Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Truist Financial Corp

Key Points

• Truist Financial increased its stake in Taiwan Semiconductor by 1.0%, adding 4,282 shares to hold 435,189 shares worth about $132.25 million as of the most recent SEC filing.
• Analysts remain broadly bullish on TSM, with a MarketBeat consensus rating of "Buy" and a consensus target price of $404.29, while several firms recently raised price targets into the $470–$480 range.
• TSMC reported quarterly EPS of $3.11 on $30.65 billion in revenue, has a market cap of roughly $2.06 trillion, and declared a quarterly dividend of $0.9503 (annualized $3.80, yield ~1.0%).

Truist Financial Corp boosted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 1.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 435,189 shares of the semiconductor company's stock after purchasing an additional 4,282 shares during the quarter. Truist Financial Corp's holdings in Taiwan Semiconductor Manufacturing were worth $132,250,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Brighton Jones LLC lifted its stake in Taiwan Semiconductor Manufacturing by 20.9% in the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock worth $2,159,000 after acquiring an additional 1,892 shares during the last quarter. Gamco Investors INC. ET AL purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter valued at approximately $701,000. Bank of Nova Scotia increased its position in shares of Taiwan Semiconductor Manufacturing by 12.8% in the 2nd quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company's stock valued at $3,556,000 after purchasing an additional 1,784 shares during the last quarter. FWL Investment Management LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 26.5% in the 2nd quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company's stock valued at $57,000 after purchasing an additional 53 shares during the last quarter. Finally, Main Street Financial Solutions LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter valued at approximately $270,000. Institutional investors and hedge funds own 16.51% of the company's stock.

Analyst Ratings Changes

A number of equities research analysts have commented on TSM shares. Needham & Company LLC increased their price objective on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a "buy" rating in a research report on Thursday, April 16th. DA Davidson reissued a "buy" rating and issued a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Zacks Research downgraded shares of Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a research report on Monday, March 16th. Wedbush reissued an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Finally, Barclays increased their price objective on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an "overweight" rating in a research report on Wednesday, April 22nd. Two analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of "Buy" and a consensus target price of $404.29.

Taiwan Semiconductor Manufacturing Stock Up 0.0%

TSM opened at $397.80 on Monday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $170.59 and a 52 week high of $414.50. The business has a 50 day moving average price of $359.03 and a two-hundred day moving average price of $328.05. The company has a quick ratio of 2.32, a current ratio of 2.51 and a debt-to-equity ratio of 0.17. The company has a market cap of $2.06 trillion, a PE ratio of 33.10, a P/E/G ratio of 1.16 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 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 38.17% and a net margin of 46.97%.The company had revenue of $30.65 billion for the quarter. As a group, research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.24 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

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

Insiders Place Their Bets

In other news, VP Bor-Zen Tien acquired 1,000 shares of the business's stock in a transaction on Sunday, March 22nd. The stock was bought at an average price of $55.93 per share, for a total transaction of $55,930.00. Following the transaction, the vice president owned 9,051 shares in the company, valued at $506,222.43. This represents a 12.42% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through the SEC website. 1.11% of the stock is currently owned by company insiders.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

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.

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