Mandatum Life Insurance Co Ltd Grows Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Posted by Stanley Muller on Jul 15th, 2026

Mandatum Life Insurance Co Ltd boosted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 813.5% during the first quarter, Holdings Channel.com reports. The firm owned 6,513 shares of the semiconductor company’s stock after acquiring an additional 5,800 shares during the quarter. Mandatum Life Insurance Co Ltd’s holdings in Taiwan Semiconductor Manufacturing were worth $2,201,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Advisors Preferred LLC grew its position in Taiwan Semiconductor Manufacturing by 81.5% during the 1st quarter. Advisors Preferred LLC now owns 2,499 shares of the semiconductor company’s stock valued at $845,000 after purchasing an additional 1,122 shares during the last quarter. Katamaran Capital LLP grew its position in Taiwan Semiconductor Manufacturing by 5.1% in the 1st quarter. Katamaran Capital LLP now owns 19,031 shares of the semiconductor company’s stock worth $6,432,000 after purchasing an additional 919 shares during the period. Sigma Planning Corp increased its position in Taiwan Semiconductor Manufacturing by 18.6% during the first quarter. Sigma Planning Corp now owns 27,452 shares of the semiconductor company’s stock valued at $9,278,000 after acquiring an additional 4,302 shares during the last quarter. Adell Harriman & Carpenter Inc. increased its position in shares of Taiwan Semiconductor Manufacturing by 15.6% during the 1st quarter. Adell Harriman & Carpenter Inc. now owns 72,638 shares of the semiconductor company’s stock valued at $24,548,000 after purchasing an additional 9,794 shares during the last quarter. Finally, 1ST Source Bank increased its holdings in Taiwan Semiconductor Manufacturing by 17.3% during the first quarter. 1ST Source Bank now owns 1,890 shares of the semiconductor company’s stock valued at $639,000 after buying an additional 279 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing Trading Down 0.2%

TSM opened at $420.63 on Wednesday. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16. The company has a market capitalization of $2.18 trillion, a P/E ratio of 34.99, a PEG ratio of 1.06 and a beta of 1.36. The stock’s fifty day moving average is $427.17 and its two-hundred day moving average is $376.20. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $223.70 and a 52 week high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last posted its quarterly earnings results on Wednesday, April 15th. The semiconductor company reported $3.49 EPS for the quarter, beating the consensus estimate of $3.31 by $0.18. The business had revenue of $35.49 billion during the quarter, compared to analyst estimates of $35.47 billion. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. The company’s quarterly revenue was up 40.6% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.12 EPS. Analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.44 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be issued a $1.1136 dividend. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 annualized dividend and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 24.71%.

Taiwan Semiconductor Manufacturing News Summary

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

Positive Sentiment: TSMC reported record June revenue of NT$442.68 billion, up 67.9% year over year, and said second-quarter sales rose 36% from a year earlier to NT$1.27 trillion, beating market expectations. That reinforces the company’s dominant position in AI semiconductor manufacturing and raises hopes for another earnings beat. TSMC Q2 revenue jumps 36% from a year earlier, beating market expectations
Positive Sentiment: Multiple analysts and market commentators said the June revenue report suggests TSMC could deliver another strong quarter and possibly raise its outlook, helped by surging AI infrastructure spending and strengthening pricing power, including potential price increases on advanced chips. Taiwan Semiconductor: Prepare For A Big Surprise
Positive Sentiment: Reports also highlighted that TSMC may be preparing to raise chip prices for the first time in years, a sign of improving pricing leverage that could support margins if AI demand stays firm. Wedbush Delivers an Urgent Message for TSMC Stock Investors
Positive Sentiment: TSMC also announced plans to add two advanced chip packaging plants in Chiayi, Taiwan, reinforcing long-term capacity expansion to meet demand for advanced AI chips. TSMC to add 2 advanced chip packaging plants in Chiayi, Taiwan minister says
Neutral Sentiment: Investors are focused on TSMC’s upcoming July 16 earnings release and guidance update, which could create a sizable post-earnings move in either direction depending on how management frames AI demand, capex, and margins. Here’s How Much TSMC Stock Is Expected to Move After Earnings
Negative Sentiment: Some coverage cautioned that the rally may already reflect a lot of good news, with lingering concerns about how long the AI spending boom can last, as well as broader macro and geopolitical risks that could limit further upside. Why TSMC’s Record Revenue Isn’t Reviving the AI Trade

Analyst Upgrades and Downgrades

A number of brokerages have commented on TSM. Weiss Ratings cut Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday. Barclays lifted their price target on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. DA Davidson reaffirmed a “buy” rating and issued a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Needham & Company LLC upped their target price on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. Finally, Susquehanna boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the company a “positive” rating in a research report on Monday, June 22nd. Two research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $449.38.

Get Our Latest Stock Report on Taiwan Semiconductor Manufacturing

Insider Buying and Selling

In other news, VP Lipen Yuan bought 1,000 shares of the business’s stock in a transaction dated Monday, June 22nd. The stock was purchased at an average cost of $79.19 per share, with a total value of $79,190.00. Following the acquisition, the vice president directly owned 5,000 shares in the company, valued at $395,950. This trade represents a 25.00% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, VP Bor-Zen Tien acquired 2,000 shares of the business’s stock in a transaction on Tuesday, May 19th. The stock was purchased at an average cost of $69.91 per share, with a total value of $139,820.00. Following the acquisition, the vice president directly owned 11,051 shares of the company’s stock, valued at $772,575.41. This represents a 22.10% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders acquired a total of 6,857 shares of company stock valued at $512,334 over the last 90 days. Insiders own 1.11% of the company’s stock.

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.