Banque Pictet & Cie SA Sells 3,006 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Banque Pictet & Cie SA decreased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 0.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 554,944 shares of the semiconductor company’s stock after selling 3,006 shares during the quarter. Taiwan Semiconductor Manufacturing makes up approximately 0.9% of Banque Pictet & Cie SA’s portfolio, making the stock its 13th biggest position. Banque Pictet & Cie SA’s holdings in Taiwan Semiconductor Manufacturing were worth $154,784,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of TSM. Catalyst Private Wealth LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 2.8% during the third quarter. Catalyst Private Wealth LLC now owns 1,407 shares of the semiconductor company’s stock worth $393,000 after purchasing an additional 38 shares during the last quarter. Venture Visionary Partners LLC raised its holdings in Taiwan Semiconductor Manufacturing by 1.1% in the 3rd quarter. Venture Visionary Partners LLC now owns 3,540 shares of the semiconductor company’s stock valued at $989,000 after buying an additional 39 shares during the last quarter. Leonard Rickey Investment Advisors P.L.L.C. boosted its position in Taiwan Semiconductor Manufacturing by 2.5% during the 3rd quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 1,652 shares of the semiconductor company’s stock worth $461,000 after buying an additional 41 shares during the period. Alliance Wealth Advisors LLC grew its holdings in Taiwan Semiconductor Manufacturing by 2.4% during the 2nd quarter. Alliance Wealth Advisors LLC now owns 1,815 shares of the semiconductor company’s stock worth $411,000 after acquiring an additional 43 shares during the last quarter. Finally, Pflug Koory LLC grew its holdings in Taiwan Semiconductor Manufacturing by 3.9% during the 2nd quarter. Pflug Koory LLC now owns 1,133 shares of the semiconductor company’s stock worth $257,000 after acquiring an additional 43 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $303.77 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $313.98. The firm has a fifty day simple moving average of $293.04 and a 200 day simple moving average of $265.20. The company has a market capitalization of $1.57 trillion, a PE ratio of 31.16, a P/E/G ratio of 1.04 and a beta of 1.29. The company has a quick ratio of 2.47, a current ratio of 2.69 and a debt-to-equity ratio of 0.19.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 34.34%. On average, sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be paid a $0.9678 dividend. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $3.87 dividend on an annualized basis and a dividend yield of 1.3%. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 25.85%.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: U.S. granted an annual license allowing TSMC to bring chipmaking equipment into its Nanjing, China fab — this preserves local production capacity and reduces operational uncertainty for TSMC’s China operations. US grants annual approval to TSMC for chipmaking tool exports to China
• Positive Sentiment: Nvidia’s strong AI demand and reports that it has asked TSMC to ramp production of H200/H-series AI chips boost near‑term wafer demand and utilization at TSMC’s advanced nodes. That supports revenue/volume visibility. Exclusive: Nvidia sounds out TSMC on new H200 chip order as China demand jumps, sources say
• Positive Sentiment: TSMC has updated progress on mass production of 2nm chips — a technical leadership point that supports its long‑term moat and pricing power at the most advanced nodes. TSMC Stock (TSM) Rallies on Mass Production of 2nm Chips
• Positive Sentiment: Multiple investor pieces highlight TSMC as a backbone of the AI supply chain and a long‑term winner (e.g., recent Motley Fool writeups), which can help sentiment and attract flows into TSMC shares. 5 Top Artificial Intelligence Stocks to Buy in 2026
• Neutral Sentiment: TSMC closed recent sessions outperforming a weaker market (note pieces covering short‑term gains), reflecting relative strength but not necessarily a catalytic company announcement. Why the Market Dipped But TSMC (TSM) Gained Today
• Neutral Sentiment: Analyst/feature pieces (Seeking Alpha, Yahoo/finance) argue TSMC’s moat is deepening and it’s a multi‑year AI beneficiary — supportive for long‑term positioning but already largely priced into the stock. TSMC’s Moat Is Deepening
• Negative Sentiment: The Nvidia–Intel arrangement to secure additional advanced packaging capacity could ease NVIDIA’s dependence on TSMC’s packaging throughput over time, potentially reducing one source of pricing power and bottleneck-driven margins for TSMC. Investors may re‑price that competitive dynamic if Intel’s capacity captures meaningful share. Sleeping With the Enemy: Inside the NVIDIA-Intel Deal (TSM)

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on the stock. UBS Group set a $330.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Needham & Company LLC restated a “buy” rating and issued a $360.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Monday, October 27th. Itau BBA Securities initiated coverage on Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They set an “outperform” rating for the company. Sanford C. Bernstein lifted their target price on Taiwan Semiconductor Manufacturing from $290.00 to $330.00 and gave the stock an “outperform” rating in a report on Sunday, December 7th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday. Seven research analysts have rated the stock with a Buy rating, According to data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus target price of $355.00.

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.