Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Victory Financial Group LLC

Victory Financial Group LLC raised its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 42.2% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 7,290 shares of the semiconductor company’s stock after buying an additional 2,163 shares during the period. Victory Financial Group LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $2,215,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently modified their holdings of the company. Brown Advisory Inc. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 43.2% in the 2nd quarter. Brown Advisory Inc. now owns 6,650,983 shares of the semiconductor company’s stock worth $1,506,389,000 after acquiring an additional 2,006,745 shares during the last quarter. Arrowstreet Capital Limited Partnership lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 109.5% during the second quarter. Arrowstreet Capital Limited Partnership now owns 3,526,160 shares of the semiconductor company’s stock valued at $798,640,000 after purchasing an additional 1,842,951 shares during the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main boosted its position in shares of Taiwan Semiconductor Manufacturing by 268.2% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,499,677 shares of the semiconductor company’s stock valued at $566,152,000 after purchasing an additional 1,820,852 shares during the period. Alliancebernstein L.P. boosted its position in shares of Taiwan Semiconductor Manufacturing by 18.0% in the 2nd quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock valued at $2,368,587,000 after purchasing an additional 1,593,786 shares during the period. Finally, SurgoCap Partners LP purchased a new position in Taiwan Semiconductor Manufacturing in the 3rd quarter worth about $360,443,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC plans to install equipment and begin mass production of 3‑nanometre wafers at its second Japanese fab in 2028, underscoring a multi-year commitment to shift advanced node capacity outside Taiwan and support AI/datacenter demand. TSMC plans 3-nanometre chip production launch in Japan in 2028
• Positive Sentiment: Regulatory/board approvals and a ~ $5.26B investment were reported for an ultra‑efficient AI chip “mega‑factory” in Japan to house advanced 3nm processes — a clear signal of TSMC capturing more AI supply‑chain share. Taiwan Semiconductor Wins Approval For Ultra-Efficient AI Chip Mega-Factory In Japan
• Positive Sentiment: Company momentum tied to AI extends beyond Japan: TSMC is ramping 2nm production and pushing advanced packaging to capture higher‑value AI and data‑center orders, supporting a reframe of growth and valuation expectations. TSMC 2nm Ramp And AI Demand Reframe Growth And Valuation Narrative Will TSM’s Advanced Packaging Push Unlock a New Growth Phase?
• Positive Sentiment: Unusually large call‑option flows and recent insider purchases suggest speculative and insider confidence in near‑term upside; Wall Street coverage remains mostly bullish with multiple buy/overweight ratings and high median price targets. TSMC Stock (TSM) Extends Gains on AI Chip Japan Expansion Plans TSMC Stock (TSM) Opinions on Capacity Constraints
• Neutral Sentiment: Brand/influence recognition: TSMC was listed among Fast Company’s Most Innovative Companies, a positive reputational note but with limited direct near‑term financial impact. ELEHEAR Named to Fast Company’s Annual List of the World’s Most Innovative Companies of 2026
• Neutral Sentiment: Fund letters and investor commentary reiterate strong underlying demand and long‑term thesis (AI, mobile, automotive), reinforcing institutional interest but not introducing new operational data. Strong Demand Lifted Taiwan Semiconductor Manufacturing Company Limited (TSM) Higher in Q4
• Negative Sentiment: Risks remain: very high capex to fund node/geo expansion, concentrated customer exposure, and geopolitical tensions could pressure margins or investment returns; the shares did experience recent pullbacks amid macro/technical selling. TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know

Analysts Set New Price Targets

Several analysts have issued reports on the company. Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a report on Friday, January 23rd. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Sanford C. Bernstein restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Wedbush restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Finally, 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. Three analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus price target of $391.43.

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien acquired 1,000 shares of the stock in a transaction that occurred on Sunday, March 22nd. The shares were purchased at an average cost of $55.93 per share, with a total value of $55,930.00. Following the completion of the transaction, the vice president owned 9,051 shares of the company’s stock, valued at approximately $506,222.43. This trade represents a 12.42% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through this link. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Up 6.8%

NYSE:TSM opened at $337.90 on Wednesday. The business’s fifty day moving average price is $348.54 and its 200 day moving average price is $314.32. The firm has a market capitalization of $1.75 trillion, a price-to-earnings ratio of 31.73, a PEG ratio of 0.87 and a beta of 1.29. The company has a current ratio of 2.62, a quick ratio of 2.42 and a debt-to-equity ratio of 0.17. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $390.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $3.11 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%.The firm had revenue of $30.65 billion during the quarter. On average, sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be issued a dividend of $0.9503 per share. This represents a $3.80 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 28.36%.

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.