Legal & General Group Plc Grows Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Legal & General Group Plc boosted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 6.5% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,651,273 shares of the semiconductor company’s stock after buying an additional 100,090 shares during the quarter. Legal & General Group Plc’s holdings in Taiwan Semiconductor Manufacturing were worth $501,805,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Stephens Consulting LLC raised its position in Taiwan Semiconductor Manufacturing by 82.0% in the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock valued at $28,000 after buying an additional 41 shares during the last quarter. Ares Financial Consulting LLC purchased a new stake in Taiwan Semiconductor Manufacturing in the 4th quarter valued at $29,000. Maseco LLP purchased a new stake in Taiwan Semiconductor Manufacturing in the 4th quarter valued at $35,000. Westend Capital Management LLC raised its position in Taiwan Semiconductor Manufacturing by 476.2% in the 4th quarter. Westend Capital Management LLC now owns 121 shares of the semiconductor company’s stock valued at $37,000 after buying an additional 100 shares during the last quarter. Finally, Navalign LLC purchased a new stake in Taiwan Semiconductor Manufacturing in the 4th quarter valued at $39,000. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Stock Down 0.1%

Shares of NYSE:TSM opened at $404.24 on Tuesday. The company has a market capitalization of $2.09 trillion, a PE ratio of 33.63, a price-to-earnings-growth ratio of 1.18 and a beta of 1.39. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.32. The business has a fifty day moving average price of $371.93 and a two-hundred day moving average price of $339.28. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $190.03 and a 1 year high of $421.97.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The firm had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%. Analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be paid 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 is Wednesday, September 16th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 24.71%.

Wall Street Analysts Forecast Growth

TSM has been the subject of a number of analyst reports. Wedbush reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 20th. Zacks Research downgraded Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. DA Davidson restated a “buy” rating and issued a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Finally, Barclays upped their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Two investment 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’s stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and an average price target of $404.29.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other news, VP Tzu-Sou Chuang sold 200,000 shares of the stock in a transaction on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the completion of the transaction, the vice president owned 2,495,165 shares in the company, valued at approximately $174,237,371.95. This represents a 7.42% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP Bor-Zen Tien purchased 2,000 shares of the business’s stock in a transaction dated Tuesday, May 19th. The shares were purchased at an average price of $69.91 per share, with a total value of $139,820.00. Following the purchase, the vice president directly owned 11,051 shares in the company, valued at $772,575.41. This trade represents a 22.10% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have bought a total of 3,346 shares of company stock valued at $218,005 in the last quarter. 1.11% of the stock is owned by corporate insiders.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC remains a central beneficiary of the AI chip boom, with analysts and commentators continuing to describe it as a “trustworthy AI compounder” and a likely winner in the GPU and ASIC buildout. TSM Stock’s Upward Momentum Validates Top Analyst’s ‘Most Trustworthy AI Compounder’ Call
• Positive Sentiment: Strong investor interest in TSMC and broader semiconductor ETFs suggests continued confidence in the company’s long-term growth outlook and AI exposure. Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It
• Positive Sentiment: Some market commentary says Nvidia’s ongoing need for more GPUs highlights TSMC’s importance as a key manufacturing bottleneck, underscoring how critical TSMC is to the AI supply chain. EXCLUSIVE: Nvidia CEO Jensen Huang Is Flying To Taiwan Nearly Every Month Asking For More GPUs – The Answer Remains Not Yet
• Neutral Sentiment: Coverage comparing TSMC with ASML and other semiconductor leaders keeps TSM in the spotlight, but it mainly reinforces its status as a top-tier AI infrastructure play rather than changing the near-term outlook. ASML vs TSMC Stock: Which Semiconductor Giant Is the Smarter AI Investment in 2025?
• Negative Sentiment: Huawei said it has made a chipmaking breakthrough and plans to narrow the gap with TSMC using new manufacturing methods, raising concerns that U.S. sanctions may have accelerated China’s domestic semiconductor push. Huawei Says It Has A Chipmaking Breakthrough. Did US Sanctions Backfire?
• Negative Sentiment: Huawei’s claim that it could start producing advanced 1.4-nanometer chips by 2031 adds a long-term competitive overhang for TSMC, even if the technology gap remains significant today. Huawei touts chip breakthrough to shorten gap with TSMC

About Taiwan Semiconductor Manufacturing

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.