Daiwa Securities Group Inc. Purchases 22,893 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Daiwa Securities Group Inc. boosted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 23.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 120,304 shares of the semiconductor company’s stock after purchasing an additional 22,893 shares during the quarter. Daiwa Securities Group Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $36,560,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Stephens Consulting LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 82.0% during the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock worth $28,000 after buying an additional 41 shares in the last quarter. Ares Financial Consulting LLC acquired a new position in Taiwan Semiconductor Manufacturing in the fourth quarter valued at about $29,000. Basepoint Wealth LLC bought a new position in Taiwan Semiconductor Manufacturing in the fourth quarter valued at about $31,000. Resources Management Corp CT ADV bought a new position in Taiwan Semiconductor Manufacturing in the second quarter valued at about $32,000. Finally, Maseco LLP bought a new position in Taiwan Semiconductor Manufacturing in the fourth quarter valued at about $35,000. 16.51% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

TSM has been the topic of several research reports. Barclays boosted their price target on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. Needham & Company LLC boosted their price target on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 20th. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Finally, Wedbush reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Buy” and an average target price of $404.29.

Taiwan Semiconductor Manufacturing Stock Up 1.8%

TSM stock opened at $444.56 on Friday. 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 company has a market capitalization of $2.31 trillion, a price-to-earnings ratio of 36.99, a PEG ratio of 1.27 and a beta of 1.38. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $202.28 and a fifty-two week high of $450.16. The stock has a fifty day moving average of $386.53 and a 200-day moving average of $347.24.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The business had revenue of $30.65 billion during the quarter. As a group, equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be given a $1.1136 dividend. The ex-dividend date is Wednesday, September 16th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 annualized dividend and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 25.04%.

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Tzu-Sou Chuang sold 200,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred 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 sale, the vice president directly owned 2,495,165 shares in the company, valued at $174,237,371.95. The trade was a 7.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, VP Bor-Zen Tien purchased 2,000 shares of the company’s stock in a transaction that occurred on Tuesday, May 19th. The shares were purchased at an average price of $69.91 per share, for a total transaction of $139,820.00. Following the completion of the transaction, the vice president directly owned 11,051 shares of the company’s stock, valued at $772,575.41. This represents a 22.10% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders acquired 3,346 shares of company stock valued at $218,005 in the last quarter. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: At its annual shareholders’ meeting, CEO C.C. Wei said TSMC expects strong growth over the next few years as AI demand for advanced semiconductors remains robust, and he suggested the company would like to raise chip prices to protect margins. Article Title
• Positive Sentiment: Multiple analyst and market commentary pieces highlighted TSMC as central to the AI supply chain, noting its leadership in advanced-node manufacturing and continued bullish price-target support from firms like Bernstein and BofA. Article Title
• Positive Sentiment: Shareholders approved TSMC’s 2025 results and charter changes at the June 4 meeting, reinforcing a stable corporate backdrop with no sign of governance disruption. Article Title
• Neutral Sentiment: Coverage comparing TSMC with Micron and reviewing its decade-long stock gains was generally supportive, but largely reiterated the long-term AI investment thesis rather than delivering a new catalyst. Article Title
• Neutral Sentiment: Media and market-watch items noted TSMC’s importance to the broader tech/AI trade and its appearance in futures and sector rotation coverage, which supports visibility but does not change fundamentals. Article Title
• Negative Sentiment: Investor concerns rose after Wei warned that AI chip shortages are not ending soon and that it will take a very long time to fully satisfy U.S. customer demand, implying supply constraints and possible execution challenges. Article Title
• Negative Sentiment: Reports emphasizing a years-long AI chip supply shortage and rising component costs may pressure sentiment in the near term, even if they underscore strong demand. Article Title

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.