Robeco Institutional Asset Management B.V. Has $374.57 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Robeco Institutional Asset Management B.V. raised its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 18.6% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 1,341,140 shares of the semiconductor company’s stock after acquiring an additional 210,503 shares during the period. Taiwan Semiconductor Manufacturing comprises 0.5% of Robeco Institutional Asset Management B.V.’s portfolio, making the stock its 29th biggest position. Robeco Institutional Asset Management B.V.’s holdings in Taiwan Semiconductor Manufacturing were worth $374,567,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Catalyst Private Wealth LLC grew its position in Taiwan Semiconductor Manufacturing by 2.8% in the third quarter. Catalyst Private Wealth LLC now owns 1,407 shares of the semiconductor company’s stock valued at $393,000 after purchasing an additional 38 shares in the last quarter. Venture Visionary Partners LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 1.1% during the 3rd quarter. Venture Visionary Partners LLC now owns 3,540 shares of the semiconductor company’s stock worth $989,000 after buying an additional 39 shares during the last quarter. Leonard Rickey Investment Advisors P.L.L.C. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 2.5% in the 3rd quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 1,652 shares of the semiconductor company’s stock valued at $461,000 after acquiring an additional 41 shares in the last quarter. Alliance Wealth Advisors LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 2.4% in the second quarter. Alliance Wealth Advisors LLC now owns 1,815 shares of the semiconductor company’s stock valued at $411,000 after acquiring an additional 43 shares during the last quarter. Finally, Pflug Koory LLC raised its holdings in Taiwan Semiconductor Manufacturing by 3.9% during the second quarter. Pflug Koory LLC now owns 1,133 shares of the semiconductor company’s stock worth $257,000 after acquiring an additional 43 shares in the last quarter. 16.51% of the stock is owned by institutional investors.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $322.24 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $331.25. The company has a market capitalization of $1.67 trillion, a price-to-earnings ratio of 33.05, a PEG ratio of 0.91 and a beta of 1.29. The company has a 50-day simple moving average of $294.01 and a 200 day simple moving average of $267.43. 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 (NYSE:TSM) last issued its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 34.34%. On average, sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be paid a $0.9678 dividend. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date is Tuesday, March 17th. This represents a $3.87 annualized dividend and a yield of 1.2%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 31.28%.

Analysts Set New Price Targets

Several research analysts recently commented on TSM shares. UBS Group set a $330.00 price target on Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. The Goldman Sachs Group reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday. Wall Street Zen downgraded shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a report on Saturday. Susquehanna upped their price target on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a research report on Friday, October 10th. Finally, Barclays lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a research report on Friday, October 17th. Eight research analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus target price of $355.00.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Goldman Sachs published a bullish note saying TSMC can repeat strong performance after a big 2025 gain, lifting investor confidence and supporting higher analyst expectations. Taiwan Semi shares gained 45% over the last year — and Goldman just said the chip maker can do it again
• Positive Sentiment: Analyst upgrades and AI optimism pushed TSMC to record highs as investors price in stronger wafer demand for AI chips and higher pricing power. TSMC shares hit record high as AI optimism drives analyst upgrades
• Positive Sentiment: Fund commentary and company guidance point to robust end-market demand and higher near-term guidance, reinforcing a bullish fundamental backdrop. Taiwan Semiconductor Manufacturing Company Limited (TSM) Rose Following Increased Guidance and Robust Demand
• Positive Sentiment: Options activity has surged with heavier call buying, signaling speculative bullish positioning that can amplify upward moves in the stock. Spotlight on Taiwan Semiconductor: Analyzing the Surge in Options Activity
• Neutral Sentiment: Nvidia activity in Taiwan and reports that Jensen Huang will visit amid plans for a Taipei HQ highlight strong customer demand but also underscore TSMC capacity constraints — a mixed signal for near-term pricing and delivery. Jensen Huang To Visit Taiwan As Nvidia Plans Taipei Headquarters Amid TSMC Capacity Strain: Report
• Neutral Sentiment: Industry equipment and capacity stories (ASML upgrades; TSMC expanding 3nm capacity) signal long-term tailwinds for advanced-node leadership but also imply high capex and multiyear execution requirements. ASML Stock: Named Top European Semiconductor Pick for 2026
• Negative Sentiment: Taiwan prosecutors filed additional indictments tied to an alleged trade-secrets theft involving TSMC-related technology, raising legal and operational risk that could pressure sentiment if it leads to fines, delays, or supplier disruptions. Taiwan prosecutors file additional charges in TSMC trade secrets case

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.