Runnymede Capital Advisors Inc. Grows Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Runnymede Capital Advisors Inc. increased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 449.2% in the fourth quarter, Holdings Channel reports. The firm owned 5,492 shares of the semiconductor company’s stock after buying an additional 4,492 shares during the period. Runnymede Capital Advisors Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $1,669,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Fisher Asset Management LLC boosted its stake in Taiwan Semiconductor Manufacturing by 1.0% during 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 during the period. Massachusetts Financial Services Co. MA lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 3.6% in the 3rd 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 during the last quarter. Bank of America Corp DE lifted 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 boosted its position 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 purchasing an additional 544,750 shares during the period. Finally, Alliancebernstein L.P. boosted its position in shares of Taiwan Semiconductor Manufacturing by 2.2% during the 3rd quarter. Alliancebernstein L.P. now owns 10,687,037 shares of the semiconductor company’s stock worth $2,984,783,000 after purchasing an additional 229,237 shares during the period. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

Wall Street Analyst Weigh In

A number of brokerages have issued reports on TSM. Barclays boosted their target price on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a research report on Friday, January 16th. Needham & Company LLC raised their price target on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a research report on Thursday, January 15th. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 20th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 9th. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Three analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and a consensus price target of $391.43.

Insider Transactions at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien purchased 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Sunday, March 22nd. The shares were bought at an average price of $55.93 per share, with a total value of $55,930.00. Following the transaction, the vice president directly owned 9,051 shares of the company’s stock, valued at approximately $506,222.43. This trade represents a 12.42% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 1.11% of the stock is owned by corporate insiders.

Taiwan Semiconductor Manufacturing Price Performance

Taiwan Semiconductor Manufacturing stock opened at $338.67 on Monday. The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $390.20. The firm has a market cap of $1.75 trillion, a PE ratio of 31.80, a price-to-earnings-growth ratio of 0.93 and a beta of 1.35. The company’s 50 day moving average is $349.16 and its two-hundred day moving average is $315.97.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. The business had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%. On average, research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS 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. Shareholders of record on Thursday, June 11th will be issued a dividend of $0.9503 per share. The ex-dividend date is Thursday, June 11th. This represents a $3.80 annualized dividend and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 28.36%.

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.