Oppenheimer Asset Management Inc. Boosts Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Oppenheimer Asset Management increased its stake in Taiwan Semiconductor Manufacturing (TSM) by 4.8%, now holding 137,028 shares worth about $41.64 million, while other institutions — notably Thrivent (≈1.19M shares) and Jennison (13.39M shares) — also made large moves, with hedge funds/institutions owning about 16.51% of the stock.
• TSMC reported strong results (Q: $3.11 EPS, $30.65B revenue, net margin 46.97%, ROE 38.17%), has a $2.05T market cap and a consensus "Buy" rating (avg. price target $404.29), and is supported by catalysts like a multi-decade renewable PPA, analyst upgrades, and AI-driven demand for advanced capacity.

Oppenheimer Asset Management Inc. lifted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 4.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 137,028 shares of the semiconductor company's stock after acquiring an additional 6,227 shares during the quarter. Oppenheimer Asset Management Inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $41,641,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of TSM. SurgoCap Partners LP purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter worth about $360,443,000. Thrivent Financial for Lutherans boosted its stake in shares of Taiwan Semiconductor Manufacturing by 3,164.9% during the 3rd quarter. Thrivent Financial for Lutherans now owns 1,192,927 shares of the semiconductor company's stock worth $333,172,000 after acquiring an additional 1,156,389 shares in the last quarter. Danica Pension Livsforsikringsaktieselskab purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter worth about $232,924,000. Man Group plc lifted its stake in Taiwan Semiconductor Manufacturing by 337.1% in the 2nd quarter. Man Group plc now owns 1,053,421 shares of the semiconductor company's stock valued at $238,589,000 after buying an additional 812,404 shares in the last quarter. Finally, Jennison Associates LLC lifted its stake in Taiwan Semiconductor Manufacturing by 6.4% in the 4th quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company's stock valued at $4,070,393,000 after buying an additional 802,757 shares in the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Signed a long-term renewable power deal that improves energy cost and supply visibility for its Taiwan operations — a multi-decade PPA reduces execution/energy-risk and supports ESG targets, which can lower operating volatility and appeal to long-term investors. Northland Power Signs Long-Term Corporate Power Purchase Agreement for Hai Long Offshore Wind Project
• Positive Sentiment: Analyst upgrades: Erste Group raised FY2026–27 EPS forecasts materially, supporting higher near-term earnings expectations and helping justify current multiple expansion. Erste Group raises TSM EPS estimates (MarketBeat)
• Positive Sentiment: AI demand tailwind: industry commentary (MediaTek, market pieces) reiterates accelerating data‑center/AI spending—this underpins TSMC’s capacity pricing power and long-term revenue growth. No question the AI megatrend continues, Taiwan's MediaTek says
• Positive Sentiment: High-profile endorsements and bullish coverage (e.g., Jim Cramer, multiple buy-side writeups and price-target raises) are likely fueling investor demand and retail flows into TSM. Jim Cramer Says “Taiwan Semi Is a Very Good Situation”
• Neutral Sentiment: Strategic divestment: TSMC completed the sale of its remaining stake in Arm (~$231M) — financially immaterial to TSMC’s balance sheet but removes a legacy ownership link and frees capital. Taiwan's TSMC exits Arm with $231 million share sale (Reuters)
• Neutral Sentiment: Competitive watch: Samsung says it expects to win more advanced-logic foundry deals — heightened competition at bleeding-edge nodes is something to monitor for potential pricing or share implications over time. Samsung Electronics expects to win more customers for advanced logic chips
• Negative Sentiment: Market-tension narrative: some coverage points to valuation debate and near-term supply challenges, which could keep volatility elevated and cap short-term upside for multiples. Taiwan Semiconductor (TSM) Secures Three-Decade Renewable Energy Agreement Amid Market Turbulence
• Negative Sentiment: Supply-chain cost pressures flagged by suppliers (e.g., Delta Electronics) may translate into tighter component availability or higher input costs for ecosystem partners—watch margin/capex guidance. Taiwan's Delta Electronics warns costs rising as AI data centre demand surges

Wall Street Analysts Forecast Growth

TSM has been the topic of a number of research reports. Dbs Bank raised shares of Taiwan Semiconductor Manufacturing to a "moderate buy" rating in a research note on Friday, January 23rd. Freedom Capital raised shares of Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a research note on Thursday, January 15th. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Friday, March 20th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research note on Sunday, March 22nd. Finally, Argus raised shares of Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a research note on Thursday, January 15th. Two research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of "Buy" and an average price target of $404.29.

Taiwan Semiconductor Manufacturing Stock Up 0.6%

TSM stock opened at $396.37 on Friday. The company has a market cap of $2.05 trillion, a price-to-earnings ratio of 32.98, a PEG ratio of 1.15 and a beta of 1.35. 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 $170.59 and a 12 month high of $414.50. The firm has a 50-day moving average of $359.03 and a two-hundred day moving average of $327.65.

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 (EPS) for the quarter. The business had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 38.17%. As a group, analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.24 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be issued a dividend of $0.9503 per share. The ex-dividend date is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is currently 24.71%.

Insider Activity

In other news, VP Bor-Zen Tien purchased 1,000 shares of the business's stock in a transaction dated Sunday, March 22nd. The stock was acquired at an average price of $55.93 per share, for a total transaction of $55,930.00. Following the acquisition, the vice president directly owned 9,051 shares of the company's stock, valued at approximately $506,222.43. This represents a 12.42% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 1.11% of the stock is owned by corporate insiders.

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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