E. Ohman J or Asset Management AB Has $44.95 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

E. Ohman J or Asset Management AB grew its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 115.0% during the 1st quarter, Holdings Channel reports. The firm owned 133,016 shares of the semiconductor company’s stock after purchasing an additional 71,138 shares during the period. Taiwan Semiconductor Manufacturing makes up approximately 1.2% of E. Ohman J or Asset Management AB’s portfolio, making the stock its 15th biggest position. E. Ohman J or Asset Management AB’s holdings in Taiwan Semiconductor Manufacturing were worth $44,953,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of TSM. Brighton Jones LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 20.9% in the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after buying an additional 1,892 shares during the period. Gamco Investors INC. ET AL acquired a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter worth $701,000. Bank of Nova Scotia grew its holdings in Taiwan Semiconductor Manufacturing by 12.8% during the 2nd quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock worth $3,556,000 after acquiring an additional 1,784 shares during the period. FWL Investment Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 26.5% during the 2nd quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock valued at $57,000 after acquiring an additional 53 shares during the last quarter. Finally, Main Street Financial Solutions LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter valued at $270,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Insider Buying and Selling

In other news, VP Bor-Zen Tien acquired 2,000 shares of the firm’s stock in a transaction that occurred on Tuesday, May 19th. The stock was acquired at an average cost of $69.91 per share, for a total transaction of $139,820.00. Following the completion of the acquisition, the vice president owned 11,051 shares in the company, valued at $772,575.41. This represents a 22.10% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, VP Tzu-Sou Chuang sold 200,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total value of $13,966,000.00. Following the completion of the sale, the vice president directly owned 2,495,165 shares in the company, valued at approximately $174,237,371.95. This represents a 7.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders bought 3,496 shares of company stock worth $248,737. 1.11% of the stock is owned by corporate insiders.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Multiple recent articles argue TSMC remains attractively valued despite its strong run, with bullish takes calling it a buy on AI demand, earnings growth, and momentum. Taiwan Semiconductor: Not Expensive When You Run The Numbers On AI Demand
• Positive Sentiment: Analysts and commentators say TSMC is still benefiting from surging AI chip demand and tight advanced-node capacity, supporting the case for continued growth. Taiwan Semiconductor Manufacturing Company (TSM) Does Not Rule Out Price Rises as Costs Increase
• Neutral Sentiment: Investors are also watching the impact of U.S.-China trade tensions and possible tariff escalation, which could add volatility for global chipmakers. They Forgot to Protect Our Industries With TARIFFS! — Does a Trump Trade War 2.0 Loom?
• Neutral Sentiment: Fresh headlines about U.S. scrutiny of ASML and Taiwan’s potential chip export curbs to China keep geopolitical risk in focus for the semiconductor sector. ASML Draws Fresh China Scrutiny
• Neutral Sentiment: Intel’s new Apple partnership may stir competition in U.S. chip manufacturing, but it also underscores how dominant TSMC remains in advanced foundry production. Trump says Apple to partner with Intel on US chip design, production

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on TSM shares. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. Barclays lifted their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday. DA Davidson reissued a “buy” rating and issued a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Finally, Zacks Research cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus target price of $404.29.

Taiwan Semiconductor Manufacturing Trading Up 0.1%

TSM opened at $462.80 on Friday. The stock has a market capitalization of $2.40 trillion, a P/E ratio of 38.50, a P/E/G ratio of 1.35 and a beta of 1.38. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $206.20 and a 12 month high of $465.22. The firm’s fifty day simple moving average is $406.96 and its 200 day simple moving average is $358.16.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The firm had revenue of $30.65 billion during the quarter. As a group, research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 EPS 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 given a dividend of $1.1136 per share. 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 25.12%.

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.