Bessemer Group Inc. Boosts Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Bessemer Group Inc. raised its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 67.8% during the 4th quarter, Holdings Channel reports. The firm owned 1,651,162 shares of the semiconductor company’s stock after buying an additional 666,984 shares during the quarter. Taiwan Semiconductor Manufacturing comprises 0.8% of Bessemer Group Inc.’s portfolio, making the stock its 17th largest holding. Bessemer Group Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $501,771,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in the company. Brighton Jones LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 20.9% in the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after buying an additional 1,892 shares during the last quarter. Gamco Investors INC. ET AL purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter worth about $701,000. Bank of Nova Scotia boosted its stake in shares of Taiwan Semiconductor Manufacturing by 12.8% in the second quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock worth $3,556,000 after buying an additional 1,784 shares during the last quarter. FWL Investment Management LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 26.5% in the second quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock worth $57,000 after buying an additional 53 shares during the last quarter. Finally, Main Street Financial Solutions LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter worth about $270,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC raised its long-term forecast for the global semiconductor market to $1.5 trillion by 2030, up from $1 trillion, saying AI and high-performance computing will drive most of that growth. The company also said it is expanding capacity aggressively with new wafer fabs and advanced packaging projects across multiple countries. Reuters article
• Positive Sentiment: Shares are also getting a lift from a broad AI and semiconductor rally, with Nvidia and other chip leaders strong and TSMC flashing buy signals in market coverage. Dow Jones Futures article
• Positive Sentiment: News flow around robust AI demand, including TSMC’s strong monthly revenue trends and continued capital spending, is reinforcing expectations for sustained growth into 2026. Quiver Quantitative article

Insider Transactions at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien purchased 1,000 shares of the stock in a transaction on Sunday, March 22nd. The shares were bought at an average price of $55.93 per share, for a total transaction of $55,930.00. Following the completion of the transaction, the vice president owned 9,051 shares of the company’s stock, valued at $506,222.43. This trade represents a 12.42% increase in their position. The transaction was disclosed in a document filed with the SEC, which is available through this link. Insiders purchased a total of 1,346 shares of company stock worth $78,185 in the last quarter. Corporate insiders own 1.11% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on TSM. Wedbush restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research note on Friday, January 23rd. Needham & Company LLC upped their target price on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. Argus upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Finally, DA Davidson restated a “buy” rating and issued a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Two analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $404.29.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $417.77 on Friday. The company has a market capitalization of $2.16 trillion, a P/E ratio of 34.76, a P/E/G ratio of 1.17 and a beta of 1.39. The business’s 50 day moving average is $364.44 and its two-hundred day moving average is $334.32. The company has a current ratio of 2.51, a quick ratio of 2.32 and a debt-to-equity ratio of 0.17. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $188.81 and a 12-month high of $421.97.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The company had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 38.17% and a net margin of 46.97%. Analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.25 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 24.71%.

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.