Greenland Capital Management LP Acquires 25,850 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Greenland Capital Management LP boosted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 403.3% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 32,259 shares of the semiconductor company’s stock after buying an additional 25,850 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for approximately 0.9% of Greenland Capital Management LP’s holdings, making the stock its 21st biggest position. Greenland Capital Management LP’s holdings in Taiwan Semiconductor Manufacturing were worth $9,010,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the stock. Childress Capital Advisors LLC grew its position in Taiwan Semiconductor Manufacturing by 145.3% during the third quarter. Childress Capital Advisors LLC now owns 3,192 shares of the semiconductor company’s stock valued at $891,000 after buying an additional 1,891 shares during the period. Vanguard Personalized Indexing Management LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 9.4% during the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 101,876 shares of the semiconductor company’s stock worth $28,470,000 after acquiring an additional 8,738 shares during the last quarter. Hantz Financial Services Inc. boosted its stake in shares of Taiwan Semiconductor Manufacturing by 28.6% during the 3rd quarter. Hantz Financial Services Inc. now owns 37,216 shares of the semiconductor company’s stock worth $10,394,000 after acquiring an additional 8,284 shares during the last quarter. Hollencrest Capital Management grew its position in shares of Taiwan Semiconductor Manufacturing by 125.3% during the 3rd quarter. Hollencrest Capital Management now owns 5,216 shares of the semiconductor company’s stock valued at $1,457,000 after acquiring an additional 2,901 shares during the period. Finally, Cherokee Insurance Co purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter worth $1,248,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on TSM shares. Argus raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 9th. Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 3rd. Wedbush reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Finally, Barclays upped their price target on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an “overweight” rating in a research report on Friday, January 16th. Four research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $391.43.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Large institutional buying: Point72 reportedly added a big stake, taking roughly $870M in TSM, which can lift demand for shares and signal confidence from a major hedge fund. Billionaire fund manager drops $2.8 billion on Big Tech stocks
• Positive Sentiment: Longer‑term structural bull case: MarketBeat’s piece on the nanotech/AI supply chain highlights TSMC as the factory backbone for advanced AI chips and notes U.S. capacity expansion (Arizona), reinforcing durable demand for TSM’s advanced nodes. The Supply Chain Quietly Powering the AI Boom—And 4 Ways to Play It
• Positive Sentiment: Sector momentum and analyst attention: Zacks and other outlets list TSM among AI leaders outpacing peers as data‑center demand and tight capacity support revenue and margin upside — a near‑term technical/earnings tailwind. 3 AI Stocks Outpacing NVIDIA in 2026 – With More Upside Ahead
• Positive Sentiment: Retail/investor buy lists: Several Fool.com pieces include TSMC in recommended multi‑stock retirement or growth portfolios, which can draw longer‑term retail inflows. Want $1 Million in Retirement? Invest $100,000 in These 3 Stocks and Wait a Decade
• Neutral Sentiment: Valuation debate: Several articles ask whether TSMC’s price is justified after a ~95% one‑year rally, outlining scenarios where expectations are already priced in — this fuels both profit‑taking and cautious new buying. Is It Too Late To Consider Taiwan Semiconductor Manufacturing (NYSE:TSM) After 95% One Year Rally?
• Negative Sentiment: Macro/trade risk: Reports that global tariffs were raised to 15% have rattled markets and could complicate cross‑border supply chains and equipment sourcing for chipmakers, representing a potential near‑term headwind for TSM. Dow Jones Futures Fall After Trump Hikes Global Tariff To 15%

Taiwan Semiconductor Manufacturing Stock Down 0.2%

Shares of TSM opened at $369.97 on Tuesday. The business’s 50 day moving average is $329.67 and its 200 day moving average is $294.52. The company has a current ratio of 2.69, a quick ratio of 2.47 and a debt-to-equity ratio of 0.19. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $380.00. The company has a market capitalization of $1.92 trillion, a PE ratio of 34.74, a price-to-earnings-growth ratio of 1.03 and a beta of 1.31.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. The business had revenue of $32.50 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 36.18%. Research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be paid a dividend of $0.9503 per share. This represents a $3.80 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 28.64%.

Taiwan Semiconductor Manufacturing Company 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.