AMF Tjanstepension AB Sells 54,171 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

AMF Tjanstepension AB lowered its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 3.4% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 1,534,615 shares of the semiconductor company’s stock after selling 54,171 shares during the period. Taiwan Semiconductor Manufacturing accounts for approximately 2.9% of AMF Tjanstepension AB’s portfolio, making the stock its 10th largest position. AMF Tjanstepension AB’s holdings in Taiwan Semiconductor Manufacturing were worth $466,354,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. SurgoCap Partners LP acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter valued at $360,443,000. Thrivent Financial for Lutherans lifted its position in shares of Taiwan Semiconductor Manufacturing by 3,164.9% during the 3rd quarter. Thrivent Financial for Lutherans now owns 1,192,927 shares of the semiconductor company’s stock valued at $333,172,000 after acquiring an additional 1,156,389 shares during the period. Danica Pension Livsforsikringsaktieselskab acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter valued at $232,924,000. Man Group plc lifted its position in shares of Taiwan Semiconductor Manufacturing by 337.1% during the 2nd quarter. Man Group plc now owns 1,053,421 shares of the semiconductor company’s stock valued at $238,589,000 after acquiring an additional 812,404 shares during the period. Finally, Jennison Associates LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 6.4% during the 4th quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company’s stock valued at $4,070,393,000 after acquiring an additional 802,757 shares during the period. Institutional investors and hedge funds own 16.51% of the company’s stock.

Insider Activity

In other news, VP Bor-Zen Tien bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Sunday, March 22nd. The stock was purchased at an average price of $55.93 per share, for a total transaction of $55,930.00. Following the purchase, the vice president directly owned 9,051 shares in the company, valued at $506,222.43. The trade was a 12.42% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. In the last three months, insiders have acquired 1,346 shares of company stock valued at $78,185. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE TSM opened at $395.84 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $188.81 and a 1 year high of $421.97. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.51 and a quick ratio of 2.32. The firm has a market cap of $2.05 trillion, a price-to-earnings ratio of 32.93, a PEG ratio of 1.18 and a beta of 1.39. The company has a fifty day moving average price of $366.23 and a 200-day moving average price of $335.73.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 38.17%. The firm had revenue of $30.65 billion during the quarter. As a group, equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.25 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be paid a $1.1136 dividend. This represents a $4.45 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Wednesday, September 16th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 24.71%.

Wall Street Analysts Forecast Growth

TSM has been the topic of a number of 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. Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Dbs Bank upgraded shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research report on Friday, January 23rd. DA Davidson reiterated a “buy” rating and set a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Finally, Needham & Company LLC boosted 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. Two analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus target price of $404.29.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Analysts and market commentators continue to highlight TSMC as a core beneficiary of AI infrastructure spending, with one note placing it in an “AIR 7” basket alongside other key AI hardware names. CIO touts ‘AIR 7’ as AI-heavy alternative to ‘Magnificent 7’
• Positive Sentiment: Several bullish articles argue TSM shares remain attractive on pullbacks, including one saying the stock looks appealing below $400 and another calling it a fundamentally strong buy, reinforcing the view that investors still see upside from AI-driven demand. Buy TSM Below $400
• Positive Sentiment: Coverage also pointed to strong semiconductor industry trends, including explosive AI memory demand and Samsung’s trillion-dollar valuation, which supports a constructive read-through for the broader chip supply chain that TSMC serves. Samsung Joins the $1 Trillion Club as AI Memory Demand Explodes
• Neutral Sentiment: TSMC also announced it will trim its Vanguard International Semiconductor stake to refocus capital on core operations, a move that may improve strategic focus but does not materially change the investment case in the near term. TSMC Trims Vanguard Stake To Refocus Capital And Valuation Story
• Negative Sentiment: Some headlines revived geopolitical risk around Taiwan, reminding investors that TSMC remains exposed to cross-strait tensions, which can weigh on sentiment even when business fundamentals are strong. Game Theory Says Taiwan May Be The World’s Most Dangerous Standoff
• Negative Sentiment: There were also reports of large TSMC stake reductions by some funds, including ARK Invest and Driehaus Capital, which can create short-term selling pressure or signal caution among active managers. ARK Invest Dumps $40M in TSMC Stock, Pivots to Cerebras and AI Healthcare

Taiwan Semiconductor Manufacturing Company 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.