BI Asset Management Fondsmaeglerselskab A S Sells 7,531 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

BI Asset Management Fondsmaeglerselskab A S trimmed its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 17.3% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 35,887 shares of the semiconductor company’s stock after selling 7,531 shares during the period. BI Asset Management Fondsmaeglerselskab A S’s holdings in Taiwan Semiconductor Manufacturing were worth $10,906,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. Thompson Siegel & Walmsley LLC increased its position in Taiwan Semiconductor Manufacturing by 3.6% in the 4th quarter. Thompson Siegel & Walmsley LLC now owns 868 shares of the semiconductor company’s stock worth $264,000 after buying an additional 30 shares during the period. Oak Harvest Investment Services increased its position in Taiwan Semiconductor Manufacturing by 2.9% in the 4th quarter. Oak Harvest Investment Services now owns 1,106 shares of the semiconductor company’s stock worth $336,000 after buying an additional 31 shares during the period. Falcon Wealth Planning increased its position in Taiwan Semiconductor Manufacturing by 4.4% in the 4th quarter. Falcon Wealth Planning now owns 780 shares of the semiconductor company’s stock worth $237,000 after buying an additional 33 shares during the period. Drive Wealth Management LLC increased its position in Taiwan Semiconductor Manufacturing by 0.7% in the 4th quarter. Drive Wealth Management LLC now owns 4,997 shares of the semiconductor company’s stock worth $1,522,000 after buying an additional 33 shares during the period. Finally, Sovereign Financial Group Inc. increased its position in Taiwan Semiconductor Manufacturing by 4.5% in the 4th quarter. Sovereign Financial Group Inc. now owns 793 shares of the semiconductor company’s stock worth $241,000 after buying an additional 34 shares during the period. 16.51% of the stock is owned by institutional investors.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC is being praised as a top AI stock because rising demand, a stronger 2026 outlook, and ongoing capacity expansion support earnings growth. Why TSMC Is a Better AI Stock to Hold Right Now Than Broadcom
• Positive Sentiment: CEO C.C. Wei’s comments about robust AI demand and the possibility of higher chip prices reinforced the company’s long-term growth narrative. TSMC CEO Issues Stark AI Supply Warning — Wedbush Sees Big Opportunity
• Positive Sentiment: Brokerage coverage remains favorable, with TSMC receiving an average “Buy” rating, underscoring Wall Street confidence in the stock. Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) Given Average Rating of “Buy” by Brokerages
• Positive Sentiment: Investors continue to focus on TSMC’s central role in the AI compute supply chain, which helps support the stock’s premium valuation. Taiwan Semiconductor Manufacturing (TSM) Sits at the Absolute Center of the AI Compute Supply Chain
• Neutral Sentiment: TSMC is attracting heavy investor attention, which reflects elevated interest but does not by itself change the fundamentals. Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Shareholders approved 2025 results and charter changes at the annual meeting, a routine governance update with limited near-term stock impact. TSMC Shareholders Approve 2025 Results and Charter Changes at June 4 Meeting
• Negative Sentiment: Some traders are selling on warnings that AI chip supply shortages may persist for years, raising concerns about production bottlenecks, cost pressure, and the pace of revenue conversion. TSMC Stock Price Drops as CEO Warns Chip Supply Struggles to Meet AI Demand

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE:TSM opened at $415.62 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $203.23 and a 1-year high of $450.16. The firm has a market capitalization of $2.16 trillion, a PE ratio of 34.58, a PEG ratio of 1.21 and a beta of 1.38. The business’s 50 day moving average is $387.89 and its 200-day moving average is $347.72. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced 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 36.81% and a net margin of 46.97%.The company had revenue of $30.65 billion for the quarter. Sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.29 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be issued a dividend of $1.1136 per share. This represents a $4.45 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend is Wednesday, September 16th. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s payout ratio is 24.71%.

Wall Street Analysts Forecast Growth

Several research analysts have commented on TSM shares. Wedbush reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Needham & Company LLC lifted their price target on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. Barclays lifted their price target on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. DA Davidson reaffirmed a “buy” rating and issued a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Finally, Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, March 20th. Two analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and a consensus target price of $404.29.

Insider Activity at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien acquired 2,000 shares of the firm’s stock in a transaction dated Tuesday, May 19th. The shares were bought at an average price of $69.91 per share, with a total value of $139,820.00. Following the acquisition, the vice president owned 11,051 shares of the company’s stock, valued at $772,575.41. This trade represents a 22.10% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Tzu-Sou Chuang sold 200,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total value of $13,966,000.00. Following the sale, the vice president directly owned 2,495,165 shares in the company, valued at $174,237,371.95. The trade was a 7.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have bought a total of 3,346 shares of company stock worth $218,005 in the last three months. 1.11% of the stock is owned by insiders.

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.