Innova Wealth Partners Purchases New Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Innova Wealth Partners acquired a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the first quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 1,139 shares of the semiconductor company’s stock, valued at approximately $385,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in TSM. Shannon River Fund Management LLC acquired a new position in Taiwan Semiconductor Manufacturing in the 3rd quarter worth about $2,430,000. Capital Research Global Investors raised its stake in shares of Taiwan Semiconductor Manufacturing by 66.3% during the 4th quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company’s stock worth $976,821,000 after purchasing an additional 1,281,648 shares in the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at about $961,000. Meridian Wealth Management LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 27.9% in the 4th quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company’s stock valued at $20,049,000 after buying an additional 14,406 shares in the last quarter. Finally, Boyer Financial Services Inc. bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 4th quarter valued at approximately $648,000. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

TSM has been the subject of a number of analyst reports. Susquehanna lifted their target price on shares of Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the company a “positive” rating in a research note on Monday, June 22nd. Bank of America increased their price target on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Weiss Ratings restated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, June 17th. Zacks Research lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Finally, Needham & Company LLC upped their price objective on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $449.38.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Multiple reports highlighted TSMC as a key beneficiary of the AI capex boom, with analysts pointing to manufacturing expansion, strong earnings momentum, and broad demand for advanced chips as reasons the stock could still have more upside. TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?
• Positive Sentiment: Erste Group raised its FY2027 earnings estimate for Taiwan Semiconductor Manufacturing, reinforcing confidence that profit growth can keep pace with the company’s AI and capacity-expansion investments. Stocks Surged in Q2 2026, but Is the Market Getting Too Expensive?
• Positive Sentiment: A TSMC vice president bought additional shares, which investors often read as a modest vote of confidence from management. Taiwan Semiconductor Manufacturing (NYSE:TSM) VP Acquires $76,640.00 in Stock
• Positive Sentiment: The company was also featured in a bullish note after reaching a 52-week high, with commentary suggesting the rally could continue if fundamentals remain strong. Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Hit a 52 Week High, Can the Run Continue?
• Neutral Sentiment: TSMC is reportedly accelerating development of next-generation CoPoS packaging for AI chips, a long-term technology initiative that supports the growth story but is unlikely to change near-term results. TSMC targets 2029 for panel-level CoPoS packaging in AI chip push – DigiTimes
• Negative Sentiment: One market update said TSMC fell more sharply than the broader market as investors worried about valuation and “bubble risk” in AI-related semiconductor stocks, suggesting some near-term cooling after a strong run. TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know

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 Lipen Yuan bought 1,000 shares of the business’s stock in a transaction on Monday, June 22nd. The shares were purchased at an average cost of $79.19 per share, with a total value of $79,190.00. Following the transaction, the vice president owned 5,000 shares in the company, valued at approximately $395,950. The trade was a 25.00% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last three months, insiders bought 5,496 shares of company stock valued at $404,567. Company insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Down 6.9%

Shares of TSM stock opened at $444.62 on Thursday. The stock’s 50 day simple moving average is $419.50 and its 200 day simple moving average is $367.06. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $223.70 and a twelve month high of $479.00. The company has a market capitalization of $2.31 trillion, a price-to-earnings ratio of 36.99, a PEG ratio of 1.20 and a beta of 1.36.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results 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 during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%. As a group, research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.35 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be paid a $1.1136 dividend. The ex-dividend date is Wednesday, September 16th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 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.