Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Guinness Atkinson Asset Management Inc

Key Points

• Guinness Atkinson Asset Management reduced its stake in Taiwan Semiconductor Manufacturing by 12% in the fourth quarter, though TSM remains its largest holding at 4.4% of its portfolio.
• Wall Street sentiment remains bullish overall, with analysts assigning mostly Buy ratings and an average price target of $404.29 despite mixed recent rating changes.
• TSMC recently raised its quarterly dividend to $1.1136 per share from $0.95, while the company continues to post strong financial results and benefit from AI-related demand.

Guinness Atkinson Asset Management Inc decreased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 12.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 30,725 shares of the semiconductor company's stock after selling 4,186 shares during the quarter. Taiwan Semiconductor Manufacturing makes up 4.4% of Guinness Atkinson Asset Management Inc's holdings, making the stock its biggest position. Guinness Atkinson Asset Management Inc's holdings in Taiwan Semiconductor Manufacturing were worth $9,246,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also modified their holdings of the company. Stephens Consulting LLC lifted its stake in Taiwan Semiconductor Manufacturing by 82.0% in the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company's stock valued at $28,000 after buying an additional 41 shares in the last quarter. Ares Financial Consulting LLC purchased a new stake in Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $29,000. Basepoint Wealth LLC purchased a new stake in Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $31,000. Resources Management Corp CT ADV acquired a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at approximately $32,000. Finally, Maseco LLP acquired a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at approximately $35,000. Hedge funds and other institutional investors own 16.51% of the company's stock.

Wall Street Analysts Forecast Growth

TSM has been the topic of a number of research analyst reports. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research note on Sunday, March 22nd. DA Davidson restated a "buy" rating and issued a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Zacks Research cut shares of Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a research note on Monday, March 16th. Needham & Company LLC upped their target price on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a "buy" rating in a report on Thursday, April 16th. Finally, Barclays increased their target price 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 investment 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. According to data from MarketBeat, Taiwan Semiconductor Manufacturing has an average rating of "Buy" and an average target price of $404.29.

Taiwan Semiconductor Manufacturing Price Performance

TSM stock opened at $419.28 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $190.56 and a 1 year high of $430.55. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31. The firm has a market capitalization of $2.17 trillion, a PE ratio of 34.88, a price-to-earnings-growth ratio of 1.22 and a beta of 1.39. The business has a 50 day simple moving average of $378.24 and a 200-day simple moving average of $342.57.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last announced its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The firm had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%. Equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be issued a dividend of $1.1136 per share. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 annualized dividend and a dividend yield of 1.1%. This is a boost from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing's payout ratio is presently 24.71%.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC said rising AI power consumption is becoming a key design constraint, reinforcing demand for more advanced, energy-efficient chips and highlighting the company’s relevance in next-generation AI hardware. TSMC Puts AI Power Constraints At Center Of Future Chip Strategy
• Positive Sentiment: Reports that TSMC may raise 3nm process prices by up to 15% in the second half of the year suggest improving pricing power and potentially stronger margins. Report: TSMC to Raise 3nm Process Prices
• Positive Sentiment: Coverage noting TSMC’s strong quarterly results, raised 2026 revenue guidance above 30%, and higher capital spending expectations continues to support the bullish case for AI-driven growth. Taiwan Semiconductor Stock Nearing 52-Week High
• Positive Sentiment: Analyst-style comparisons against peers such as Broadcom and ASML kept TSMC in the spotlight as one of the strongest semiconductor names near record levels. TSM vs Broadcom: Both Nearing 52-Week High
• Neutral Sentiment: MediaTek’s support for both TSMC and Intel advanced packaging technologies was more of an industry development than a direct catalyst for TSMC shares. MediaTek says it supports both TSMC and Intel advanced packaging technologies
• Neutral Sentiment: Broader articles comparing TSMC with ASML or discussing “the best semi stock to buy” mainly reflect continuing investor interest in the sector rather than a new company-specific development. ASML vs. TSMC: Better Semi Stock to Buy Right Now?
• Negative Sentiment: Comments that AI energy use is becoming a limiting factor could eventually pressure chip growth assumptions if power constraints slow deployment or raise infrastructure costs, though the near-term read-through is mixed. Energy use forcing rethink of AI chip design, TSMC says

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien acquired 2,000 shares of the business's stock in a transaction that occurred on Tuesday, May 19th. The stock was purchased at an average cost of $69.91 per share, for a total transaction of $139,820.00. Following the completion of the transaction, the vice president owned 11,051 shares in the company, valued at approximately $772,575.41. This trade represents a 22.10% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, VP Tzu-Sou Chuang sold 200,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the transaction, the vice president directly owned 2,495,165 shares in the company, valued at $174,237,371.95. This trade represents a 7.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have bought 3,346 shares of company stock worth $218,005. Insiders own 1.11% of the company's stock.

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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