ABN Amro Investment Solutions Grows Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

ABN Amro Investment Solutions grew its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 72.5% during the 4th quarter, Holdings Channel.com reports. The firm owned 282,431 shares of the semiconductor company’s stock after purchasing an additional 118,690 shares during the period. Taiwan Semiconductor Manufacturing accounts for about 1.3% of ABN Amro Investment Solutions’ portfolio, making the stock its 13th biggest position. ABN Amro Investment Solutions’ holdings in Taiwan Semiconductor Manufacturing were worth $85,828,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of TSM. Shannon River Fund Management LLC acquired a new position in Taiwan Semiconductor Manufacturing during the third quarter valued at $2,430,000. Vanguard Personalized Indexing Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 9.4% in the third quarter. Vanguard Personalized Indexing Management LLC now owns 101,876 shares of the semiconductor company’s stock worth $28,470,000 after acquiring an additional 8,738 shares during the period. Hantz Financial Services Inc. raised its position in shares of Taiwan Semiconductor Manufacturing by 28.6% in the third quarter. Hantz Financial Services Inc. now owns 37,216 shares of the semiconductor company’s stock worth $10,394,000 after acquiring an additional 8,284 shares during the period. Meridian Wealth Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 27.9% in the fourth quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company’s stock worth $20,049,000 after acquiring an additional 14,406 shares during the period. Finally, Hollencrest Capital Management raised its position in shares of Taiwan Semiconductor Manufacturing by 125.3% in the third quarter. Hollencrest Capital Management now owns 5,216 shares of the semiconductor company’s stock worth $1,457,000 after acquiring an additional 2,901 shares during the period. 16.51% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, VP Tzu-Sou Chuang sold 200,000 shares of the company’s stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the completion of the sale, the vice president owned 2,495,165 shares of the company’s stock, valued at approximately $174,237,371.95. This represents a 7.42% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Bor-Zen Tien acquired 2,000 shares of the company’s stock in a transaction that occurred on Tuesday, May 19th. The shares were acquired at an average cost of $69.91 per share, with a total value of $139,820.00. Following the purchase, the vice president owned 11,051 shares in the company, valued at $772,575.41. This represents a 22.10% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last ninety days, insiders have purchased 3,346 shares of company stock valued at $218,005. 1.11% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of brokerages have weighed in on TSM. Zacks Research downgraded shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Dbs Bank upgraded shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research report on Friday, January 23rd. Barclays upped their price objective on shares of 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, Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, March 20th. 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. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and an average price target of $404.29.

Taiwan Semiconductor Manufacturing Stock Up 2.3%

TSM stock opened at $401.82 on Thursday. The stock has a market capitalization of $2.08 trillion, a P/E ratio of 33.43, a P/E/G ratio of 1.15 and a beta of 1.39. The firm has a 50-day simple moving average of $368.37 and a 200-day simple moving average of $337.04. The company has a quick ratio of 2.32, 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 $190.03 and a 52 week high of $421.97.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The business had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. Equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be paid 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 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 24.71%.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: BofA reiterated its bullish view after TSMC’s Taiwan Technology Symposium, pointing to progress in next-gen chipmaking and packaging technology, which reinforces the company’s leadership in AI semiconductors. BofA Reiterates Buy on Taiwan Semiconductor (TSM) After Tech Symposium
• Positive Sentiment: Analysts remain constructive on TSMC’s growth outlook, with higher earnings estimates, upbeat price targets, and commentary that the stock still looks attractive despite its recent run. Analyst coverage and price target updates
• Positive Sentiment: Recent coverage continues to frame TSMC as a key beneficiary of AI data-center demand, helped by strong revenue guidance and a large cash balance that supports aggressive capacity expansion. Here’s How TSM Targets Growth With Strong Cash Position
• Positive Sentiment: Insider buying from VP Bor-Zen Tien signals internal confidence, and broader institutional interest remains strong even as some funds trim positions. Insider Buying: Taiwan Semiconductor Manufacturing (NYSE:TSM) VP Purchases 2,000 Shares of Stock
• Neutral Sentiment: Cathie Wood’s ARK funds sold more than $28 million of TSM and AMD, a notable headline, but it appears to be more of a portfolio shift than a company-specific warning. Cathie Wood dumps more semiconductor stocks in blindsiding move
• Negative Sentiment: A broader semiconductor sell-off followed reports of a potential Samsung strike and TSMC’s stake sale in Vanguard International Semiconductor, which raised concern about chip supply chains. Himax, Western Digital, and Amkor Shares Are Falling, What You Need To Know
• Negative Sentiment: Geopolitical headlines remain a drag, with renewed Trump-Xi/Taiwan commentary and Middle East conflict concerns keeping investors alert to possible supply-chain disruptions. Tech investors loved this earnings season — but the Iran war is piling pressure on the companies powering the AI boom

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.