EFG Asset Management Americas Corp. Buys 1,578 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

EFG Asset Management Americas Corp. increased its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 9.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 18,999 shares of the semiconductor company's stock after buying an additional 1,578 shares during the quarter. EFG Asset Management Americas Corp.'s holdings in Taiwan Semiconductor Manufacturing were worth $5,306,000 at the end of the most recent reporting period.

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A number of other large investors have also recently bought and sold shares of TSM. BlueSpruce Investments LP grew its stake in Taiwan Semiconductor Manufacturing by 19.9% during the third quarter. BlueSpruce Investments LP now owns 2,510,134 shares of the semiconductor company's stock worth $701,055,000 after buying an additional 417,331 shares during the last quarter. Clough Capital Partners L P acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter worth approximately $1,048,000. Cannell & Spears LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter worth approximately $362,000. Candelo Capital Management LP bought a new stake in Taiwan Semiconductor Manufacturing during the 3rd quarter worth approximately $4,692,000. Finally, Circle Wealth Management LLC increased its holdings in Taiwan Semiconductor Manufacturing by 7.3% during the 3rd quarter. Circle Wealth Management LLC now owns 17,288 shares of the semiconductor company's stock valued at $4,828,000 after purchasing an additional 1,170 shares in the last quarter. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Reuters/MSN reports TSMC now commands roughly 70% of the global foundry market — a reminder of its pricing power, scale advantages and strategic importance to chip customers, which supports revenue and margin resilience. Taiwan Semiconductor now commands 70% of global foundry market
• Positive Sentiment: SEC-filing coverage: TSMC has maintained a steady capital structure and disclosed new investments — signaling disciplined allocation of its large capex program and reducing investor concern about dilution or aggressive leverage. That supports confidence in execution of capacity buildouts. Taiwan Semiconductor Keeps Capital Structure Steady And Reveals New Investments
• Positive Sentiment: Valuation note: analysts and commentators are reassessing TSMC after a strong FY performance and a recent share pullback — the narrative that the stock may be more attractively priced after profit-taking is drawing buyer interest. Assessing Taiwan Semiconductor Manufacturing’s Valuation After A Strong Year And Recent Share Price Pullback
• Neutral Sentiment: TSMC released February 2026 revenue data — investors are parsing monthly trends for signs of AI-related capacity demand and seasonal recovery; the print is a short-term data point rather than a directional catalyst by itself. Taiwan Semiconductor Manufacturing (TSM) reports Feb 2026 revenue data
• Neutral Sentiment: Comparative analysis pieces (e.g., AMD vs. TSMC) are keeping investors focused on relative valuation and growth prospects across chip-related names; useful for positioning but not an immediate company-specific catalyst. AMD vs. TSMC: Which Chip Stock Actually Delivers the Smarter Return in 2026?
• Neutral Sentiment: Coverage noting large-manager portfolios and sector capex narratives (e.g., Steven Cohen holdings, AI capex winners) underscores institutional interest and the longer-term demand story for leading foundries, but these are background positives rather than immediate catalysts. Here Are Billionaire Steven Cohen's 5 Biggest Stock Holdings
• Negative Sentiment: Macro/geopolitical risk: broader coverage flags that foreign markets are reeling from the Iran conflict and energy shock — such risk-off episodes can pressure Asian equities and cyclical chip demand, creating downside risk to TSMC’s near-term multiples. Foreign Stocks Are Reeling From the Iran War. Buying the Dip Could Pay Off.

Taiwan Semiconductor Manufacturing Stock Performance

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Taiwan Semiconductor Manufacturing stock opened at $338.22 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $390.20. The company's 50-day moving average is $346.99 and its two-hundred day moving average is $305.99. 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 company has a market cap of $1.75 trillion, a PE ratio of 31.76, a PEG ratio of 0.93 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last announced its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 34.89%. The business had revenue of $30.65 billion for the quarter. Equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

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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 $0.9503 dividend. This represents a $3.80 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is currently 23.57%.

Analysts Set New Price Targets

TSM has been the topic of a number of recent analyst reports. Argus raised Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a research note on Thursday, January 15th. Sanford C. Bernstein restated an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd. Wall Street Zen cut Taiwan Semiconductor Manufacturing from a "buy" rating to a "hold" rating in a report on Saturday. Needham & Company LLC upped their price target on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a "buy" rating in a research report on Thursday, January 15th. Finally, Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "strong-buy" rating in a research report on Tuesday, February 3rd. Four analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of "Buy" and an average target price of $391.43.

Get Our Latest Analysis on Taiwan Semiconductor Manufacturing

About Taiwan Semiconductor Manufacturing

(Free Report)

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.

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