Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Balentine LLC

Balentine LLC grew its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 69.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 9,701 shares of the semiconductor company’s stock after purchasing an additional 3,984 shares during the period. Balentine LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $2,948,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also modified their holdings of the company. Childress Capital Advisors LLC increased its stake in Taiwan Semiconductor Manufacturing by 145.3% during the 3rd quarter. Childress Capital Advisors LLC now owns 3,192 shares of the semiconductor company’s stock valued at $891,000 after buying an additional 1,891 shares during the period. Shannon River Fund Management LLC acquired a new position in Taiwan Semiconductor Manufacturing during the 3rd quarter valued at about $2,430,000. Vanguard Personalized Indexing Management LLC increased its stake in Taiwan Semiconductor Manufacturing by 9.4% during the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 101,876 shares of the semiconductor company’s stock valued at $28,470,000 after buying an additional 8,738 shares during the period. Hantz Financial Services Inc. increased its stake in Taiwan Semiconductor Manufacturing by 28.6% during the 3rd quarter. Hantz Financial Services Inc. now owns 37,216 shares of the semiconductor company’s stock valued at $10,394,000 after buying an additional 8,284 shares during the period. Finally, Hollencrest Capital Management increased its stake in Taiwan Semiconductor Manufacturing by 125.3% during the 3rd quarter. Hollencrest Capital Management now owns 5,216 shares of the semiconductor company’s stock valued at $1,457,000 after buying an additional 2,901 shares during the period. Institutional investors and hedge funds own 16.51% of the company’s stock.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

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

Taiwan Semiconductor Manufacturing Stock Performance

NYSE:TSM opened at $397.80 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $170.59 and a twelve month high of $414.50. The company has a current ratio of 2.51, a quick ratio of 2.32 and a debt-to-equity ratio of 0.17. The company has a 50-day moving average of $359.03 and a 200-day moving average of $327.83. The firm has a market cap of $2.06 trillion, a price-to-earnings ratio of 33.10, a price-to-earnings-growth ratio of 1.16 and a beta of 1.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted 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. Analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.24 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

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

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Philippe Laffont has materially increased his TSM position, signaling institutional conviction despite geopolitical risk; that buying helped push shares higher. This Billionaire is Loading Up On Taiwan Semiconductor (TSM)
• Positive Sentiment: Erste Group raised FY2026 and FY2027 EPS estimates for TSMC, indicating analysts are penciling in stronger profitability and supporting higher valuations. MarketBeat: TSM analyst updates
• Positive Sentiment: TSMC signed a long-term (30-year) corporate PPA with Northland Power for Hai Long offshore wind capacity — reduces energy price/exposure risk and supports ESG/capacity planning for fabs. Northland Power Signs Long-Term Corporate Power Purchase Agreement
• Neutral Sentiment: Investor attention pieces (Zacks/Yahoo) and bullish price-target writeups highlight volume of interest and narrative momentum around TSMC and AI demand — supportive for sentiment but not new operational data. Zacks: TSMC is Attracting Investor Attention
• Neutral Sentiment: Price-target/upside pieces (e.g., 247WallSt) argue for further gains based on AI capex, but these are projection-driven and should be treated as sentiment drivers rather than fresh fundamentals. Price Prediction: TSM Sees 21% Upside
• Negative Sentiment: ASML commentary flagged possible TSMC production delays and valuation stretch in the supply chain narrative — a reminder that equipment/supply bottlenecks or missed ship times could pressure near-term results. ASML Stock Surges on AI Chip Boom
• Negative Sentiment: Competitive and cost risks: Samsung is pushing for more foundry wins (adds pricing/market-share risk) and Delta Electronics warned of rising costs in the AI datacenter supply chain — potential margin pressure or capex/supply constraints. Samsung expects to win more customers Delta Electronics warns costs rising

Analyst Ratings Changes

TSM has been the topic of several research analyst reports. TD Cowen raised their target price on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a research note on Friday, January 16th. Zacks Research cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. Needham & Company LLC raised their target price on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. Finally, DA Davidson reissued a “buy” rating and set a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average target price of $404.29.

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.