71 West Capital Partners Acquires Shares of 101,657 Taiwan Semiconductor Manufacturing Company Ltd. $TSM

71 West Capital Partners acquired a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 101,657 shares of the semiconductor company’s stock, valued at approximately $30,893,000. Taiwan Semiconductor Manufacturing makes up 1.4% of 71 West Capital Partners’ investment portfolio, making the stock its 16th biggest holding.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. Quattro Advisors LLC bought a new stake in Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $25,000. Hilton Head Capital Partners LLC bought a new stake in Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $27,000. Stephens Consulting LLC raised its stake in Taiwan Semiconductor Manufacturing by 82.0% during the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 41 shares during the period. Strategic Advocates LLC raised its stake in Taiwan Semiconductor Manufacturing by 62.1% during the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 36 shares during the period. Finally, Ares Financial Consulting LLC bought a new stake in Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $29,000. 16.51% of the stock is currently owned by institutional investors.

Trending Headlines about Taiwan Semiconductor Manufacturing

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 Bor-Zen Tien acquired 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Tuesday, May 19th. The shares were purchased at an average price of $69.91 per share, for a total transaction of $139,820.00. Following the completion of the transaction, the vice president directly owned 11,051 shares in the company, valued at approximately $772,575.41. This represents a 22.10% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Tzu-Sou Chuang sold 200,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the sale, the vice president owned 2,495,165 shares in the company, valued at approximately $174,237,371.95. The trade was a 7.42% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have bought 3,496 shares of company stock worth $229,407. Company insiders own 1.11% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have commented on TSM shares. Barclays raised their target price on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 20th. Needham & Company LLC raised their target price 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. DA Davidson restated a “buy” rating and set a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Finally, Zacks Research cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Two research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus price target of $404.29.

Taiwan Semiconductor Manufacturing Trading Up 3.9%

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

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The firm had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. On average, equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 earnings per share 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. Stockholders of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. The ex-dividend date is Wednesday, September 16th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 annualized dividend and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 25.12%.

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.