Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Harel Insurance Investments & Financial Services Ltd.

Harel Insurance Investments & Financial Services Ltd. boosted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 0.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,206,849 shares of the semiconductor company's stock after purchasing an additional 8,085 shares during the quarter. Taiwan Semiconductor Manufacturing comprises 3.2% of Harel Insurance Investments & Financial Services Ltd.'s investment portfolio, making the stock its 7th biggest position. Harel Insurance Investments & Financial Services Ltd.'s holdings in Taiwan Semiconductor Manufacturing were worth $366,746,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Stephens Consulting LLC raised its stake in Taiwan Semiconductor Manufacturing by 82.0% in the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company's stock valued at $28,000 after purchasing an additional 41 shares in the last quarter. Ares Financial Consulting LLC acquired a new position in Taiwan Semiconductor Manufacturing in the fourth quarter valued at about $29,000. Resources Management Corp CT ADV acquired a new position in Taiwan Semiconductor Manufacturing in the second quarter valued at about $32,000. Maseco LLP acquired a new position in Taiwan Semiconductor Manufacturing in the fourth quarter valued at about $35,000. Finally, Cedar Wealth Management LLC raised its stake in Taiwan Semiconductor Manufacturing by 91.4% in the third quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company's stock valued at $37,000 after purchasing an additional 64 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company's stock.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Inclusion in thematic AI/infra discussions — TSM is named among the “AIR 7” group of infrastructure-oriented tech stocks being recommended for AI exposure, reinforcing its role as a core AI-infrastructure name. Read More.
• Positive Sentiment: Analyst checks highlight extremely strong AI demand and supply constraints, supporting continued revenue/capacity tailwinds for TSM. Read More.
• Positive Sentiment: Longer-term bull case: some outlets forecast multi‑year upside (e.g., “3x by 2030”) based on TSMC’s central role in AI infrastructure and advanced nodes. Read More.
• Positive Sentiment: Big cloud/AI buildouts (e.g., reported multi‑year capex plans) are cited as catalysts that could meaningfully lift demand for TSM’s capacity. Read More.
• Neutral Sentiment: Relative performance: TSM lagged some peers in April (Qualcomm, Broadcom outperformed), suggesting rotation within the chip group even as overall demand remains strong. Read More.
• Negative Sentiment: Apple exploratory talks with Intel and Samsung are the immediate catalyst for weakness — reports that Apple may onshore some main‑processor production lifted Intel shares and prompted investor concern over TSM’s customer concentration and potential lost share. Read More.
• Negative Sentiment: Intel’s reported chance of landing a major chip‑making customer (and the attendant stock move) is an explicit competitive risk to TSM’s foundry dominance if such deals scale. Read More.
• Negative Sentiment: Talent/packaging competition: MediaTek hired a former TSMC executive to advance advanced packaging, signaling rising competition in back-end capabilities that could chip away at TSM’s edge over time. Read More.

Insider Buying and Selling

In related news, VP Bor-Zen Tien bought 1,000 shares of Taiwan Semiconductor Manufacturing 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 completion of the acquisition, 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 purchase was disclosed in a document filed with the SEC, which is available at the SEC website. 1.11% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of research analysts recently commented on the company. Barclays boosted their price target on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an "overweight" rating in a research note on Wednesday, April 22nd. Zacks Research downgraded Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a research note on Monday, March 16th. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Friday, March 20th. Wedbush reissued an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. Finally, Needham & Company LLC boosted their target price on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a "buy" rating in a research note on Thursday, April 16th. Two analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the company has an average rating of "Buy" and a consensus target price of $404.29.

Taiwan Semiconductor Manufacturing Stock Performance

Taiwan Semiconductor Manufacturing stock opened at $394.37 on Wednesday. The business has a 50 day moving average of $359.51 and a 200-day moving average of $328.68. 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 debt-to-equity ratio of 0.17, a current ratio of 2.51 and a quick ratio of 2.32. The company has a market capitalization of $2.04 trillion, a P/E ratio of 32.81, a P/E/G ratio of 1.17 and a beta of 1.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last announced its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 38.17% and a net margin of 46.97%.The business had revenue of $30.65 billion for the quarter. On average, equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.24 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 issued a $0.9503 dividend. 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 dividend payout ratio is presently 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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