Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Position Raised by Unisphere Establishment

Unisphere Establishment increased its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 18.8% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 61,900 shares of the semiconductor company’s stock after purchasing an additional 9,800 shares during the period. Unisphere Establishment’s holdings in Taiwan Semiconductor Manufacturing were worth $20,919,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Vivaldi Capital Management LP raised its stake in Taiwan Semiconductor Manufacturing by 34.8% during the 1st quarter. Vivaldi Capital Management LP now owns 2,216 shares of the semiconductor company’s stock valued at $749,000 after purchasing an additional 572 shares during the period. Empirical Finance LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 86.5% during the first quarter. Empirical Finance LLC now owns 95,230 shares of the semiconductor company’s stock valued at $32,183,000 after buying an additional 44,158 shares in the last quarter. Boreal Capital Management LLC raised its position in Taiwan Semiconductor Manufacturing by 15.6% during the first quarter. Boreal Capital Management LLC now owns 5,580 shares of the semiconductor company’s stock valued at $1,891,000 after buying an additional 754 shares during the period. Broadhurst Jeffrey B acquired a new position in Taiwan Semiconductor Manufacturing during the first quarter valued at $242,000. Finally, Cannell & Spears LLC lifted its stake in Taiwan Semiconductor Manufacturing by 70.3% in the 1st quarter. Cannell & Spears LLC now owns 2,379 shares of the semiconductor company’s stock worth $771,000 after acquiring an additional 982 shares in the last quarter. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE TSM opened at $403.18 on Friday. The business’s 50-day moving average price is $427.67 and its two-hundred day moving average price is $381.72. 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 one year low of $223.70 and a one year high of $479.00. The company has a market capitalization of $2.09 trillion, a P/E ratio of 29.09, a price-to-earnings-growth ratio of 0.96 and a beta of 1.36.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The firm 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 dividend of $1.1136 per share. The ex-dividend date of this dividend is Wednesday, September 16th. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 annualized dividend and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is 21.43%.

Analyst Ratings Changes

TSM has been the subject of a number of research reports. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a research report on Saturday, July 18th. 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 report on Wednesday, June 24th. Needham & Company LLC raised their price target 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. DA Davidson boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Finally, Weiss Ratings lowered shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, July 13th. Three 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 company’s stock. Based on data from MarketBeat, the stock has an average rating of “Buy” and an average price target of $490.00.

Insider Activity at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Monday, June 22nd. The stock was purchased at an average cost of $79.19 per share, for a total transaction of $79,190.00. Following the completion of the purchase, the vice president directly owned 5,000 shares of the company’s stock, valued at $395,950. The trade was a 25.00% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Bor-Zen Tien bought 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Tuesday, May 19th. The stock was acquired at an average price of $69.91 per share, with a total value of $139,820.00. Following the completion of the purchase, the vice president directly owned 11,051 shares of the company’s stock, valued at approximately $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. Over the last quarter, insiders have acquired 6,857 shares of company stock valued at $512,334. 1.11% of the stock is currently owned by corporate insiders.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

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.