Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by CIBC Asset Management Inc

CIBC Asset Management Inc lowered its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 10.8% in the fourth quarter, HoldingsChannel reports. The firm owned 100,819 shares of the semiconductor company’s stock after selling 12,254 shares during the period. CIBC Asset Management Inc’s holdings in Taiwan Semiconductor Manufacturing were worth $30,574,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of TSM. Life Cycle Investment Partners Ltd acquired a new stake in Taiwan Semiconductor Manufacturing during the 4th quarter valued at approximately $495,163,000. SurgoCap Partners LP acquired a new stake in Taiwan Semiconductor Manufacturing during the 3rd quarter valued at approximately $360,443,000. Danica Pension Livsforsikringsaktieselskab acquired a new stake in Taiwan Semiconductor Manufacturing during the 3rd quarter valued at approximately $232,924,000. Man Group plc grew its stake in 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 purchasing an additional 812,404 shares in the last quarter. Finally, Jennison Associates LLC grew its stake in 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 purchasing an additional 802,757 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Down 2.0%

Shares of NYSE TSM opened at $437.65 on Thursday. The stock’s 50 day moving average price is $384.51 and its two-hundred day moving average price is $346.12. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $200.38 and a 52-week high of $450.16. The stock has a market capitalization of $2.27 trillion, a P/E ratio of 36.41, a PEG ratio of 1.30 and a beta of 1.38. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The firm had revenue of $30.65 billion for the quarter. On average, analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be paid a dividend of $1.1136 per share. 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 payout ratio is currently 24.71%.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Bernstein and Bank of America remained bullish on TSMC, citing its leadership in advanced chips for AI and raising confidence in earnings growth. Bernstein and BofA Remain Bullish on TSMC (TSM) Amid AI and Advanced Node Leadership
• Positive Sentiment: Analyst coverage continues to frame TSMC as a core AI beneficiary, with a 12-month consensus price target around $500 and expectations that hyperscaler AI buildouts will keep demand strong. The One Company Every AI Giant Cannot Build Without Just Raised Its Outlook
• Positive Sentiment: Reports that TSMC is in or near buy zones and outperforming the broader market may be reinforcing investor interest in the name. TSMC (TSM) Beats Stock Market Upswing: What Investors Need to Know
• Positive Sentiment: AI-related enthusiasm across the semiconductor sector has lifted Taiwanese chip stocks, with comments from Nvidia’s CEO highlighting optical connectivity and infrastructure bottlenecks that could support foundry demand. Fresh AI Buzz Powers Taiwan Stocks Even Higher
• Neutral Sentiment: Several articles focused on TSMC being heavily owned by hedge funds or included in stock screens, which reinforces institutional interest but does not add a major new catalyst. Taiwan Semiconductor (TSM): One of the Most Owned Stocks by Hedge Funds?
• Neutral Sentiment: General “best manufacturing stocks” coverage is supportive background noise, but it is not a clear TSMC-specific driver. Best Manufacturing Stocks To Follow Now – May 31st
• Neutral Sentiment: Broader Nvidia-related news is helping sentiment around the AI chip ecosystem, but it is an indirect benefit for TSMC rather than a direct company update. Nvidia CEO Pitches ‘Insane’ AI Returns to Billionaire Families

Analyst Ratings Changes

A number of equities research analysts have weighed in on the company. Needham & Company LLC raised their price objective 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. Wedbush restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. DA Davidson restated a “buy” rating and set a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Barclays raised their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Finally, Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average target price of $404.29.

Insider Activity at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien acquired 2,000 shares of the business’s stock in a transaction 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 purchase, 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP Tzu-Sou Chuang sold 200,000 shares of the stock in a transaction that occurred on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total value of $13,966,000.00. Following the sale, the vice president 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have acquired 3,346 shares of company stock worth $218,005 in the last 90 days. 1.11% of the stock is currently owned by insiders.

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.