Sculptor Capital LP Has $70.81 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Sculptor Capital LP increased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 41.6% during the fourth quarter, Holdings Channel reports. The institutional investor owned 233,000 shares of the semiconductor company’s stock after purchasing an additional 68,500 shares during the quarter. Sculptor Capital LP’s holdings in Taiwan Semiconductor Manufacturing were worth $70,806,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in the company. Mitchell Sinkler & Starr PA grew its position in Taiwan Semiconductor Manufacturing by 1.9% during the fourth quarter. Mitchell Sinkler & Starr PA now owns 1,482 shares of the semiconductor company’s stock worth $450,000 after buying an additional 28 shares in the last quarter. Wayfinding Financial LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 2.5% during the fourth quarter. Wayfinding Financial LLC now owns 1,152 shares of the semiconductor company’s stock valued at $350,000 after purchasing an additional 28 shares in the last quarter. Thompson Siegel & Walmsley LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 3.6% during the fourth quarter. Thompson Siegel & Walmsley LLC now owns 868 shares of the semiconductor company’s stock valued at $264,000 after purchasing an additional 30 shares in the last quarter. Oak Harvest Investment Services boosted its holdings in Taiwan Semiconductor Manufacturing by 2.9% during the fourth quarter. Oak Harvest Investment Services now owns 1,106 shares of the semiconductor company’s stock valued at $336,000 after purchasing an additional 31 shares in the last quarter. Finally, Solstein Capital LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 4.8% during the fourth quarter. Solstein Capital LLC now owns 695 shares of the semiconductor company’s stock valued at $211,000 after purchasing an additional 32 shares in the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE:TSM opened at $440.35 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $206.20 and a 1 year high of $450.16. The firm has a 50 day moving average of $399.06 and a 200-day moving average of $354.27. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16. The stock has a market capitalization of $2.28 trillion, a P/E ratio of 36.64, a price-to-earnings-growth ratio of 1.24 and a beta of 1.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. The firm had revenue of $30.65 billion during the quarter. As a group, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 EPS for the current fiscal 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 given 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 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 25.12%.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC’s May revenue reportedly surged 30%, reinforcing the idea that AI chip demand remains intense and that the company is still seeing strong order flow. TSMC Revenue Surges 30% in May on Relentless AI Demand. TSM Stock Is Still Undervalued Here.
• Positive Sentiment: Commentary around AI chip demand and expansion plans suggests TSMC’s fabrication capacity remains tight, with its Arizona plant booked through 2027 and customers still placing orders above current output. TSMC Stock (TSM) Opinions on AI Chip Demand and Expansion Plans
• Positive Sentiment: Broader semiconductor enthusiasm is also supporting the stock, with ETF trading activity showing investors continue to pile into the chip sector as an AI trade. Semiconductor ETFs Now Dominate the Most-Traded List — A Signal You Can’t Ignore
• Neutral Sentiment: Market commentary continues to frame TSMC as one of the main beneficiaries of AI spending, with analysts debating valuation rather than questioning demand. TSMC (NYSE:TSM) Stock Weighing AI Momentum Against A 6% Overvaluation Narrative
• Neutral Sentiment: Recent articles on ETF ideas and long-term AI stock picks are mostly thematic and do not provide a company-specific catalyst for TSMC. Best ETF Ideas for the Rest of 2026 3 AI Stocks Poised for Long-Term Gains Despite Strong Year-To-Date Performance
• Negative Sentiment: Reports that Google may explore Samsung for AI chip production highlight potential competition for TSMC in some advanced AI manufacturing work, even though the broader demand backdrop remains strong. MediaTek’s AI Pivot and Google’s Samsung Partnership: Inside the TSMC Capacity Squeeze

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, 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 value of $13,966,000.00. Following the completion of the transaction, the vice president owned 2,495,165 shares in the company, valued at $174,237,371.95. The trade was a 7.42% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, VP Bor-Zen Tien acquired 2,000 shares of the company’s stock in a transaction that occurred on Tuesday, May 19th. The stock was bought at an average price of $69.91 per share, with a total value of $139,820.00. Following the transaction, the vice president directly owned 11,051 shares in the company, valued at $772,575.41. The trade was a 22.10% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders purchased a total of 3,496 shares of company stock valued at $229,407 in the last 90 days. 1.11% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of equities research analysts have weighed in on TSM shares. Barclays lifted their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 20th. Needham & Company LLC lifted their price objective on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a report on Thursday, April 16th. DA Davidson reaffirmed a “buy” rating and set a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Finally, Zacks Research downgraded Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and an average target price of $404.29.

Taiwan Semiconductor Manufacturing Profile

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.