Ibex Wealth Advisors Purchases 3,593 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Posted by James Quigley on Jul 10th, 2026

Ibex Wealth Advisors boosted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 10.8% in the 1st quarter, Holdings Channel.com reports. The fund owned 36,723 shares of the semiconductor company’s stock after purchasing an additional 3,593 shares during the period. Taiwan Semiconductor Manufacturing makes up 1.2% of Ibex Wealth Advisors’ holdings, making the stock its 24th largest holding. Ibex Wealth Advisors’ holdings in Taiwan Semiconductor Manufacturing were worth $12,411,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of TSM. Fisher Asset Management LLC raised its stake in Taiwan Semiconductor Manufacturing by 1.8% in the fourth quarter. Fisher Asset Management LLC now owns 18,146,900 shares of the semiconductor company’s stock valued at $5,514,662,000 after purchasing an additional 313,773 shares in the last quarter. Van ECK Associates Corp grew its stake in Taiwan Semiconductor Manufacturing by 11.1% in the 4th 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 in the last quarter. Bank of America Corp DE grew its stake in Taiwan Semiconductor Manufacturing by 6.5% in the 4th quarter. Bank of America Corp DE now owns 15,902,819 shares of the semiconductor company’s stock worth $4,832,708,000 after buying an additional 966,926 shares in the last quarter. Jennison Associates LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 6.4% in the 4th quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company’s stock worth $4,070,393,000 after buying an additional 802,757 shares during the last quarter. Finally, Alliancebernstein L.P. raised its position in shares of Taiwan Semiconductor Manufacturing by 2.2% during the 3rd quarter. Alliancebernstein L.P. now owns 10,687,037 shares of the semiconductor company’s stock valued at $2,984,783,000 after buying an additional 229,237 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $437.27 on Friday. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31. The business’s 50 day simple moving average is $425.31 and its two-hundred day simple moving average is $373.47. The stock has a market capitalization of $2.27 trillion, a P/E ratio of 36.38, a price-to-earnings-growth ratio of 1.10 and a beta of 1.36. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $223.70 and a one year high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last announced its quarterly earnings data on Wednesday, April 15th. The semiconductor company reported $3.49 earnings per share for the quarter, beating the consensus estimate of $3.31 by $0.18. The firm had revenue of $35.49 billion during the quarter, compared to the consensus estimate of $35.47 billion. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The business’s revenue was up 40.6% on a year-over-year basis. During the same quarter in the previous year, the company posted $2.12 earnings per share. Analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.39 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be issued a dividend of $1.1136 per share. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a yield of 1.0%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 24.71%.

Analysts Set New Price Targets

A number of research analysts recently commented on TSM shares. Needham & Company LLC increased their target price on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. DA Davidson reaffirmed a “buy” rating and set a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday. Susquehanna raised their price objective on Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the company a “positive” rating in a report on Monday, June 22nd. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, June 17th. Two analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and an average target price of $449.38.

Check Out Our Latest Analysis on Taiwan Semiconductor Manufacturing

Insider Activity at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Tzu-Sou Chuang sold 200,000 shares of the stock in a transaction 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 completion of the sale, the vice president owned 2,495,165 shares of the company’s stock, valued at $174,237,371.95. This represents a 7.42% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, VP Bor-Zen Tien purchased 1,000 shares of the business’s stock in a transaction on Monday, June 29th. The stock was purchased at an average cost of $76.64 per share, for a total transaction of $76,640.00. Following the acquisition, the vice president owned 12,051 shares in the company, valued at approximately $923,588.64. The trade was a 9.05% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders bought 6,857 shares of company stock worth $512,334 in the last three months. 1.11% of the stock is owned by insiders.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

Positive Sentiment: Multiple analysts and market commentators highlighted TSMC as a strong momentum stock and a key AI beneficiary, with Citi previously saying the company is well positioned to raise its 2026 revenue growth outlook and long-term targets. Revenue and Growth Outlook Affirm Why Taiwan Semiconductor Manufacturing Co. (TSM) is a Top AI Stock on Wall Street’s Radar
Positive Sentiment: TSMC’s leadership bought shares across many roles, including the CEO, CFO, several VPs, and multiple SVPs, which investors often read as a sign that insiders see more upside ahead. Taiwan Semiconductor Manufacturing Company Ltd. insider trading report
Positive Sentiment: Investor attention is building around TSMC’s next earnings release, with recent coverage suggesting results could be the catalyst that pushes the stock higher if the company confirms strong AI and advanced-chip demand. Will earnings be the catalyst to lift TSM stock higher?
Neutral Sentiment: Several pieces were largely watchlist-style or educational, including momentum-stock articles and broad market roundup items, offering limited new company-specific news for valuation. What Makes TSMC (TSM) a Strong Momentum Stock: Buy Now?
Neutral Sentiment: Broader AI spending headlines from companies like Meta and Amazon may indirectly support TSMC by reinforcing demand for chips, but they do not directly change TSMC’s near-term fundamentals. Meta falls as massive AI infrastructure spending plans overshadow chip progress

About Taiwan Semiconductor Manufacturing

(Free Report)

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.