SEB Asset Management AB Makes New $13.59 Million Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Posted by Brian Himes on Jul 21st, 2026

SEB Asset Management AB acquired a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) in the first quarter, HoldingsChannel reports. The institutional investor acquired 40,221 shares of the semiconductor company’s stock, valued at approximately $13,593,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Quattro Advisors LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $25,000. Hilton Head Capital Partners LLC bought a new position in Taiwan Semiconductor Manufacturing during the 4th quarter worth $27,000. Stephens Consulting LLC increased its position in Taiwan Semiconductor Manufacturing by 82.0% during the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock worth $28,000 after buying an additional 41 shares during the period. Strategic Advocates LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 62.1% during the fourth quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after buying an additional 36 shares in the last quarter. Finally, Ares Financial Consulting LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth $29,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently commented on TSM. Susquehanna upped their price target on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research note on Thursday. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, July 6th. Barclays boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the company an “overweight” rating in a report on Friday. Needham & Company LLC increased their target price on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. Finally, Weiss Ratings cut shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, July 13th. Three investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average price target of $490.00.

Get Our Latest Stock Analysis on TSM

Taiwan Semiconductor Manufacturing Stock Up 1.0%

Shares of NYSE TSM opened at $402.49 on Tuesday. The stock has a market capitalization of $2.09 trillion, a P/E ratio of 29.04, a PEG ratio of 0.95 and a beta of 1.36. The stock’s fifty day moving average is $426.76 and its 200 day moving average is $379.20. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $223.70 and a 52 week high of $479.00. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last posted its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 40.88%. The business had revenue of $39.89 billion during the quarter. Sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.83 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 annualized dividend and a dividend yield of 1.1%. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 21.43%.

More Taiwan Semiconductor Manufacturing News

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

Positive Sentiment: TSMC reported record second-quarter results, with revenue growth, strong margins, and raised full-year guidance, reinforcing that AI chip demand remains robust.
Positive Sentiment: Several bullish commentaries and analyst notes argue the post-earnings pullback may be a buying opportunity, citing sustained AI-driven growth and expanding leading-edge production.
Positive Sentiment: The company said demand for AI chips should stay strong for years, and its expanded Arizona investment underscores confidence in long-term capacity needs and customer demand. Reuters article on AI demand and Arizona investment
Positive Sentiment: Coverage citing billionaire investors and “AI capex winners” has kept TSMC in the spotlight as one of the clearest beneficiaries of the AI buildout.
Neutral Sentiment: Some articles frame the move as a valuation and positioning reset after a strong run, suggesting part of the recent weakness may reflect profits being taken rather than a change in fundamentals. Seeking Alpha article on what was priced in
Negative Sentiment: Investors are worried the extra $100 billion Arizona plan could pressure near-term profit margins, especially with construction labor and infrastructure constraints.
Negative Sentiment: Broader semiconductor weakness and bear-market concerns in the sector are also weighing on sentiment, even though TSMC’s own results remain strong.

Insider Buying and Selling

In other news, VP Lipen Yuan acquired 1,000 shares of the firm’s stock in a transaction that occurred on Monday, June 22nd. The shares were acquired at an average cost of $79.19 per share, with a total value of $79,190.00. Following the completion of the purchase, the vice president directly owned 5,000 shares of the company’s stock, valued at $395,950. The trade was a 25.00% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, VP Tzu-Sou Chuang sold 200,000 shares of the business’s stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the transaction, the vice president owned 2,495,165 shares of the company’s stock, valued at approximately $174,237,371.95. This represents a 7.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have bought 6,857 shares of company stock worth $512,334. Corporate 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.