Nykredit A S Buys Shares of 168,199 Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Nykredit A/S purchased 168,199 TSMC shares during the second quarter, establishing a new position valued at approximately $80.3 million.
• Other institutional investors also increased or initiated positions, with hedge funds and institutions collectively owning 16.51% of TSMC; company insiders bought 17,662 shares over the past three months.
• Analysts maintain a favorable outlook, with TSMC carrying a consensus “Buy” rating and an average price target of $523.22, compared with a recent trading price near $415.95.

Nykredit A S purchased a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 168,199 shares of the semiconductor company's stock, valued at approximately $80,327,000.

A number of other hedge funds have also recently made changes to their positions in TSM. Tiger Global Management LLC boosted its stake in Taiwan Semiconductor Manufacturing by 49.4% in the first quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company's stock valued at $1,880,717,000 after acquiring an additional 1,839,600 shares in the last quarter. Van ECK Associates Corp lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 11.1% during the 4th quarter. Van ECK Associates Corp now owns 17,464,962 shares of the semiconductor company's stock valued at $5,307,428,000 after purchasing an additional 1,750,824 shares during the last quarter. Life Cycle Investment Partners Ltd purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at $495,163,000. T. Rowe Price Investment Management Inc. boosted its position in shares of Taiwan Semiconductor Manufacturing by 168.6% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 2,093,115 shares of the semiconductor company's stock worth $636,077,000 after purchasing an additional 1,313,917 shares in the last quarter. Finally, SurgoCap Partners LP acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter worth $360,443,000. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research analysts recently weighed in on the company. Wall Street Zen downgraded Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "buy" rating in a research note on Saturday, August 8th. Citigroup reiterated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, July 6th. Zacks Research raised Taiwan Semiconductor Manufacturing from a "hold" rating to a "strong-buy" rating in a report on Thursday, July 16th. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Wednesday, August 26th. Finally, DA Davidson upped their price objective on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a "buy" rating in a report on Friday, July 17th. Three investment analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing has a consensus rating of "Buy" and a consensus target price of $523.22.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other news, VP Shyue-Shyh Lin bought 2,000 shares of the company's stock in a transaction that occurred on Sunday, July 19th. The shares were purchased at an average price of $71.71 per share, for a total transaction of $143,420.00. Following the completion of the transaction, the vice president directly owned 28,269 shares in the company, valued at approximately $2,027,169.99. This represents a 7.61% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, VP Bor-Zen Tien purchased 3,000 shares of the business's stock in a transaction that occurred on Tuesday, July 21st. The stock was acquired at an average price of $74.39 per share, for a total transaction of $223,170.00. Following the acquisition, the vice president owned 4,000 shares in the company, valued at $297,560. This trade represents a 300.00% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders bought a total of 17,662 shares of company stock worth $1,307,491 over the last three months. 1.11% of the stock is currently owned by insiders.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC’s planned $100 billion Arizona investment and broader global foundry buildout are designed to capture rising AI-related demand and strengthen its strategic position with major customers. Industry forecasts calling for AI infrastructure spending to reach $1.4 trillion annually by 2030 further support the company’s growth outlook. TSMC's Global Expansion Pressures Margins Amid AI-Driven Growth AI Infrastructure Spending Is Set to Hit $1.4 Trillion by 2030
• Positive Sentiment: Recent commentary from Baron Capital describes TSMC as continuing to deliver strong financial results, while Artisan Partners’ global-equities commentary highlights resilient earnings and enthusiasm around AI—favorable signals for institutional sentiment toward the stock. Taiwan Semiconductor Manufacturing Company Continues to Deliver Stellar Financial Results
• Neutral Sentiment: TSMC made a minor adjustment to its first-quarter 2026 cash dividend. The change may attract income-focused attention but appears unlikely to materially alter the investment case. TSMC Makes Minor Adjustment to First-Quarter 2026 Cash Dividend
• Neutral Sentiment: The launch of both bearish and bullish foundry-related ETFs highlights heightened trading interest and conflicting positioning around TSMC, but does not change the company’s fundamentals. The Firm That Filed a Bet Against Taiwan Semiconductor Then Launched a Foundry Fund Five Days Later
• Negative Sentiment: Overseas fabs, particularly in Arizona, carry higher construction and operating costs than TSMC’s Taiwan facilities. Those expenses could pressure margins even as revenue benefits from AI demand. TSMC's Global Expansion Pressures Margins Amid AI-Driven Growth
• Negative Sentiment: A global bond-market selloff has pushed long-term yields higher, creating valuation pressure for high-multiple semiconductor stocks such as TSMC and making future earnings less valuable in present terms. Semiconductor Stocks Slide as Global Bond Selloff Lifts Yields

Taiwan Semiconductor Manufacturing Trading Up 0.5%

NYSE:TSM opened at $415.95 on Thursday. The company has a market capitalization of $2.16 trillion, a P/E ratio of 30.01, a PEG ratio of 0.95 and a beta of 1.39. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.14. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $228.60 and a 12 month high of $479.00. The firm has a fifty day simple moving average of $421.03 and a 200-day simple moving average of $397.38.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.25% and a net margin of 50.31%.The firm had revenue of $39.89 billion for the quarter. On average, equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.45 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be issued a $1.0854 dividend. The ex-dividend date of this dividend is Thursday, December 10th. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing's dividend payout ratio is currently 21.43%.

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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