Taiwan Semiconductor Manufacturing Company Ltd. $TSM Position Trimmed by Cibc World Market Inc.

Cibc World Market Inc. decreased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 2.2% in the 4th quarter, Holdings Channel reports. The firm owned 1,192,000 shares of the semiconductor company’s stock after selling 26,532 shares during the quarter. Cibc World Market Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $362,237,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently added to or reduced their stakes in TSM. Shannon River Fund Management LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the third quarter worth about $2,430,000. Hantz Financial Services Inc. grew its position in shares of Taiwan Semiconductor Manufacturing by 28.6% during 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 last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. bought a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth about $961,000. Meridian Wealth Management LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 27.9% during 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 last quarter. Finally, Boyer Financial Services Inc. bought a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth about $648,000. Institutional investors own 16.51% of the company’s stock.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Bernstein and Bank of America remained bullish on TSMC, citing its leadership in advanced chips for AI and raising confidence in earnings growth. Bernstein and BofA Remain Bullish on TSMC (TSM) Amid AI and Advanced Node Leadership
• Positive Sentiment: Analyst coverage continues to frame TSMC as a core AI beneficiary, with a 12-month consensus price target around $500 and expectations that hyperscaler AI buildouts will keep demand strong. The One Company Every AI Giant Cannot Build Without Just Raised Its Outlook
• Positive Sentiment: Reports that TSMC is in or near buy zones and outperforming the broader market may be reinforcing investor interest in the name. TSMC (TSM) Beats Stock Market Upswing: What Investors Need to Know
• Positive Sentiment: AI-related enthusiasm across the semiconductor sector has lifted Taiwanese chip stocks, with comments from Nvidia’s CEO highlighting optical connectivity and infrastructure bottlenecks that could support foundry demand. Fresh AI Buzz Powers Taiwan Stocks Even Higher
• Neutral Sentiment: Several articles focused on TSMC being heavily owned by hedge funds or included in stock screens, which reinforces institutional interest but does not add a major new catalyst. Taiwan Semiconductor (TSM): One of the Most Owned Stocks by Hedge Funds?
• Neutral Sentiment: General “best manufacturing stocks” coverage is supportive background noise, but it is not a clear TSMC-specific driver. Best Manufacturing Stocks To Follow Now – May 31st
• Neutral Sentiment: Broader Nvidia-related news is helping sentiment around the AI chip ecosystem, but it is an indirect benefit for TSMC rather than a direct company update. Nvidia CEO Pitches ‘Insane’ AI Returns to Billionaire Families

Insider Buying and Selling

In related news, VP Bor-Zen Tien purchased 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Tuesday, May 19th. The stock was acquired at an average cost of $69.91 per share, with a total value of $139,820.00. Following the completion of the transaction, the vice president directly owned 11,051 shares of the company’s stock, valued at $772,575.41. This trade represents a 22.10% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP Tzu-Sou Chuang sold 200,000 shares of the stock in a transaction that occurred on Tuesday, May 19th. The stock was 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 directly owned 2,495,165 shares of the company’s stock, valued at $174,237,371.95. This trade represents a 7.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders bought 3,346 shares of company stock valued at $218,005 over the last three months. 1.11% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the stock. Barclays upped their price target 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. 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. Needham & Company LLC increased 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 report on Thursday, April 16th. DA Davidson reiterated a “buy” rating and issued a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Finally, Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Two research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the company. According to MarketBeat, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and an average price target of $404.29.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $437.65 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $200.38 and a twelve month high of $450.16. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16. The company has a market capitalization of $2.27 trillion, a price-to-earnings ratio of 36.41, a PEG ratio of 1.30 and a beta of 1.38. The firm has a 50-day moving average of $384.51 and a two-hundred day moving average of $346.12.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be paid a dividend of $1.1136 per share. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s payout ratio is currently 24.71%.

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.