Swedbank AB Purchases 2,685 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Swedbank AB raised its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 0.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,482,023 shares of the semiconductor company’s stock after purchasing an additional 2,685 shares during the quarter. Swedbank AB’s holdings in Taiwan Semiconductor Manufacturing were worth $450,372,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Stephens Consulting LLC increased its position in Taiwan Semiconductor Manufacturing by 82.0% during the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock valued at $28,000 after purchasing an additional 41 shares during the period. Ares Financial Consulting LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the 4th quarter valued at approximately $29,000. Resources Management Corp CT ADV acquired a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter valued at approximately $32,000. Maseco LLP acquired a new stake in Taiwan Semiconductor Manufacturing during the 4th quarter valued at approximately $35,000. Finally, Cedar Wealth Management LLC increased its position in Taiwan Semiconductor Manufacturing by 91.4% during the 3rd 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 period. 16.51% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of analysts have weighed in on TSM shares. Dbs Bank raised shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research report on Friday, January 23rd. Wedbush reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Freedom Capital raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. 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. Finally, Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 9th. Two research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average price target of $404.29.

Taiwan Semiconductor Manufacturing Trading Down 1.8%

Shares of TSM stock opened at $394.37 on Wednesday. The company has a market cap of $2.04 trillion, a P/E ratio of 32.81, a PEG ratio of 1.17 and a beta of 1.39. The stock has a 50 day simple moving average of $359.51 and a two-hundred day simple moving average of $328.68. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.32 and a current ratio of 2.51. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $170.59 and a fifty-two week high of $414.50.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. The business had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 38.17% and a net margin of 46.97%. Research analysts forecast 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 disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be paid a $0.9503 dividend. This represents a $3.80 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 24.71%.

Insider Buying and Selling

In other news, VP Bor-Zen Tien acquired 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Sunday, March 22nd. The stock was purchased at an average price of $55.93 per share, with a total value of $55,930.00. Following the completion of the purchase, 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 position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Samsung’s surge to a $1 trillion market cap underscores booming AI memory/chip demand that benefits the entire semiconductor supply chain and validates investor appetite for chipmakers like TSMC. Samsung Hits $1 Trillion Valuation, Joining TSMC in Elite Club
• Positive Sentiment: Analysts (Bernstein) say AI agent demand is “off the charts,” implying continued strong wafer demand and pricing power for leading foundries including TSMC. This supports upside to revenue and utilization. Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,’ Supply Can’t Keep Up
• Positive Sentiment: Large cloud/AI capex plans (e.g., Google buildout coverage) and ongoing inclusion of TSM in AI-focused portfolios keep long-term demand prospects robust, supporting multi-year revenue visibility. 3 Semiconductor Stocks Poised to Gain as Google Eyes $190B AI Buildout
• Neutral Sentiment: TSMC remains a top AI-infrastructure name and subject of bullish long-term forecasts (including some outright multi‑year price targets), but some investor commentary notes the trade is crowded and relative monthly performance has lagged certain peers. Everyone’s Talking About TSMC’s AI Boom. Smart Money Is Watching UMC Instead
• Negative Sentiment: Apple’s exploratory talks with Intel and Samsung about U.S. onshore chip production introduce execution and customer‑concentration risk for TSMC if Apple pursues a secondary supplier over time — the discussions are preliminary but market‑sensitive. Apple Talks Put Intel Foundry Ambitions And Investor Hopes In Focus
• Negative Sentiment: Intel’s shares spiked on reports it may win chip-manufacturing business from large customers, and some coverage noted TSMC shares slipped amid that rotation — a near‑term headwind tied to investor repositioning rather than fundamentals. INTC stock hits record high as Apple mulls using Co’s chipmaking skills; TSM drops

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.