42,886 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Bought by Munich Reinsurance Co Stock Corp in Munich

Munich Reinsurance Co Stock Corp in Munich purchased a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 42,886 shares of the semiconductor company’s stock, valued at approximately $11,978,000.

A number of other hedge funds have also recently bought and sold shares of the company. Westfuller Advisors LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 2.2% in the third quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company’s stock valued at $434,000 after purchasing an additional 34 shares during the last quarter. BankPlus Wealth Management LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 1.6% during the third quarter. BankPlus Wealth Management LLC now owns 2,291 shares of the semiconductor company’s stock worth $640,000 after purchasing an additional 35 shares during the last quarter. Bank of Jackson Hole Trust boosted its holdings in Taiwan Semiconductor Manufacturing by 7.5% during the third quarter. Bank of Jackson Hole Trust now owns 500 shares of the semiconductor company’s stock worth $140,000 after purchasing an additional 35 shares during the last quarter. New Millennium Group LLC grew its position in Taiwan Semiconductor Manufacturing by 2.9% in the 3rd quarter. New Millennium Group LLC now owns 1,248 shares of the semiconductor company’s stock worth $349,000 after purchasing an additional 35 shares in the last quarter. Finally, Empirical Asset Management LLC increased its stake in Taiwan Semiconductor Manufacturing by 1.8% in the 3rd quarter. Empirical Asset Management LLC now owns 2,008 shares of the semiconductor company’s stock valued at $561,000 after buying an additional 36 shares during the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Price Performance

Taiwan Semiconductor Manufacturing stock opened at $338.27 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $390.20. The company has a current ratio of 2.62, a quick ratio of 2.42 and a debt-to-equity ratio of 0.17. The business’s 50 day simple moving average is $343.05 and its 200 day simple moving average is $301.58. The company has a market cap of $1.75 trillion, a price-to-earnings ratio of 31.76, a PEG ratio of 0.99 and a beta of 1.29.

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

Taiwan Semiconductor Manufacturing Cuts Dividend

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

Wall Street Analyst Weigh In

Several equities analysts have commented on the stock. Dbs Bank raised shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research report on Friday, January 23rd. Barclays increased their price target 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. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. UBS Group set a $330.00 target price on Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Finally, TD Cowen boosted their price target on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a report on Friday, January 16th. Four research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and an average price target of $391.43.

Key Taiwan Semiconductor Manufacturing News

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 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.