2,800 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Purchased by Supplemental Annuity Collective Trust of NJ

Supplemental Annuity Collective Trust of NJ acquired a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the fourth quarter, HoldingsChannel reports. The fund acquired 2,800 shares of the semiconductor company’s stock, valued at approximately $851,000.

A number of other hedge funds also recently added to or reduced their stakes in TSM. SurgoCap Partners LP purchased a new stake in Taiwan Semiconductor Manufacturing in the third quarter worth about $360,443,000. Thrivent Financial for Lutherans lifted its stake in Taiwan Semiconductor Manufacturing by 3,164.9% in the third quarter. Thrivent Financial for Lutherans now owns 1,192,927 shares of the semiconductor company’s stock worth $333,172,000 after acquiring an additional 1,156,389 shares during the period. Danica Pension Livsforsikringsaktieselskab purchased a new stake in Taiwan Semiconductor Manufacturing in the third quarter worth about $232,924,000. Man Group plc lifted its stake in Taiwan Semiconductor Manufacturing by 337.1% in the second quarter. Man Group plc now owns 1,053,421 shares of the semiconductor company’s stock worth $238,589,000 after acquiring an additional 812,404 shares during the period. Finally, Harel Insurance Investments & Financial Services Ltd. lifted its position in shares of Taiwan Semiconductor Manufacturing by 171.9% during the third quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,198,764 shares of the semiconductor company’s stock valued at $335,573,000 after buying an additional 757,926 shares during the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien purchased 1,000 shares of the business’s stock in a transaction that occurred on Sunday, March 22nd. The shares were bought at an average price of $55.93 per share, for a total transaction of $55,930.00. Following the acquisition, the vice president owned 9,051 shares in the company, valued at $506,222.43. This represents a 12.42% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through the SEC website. Company insiders own 1.11% 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: Taiwan’s regulator relaxed single‑stock investment caps for funds, which could free billions of new local inflows into TSMC and helped push the stock to record highs. TSMC shares record high as Taiwan eases single-stock investment caps for funds
• Positive Sentiment: Analysts and market commentary point to relentless AI chip demand and TSMC’s strong Q1 results/guidance as fundamental support for higher valuations — investors are treating TSMC as critical AI infrastructure. TSMC: The Vital Cog Of The AI Revolution Is Sending A Powerful Growth Signal
• Positive Sentiment: Technical/order‑flow traders registered a “Power Inflow” alert (a bullish institutional/retail order‑flow signal), which tends to accelerate buying in the near term. Taiwan Semi Shares Rise Over 3% After Key Trading Signal
• Positive Sentiment: Significant insider purchasing activity and social/media buzz about record market caps and bullish options gains have reinforced investor confidence. TSMC Stock (TSM) Opinions on Record Highs After Policy Shift
• Neutral Sentiment: Some market watchers note large potential inflows (reports cite multi‑billion dollar capacity for local funds); this is a flow catalyst but timing and ADR/US‑listing dynamics could mute the full impact for U.S. investors. TSMC hits record high on Taiwan rule shift; $28B inflow in focus
• Neutral Sentiment: Wall Street price targets and upgrades are skewing higher (median targets above current levels from several firms), which supports momentum but also raises expectations that must be met. TSMC Shares Rise After Taiwan Eases Limits on Funds’ Investments
• Negative Sentiment: TSMC is expanding fabs (including 2nm work and overseas builds), which analysts say could shave a few percentage points off gross margin as costs ramp — a longer‑term margin headwind to monitor. TSM’s Gross Margin Hits 66% in Q1: Can Profit Growth Offset Fab Costs?
• Negative Sentiment: Competition and capacity dynamics (e.g., Intel winning some foundry business, plus TSMC capacity constraints) and selective technology decisions (delaying some expensive equipment) introduce execution and market‑share risks. TSMC Stock (TSM) Opinions on Record Highs After Policy Shift

Taiwan Semiconductor Manufacturing Stock Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $402.16 on Friday. The firm has a market capitalization of $2.08 trillion, a P/E ratio of 33.46, a PEG ratio of 1.13 and a beta of 1.35. The company has a quick ratio of 2.32, a current ratio of 2.51 and a debt-to-equity ratio of 0.17. The company has a 50 day moving average price of $356.37 and a 200 day moving average price of $325.04. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $160.50 and a 52 week high of $409.49.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results 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 for the quarter. Sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.03 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be issued a $0.9503 dividend. This represents a $3.80 annualized dividend and a yield of 0.9%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 24.96%.

Analyst Upgrades and Downgrades

Several analysts have commented on TSM shares. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. The Goldman Sachs Group reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, January 5th. Zacks Research lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, March 20th. Finally, DA Davidson reissued a “buy” rating and set a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Two analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and an average price target of $404.29.

About Taiwan Semiconductor Manufacturing

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.