Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stake Decreased by OVERSEA CHINESE BANKING Corp Ltd

OVERSEA CHINESE BANKING Corp Ltd lowered its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 11.5% during the 4th quarter, HoldingsChannel reports. The fund owned 432,969 shares of the semiconductor company’s stock after selling 56,420 shares during the period. Taiwan Semiconductor Manufacturing comprises about 3.4% of OVERSEA CHINESE BANKING Corp Ltd’s investment portfolio, making the stock its 4th largest holding. OVERSEA CHINESE BANKING Corp Ltd’s holdings in Taiwan Semiconductor Manufacturing were worth $131,416,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Penobscot Investment Management Company Inc. raised its stake in shares of Taiwan Semiconductor Manufacturing by 0.9% in the fourth quarter. Penobscot Investment Management Company Inc. now owns 9,488 shares of the semiconductor company’s stock valued at $2,883,000 after acquiring an additional 80 shares during the period. SageGuard Financial Group LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the fourth quarter valued at $1,559,000. Private Wealth Partners LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the fourth quarter valued at $1,662,000. Checchi Capital Advisers LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 3.6% in the fourth quarter. Checchi Capital Advisers LLC now owns 10,273 shares of the semiconductor company’s stock valued at $3,122,000 after acquiring an additional 353 shares during the period. Finally, Legacy Advisors LLC increased its stake in Taiwan Semiconductor Manufacturing by 16.4% in the fourth quarter. Legacy Advisors LLC now owns 9,062 shares of the semiconductor company’s stock worth $2,761,000 after purchasing an additional 1,274 shares during the period. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Up 0.4%

Shares of TSM opened at $367.70 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $147.44 and a 1-year high of $390.20. The company has a 50-day moving average of $355.11 and a 200 day moving average of $323.28. The firm has a market capitalization of $1.90 trillion, a price-to-earnings ratio of 30.59, a PEG ratio of 1.09 and a beta of 1.35. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.51 and a quick ratio of 2.32.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data 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 38.17%. The company had revenue of $30.65 billion during the quarter. On average, research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 14.62 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be issued a dividend of $0.9503 per share. The ex-dividend date is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 24.71%.

Analysts Set New Price Targets

TSM has been the topic of a number of recent analyst reports. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 9th. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 20th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Zacks Research lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Finally, Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Two analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $401.43.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Multiple broker upgrades and reiterated “buy” ratings (Zacks rank upgrade, DA Davidson reiteration) raise near-term buy-side interest by signaling stronger earnings prospects and analyst confidence. TSMC (TSM) Upgraded to Buy: Here’s Why
• Positive Sentiment: Coverage emphasizing TSMC as the critical “pick-and-shovel” play for the AI supercycle and noting stronger 2026 sales guidance underpins durable demand for advanced nodes. Prediction: The Best Pick-and-Shovel AI Stock of 2026…
• Positive Sentiment: Nvidia CEO Jensen Huang warned manufacturing bottlenecks could persist 2–3 years — a backdrop that supports TSMC because capacity constraints and long equipment lead times favor incumbent leading-edge fabs. NVIDIA CEO Jensen Huang Says Manufacturing Bottlenecks…
• Positive Sentiment: Macro/sector momentum: a broad chip rally (Micron-led SOX strength) and analyst bullish takes on testing/equipment names suggest continued rotation into semiconductor supply-chain beneficiaries like TSMC. Micron sits at the center of a red-hot chip rally
• Neutral Sentiment: Comparative pieces on Nvidia/Intel/TSMC and onshoring of AI supply chains highlight strategic positioning but are more thematic than immediately price-moving. Nvidia vs. Intel vs. TSMC: The American AI Ecosystem
• Neutral Sentiment: Some analysts and articles argue the market may be mispricing TSMC as cyclical when its long-term structural role in AI could make it less cyclical — a positive thesis but one that plays out over quarters/years. TSMC: The Market Is Pricing A Foundry Like A Cyclical…
• Negative Sentiment: InvestorPlace and other commentary note instances where “perfect” earnings don’t produce follow-through; this explains why strong results may not immediately translate to a sustained breakout. Why Great Earnings Don’t Always Boost Prices

Insider Buying and Selling

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien bought 1,000 shares of the business’s stock in a transaction on Sunday, March 22nd. The shares were acquired at an average price of $55.93 per share, with a total value of $55,930.00. Following the transaction, the vice president owned 9,051 shares of the company’s stock, valued at approximately $506,222.43. This trade represents a 12.42% increase in their position. The purchase was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Company insiders own 1.11% of the company’s stock.

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.