Ironvine Capital Partners LLC Sells 3,745 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Ironvine Capital Partners LLC trimmed its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 5.4% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 66,236 shares of the semiconductor company’s stock after selling 3,745 shares during the period. Taiwan Semiconductor Manufacturing accounts for about 2.8% of Ironvine Capital Partners LLC’s portfolio, making the stock its 13th biggest holding. Ironvine Capital Partners LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $31,632,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Twin City Private Wealth LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 0.3% during the 1st quarter. Twin City Private Wealth LLC now owns 7,315 shares of the semiconductor company’s stock valued at $2,479,000 after purchasing an additional 25 shares during the last quarter. Graves Light Lenhart Wealth Inc. increased its holdings in shares of Taiwan Semiconductor Manufacturing by 3.4% in the second quarter. Graves Light Lenhart Wealth Inc. now owns 752 shares of the semiconductor company’s stock valued at $359,000 after purchasing an additional 25 shares during the last quarter. OFS Enterprise LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 4.0% in the second quarter. OFS Enterprise LLC now owns 653 shares of the semiconductor company’s stock valued at $312,000 after purchasing an additional 25 shares during the period. Wealthcare Capital Partners LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 1.0% in the second quarter. Wealthcare Capital Partners LLC now owns 2,606 shares of the semiconductor company’s stock valued at $1,244,000 after purchasing an additional 25 shares during the period. Finally, Elser Financial Planning Inc lifted its stake in shares of Taiwan Semiconductor Manufacturing by 2.4% during the 2nd quarter. Elser Financial Planning Inc now owns 1,081 shares of the semiconductor company’s stock worth $516,000 after buying an additional 25 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several brokerages recently commented on TSM. Needham & Company LLC lifted their target price 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. Stifel Nicolaus set a $515.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday. Sanford C. Bernstein raised their price objective on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an “outperform” rating in a research report on Tuesday, August 11th. Wall Street Zen cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 8th. Finally, Barclays upped their target price on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the company an “overweight” rating in a research report on Friday, July 17th. Three investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $523.22.

Taiwan Semiconductor Manufacturing Trading Down 0.2%

TSM stock opened at $414.56 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $225.63 and a 52 week high of $479.00. The company has a market capitalization of $2.15 trillion, a PE ratio of 29.91, a price-to-earnings-growth ratio of 0.95 and a beta of 1.39. The company’s 50-day simple moving average is $421.50 and its 200 day simple moving average is $397.04. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. The business 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 39.25%. As a group, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.45 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be issued a dividend of $1.0854 per share. The ex-dividend date of this dividend is Thursday, December 10th. This represents a $4.34 annualized dividend and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 25.32%.

Insider Activity

In related news, VP Lipen Yuan acquired 1,000 shares of the stock in a transaction on Tuesday, August 18th. The shares were purchased at an average price of $74.50 per share, for a total transaction of $74,500.00. Following the purchase, the vice president directly owned 6,000 shares in the company, valued at approximately $447,000. The trade was a 20.00% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, VP Bor-Zen Tien acquired 1,000 shares of the company’s stock in a transaction on Monday, August 3rd. The stock was bought at an average cost of $73.06 per share, with a total value of $73,060.00. Following the completion of the acquisition, the vice president directly owned 14,051 shares in the company, valued at approximately $1,026,566.06. This represents a 7.66% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last ninety days, insiders acquired 17,662 shares of company stock worth $1,307,491. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Bank of America maintained a Buy rating and set a $590 price target, citing TSMC’s leadership in advanced process nodes and silicon photonics, continued artificial-intelligence demand, and an attractive valuation. TSMC Earns Buy Rating as Analyst Sees AI-Driven Upside
• Positive Sentiment: Billionaire investor Daniel Loeb increased his TSMC position by 67%, from 275,000 to 460,000 shares. The move reflects confidence in strong AI-related demand, rising revenue, and profitability. Billionaire Investor Raises TSMC Stake 67%
• Positive Sentiment: Baron Capital highlighted TSMC as a contributor to its strong second-quarter fund performance, reinforcing the investment case around the company’s stellar financial results and structural AI exposure. TSMC Continues to Deliver Stellar Financial Results
• Neutral Sentiment: TSMC made a minor administrative adjustment to its first-quarter 2026 cash-dividend disclosure in a Form 6-K filing. The update does not appear to materially change the company’s income outlook. TSMC Makes Minor Dividend Adjustment
• Neutral Sentiment: Taiwan’s president emphasized that the country’s semiconductor industry is supported by democracy, the rule of law, and reliable supply commitments. The comments support Taiwan’s strategic reputation but offer no immediate earnings catalyst. Taiwan’s Chip Prowess Is Built on Democracy and Rule of Law
• Negative Sentiment: A global bond selloff pushed yields higher and triggered declines across semiconductor stocks, creating valuation pressure for TSMC despite its strong operating outlook. Semiconductor Stocks Slide as Bond Yields Rise

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.