Valeo Financial Advisors LLC Raises Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Posted by Francis Steltz on May 11th, 2026

Valeo Financial Advisors LLC grew its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 7.0% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 33,413 shares of the semiconductor company’s stock after buying an additional 2,176 shares during the period. Valeo Financial Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $10,154,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also bought and sold shares of TSM. SurgoCap Partners LP purchased a new stake in Taiwan Semiconductor Manufacturing in the third quarter worth about $360,443,000. Thrivent Financial for Lutherans increased its position in Taiwan Semiconductor Manufacturing by 3,164.9% in the third quarter. Thrivent Financial for Lutherans now owns 1,192,927 shares of the semiconductor company’s stock worth $333,172,000 after buying an additional 1,156,389 shares in the last quarter. Danica Pension Livsforsikringsaktieselskab purchased a new stake in Taiwan Semiconductor Manufacturing in the third quarter worth about $232,924,000. Man Group plc increased its position in Taiwan Semiconductor Manufacturing by 337.1% in the second quarter. Man Group plc now owns 1,053,421 shares of the semiconductor company’s stock worth $238,589,000 after buying an additional 812,404 shares in the last quarter. Finally, Jennison Associates LLC increased its position in Taiwan Semiconductor Manufacturing by 6.4% in the fourth quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company’s stock worth $4,070,393,000 after buying an additional 802,757 shares in the last quarter. Hedge funds and other institutional investors own 16.51% 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: TSMC reported April revenue of NT$410.73 billion ($13.08 billion), up 17.5% year over year, signaling that AI chip demand is still supporting strong growth. TSMC Revenue Surges 17.5% in April — What It Means for Nvidia and Other AI Chip Stocks
Positive Sentiment: TSMC and Sony Semiconductor Solutions said they plan to form a new joint venture in Japan to develop and manufacture next-generation image sensors, expanding TSMC’s exposure to another advanced semiconductor market. Sony, TSMC plan new Japan joint venture for next-generation image sensors
Positive Sentiment: Investor commentary has remained constructive, with articles highlighting TSMC’s strong growth relative to its valuation and its position as a key “pick-and-shovel” beneficiary of the AI buildout. This Tech Stock Is the Quiet Monopoly Nobody on Wall Street Talks About
Neutral Sentiment: Some coverage noted that monthly revenue growth may have dipped sequentially, but the broader trend remains solid and does not appear to be changing the long-term thesis. TSMC sees strong growth as AI demand holds up
Negative Sentiment: There is also ongoing investor attention on potential foundry competition and customer diversification efforts, which could weigh on sentiment if rivals gain share over time. TSMC: Early Signs Of Formidable Foundry Competition

Insider Activity

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien bought 1,000 shares of the business’s stock in a transaction that occurred on Sunday, March 22nd. The stock was purchased 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 hyperlink. Corporate insiders own 1.11% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have commented on TSM. Needham & Company LLC upped their price target on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. TD Cowen upped their price target on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a research report on Friday, January 16th. Zacks Research cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Freedom Capital upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Finally, DA Davidson reiterated a “buy” rating and set a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $404.29.

Read Our Latest Stock Report on TSM

Taiwan Semiconductor Manufacturing Stock Performance

NYSE:TSM opened at $411.05 on Monday. 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 $176.47 and a 12-month high of $420.00. The stock has a 50-day moving average price of $361.06 and a 200 day moving average price of $330.36. The stock has a market capitalization of $2.13 trillion, a P/E ratio of 34.20, a P/E/G ratio of 1.20 and a beta of 1.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last released its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 38.17% and a net margin of 46.97%.The firm had revenue of $30.65 billion during the quarter. Equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.25 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be given a dividend of $0.9503 per share. The ex-dividend date is Thursday, June 11th. This represents a $3.80 annualized dividend and a dividend yield of 0.9%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 24.96%.

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.