Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Ninety One UK Ltd

Ninety One UK Ltd cut its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 3.6% during the 4th quarter, HoldingsChannel reports. The fund owned 2,012,887 shares of the semiconductor company’s stock after selling 76,209 shares during the period. Taiwan Semiconductor Manufacturing comprises 1.3% of Ninety One UK Ltd’s portfolio, making the stock its 21st largest position. Ninety One UK Ltd’s holdings in Taiwan Semiconductor Manufacturing were worth $611,696,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in TSM. Stephens Consulting LLC raised 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 valued at $28,000 after acquiring an additional 41 shares in the last quarter. Resources Management Corp CT ADV acquired a new stake in Taiwan Semiconductor Manufacturing in the second quarter valued at $32,000. Maseco LLP bought a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter valued at $35,000. Cedar Wealth Management LLC increased its stake in 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. Finally, Westend Capital Management LLC increased its stake in Taiwan Semiconductor Manufacturing by 476.2% during the fourth quarter. Westend Capital Management LLC now owns 121 shares of the semiconductor company’s stock valued at $37,000 after purchasing an additional 100 shares during the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several analysts have weighed in on TSM shares. DA Davidson reiterated a “buy” rating and set a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Friday. Freedom Capital upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. Finally, Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 20th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average target price of $401.43.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Q1 beat and raised guide — TSMC reported record Q1 profit and revenue, strong 3nm demand and raised Q2 revenue guidance, reinforcing the AI-driven revenue/margin story that underpins the rally. TSMC Q1 profit jumps 58% (Reuters)
• Positive Sentiment: Earnings details & call highlights — EPS and revenue topped estimates, management emphasized tight advanced-node capacity (N3) and continued hyperscaler demand on the earnings call. These operational details support near-term pricing power. Q1 earnings call highlights (Yahoo)
• Positive Sentiment: Analyst bullishness — Several brokerages moved targets higher (Needham to $480; DA Davidson reaffirmed buy with $450 PT), providing directional support and signaling expected upside vs. current levels. Analyst price target updates (TickerReport/Benzinga)
• Neutral Sentiment: Macro/market tailwinds — A broad market rally (energy-driven risk-on session) and tech-led gains help TSMC sentiment today, but this is external momentum rather than company-specific news. Market rally lifts tech (Yahoo)
• Neutral Sentiment: Peer comparisons — Several pieces reassess TSMC vs. peers (NVIDIA, ASML), useful for allocation decisions but not immediate catalysts for TSM’s share moves. TSMC vs NVDA comparison (Zacks)
• Negative Sentiment: Why shares didn’t gap up — Despite blowout results, some outlets note profit-taking, rich valuation and near-term concerns (geopolitical costs, capacity constraints) that have capped the rally. Those factors can limit upside until visibility on new capacity improves. Why stock isn’t moving after earnings (Invezz)
• Negative Sentiment: Competitive & capacity risk — Analysis warns rivals (Samsung, Intel) are catching up and multi-year delays in expanding capacity could push customers toward competitors, posing a medium-term risk to market share and margins. Foundry competition and capacity concerns (Seeking Alpha)

Insider Activity at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien purchased 1,000 shares of the stock in a transaction dated Sunday, March 22nd. The stock was acquired at an average price of $55.93 per share, for a total transaction 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. The trade was 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 this hyperlink. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Up 2.0%

Taiwan Semiconductor Manufacturing stock opened at $370.58 on Friday. The company has a 50-day simple moving average of $354.78 and a 200-day simple moving average of $321.67. The firm has a market capitalization of $1.92 trillion, a P/E ratio of 30.83, a P/E/G ratio of 1.11 and a beta of 1.35. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.42 and a current ratio of 2.62. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $145.84 and a one year high of $390.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The business had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 37.92%. As a group, equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 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 given a dividend of $0.9503 per share. The ex-dividend date is Thursday, June 11th. This represents a $3.80 annualized dividend and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 27.89%.

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.