Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by iA Global Asset Management Inc.

iA Global Asset Management Inc. lifted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 22.5% during the fourth quarter, Holdings Channel reports. The fund owned 227,501 shares of the semiconductor company’s stock after buying an additional 41,850 shares during the quarter. Taiwan Semiconductor Manufacturing makes up 0.9% of iA Global Asset Management Inc.’s holdings, making the stock its 26th largest holding. iA Global Asset Management Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $69,135,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. Stephens Consulting LLC grew its position in Taiwan Semiconductor Manufacturing by 82.0% during the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock valued at $28,000 after buying an additional 41 shares during the period. Ares Financial Consulting LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter valued at $29,000. Resources Management Corp CT ADV acquired a new stake in Taiwan Semiconductor Manufacturing during the second quarter valued at $32,000. Maseco LLP acquired a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter valued at $35,000. Finally, Cedar Wealth Management LLC grew its position 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 buying an additional 64 shares during the period. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

TSM opened at $404.95 on Friday. The company has a quick ratio of 2.32, a current ratio of 2.51 and a debt-to-equity ratio of 0.17. The company has a market cap of $2.10 trillion, a price-to-earnings ratio of 33.69, a PEG ratio of 1.18 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 firm’s fifty day simple moving average is $365.38 and its two-hundred day simple moving average is $334.81.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The business had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 38.17%. Equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.25 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

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

Analyst Ratings Changes

Several research firms recently commented on TSM. DA Davidson restated a “buy” rating and set a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Dbs Bank upgraded shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research report on Friday, January 23rd. Zacks Research lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Wedbush restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Finally, Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report 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 stock. According to data from MarketBeat, the company has a consensus rating of “Buy” and a consensus price target of $404.29.

Insider Transactions at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien acquired 1,000 shares of the firm’s stock in a transaction on Sunday, March 22nd. The shares were acquired at an average cost of $55.93 per share, with a total value of $55,930.00. Following the completion of the acquisition, the vice president directly owned 9,051 shares in the company, valued at approximately $506,222.43. This trade represents a 12.42% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Insiders have acquired 1,346 shares of company stock worth $78,185 over the last quarter. Company insiders own 1.11% of the company’s stock.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC’s long-term outlook remains strong, with the company now expecting the global semiconductor market to exceed $1.5 trillion by 2030, up from its prior $1 trillion forecast, driven by AI and high-performance computing demand. TSMC says global chip market to hit $1.5 trillion by 2030 as AI drives growth
• Positive Sentiment: The company is accelerating investment in 2nm chips, CoWoS packaging, and AI infrastructure, and says AI/HPC demand is supporting 2026 revenue growth above 30%, reinforcing its role as a core AI supply-chain winner. TSMC says global chip market to hit $1.5 trillion by 2030 as AI drives growth
• Positive Sentiment: Bank of America reiterated a Buy rating after TSMC’s technology symposium, saying recent concerns are overdone, which supports the bullish case for the stock. Buy TSMC stock as ’recent concerns are overdone’: BofA
• Neutral Sentiment: TSMC also filed reviewed Q1 2026 financials with the U.S. SEC, a routine disclosure that does not appear to be the main driver of trading. TSMC Files Q1 2026 Reviewed Financials with U.S. SEC
• Negative Sentiment: TSMC disclosed plans to sell a large stake in VIS, which may pressure sentiment because investors often dislike unexpected asset sales, even if the move is meant to sharpen focus on core foundry operations. TSMC plans to sell 152 million shares in chipmaker Vanguard
• Negative Sentiment: Some headline momentum may also be weighed by high-profile selling from investors such as ARK Invest, which sold TSMC shares near record highs after a strong run. ARK Invest Offloads TSMC (TSM) at Peak, Snaps Up Cerebras After Stellar Market Debut

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.