OLD National Bancorp IN Sells 5,805 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• OLD National Bancorp IN trimmed its stake in Taiwan Semiconductor Manufacturing (NYSE:TSM) by 13.4%, selling 5,805 shares and ending the quarter with 37,430 shares worth about $11.38 million.
• Other institutions made large moves—SurgoCap initiated a ~$360 million position and Thrivent added ~1.16 million shares—leaving institutional ownership around 16.51%.
• Insider activity included VP Bor‑Zen Tien buying 1,000 shares at $55.93 (a 12.42% increase in his holding), while analysts maintain a consensus Buy rating with a $404.29 target price.

OLD National Bancorp IN lowered its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 13.4% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 37,430 shares of the semiconductor company's stock after selling 5,805 shares during the quarter. OLD National Bancorp IN's holdings in Taiwan Semiconductor Manufacturing were worth $11,375,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in TSM. SurgoCap Partners LP bought a new position in Taiwan Semiconductor Manufacturing during the 3rd quarter valued at approximately $360,443,000. Thrivent Financial for Lutherans raised its holdings in shares of Taiwan Semiconductor Manufacturing by 3,164.9% during the third quarter. Thrivent Financial for Lutherans now owns 1,192,927 shares of the semiconductor company's stock valued at $333,172,000 after acquiring an additional 1,156,389 shares in the last quarter. Danica Pension Livsforsikringsaktieselskab purchased a new stake in Taiwan Semiconductor Manufacturing in the third quarter worth $232,924,000. Man Group plc boosted 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 valued at $238,589,000 after acquiring an additional 812,404 shares in the last quarter. Finally, Harel Insurance Investments & Financial Services Ltd. boosted its holdings in Taiwan Semiconductor Manufacturing by 171.9% in the third quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,198,764 shares of the semiconductor company's stock valued at $335,573,000 after acquiring an additional 757,926 shares in the last quarter. Institutional investors own 16.51% of the company's stock.

Insiders Place Their Bets

In related news, VP Bor-Zen Tien purchased 1,000 shares of the business's stock in a transaction on Sunday, March 22nd. The stock was acquired at an average price of $55.93 per share, with a total value of $55,930.00. Following the completion of the acquisition, the vice president owned 9,051 shares of the company's stock, valued at approximately $506,222.43. This trade represents a 12.42% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Company insiders own 1.11% of the company's stock.

Taiwan Semiconductor Manufacturing Stock Down 0.4%

Shares of TSM stock opened at $386.08 on Thursday. 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 12 month low of $157.39 and a 12 month high of $390.20. The stock has a market cap of $2.00 trillion, a P/E ratio of 32.11, a P/E/G ratio of 1.09 and a beta of 1.35. The company has a 50 day simple moving average of $355.38 and a two-hundred day simple moving average of $323.73.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued 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 net margin of 46.97% and a return on equity of 38.17%. The business had revenue of $30.65 billion for the quarter. On average, research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.03 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be given a dividend of $0.9503 per share. The ex-dividend date is Thursday, June 11th. This represents a $3.80 annualized dividend and a yield of 1.0%. Taiwan Semiconductor Manufacturing's payout ratio is 24.96%.

Analysts Set New Price Targets

Several brokerages recently issued reports on TSM. Argus 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 target on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a "buy" rating in a research report on Thursday, April 16th. Citigroup reaffirmed 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 note on Friday, January 23rd. Finally, Freedom Capital upgraded shares of Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a report on Thursday, January 15th. 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 stock. According to data from MarketBeat, Taiwan Semiconductor Manufacturing presently has a consensus rating of "Buy" and a consensus target price of $404.29.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC unveiled its A13 process (a shrink of A14) and a lower‑cost N2U option, claiming it can deliver smaller, faster chips for AI and HPC without needing to adopt ASML’s costly high‑NA machines — this supports future product roadmap and keeps unit costs down. TSMC Debuts A13 Technology at 2026 North America Technology Symposium
• Positive Sentiment: Synopsys announced deeper collaboration with TSMC to certify silicon‑proven IP and AI‑powered EDA flows across TSMC’s 3nm and 2nm families — strengthens ecosystem, shortens customer time‑to‑market for advanced AI chips. Synopsys Partners with TSMC to Power Next-Generation AI Systems
• Positive Sentiment: Analysts and market commentary point to record margins and very strong Q1 results; AI demand narrative is being reinforced with expectations of >30% revenue growth in FY26 — supports earnings momentum and valuation expansion. TSMC Hits Record Margins and Raises the Bar
• Positive Sentiment: Barclays raised its price target to $470 and maintained an overweight rating — a bullish analyst signal that can lift sentiment and set higher expectations. Barclays Raises Price Target on TSMC
• Positive Sentiment: TSMC confirmed plans to open an advanced packaging plant in Arizona by 2029 — addresses AI packaging bottlenecks, strengthens U.S. on‑shore capacity for major customers (e.g., Nvidia) and reduces supply constraints over time. TSMC plans to open chip packaging plant in Arizona by 2029
• Neutral Sentiment: TSMC says it bought a very small number of ASML’s high‑NA machines but will use them only for R&D and not mass production because of the cost — this reduces near‑term capex pressure and may preserve margins, but could delay access to some performance gains from high‑NA. TSMC says ASML’s chipmaking too pricey to use
• Neutral Sentiment: ASML shares fell after reports TSMC will postpone deploying high‑NA tools — an indirect reaction that underscores TSMC’s influence on supplier demand; for TSMC it signals strategic choice rather than operational weakness. ASML shares slide as TSMC delay deals blow to high-NA EUV rollout

About Taiwan Semiconductor Manufacturing

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.