Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Kornitzer Capital Management Inc. KS

Key Points

• Kornitzer Capital Management increased its stake in Taiwan Semiconductor (TSM) by 2.1% in Q4, now holding 113,389 shares after adding 2,375 shares, worth about $34.46 million.
• Insider buying: VP Bor‑Zen Tien purchased 1,000 shares at $55.93 (total $55,930), raising their direct holdings to 9,051 shares — a 12.42% increase in ownership.
• Company snapshot and sentiment: TSMC is a $2.06 trillion market‑cap foundry with strong recent results (quarterly revenue $30.65B, EPS $3.11, net margin 46.97%) and a consensus analyst rating of "Buy" with an average price target of $404.29.

Kornitzer Capital Management Inc. KS lifted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 2.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 113,389 shares of the semiconductor company's stock after buying an additional 2,375 shares during the quarter. Kornitzer Capital Management Inc. KS's holdings in Taiwan Semiconductor Manufacturing were worth $34,458,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also made changes to their positions in the company. Stephens Consulting LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 82.0% in the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company's stock worth $28,000 after purchasing an additional 41 shares during the period. Ares Financial Consulting LLC acquired a new position in Taiwan Semiconductor Manufacturing in the fourth quarter worth $29,000. Maseco LLP acquired a new position in Taiwan Semiconductor Manufacturing in the fourth quarter worth $35,000. Westend Capital Management LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 476.2% in the fourth quarter. Westend Capital Management LLC now owns 121 shares of the semiconductor company's stock worth $37,000 after purchasing an additional 100 shares during the period. Finally, Cedar Wealth Management LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 91.4% during 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 during the last quarter. Institutional investors and hedge funds own 16.51% of the company's stock.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien acquired 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 completion of the purchase, the vice president directly owned 9,051 shares in the company, valued at $506,222.43. This trade represents a 12.42% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is accessible through the SEC website. 1.11% of the stock is currently owned by corporate insiders.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Philippe Laffont has materially increased his TSM position, signaling institutional conviction despite geopolitical risk; that buying helped push shares higher. This Billionaire is Loading Up On Taiwan Semiconductor (TSM)
• Positive Sentiment: Erste Group raised FY2026 and FY2027 EPS estimates for TSMC, indicating analysts are penciling in stronger profitability and supporting higher valuations. MarketBeat: TSM analyst updates
• Positive Sentiment: TSMC signed a long-term (30-year) corporate PPA with Northland Power for Hai Long offshore wind capacity — reduces energy price/exposure risk and supports ESG/capacity planning for fabs. Northland Power Signs Long-Term Corporate Power Purchase Agreement
• Neutral Sentiment: Investor attention pieces (Zacks/Yahoo) and bullish price-target writeups highlight volume of interest and narrative momentum around TSMC and AI demand — supportive for sentiment but not new operational data. Zacks: TSMC is Attracting Investor Attention
• Neutral Sentiment: Price-target/upside pieces (e.g., 247WallSt) argue for further gains based on AI capex, but these are projection-driven and should be treated as sentiment drivers rather than fresh fundamentals. Price Prediction: TSM Sees 21% Upside
• Negative Sentiment: ASML commentary flagged possible TSMC production delays and valuation stretch in the supply chain narrative — a reminder that equipment/supply bottlenecks or missed ship times could pressure near-term results. ASML Stock Surges on AI Chip Boom
• Negative Sentiment: Competitive and cost risks: Samsung is pushing for more foundry wins (adds pricing/market-share risk) and Delta Electronics warned of rising costs in the AI datacenter supply chain — potential margin pressure or capex/supply constraints. Samsung expects to win more customers Delta Electronics warns costs rising

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM opened at $397.80 on Friday. 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 market cap of $2.06 trillion, a price-to-earnings ratio of 33.10, a price-to-earnings-growth ratio of 1.16 and a beta of 1.35. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.32 and a current ratio of 2.51. The firm has a fifty day moving average of $359.03 and a 200-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. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 38.17%. The company had revenue of $30.65 billion during the quarter. As a group, equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.24 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. Stockholders of record on Thursday, June 11th will be issued a dividend of $0.9503 per share. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 annualized dividend and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing's payout ratio is 24.96%.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on TSM shares. DA Davidson reiterated a "buy" rating and set a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a "moderate buy" rating in a research report on Friday, January 23rd. TD Cowen increased their price target on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a "hold" rating in a research report on Friday, January 16th. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Friday, March 20th. Finally, Sanford C. Bernstein reissued an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Two investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the company's stock. According to MarketBeat, the stock has a consensus rating of "Buy" and an average price target of $404.29.

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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