8,673 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Acquired by Fulcrum Asset Management LLP

Fulcrum Asset Management LLP purchased a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the 4th quarter, Holdings Channel.com reports. The firm purchased 8,673 shares of the semiconductor company’s stock, valued at approximately $2,636,000.

Several other large investors have also made changes to their positions in the company. Bessemer Group Inc. boosted its position in shares of Taiwan Semiconductor Manufacturing by 67.8% during the 4th quarter. Bessemer Group Inc. now owns 1,651,162 shares of the semiconductor company’s stock worth $501,771,000 after acquiring an additional 666,984 shares in the last quarter. Thrivent Financial for Lutherans boosted its position in shares of Taiwan Semiconductor Manufacturing by 1.8% during the 4th quarter. Thrivent Financial for Lutherans now owns 1,214,419 shares of the semiconductor company’s stock worth $368,957,000 after acquiring an additional 21,492 shares in the last quarter. Williams & Novak LLC lifted its stake in Taiwan Semiconductor Manufacturing by 30.9% in the 4th quarter. Williams & Novak LLC now owns 2,320 shares of the semiconductor company’s stock valued at $705,000 after purchasing an additional 547 shares during the last quarter. Triton Wealth Management PLLC lifted its stake in Taiwan Semiconductor Manufacturing by 10.2% in the 4th quarter. Triton Wealth Management PLLC now owns 2,382 shares of the semiconductor company’s stock valued at $794,000 after purchasing an additional 221 shares during the last quarter. Finally, WJ Wealth Management LLC lifted its stake in Taiwan Semiconductor Manufacturing by 1.5% in the 4th quarter. WJ Wealth Management LLC now owns 2,699 shares of the semiconductor company’s stock valued at $820,000 after purchasing an additional 40 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Insider Activity

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien purchased 1,000 shares of the company’s stock in a transaction dated 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 ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. Insiders have acquired a total of 1,346 shares of company stock worth $78,185 over the last ninety days. 1.11% of the stock is currently owned by company insiders.

Taiwan Semiconductor Manufacturing Price Performance

TSM stock opened at $417.77 on Friday. The company has a fifty day moving average price of $364.44 and a 200-day moving average price of $334.32. The company has a market capitalization of $2.16 trillion, a P/E ratio of 34.76, a PEG ratio of 1.17 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $188.81 and a 52-week high of $421.97. 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 (NYSE:TSM) last released its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The firm 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 38.17%. As a group, equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.25 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

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

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC raised its long-term forecast for the global semiconductor market to $1.5 trillion by 2030, up from $1 trillion, saying AI and high-performance computing will drive most of that growth. The company also said it is expanding capacity aggressively with new wafer fabs and advanced packaging projects across multiple countries. Reuters article
• Positive Sentiment: Shares are also getting a lift from a broad AI and semiconductor rally, with Nvidia and other chip leaders strong and TSMC flashing buy signals in market coverage. Dow Jones Futures article
• Positive Sentiment: News flow around robust AI demand, including TSMC’s strong monthly revenue trends and continued capital spending, is reinforcing expectations for sustained growth into 2026. Quiver Quantitative article

Analysts Set New Price Targets

TSM has been the subject of several research reports. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. TD Cowen increased their price objective on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a research note on Friday, January 16th. DA Davidson reissued a “buy” rating and issued a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. 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 note on Thursday, April 16th. Finally, Argus raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. 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 stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and a consensus price target of $404.29.

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.