifted its position in Taiwan Semiconductor Manufacturing by 4.6% during the 4th quarter. Veracity Capital LLC now owns 9,446 shares of the semiconductor company's stock worth $2,871,000 after buying an additional 416 shares in the last quarter. Institutional investors own 16.51% of the company's stock.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Taiwan’s regulator relaxed single‑stock investment caps for funds, which could free billions of new local inflows into TSMC and helped push the stock to record highs. TSMC shares record high as Taiwan eases single-stock investment caps for funds
• Positive Sentiment: Analysts and market commentary point to relentless AI chip demand and TSMC’s strong Q1 results/guidance as fundamental support for higher valuations — investors are treating TSMC as critical AI infrastructure. TSMC: The Vital Cog Of The AI Revolution Is Sending A Powerful Growth Signal
• Positive Sentiment: Technical/order‑flow traders registered a “Power Inflow” alert (a bullish institutional/retail order‑flow signal), which tends to accelerate buying in the near term. Taiwan Semi Shares Rise Over 3% After Key Trading Signal
• Positive Sentiment: Significant insider purchasing activity and social/media buzz about record market caps and bullish options gains have reinforced investor confidence. TSMC Stock (TSM) Opinions on Record Highs After Policy Shift
• Neutral Sentiment: Some market watchers note large potential inflows (reports cite multi‑billion dollar capacity for local funds); this is a flow catalyst but timing and ADR/US‑listing dynamics could mute the full impact for U.S. investors. TSMC hits record high on Taiwan rule shift; $28B inflow in focus
• Neutral Sentiment: Wall Street price targets and upgrades are skewing higher (median targets above current levels from several firms), which supports momentum but also raises expectations that must be met. TSMC Shares Rise After Taiwan Eases Limits on Funds' Investments
• Negative Sentiment: TSMC is expanding fabs (including 2nm work and overseas builds), which analysts say could shave a few percentage points off gross margin as costs ramp — a longer‑term margin headwind to monitor. TSM's Gross Margin Hits 66% in Q1: Can Profit Growth Offset Fab Costs?
• Negative Sentiment: Competition and capacity dynamics (e.g., Intel winning some foundry business, plus TSMC capacity constraints) and selective technology decisions (delaying some expensive equipment) introduce execution and market‑share risks. TSMC Stock (TSM) Opinions on Record Highs After Policy Shift

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien purchased 1,000 shares of the business's stock in a transaction that occurred on Sunday, March 22nd. The shares were acquired at an average cost of $55.93 per share, for a total transaction of $55,930.00. Following the transaction, the vice president directly owned 9,051 shares of the company's stock, valued at approximately $506,222.43. The trade was a 12.42% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at this link. 1.11% of the stock is owned by corporate insiders.

Taiwan Semiconductor Manufacturing Stock Performance

Taiwan Semiconductor Manufacturing stock opened at $402.16 on Friday. The company has a current ratio of 2.51, a quick ratio of 2.32 and a debt-to-equity ratio of 0.17. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $160.50 and a 1 year high of $409.49. The company has a market cap of $2.08 trillion, a PE ratio of 33.46, a PEG ratio of 1.13 and a beta of 1.35. The company's 50-day moving average is $356.37 and its two-hundred day moving average is $324.83.

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. The business had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 38.17%. Equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.03 earnings per share for the current 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 $0.9503 dividend. This represents a $3.80 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is currently 24.71%.

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on TSM shares. The Goldman Sachs Group reiterated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, January 5th. Sanford C. Bernstein reiterated an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 2nd. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research report on Sunday, March 22nd. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Friday, March 20th. Finally, Freedom Capital upgraded shares of Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a research report on Thursday, January 15th. Two investment 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 company. According to data from MarketBeat, Taiwan Semiconductor Manufacturing presently has an average 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.

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