Vanguard Personalized Indexing Management LLC boosted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 15.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 117,765 shares of the semiconductor company’s stock after purchasing an additional 15,889 shares during the quarter. Vanguard Personalized Indexing Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $35,788,000 at the end of the most recent quarter.
Other institutional investors have also recently added to or reduced their stakes in the company. Venture Visionary Partners LLC boosted its stake in Taiwan Semiconductor Manufacturing by 39.3% during the fourth quarter. Venture Visionary Partners LLC now owns 4,930 shares of the semiconductor company’s stock worth $1,498,000 after acquiring an additional 1,390 shares in the last quarter. Perryman Financial Advisory Inc. AD bought a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter valued at $370,000. Piedmont Capital Management LLC NC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at about $858,000. Sargent Investment Group LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at about $1,340,000. Finally, MML Investors Services LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 5.4% during the 4th quarter. MML Investors Services LLC now owns 454,813 shares of the semiconductor company’s stock worth $138,213,000 after purchasing an additional 23,375 shares in the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.
Insider Buying and Selling at Taiwan Semiconductor Manufacturing
In related news, VP Bor-Zen Tien acquired 2,000 shares of the company’s stock in a transaction on Tuesday, May 19th. The shares were acquired at an average cost of $69.91 per share, for a total transaction of $139,820.00. Following the purchase, the vice president owned 11,051 shares in the company, valued at approximately $772,575.41. The trade was a 22.10% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, VP Tzu-Sou Chuang sold 200,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction 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 transaction, the vice president directly owned 2,495,165 shares in the company, valued at $174,237,371.95. This represents a 7.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have purchased 3,496 shares of company stock valued at $229,407 in the last quarter. 1.11% of the stock is currently owned by corporate insiders.
Wall Street Analyst Weigh In
Key Headlines Impacting Taiwan Semiconductor Manufacturing
Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:
- Positive Sentiment: Several reports highlighted TSMC as a major beneficiary of Big Tech’s massive AI capital spending, with articles calling it an underappreciated winner in the AI infrastructure buildout. 2 Unsung Heroes of Big Tech’s $725 Billion AI Capex Spend
- Positive Sentiment: Nvidia CEO Jensen Huang’s comments that AI is “insanely profitable” for TSMC added to confidence that the company remains central to the AI chip supply chain. Nvidia CEO Jensen Huang Calls AI ‘Insanely Profitable’ for TSMC. How to Play TSM Stock Here.
- Positive Sentiment: New coverage said TSMC is a top semiconductor stock for 2026, while other pieces noted Harvard Management’s large stake, both reinforcing institutional confidence in the stock. Harvard University’s Favorite AI Stock Pick: Taiwan Semiconductor (TSM)
- Neutral Sentiment: TSMC’s CEO said chip supply is likely to stay tight for years because AI demand is still outpacing capacity, which is positive for pricing power but also underscores how stretched supply remains. Taiwan Semiconductor (TSM) Sees AI Chip Demand Outpacing Supply
- Negative Sentiment: At the same time, CEO C.C. Wei highlighted talent shortages and ongoing concerns about water availability in Taiwan, which could limit production growth and add operational risk. TSMC boss frets about shortages of talent, water in Taiwan
- Negative Sentiment: One report also said Google may look to Samsung for additional AI chip capacity because of a TSMC capacity crunch, suggesting some customers are seeking alternatives. GOOGL Explores Samsung Partnership For Next-Gen AI Chip Amid TSMC Capacity Crunch: Report
Taiwan Semiconductor Manufacturing Trading Down 0.2%
TSM opened at $423.00 on Monday. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $206.20 and a fifty-two week high of $450.16. The firm has a market capitalization of $2.19 trillion, a PE ratio of 35.19, a P/E/G ratio of 1.24 and a beta of 1.39. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31. The company’s 50-day moving average is $397.03 and its 200 day moving average is $353.17.
Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last released its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The business had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%. As a group, research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 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. Investors of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. The ex-dividend date of this dividend is Wednesday, September 16th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 annualized dividend and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 25.12%.
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.
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