B. Metzler seel. Sohn & Co. AG Acquires 45,673 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

B. Metzler seel. Sohn & Co. AG boosted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 9.9% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 505,588 shares of the semiconductor company’s stock after purchasing an additional 45,673 shares during the period. Taiwan Semiconductor Manufacturing comprises approximately 1.2% of B. Metzler seel. Sohn & Co. AG’s portfolio, making the stock its 20th largest holding. B. Metzler seel. Sohn & Co. AG’s holdings in Taiwan Semiconductor Manufacturing were worth $141,206,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Fisher Asset Management LLC raised its stake in 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 worth $4,980,614,000 after buying an additional 168,171 shares in the last quarter. Massachusetts Financial Services Co. MA boosted its position in Taiwan Semiconductor Manufacturing by 3.6% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company’s stock valued at $4,401,448,000 after acquiring an additional 541,047 shares in the last quarter. Bank of America Corp DE grew its holdings in shares of Taiwan Semiconductor Manufacturing by 0.8% during the 2nd quarter. Bank of America Corp DE now owns 14,805,720 shares of the semiconductor company’s stock worth $3,353,348,000 after acquiring an additional 115,158 shares during the period. Jennison Associates LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 4.5% during the 3rd quarter. Jennison Associates LLC now owns 12,591,542 shares of the semiconductor company’s stock worth $3,516,692,000 after acquiring an additional 544,750 shares during the period. Finally, Alliancebernstein L.P. raised its position in shares of Taiwan Semiconductor Manufacturing by 18.0% in the 2nd quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock worth $2,368,587,000 after acquiring an additional 1,593,786 shares in the last quarter. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC is accelerating construction of a large “mega fab” in southern Taiwan to add AI-focused capacity, signaling management expects sustained demand for advanced nodes and positioning TSM for long‑term revenue growth. TSMC Speeds Southern Taiwan Mega Fab
• Positive Sentiment: Broadcom locked in HBM and foundry capacity through 2028, implying multi‑year wafer/bookings for TSMC (a committed customer is more revenue visibility and less near‑term booking risk). This strengthens the narrative of sticky AI demand. Broadcom Locks Key AI Chip Supply Through 2028
• Neutral Sentiment: Nvidia has stopped production of China‑destined H200 chips and reallocated TSMC capacity toward its next‑generation Vera Rubin hardware. That move keeps demand at TSMC but shifts which products/markets drive near‑term volumes — leaving some short‑term uncertainty about node mix and customer concentration. Nvidia refocuses TSMC capacity
• Neutral Sentiment: Institutional flows: coverage of billionaire managers trimming positions in names like Meta and rotating into other AI plays is broader market color on AI positioning, not TSMC‑specific, but it can affect sector momentum and share‑price volatility. 7 Preeminent Billionaire Money Managers Dumped Shares of Meta
• Neutral Sentiment: Analyst/market wrap: recent coverage noting TSMC outperformed peers in the latest session and remains valued on strong margins and ROE — a reminder that fundamentals are solid even as near‑term headlines drive volatility. TSMC (TSM) Exceeds Market Returns

Taiwan Semiconductor Manufacturing Stock Performance

TSM stock opened at $338.27 on Friday. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.62 and a quick ratio of 2.42. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $390.20. The company has a market cap of $1.75 trillion, a P/E ratio of 31.76, a price-to-earnings-growth ratio of 0.95 and a beta of 1.29. The stock’s fifty day moving average price is $343.05 and its 200-day moving average price is $302.06.

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

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be given a $0.9503 dividend. This represents a $3.80 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 23.57%.

Analyst Upgrades and Downgrades

Several brokerages have commented on TSM. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. TD Cowen upped their target price on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a research report on Friday, January 16th. Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. Freedom Capital raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Finally, Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Saturday, January 17th. Four investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus target price of $391.43.

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.