Dickmeyer Boyce Financial Management Inc. acquired a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 3,550 shares of the semiconductor company’s stock, valued at approximately $1,200,000.
Other hedge funds also recently modified their holdings of the company. Van ECK Associates Corp grew its holdings in shares of Taiwan Semiconductor Manufacturing by 11.1% during the fourth quarter. Van ECK Associates Corp now owns 17,464,962 shares of the semiconductor company’s stock worth $5,307,428,000 after purchasing an additional 1,750,824 shares during the last quarter. Life Cycle Investment Partners Ltd bought a new position in shares of Taiwan Semiconductor Manufacturing in the fourth quarter valued at about $495,163,000. T. Rowe Price Investment Management Inc. raised its holdings in shares of Taiwan Semiconductor Manufacturing by 168.6% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 2,093,115 shares of the semiconductor company’s stock valued at $636,077,000 after buying an additional 1,313,917 shares during the last quarter. SurgoCap Partners LP acquired a new position in Taiwan Semiconductor Manufacturing during the 3rd quarter worth about $360,443,000. Finally, Capital Research Global Investors lifted its position in Taiwan Semiconductor Manufacturing by 66.3% during the 4th quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company’s stock worth $976,821,000 after buying an additional 1,281,648 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.
Insider Buying and Selling
In related news, VP Bor-Zen Tien bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Monday, June 29th. The shares were purchased at an average price of $76.64 per share, for a total transaction of $76,640.00. Following the completion of the acquisition, the vice president owned 12,051 shares in the company, valued at approximately $923,588.64. This represents a 9.05% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Lipen Yuan bought 1,000 shares of the firm’s stock in a transaction dated Monday, June 22nd. The shares were bought at an average price of $79.19 per share, with a total value of $79,190.00. Following the completion of the transaction, the vice president directly owned 5,000 shares in the company, valued at approximately $395,950. This trade represents a 25.00% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders purchased a total of 6,857 shares of company stock valued at $512,334 over the last three months. Company insiders own 1.11% of the company’s stock.
Taiwan Semiconductor Manufacturing Trading Down 1.4%
Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last released its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. The firm had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 40.88%. On average, analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.34 EPS for the current year.
Taiwan Semiconductor Manufacturing Increases Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be paid a dividend of $1.1136 per share. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.1%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 21.43%.
Wall Street Analyst Weigh In
Several research firms have weighed in on TSM. TD Cowen raised their price objective on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a research report on Friday, July 17th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a research report on Saturday, July 18th. Bank of America increased their price target on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Barclays raised their price target on shares of Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the company an “overweight” rating in a report on Friday, July 17th. Finally, Weiss Ratings cut shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, July 13th. Three equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and an average price target of $490.00.
Check Out Our Latest Analysis on Taiwan Semiconductor Manufacturing
Trending Headlines about Taiwan Semiconductor Manufacturing
Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:
- Positive Sentiment: TSMC raised its 2026 revenue growth outlook to above 40%, citing strong AI-related demand and a rapid ramp in 2-nanometer production, reinforcing expectations for continued growth. Article Title
- Positive Sentiment: Reports that TSMC plans wafer price increases of up to 10% beginning in 2027 suggest it has real pricing power, which could support margins even as costs rise. Article Title
- Positive Sentiment: Multiple articles highlighted TSMC as a key winner in the AI infrastructure buildout, with demand still running hot and customers like Nvidia and Broadcom securing advanced packaging capacity. Article Title
- Neutral Sentiment: Intel’s strong quarterly results and broader semiconductor ETF strength may lift sentiment across the chip sector, but they do not directly change TSMC’s fundamental outlook. Article Title
- Negative Sentiment: Some reports warned that TSMC’s massive U.S. expansion and push to onshore AI chip production could pressure margins for years, creating a near-term overhang on the stock. Article Title
- Negative Sentiment: Geopolitical headlines and concerns about valuation have also contributed to recent weakness, even though operating results remain strong. Article Title
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.
Featured Stories
- Five stocks we like better than Taiwan Semiconductor Manufacturing
- Premium Retail’s Stress Test Is Separating Winners From Losers
- D-Wave Quantum or a Quantum ETF: Which Is the Better Bet?
- GE Vernova Just Sent a Mixed AI Signal to Investors
- Alphabet Crushed Earnings, But One Number Spooked the Market
Want to see what other hedge funds are holding TSM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report).
Receive News & Ratings for Taiwan Semiconductor Manufacturing Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Taiwan Semiconductor Manufacturing and related companies with MarketBeat.com's FREE daily email newsletter.
