Unisphere Establishment increased its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 18.8% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 61,900 shares of the semiconductor company’s stock after acquiring an additional 9,800 shares during the period. Unisphere Establishment’s holdings in Taiwan Semiconductor Manufacturing were worth $20,919,000 as of its most recent filing with the SEC.
A number of other institutional investors have also made changes to their positions in the stock. Vivaldi Capital Management LP lifted its holdings in Taiwan Semiconductor Manufacturing by 34.8% in the 1st quarter. Vivaldi Capital Management LP now owns 2,216 shares of the semiconductor company’s stock worth $749,000 after purchasing an additional 572 shares during the last quarter. Empirical Finance LLC grew its holdings in Taiwan Semiconductor Manufacturing by 86.5% during the first quarter. Empirical Finance LLC now owns 95,230 shares of the semiconductor company’s stock valued at $32,183,000 after purchasing an additional 44,158 shares during the last quarter. Boreal Capital Management LLC grew its holdings in Taiwan Semiconductor Manufacturing by 15.6% during the first quarter. Boreal Capital Management LLC now owns 5,580 shares of the semiconductor company’s stock valued at $1,891,000 after purchasing an additional 754 shares during the last quarter. Broadhurst Jeffrey B acquired a new position in Taiwan Semiconductor Manufacturing during the first quarter valued at approximately $242,000. Finally, Cannell & Spears LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 70.3% in the first quarter. Cannell & Spears LLC now owns 2,379 shares of the semiconductor company’s stock valued at $771,000 after purchasing an additional 982 shares during the period. 16.51% of the stock is owned by institutional investors.
Insider Buying and Selling at Taiwan Semiconductor Manufacturing
In related news, VP Lipen Yuan purchased 1,000 shares of the firm’s stock in a transaction on Monday, June 22nd. The shares were bought at an average cost of $79.19 per share, for a total transaction of $79,190.00. Following the transaction, the vice president directly owned 5,000 shares of the company’s stock, valued at approximately $395,950. This trade represents a 25.00% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, VP Bor-Zen Tien acquired 1,000 shares of the company’s stock in a transaction dated Monday, June 29th. The shares were bought at an average price of $76.64 per share, for a total transaction of $76,640.00. Following the acquisition, the vice president owned 12,051 shares in the company, valued at approximately $923,588.64. This trade represents a 9.05% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders purchased a total of 6,857 shares of company stock valued at $512,334 in the last ninety days. Company insiders own 1.11% of the company’s stock.
Taiwan Semiconductor Manufacturing Stock Down 3.0%
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. The company had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 40.88% and a net margin of 50.31%. On average, equities 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 declared a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders 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 of this dividend is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 21.43%.
Analysts Set New Price Targets
TSM has been the subject of a number of analyst reports. Needham & Company LLC boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a research note on Saturday, July 18th. Barclays lifted their target price on shares of Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the stock an “overweight” rating in a report on Friday, July 17th. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, July 6th. Finally, Zacks Research raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Three analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and an average target price of $490.00.
Get Our Latest Analysis on TSM
More Taiwan Semiconductor Manufacturing News
Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:
- Positive Sentiment: TSMC reported record AI-driven earnings, with strong margins and guidance, and raised its 2026 revenue growth outlook to above 40%, reinforcing that demand for advanced chips remains robust. Article Title
- Positive Sentiment: The company committed another $100 billion to U.S. chipmaking, signaling confidence in long-term AI chip demand and expanding its strategic footprint in America. Article Title
- Positive Sentiment: Analysts and market commentary continue to highlight TSMC as a key beneficiary of the AI infrastructure buildout, with pricing power and demand for 2-nanometer technology supporting the bullish case. Article Title
- Neutral Sentiment: TSMC’s planned price increases for 2027 suggest strong pricing power, but the move is also fueling debate about whether AI chip customers can absorb higher costs. Article Title
- Neutral Sentiment: Broader semiconductor stocks are pulling back after a strong 2026 run as investors take profits and reassess valuations following the AI-fueled rally. Article Title
- Negative Sentiment: Intel’s strong earnings were overshadowed by its higher 2026 capital spending plans, adding to concerns that the AI buildout may require heavier spending across the chip sector and pressuring sentiment on semiconductor stocks. 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.
Read More
- Five stocks we like better than Taiwan Semiconductor Manufacturing
- AMD and Cerbras Create A New Blueprint For Hardware
- Intel Earnings Reveal Whether the Chip Selloff Created a Buy
- CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test
- Plugging In: How Kinder Morgan Powers Up Profits
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.
