Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Meyer Handelman Co.

Meyer Handelman Co. grew its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 32.5% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 43,646 shares of the semiconductor company’s stock after purchasing an additional 10,699 shares during the period. Meyer Handelman Co.’s holdings in Taiwan Semiconductor Manufacturing were worth $13,264,000 as of its most recent SEC filing.

A number of other hedge funds have also recently modified their holdings of TSM. Childress Capital Advisors LLC grew its holdings in Taiwan Semiconductor Manufacturing by 145.3% during the third quarter. Childress Capital Advisors LLC now owns 3,192 shares of the semiconductor company’s stock worth $891,000 after acquiring an additional 1,891 shares during the period. Shannon River Fund Management LLC purchased a new stake in Taiwan Semiconductor Manufacturing during the third quarter worth $2,430,000. Vanguard Personalized Indexing Management LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 9.4% in the third quarter. Vanguard Personalized Indexing Management LLC now owns 101,876 shares of the semiconductor company’s stock valued at $28,470,000 after buying an additional 8,738 shares in the last quarter. Hantz Financial Services Inc. grew its stake in Taiwan Semiconductor Manufacturing by 28.6% in the 3rd quarter. Hantz Financial Services Inc. now owns 37,216 shares of the semiconductor company’s stock valued at $10,394,000 after acquiring an additional 8,284 shares during the last quarter. Finally, Hollencrest Capital Management lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 125.3% in the third quarter. Hollencrest Capital Management now owns 5,216 shares of the semiconductor company’s stock valued at $1,457,000 after purchasing an additional 2,901 shares in the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Price Performance

TSM opened at $337.90 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $390.20. The company has a market cap of $1.75 trillion, a P/E ratio of 31.73, a P/E/G ratio of 0.87 and a beta of 1.29. The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17. The company has a 50 day moving average of $348.54 and a two-hundred day moving average of $314.32.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $3.11 EPS for the quarter. The company 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, analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current 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 given a dividend of $0.9503 per share. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 28.36%.

Analyst Ratings Changes

TSM has been the topic of a number of analyst reports. UBS Group set a $330.00 target price on Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Needham & Company LLC lifted their price objective 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 shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 20th. Zacks Research lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Finally, Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and an average target price of $391.43.

Insider Activity at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien purchased 1,000 shares of the firm’s stock in a transaction that occurred on Sunday, March 22nd. The stock was acquired at an average cost of $55.93 per share, for a total transaction of $55,930.00. Following the completion of the purchase, the vice president 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 purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 1.11% of the company’s stock.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Japan approves TSMC’s plan to build a large 3nm “AI chip” factory — a $5.26B investment that brings advanced-node capacity to Japan, diversifies the AI supply chain away from Taiwan and reduces geopolitical concentration risk, supporting long-term revenue and strategic customer wins. Taiwan Semiconductor Wins Approval For Ultra-Efficient AI Chip Mega-Factory In Japan
• Positive Sentiment: TSMC has started production/ramp of next‑gen 2nm chips amid record AI demand — a development analysts say reframes growth and valuation expectations as AI and data‑center orders increase. This supports higher long‑term revenue and margin outlooks. TSMC 2nm Ramp And AI Demand Reframe Growth And Valuation Narrative
• Positive Sentiment: Unusually large call-option activity — investors bought ~212,745 calls (≈33% above average) — signals short‑term bullish positioning and elevated probability of upside/volatility in the near term. (Market options data)
• Positive Sentiment: Big push into advanced packaging — analysts highlight packaging as a new growth and margin lever that could deepen customer relationships for AI chips and increase wafer‑plus‑services revenue. Will TSM’s Advanced Packaging Push Unlock a New Growth Phase?
• Positive Sentiment: Insider purchases and strong margin reports — recent VP buys and commentary about record gross margins and NVIDIA becoming the top customer are read as confidence signals from insiders and confirm pricing power. TSMC Stock (TSM) Opinions on Capacity Constraints
• Positive Sentiment: Brand/innovation recognition — TSMC appears on Fast Company’s list of most innovative companies, a reputational plus that underscores technology leadership (minor direct impact but supportive of investor sentiment). ELEHEAR Named to Fast Company’s Annual List of the World’s Most Innovative Companies of 2026
• Neutral Sentiment: Capacity constraints are intensifying — social and analyst commentary points to tight advanced-node supply. That supports pricing and margins but raises short‑term fulfillment risks and high capex needs. TSMC Stock (TSM) Opinions on Capacity Constraints
• Neutral Sentiment: Quarterly fund letters highlight strong underlying demand and TSMC’s role in portfolios — supportive context but largely reiterative of stronger operational themes. TSM Gains from Strong Demand and Its Industry-Leading Manufacturing Capabilities
• Negative Sentiment: Short‑term pullback noted — recent market coverage flagged that TSMC fell more sharply than the broader market in a prior session, indicating increased near‑term volatility and profit‑taking pressure despite the positive fundamental news flow. TSMC (TSM) Falls More Steeply Than Broader Market

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.