Fort Washington Investment Advisors Inc. OH Purchases 1,656 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Fort Washington Investment Advisors Inc. OH boosted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 0.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 653,703 shares of the semiconductor company’s stock after purchasing an additional 1,656 shares during the quarter. Taiwan Semiconductor Manufacturing comprises approximately 1.1% of Fort Washington Investment Advisors Inc. OH’s investment portfolio, making the stock its 21st largest holding. Fort Washington Investment Advisors Inc. OH’s holdings in Taiwan Semiconductor Manufacturing were worth $198,654,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of TSM. Fisher Asset Management LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 1.0% in the third quarter. Fisher Asset Management LLC now owns 17,833,127 shares of the semiconductor company’s stock valued at $4,980,614,000 after buying an additional 168,171 shares in the last quarter. Massachusetts Financial Services Co. MA increased its position in shares of Taiwan Semiconductor Manufacturing by 3.6% during the third quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company’s stock worth $4,401,448,000 after acquiring an additional 541,047 shares in the last quarter. Bank of America Corp DE raised its holdings in shares of Taiwan Semiconductor Manufacturing by 0.9% in the 3rd quarter. Bank of America Corp DE now owns 14,935,893 shares of the semiconductor company’s stock worth $4,171,445,000 after acquiring an additional 130,173 shares during the last quarter. Jennison Associates LLC lifted its position in Taiwan Semiconductor Manufacturing by 4.5% in the 3rd quarter. Jennison Associates LLC now owns 12,591,542 shares of the semiconductor company’s stock valued at $3,516,692,000 after acquiring an additional 544,750 shares in the last quarter. Finally, Alliancebernstein L.P. lifted its position in Taiwan Semiconductor Manufacturing by 2.2% in the 3rd quarter. Alliancebernstein L.P. now owns 10,687,037 shares of the semiconductor company’s stock valued at $2,984,783,000 after acquiring an additional 229,237 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $325.89 on Friday. The business’s fifty day simple moving average is $349.14 and its 200 day simple moving average is $312.00. The company has a current ratio of 2.62, a quick ratio of 2.42 and a debt-to-equity ratio of 0.17. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $390.20. The firm has a market capitalization of $1.69 trillion, a P/E ratio of 30.60, a price-to-earnings-growth ratio of 0.96 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%.The firm had revenue of $30.65 billion during the quarter. As a group, analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be issued a dividend of $0.9503 per share. This represents a $3.80 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 28.36%.

Analyst Upgrades and Downgrades

TSM has been the subject of a number of recent research reports. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 9th. Zacks Research lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, March 20th. Barclays upped their price target on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an “overweight” rating in a report on Friday, January 16th. Finally, Freedom Capital upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Three investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $391.43.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Broadcom comments that TSMC is hitting production capacity limits, which markets interpret as evidence of sustained demand for TSMC’s leading-edge nodes and greater pricing power for the foundry. This supports revenue visibility and margins for TSMC. TSMC Stock In Spotlight — Broadcom Exec Says Chipmaker Is Reaching Capacity Limits
• Positive Sentiment: Market narrative framing TSMC as the “AI gatekeeper” — multiple pieces highlight that backlog on advanced nodes (2nm/3nm) cements TSMC’s strategic role in the AI hardware buildout, supporting a premium multiple over the long term. The AI Gatekeeper: TSMC’s Chokehold Signals Dominance
• Positive Sentiment: Insider buying — a TSMC vice president disclosed a purchase of shares, a modest but visible signal of management confidence that can help sentiment. Bor‑Zen Tien Purchases 1,000 Shares of TSM
• Neutral Sentiment: Arm’s move to build an AGI CPU using TSMC’s 3nm process is a mixed signal — it generates new wafer demand (benefit for TSMC capacity utilization) but represents a shift in the competitive landscape for AI silicon over the longer term. Arm’s New Gambit: Building Chips to Challenge the AI Titans
• Neutral Sentiment: ASML’s multibillion-dollar equipment deals and industry capex signals durable, multi‑year investment in advanced nodes — positive for TSMC’s long-term demand but not an immediate revenue driver until capacity comes online. ASML’s $8B Deal: More Than a Purchase, It’s a Prophecy
• Negative Sentiment: Geopolitical risk spotlight — recent coverage tying the Iran conflict to disrupted helium/energy supply chains and broader geopolitical tensions raises the perceived risk to Taiwan-based fabs, prompting risk‑off positioning and weighing on TSMC’s near-term outlook. The Iran War Puts a Spotlight on Taiwan Risk

Insider Transactions at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien acquired 1,000 shares of the stock in a transaction on Sunday, March 22nd. The shares were acquired at an average price of $55.93 per share, with a total value of $55,930.00. Following the completion of the transaction, the vice president owned 9,051 shares in the company, valued at approximately $506,222.43. The trade was a 12.42% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 1.11% of the company’s stock.

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.