Relyea Zuckerberg Hanson LLC Makes New Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Posted by Geri Gentry on Aug 17th, 2026

Relyea Zuckerberg Hanson LLC acquired a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) in the 2nd quarter, according to its most recent disclosure with the SEC. The fund acquired 1,663 shares of the semiconductor company’s stock, valued at approximately $794,000.

A number of other institutional investors have also recently modified their holdings of the stock. Tiger Global Management LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 49.4% in the first quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company’s stock worth $1,880,717,000 after purchasing an additional 1,839,600 shares during the period. Van ECK Associates Corp lifted its position in 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 period. Life Cycle Investment Partners Ltd bought a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter worth about $495,163,000. T. Rowe Price Investment Management Inc. grew its stake in Taiwan Semiconductor Manufacturing by 168.6% during the fourth quarter. T. Rowe Price Investment Management Inc. now owns 2,093,115 shares of the semiconductor company’s stock worth $636,077,000 after buying an additional 1,313,917 shares in the last quarter. Finally, SurgoCap Partners LP acquired a new stake in Taiwan Semiconductor Manufacturing during the third quarter worth about $360,443,000. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing Stock Performance

Taiwan Semiconductor Manufacturing stock opened at $426.67 on Monday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $223.70 and a 12-month high of $479.00. The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.13. The business’s 50-day moving average price is $425.97 and its two-hundred day moving average price is $390.79. The stock has a market cap of $2.21 trillion, a PE ratio of 30.78, a P/E/G ratio of 0.98 and a beta of 1.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last posted 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 39.37%. As a group, analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Thursday, December 10th will be given a dividend of $1.0854 per share. This represents a $4.34 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 21.43%.

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Shyue-Shyh Lin acquired 2,000 shares of the company’s stock in a transaction that occurred on Sunday, July 19th. The stock was acquired at an average price of $71.71 per share, with a total value of $143,420.00. Following the purchase, the vice president directly owned 28,269 shares in the company, valued at approximately $2,027,169.99. This trade represents a 7.61% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, VP Lipen Yuan bought 1,000 shares of the business’s stock in a transaction on Monday, June 22nd. The stock was bought at an average price 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 represents a 25.00% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have acquired 18,312 shares of company stock valued at $1,347,058 in the last quarter. 1.11% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the stock. Sanford C. Bernstein boosted their target price on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an “outperform” rating in a research report on Tuesday, August 11th. Needham & Company LLC upped their price target on shares of Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the stock a “buy” rating in a report on Monday, July 27th. Susquehanna increased their price target on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a research report on Thursday, July 16th. Wall Street Zen cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 8th. Finally, DA Davidson boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Three research 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 company’s stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and a consensus price target of $524.25.

Get Our Latest Research Report on Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing News Roundup

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

Positive Sentiment: TSMC remains a key beneficiary of the AI boom. Nvidia is reportedly accelerating development of its next-generation Feynman platform, which could increase demand for TSMC’s 2-nanometer chips and advanced packaging capacity. Nvidia’s Next-Gen Feynman AI Platform Is Ramping Up
Positive Sentiment: TSMC and Sony committed $4.69 billion to a new CMOS image-sensor plant in Kumamoto, Japan, with production targeted for 2029 and support from Japanese government subsidies. The project could broaden TSMC’s geographic footprint and strengthen its relationship with a major customer. Sony and TSMC’s $4.7 Billion Venture
Positive Sentiment: Several institutional investors expressed confidence in TSMC: Causeway Capital increased its position, while Perseverance Asset Management International also raised its stake. Analysts including Sanford C. Bernstein continue to forecast meaningful appreciation. Causeway Capital Boosts TSMC Stake
Neutral Sentiment: TSMC filed reviewed interim financial statements with the SEC. The filing provides updated regulatory disclosure but, based on the available report, does not identify a material change to the company’s outlook. TSMC Files Reviewed Interim Financials
Negative Sentiment: SoftBank disclosed that it sold 71.5% of its TSMC holdings during the second quarter. Although the sale may reflect portfolio management rather than a change in fundamentals, it creates near-term overhang and may weigh on sentiment. SoftBank Sells Most of Its Taiwan Semiconductor Holdings
Negative Sentiment: Investors are increasingly concerned that strong earnings may already be reflected in chip valuations, while Fidelity has warned that the semiconductor cycle could be nearing a peak. Those concerns are particularly relevant for TSMC, whose valuation and recent gains leave the stock vulnerable to profit-taking. Analyst Sees Trouble Brewing for Hot Chip Stocks

Taiwan Semiconductor Manufacturing Company Profile

(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.