BNP Paribas Grows Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

BNP Paribas increased its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 12.3% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 205,319 shares of the semiconductor company’s stock after purchasing an additional 22,469 shares during the period. Taiwan Semiconductor Manufacturing makes up 1.8% of BNP Paribas’ investment portfolio, making the stock its 12th largest holding. BNP Paribas’ holdings in Taiwan Semiconductor Manufacturing were worth $62,393,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently made changes to their positions in the company. Stephens Consulting LLC grew its position in Taiwan Semiconductor Manufacturing by 82.0% during the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock valued at $28,000 after buying an additional 41 shares during the period. Ares Financial Consulting LLC bought a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter valued at approximately $29,000. Basepoint Wealth LLC bought a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter valued at approximately $31,000. Maseco LLP bought a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter valued at approximately $35,000. Finally, Westend Capital Management LLC grew its position in Taiwan Semiconductor Manufacturing by 476.2% during the fourth quarter. Westend Capital Management LLC now owns 121 shares of the semiconductor company’s stock valued at $37,000 after buying an additional 100 shares during the period. 16.51% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

TSM has been the subject of several recent research reports. 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. Needham & Company LLC upped their price target on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. 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. Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Finally, 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. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and an average price target of $404.29.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Analysts and market commentary say TSMC stands to benefit whether hyperscalers stick with Nvidia GPUs or shift toward custom AI chips, because either path still requires TSMC’s foundry capacity. Hyperscalers Are Trying To Replace Nvidia’s GPUs – TSMC Gets The Upside Either Way
• Positive Sentiment: Reports that TSMC may raise prices for 3nm chips suggest demand remains strong and supply remains tight, which is typically supportive for revenue and margins. TSMC’s Price Hike Is Bad For Nvidia Margins — And Potentially Great For Nvidia Stock
• Positive Sentiment: NVIDIA disclosed that TSMC is expanding use of NVIDIA AI technologies across chip production operations, highlighting a deeper partnership and more AI-driven manufacturing activity. TSMC Expands Use of NVIDIA AI Technologies Across Chip Production Operations
• Positive Sentiment: Broader AI spending headlines continue to point to TSMC as a major beneficiary of semiconductor demand tied to Nvidia’s next-generation rollout and big-tech capex plans. Nvidia Says Big Tech Will Spend $1 Trillion in Capital Expenditures in 2027: 3 Stocks to Buy If It’s Right
• Neutral Sentiment: Some coverage says TSMC shares may be overvalued after the recent rally, which could temper enthusiasm even as fundamentals remain strong. Is Taiwan Semiconductor Manufacturing Co Ltd (TSM) Overvalued After 4.1% Rally? GF Value Says Overvalued
• Neutral Sentiment: TSMC’s ADR premium fell to a two-year low as Taiwan-listed shares outperformed U.S.-listed ADRs, which is more of a market-structure note than a direct business concern. TSMC ADR Premium Falls To Two-Year Low As Taipei Shares Surge
• Negative Sentiment: One bearish investor update from Leopold Aschenbrenner and commentary about TSMC reducing its stake in Vanguard International Semiconductor may weigh on sentiment, though these items appear less important than the AI demand narrative. Taiwan Semiconductor Manufacturing (TSM): Leopold Aschenbrenner Takes Bearish View

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE:TSM opened at $436.00 on Tuesday. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49. The firm has a fifty day moving average price of $380.19 and a 200 day moving average price of $343.92. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $192.20 and a fifty-two week high of $449.39. The firm has a market cap of $2.26 trillion, a price-to-earnings ratio of 36.27, a P/E/G ratio of 1.22 and a beta of 1.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its 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 36.81%. The firm had revenue of $30.65 billion during the quarter. As a group, sell-side 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 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. This is a positive change 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 1.0%. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 25.04%.

Insiders Place Their Bets

In related news, VP Tzu-Sou Chuang sold 200,000 shares of the company’s stock in a transaction on 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 transaction, the vice president owned 2,495,165 shares in the company, valued at approximately $174,237,371.95. This represents a 7.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP Bor-Zen Tien bought 2,000 shares of the company’s stock in a transaction that occurred on Tuesday, May 19th. The shares were bought at an average price of $69.91 per share, with a total value of $139,820.00. Following the transaction, the vice president owned 11,051 shares of the company’s stock, valued at $772,575.41. The trade was a 22.10% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders have purchased 3,346 shares of company stock valued at $218,005. 1.11% of the stock is owned by company insiders.

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.