Meyer Handelman Co. Boosts Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Meyer Handelman Co. raised its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 23.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 53,902 shares of the semiconductor company’s stock after acquiring an additional 10,256 shares during the quarter. Meyer Handelman Co.’s holdings in Taiwan Semiconductor Manufacturing were worth $18,216,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Fisher Asset Management LLC grew its stake in Taiwan Semiconductor Manufacturing by 1.8% in the fourth quarter. Fisher Asset Management LLC now owns 18,146,900 shares of the semiconductor company’s stock valued at $5,514,662,000 after purchasing an additional 313,773 shares during the last quarter. Van ECK Associates Corp lifted its position in shares of Taiwan Semiconductor Manufacturing by 11.1% during the fourth quarter. Van ECK Associates Corp now owns 17,464,962 shares of the semiconductor company’s stock valued at $5,307,428,000 after buying an additional 1,750,824 shares during the last quarter. Bank of America Corp DE lifted its position in shares of Taiwan Semiconductor Manufacturing by 6.5% during the fourth quarter. Bank of America Corp DE now owns 15,902,819 shares of the semiconductor company’s stock valued at $4,832,708,000 after buying an additional 966,926 shares during the last quarter. Jennison Associates LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 6.4% in the 4th quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company’s stock valued at $4,070,393,000 after buying an additional 802,757 shares in the last quarter. Finally, Alliancebernstein L.P. boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 2.2% in the 3rd quarter. Alliancebernstein L.P. now owns 10,687,037 shares of the semiconductor company’s stock valued at $2,984,783,000 after buying an additional 229,237 shares in the last quarter. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $433.62 on Friday. The company has a 50 day moving average price of $412.82 and a 200 day moving average price of $362.91. The firm has a market capitalization of $2.25 trillion, a P/E ratio of 36.07, a PEG ratio of 1.28 and a beta of 1.38. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $221.18 and a 52 week high of $476.79.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results 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 36.81%. Sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.35 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be given a $1.1136 dividend. 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. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s payout ratio is currently 25.12%.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC continues to be viewed as a critical supplier to the AI boom, with commentary highlighting its leading role in advanced packaging, CoWoS, and leading-edge chip production. Why TSMC’s CoWoS Role Keeps Taiwan Semiconductor (TSM) Central to the HBM-Driven AI Chip Boom
• Positive Sentiment: Recent operating trends remain strong, with May revenue up 30.1% year over year and year-to-date revenue up 30.0%, supporting confidence that AI-related demand is still accelerating. Strong Earnings Demonstrate Taiwan Semiconductor Manufacturing Company Limited’s (TSM) Key Role in The AI-Capex Cycle
• Positive Sentiment: Bank of America raised its price target on TSMC to $590 from $490 and reiterated a Buy rating, signaling stronger conviction in upside from current levels. Benzinga report on Bank of America target increase
• Positive Sentiment: Susquehanna also lifted its target to $575 from $500, adding to the wave of bullish analyst calls around TSMC’s AI-driven growth outlook. What Makes Taiwan Semiconductor Manufacturing Company (TSM) One of the Best AI Chip Stock to Buy for the Long Term
• Positive Sentiment: Vice President Lipen Yuan bought additional shares, a small but constructive insider signal that management remains confident in the business. Insider trade filing
• Neutral Sentiment: Several articles comparing TSMC with Intel and other chipmakers are adding to the market discussion, but they do not appear to be a direct catalyst on their own. Intel vs TSM: Which Chip Giant is the Better Investment?
• Neutral Sentiment: TSMC also disclosed capex-related filings and a bond issuance/share capital reduction update, which mainly reinforces its heavy investment cycle rather than changing the near-term outlook. TSMC Details Heavy Capex, Bond Issuance and Share Capital Reduction for May 2026

Insider Buying and Selling

In other news, VP Lipen Yuan bought 1,000 shares of the firm’s stock in a transaction that occurred on Monday, June 22nd. The stock was purchased at an average price of $79.19 per share, with a total value of $79,190.00. Following the completion of the acquisition, the vice president directly owned 5,000 shares of the company’s stock, valued at $395,950. This trade represents a 25.00% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Bor-Zen Tien bought 2,000 shares of the company’s stock in a transaction that occurred on Tuesday, May 19th. The stock was purchased at an average price of $69.91 per share, for a total transaction of $139,820.00. Following the transaction, the vice president owned 11,051 shares of the company’s stock, valued at $772,575.41. The trade was a 22.10% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders bought 4,496 shares of company stock worth $327,927 in the last 90 days. Insiders own 1.11% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently commented on TSM. Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, June 17th. Susquehanna raised their target price on shares of Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the company a “positive” rating in a research note on Monday. Needham & Company LLC lifted their price target on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Barclays upped their price target 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, Zacks Research lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Two research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Buy” and an average target price of $449.38.

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.