Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Insight Holdings Group LLC

Insight Holdings Group LLC raised its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1.7% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 229,115 shares of the semiconductor company’s stock after purchasing an additional 3,890 shares during the quarter. Taiwan Semiconductor Manufacturing makes up approximately 5.4% of Insight Holdings Group LLC’s holdings, making the stock its 7th biggest position. Insight Holdings Group LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $77,432,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of TSM. Tiger Global Management LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 49.4% during the 1st quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company’s stock valued at $1,880,717,000 after buying an additional 1,839,600 shares during the last quarter. Van ECK Associates Corp increased its holdings in Taiwan Semiconductor Manufacturing by 11.1% in 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 buying an additional 1,750,824 shares during the last quarter. Life Cycle Investment Partners Ltd acquired a new position in Taiwan Semiconductor Manufacturing in the fourth quarter worth approximately $495,163,000. T. Rowe Price Investment Management Inc. raised its position 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 valued at $636,077,000 after acquiring an additional 1,313,917 shares in the last quarter. Finally, SurgoCap Partners LP acquired a new stake in Taiwan Semiconductor Manufacturing in the third quarter valued at approximately $360,443,000. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Stock Down 3.0%

Shares of Taiwan Semiconductor Manufacturing stock opened at $403.18 on Friday. 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 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16. The stock has a 50 day moving average price of $427.67 and a two-hundred day moving average price of $381.72. The stock has a market capitalization of $2.09 trillion, a P/E ratio of 29.09, a PEG ratio of 0.93 and a beta of 1.36.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 40.88%. The company had revenue of $39.89 billion for the quarter. Equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.34 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be paid a $1.1136 dividend. This represents a $4.45 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Wednesday, September 16th. This is a boost 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 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

Wall Street Analyst Weigh In

TSM has been the subject of several recent research reports. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a research report on Saturday, July 18th. Needham & Company LLC raised their price target on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. 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. Finally, TD Cowen increased their target price on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a research report on Friday, July 17th. Three equities research 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 stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average price target of $490.00.

Insider Buying and Selling

In related news, VP Tzu-Sou Chuang sold 200,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction 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 transaction, the vice president owned 2,495,165 shares in the company, valued at $174,237,371.95. This trade represents a 7.42% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, VP Bor-Zen Tien bought 2,000 shares of the business’s stock in a transaction on Tuesday, May 19th. The shares were purchased at an average cost of $69.91 per share, with a total value of $139,820.00. Following the transaction, the vice president owned 11,051 shares in the company, valued at approximately $772,575.41. The trade was a 22.10% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have bought 6,857 shares of company stock worth $512,334 in the last quarter. 1.11% of the stock is currently owned by company insiders.

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.