Tokio Marine Asset Management Co. Ltd. Sells 20,500 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Tokio Marine Asset Management Co. Ltd. trimmed its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 23.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 68,600 shares of the semiconductor company’s stock after selling 20,500 shares during the period. Taiwan Semiconductor Manufacturing makes up 0.7% of Tokio Marine Asset Management Co. Ltd.’s portfolio, making the stock its 27th biggest holding. Tokio Marine Asset Management Co. Ltd.’s holdings in Taiwan Semiconductor Manufacturing were worth $19,159,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of TSM. Heartwood Wealth Advisors LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter valued at about $32,000. Resources Management Corp CT ADV acquired a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter worth $32,000. Mid American Wealth Advisory Group Inc. bought a new position in Taiwan Semiconductor Manufacturing during the 2nd quarter worth approximately $33,000. First Command Advisory Services Inc. raised its position in shares of Taiwan Semiconductor Manufacturing by 174.1% during the second quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock worth $36,000 after purchasing an additional 101 shares during the period. Finally, Riggs Asset Managment Co. Inc. acquired a new position in Taiwan Semiconductor Manufacturing in the 2nd quarter worth $41,000. Institutional investors own 16.51% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on TSM shares. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, January 5th. Wall Street Zen downgraded shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a report on Saturday, January 3rd. Weiss Ratings reissued a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, December 29th. Finally, Itau BBA Securities assumed coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They set an “outperform” rating for the company. Eight analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $355.00.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Analysts and investors expect a record quarter as demand for advanced AI chips stays very strong, supporting near-term revenue and profit beats. Taiwan Semiconductor Is Headed For A Record Quarter, And Wall Street Knows It
• Positive Sentiment: Q4 net profit is forecast to jump (~27%) as AI infrastructure demand drives sales of advanced nodes — a direct fundamental catalyst for stronger earnings and margins. TSMC Q4 profit poised to soar 27% as AI demand drives growth
• Positive Sentiment: Industry endorsements (including public comments from Nvidia’s CEO) reinforce TSMC’s role as the primary supplier for leading AI chipmakers, supporting order visibility and strategic customer relationships. Nvidia CEO sends strong message on Taiwan Semiconductor
• Positive Sentiment: Multiple analyst write-ups and screener lists classify TSMC as a top AI/big-cap chip holding and flag Buy/undervalued ratings — supporting investor demand and momentum ahead of results. Five Undervalued AI Stocks For 2026: Micron, TSMC, Qualcomm Lead
• Neutral Sentiment: Earnings previews and market calendars highlight TSMC’s upcoming Q4 release — these keep the stock in focus but are informational until results and guidance arrive. TSMC Is About to Report Its Q4 Earnings Today. Here Is What to Expect
• Neutral Sentiment: Market commentary and listicles (Barron/Fool-style coverage) continue to include TSMC among top AI/mega-cap picks — helpful for retail/flow but not new fundamental news. Here Are My Top 10 Artificial Intelligence (AI) Stocks for 2026
• Negative Sentiment: Research flags TSMC’s pricing power and margin upside, but also notes capacity is largely sold out through 2026 and volume growth may be constrained — a structural cap on upside and potential customer pushback on higher wafer prices. Taiwan Semiconductor Quietly Turns The AI Choke Point Into Pricing Power

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM opened at $323.71 on Monday. The stock has a 50 day moving average price of $295.56 and a two-hundred day moving average price of $270.42. The firm has a market capitalization of $1.68 trillion, a P/E ratio of 33.20, a P/E/G ratio of 0.92 and a beta of 1.29. The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $333.08.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.34% and a net margin of 43.72%. Equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be given a dividend of $0.9678 per share. The ex-dividend date is Tuesday, March 17th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 annualized dividend and a yield of 1.2%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 31.28%.

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.