Jupiter Asset Management Ltd. Has $36.38 Million Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Jupiter Asset Management Ltd. lessened its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 14.9% in the fourth quarter, Holdings Channel reports. The firm owned 119,722 shares of the semiconductor company’s stock after selling 21,024 shares during the quarter. Jupiter Asset Management Ltd.’s holdings in Taiwan Semiconductor Manufacturing were worth $36,382,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Moors & Cabot Inc. grew its stake in Taiwan Semiconductor Manufacturing by 2.6% during the fourth quarter. Moors & Cabot Inc. now owns 39,328 shares of the semiconductor company’s stock worth $11,951,000 after buying an additional 1,004 shares in the last quarter. Foundations Investment Advisors LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 15.2% in the 4th quarter. Foundations Investment Advisors LLC now owns 31,368 shares of the semiconductor company’s stock valued at $9,532,000 after buying an additional 4,148 shares in the last quarter. Baker Avenue Asset Management LP lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 101.0% during the 4th quarter. Baker Avenue Asset Management LP now owns 1,921 shares of the semiconductor company’s stock worth $584,000 after acquiring an additional 201,635 shares during the period. Godfrey Financial Associates Inc. acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $115,000. Finally, IFG Advisory LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 98.0% during the 4th quarter. IFG Advisory LLC now owns 11,037 shares of the semiconductor company’s stock worth $3,354,000 after acquiring an additional 5,464 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC’s CEO reportedly promised a 30%+ boost to employee bonuses as Q1 revenue surged and AI chip demand remained strong, reinforcing confidence in the company’s earnings momentum. Article Title
• Positive Sentiment: TSMC said surging AI electricity demand is forcing customers to prioritize energy efficiency in future chip designs, highlighting how central its advanced manufacturing remains to the next phase of AI hardware. Article Title
• Positive Sentiment: Analysts and market commentary pointed to TSMC as a major beneficiary of the broad semiconductor AI boom, with the stock nearing its 52-week high amid strong guidance for 2026 revenue growth and higher capital spending. Article Title
• Positive Sentiment: Nvidia’s CEO said the company plans to spend heavily in Taiwan and deepen its local AI ecosystem, which supports expectations for continued orders and strategic importance for TSMC. Article Title
• Positive Sentiment: Applied Materials’ CEO said the semiconductor industry is in its strongest period ever, citing AI-driven computing demand and long-term growth, which adds to the bullish backdrop for TSMC. Article Title
• Neutral Sentiment: Coverage also noted TSMC’s dividend update and price increases for advanced 3nm chips, but these items are secondary to the bigger AI-demand story and mainly reinforce the company’s improving cash generation. Article Title
• Neutral Sentiment: Reports that TSMC may raise 3nm process prices point to strong pricing power, though the market may also watch for any demand sensitivity if costs rise too quickly. Article Title

Insider Buying and Selling

In related news, VP Bor-Zen Tien bought 2,000 shares of the stock in a transaction that occurred on Tuesday, May 19th. The stock was acquired at an average cost of $69.91 per share, with a total value of $139,820.00. Following the transaction, the vice president directly owned 11,051 shares in the company, valued at approximately $772,575.41. This trade represents a 22.10% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Tzu-Sou Chuang sold 200,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total value of $13,966,000.00. Following the transaction, the vice president directly owned 2,495,165 shares in the company, valued at $174,237,371.95. The trade was a 7.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders purchased 3,346 shares of company stock valued at $218,005. 1.11% of the stock is owned by company insiders.

Analyst Ratings Changes

Several research analysts have commented on TSM shares. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Needham & Company LLC lifted their price target on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 20th. Barclays upped their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Finally, Wedbush reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. Two analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and a consensus price target of $404.29.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE:TSM opened at $424.54 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $190.56 and a one year high of $430.55. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31. The company has a market cap of $2.20 trillion, a price-to-earnings ratio of 35.32, a PEG ratio of 1.23 and a beta of 1.39. The firm has a 50 day simple moving average of $376.65 and a 200 day simple moving average of $342.03.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. The firm had revenue of $30.65 billion for the quarter. Research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be paid a $1.1136 dividend. 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 1.0%. The ex-dividend date of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s payout ratio is currently 24.71%.

Taiwan Semiconductor Manufacturing 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.