Aberdeen Group plc Has $44.32 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Aberdeen Group plc lowered its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 14.3% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 145,834 shares of the semiconductor company’s stock after selling 24,360 shares during the period. Aberdeen Group plc’s holdings in Taiwan Semiconductor Manufacturing were worth $44,317,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently made changes to their positions in TSM. Stephens Consulting LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 82.0% in the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock valued at $28,000 after buying an additional 41 shares in the last quarter. Heartwood Wealth Advisors LLC acquired a new position in Taiwan Semiconductor Manufacturing in the 3rd quarter valued at $32,000. Resources Management Corp CT ADV acquired a new position in Taiwan Semiconductor Manufacturing in the 2nd quarter valued at $32,000. Cedar Wealth Management LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 91.4% during the 3rd quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company’s stock valued at $37,000 after acquiring an additional 64 shares during the period. Finally, Westend Capital Management LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 476.2% during the 4th quarter. Westend Capital Management LLC now owns 121 shares of the semiconductor company’s stock valued at $37,000 after acquiring an additional 100 shares during the period. Institutional investors and hedge funds own 16.51% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts recently commented on the company. Barclays raised their price target on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an “overweight” rating in a research report on Friday, January 16th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. UBS Group set a $330.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Finally, The Goldman Sachs Group restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, January 5th. Three investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Buy” and an average target price of $391.43.

Taiwan Semiconductor Manufacturing Price Performance

Taiwan Semiconductor Manufacturing stock opened at $338.67 on Friday. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.42 and a current ratio of 2.62. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $390.20. The stock has a market capitalization of $1.75 trillion, a P/E ratio of 31.80, a price-to-earnings-growth ratio of 0.93 and a beta of 1.35. The stock has a fifty day moving average of $349.16 and a 200-day moving average of $315.59.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%.The business had revenue of $30.65 billion for the quarter. On average, sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be paid a $0.9503 dividend. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 28.17%.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Citigroup reiterated a Buy on TSM and raised its price target (to NT$2,800), citing TSMC’s strong positioning to benefit from accelerating AI demand — a clear analyst vote of confidence that supports upside expectations. Citigroup Buy and PT Raise
• Positive Sentiment: Institutional commentary (Magellan Global Fund) highlighted robust demand as a reason TSMC rallied, reinforcing momentum narratives around secular AI-driven revenue growth. Magellan Investor Letter
• Positive Sentiment: Tokyo/Kumamoto approval and filings show TSMC will start 3nm wafer production at a second Japan fab in 2028 — expands geographic manufacturing footprint and capacity for advanced nodes used by AI/data-center customers. This supports longer-term revenue and customer diversification. 3nm Japan Factory
• Positive Sentiment: Recent insider activity (notable director trade) signals management-level confidence and can be viewed as supportive by investors. Insider Trade
• Neutral Sentiment: Upcoming company data are near-term catalysts: TSMC will report March revenue (April 10) and Q1 results (April 16). These releases could confirm whether AI demand is translating into sustained, capacity-constrained growth or if momentum is plateauing. Expect volatility around these dates. April 10 / April 16 Catalysts
• Neutral Sentiment: Unusually large options volume has been reported, indicating higher speculative/hedging activity that can amplify intraday moves but doesn’t change fundamentals. Options Volume
• Negative Sentiment: TSMC’s aggressive global fab expansion raises costs; analysts question whether FY26 margin targets are achievable as overseas production is more expensive — pressure on near-term margins could weigh on the stock if growth doesn’t offset spend. Margin & Expansion Costs
• Negative Sentiment: Geopolitical/supply-chain risks (regional tensions, Iran-related worries, Arizona expansion and capacity bottlenecks) could disrupt production or raise costs, introducing downside risk despite strong demand. Geopolitical & Supply Risks

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien purchased 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Sunday, March 22nd. The shares were bought at an average cost of $55.93 per share, for a total transaction of $55,930.00. Following the purchase, the vice president owned 9,051 shares in the company, valued at approximately $506,222.43. This trade represents a 12.42% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 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.