Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Canal Capital Management LLC

Canal Capital Management LLC increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1,619.0% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 15,127 shares of the semiconductor company’s stock after purchasing an additional 14,247 shares during the quarter. Canal Capital Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $4,597,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of TSM. Childress Capital Advisors LLC grew its holdings in Taiwan Semiconductor Manufacturing by 145.3% during the 3rd quarter. Childress Capital Advisors LLC now owns 3,192 shares of the semiconductor company’s stock valued at $891,000 after purchasing an additional 1,891 shares in the last quarter. Shannon River Fund Management LLC purchased a new stake in Taiwan Semiconductor Manufacturing during the 3rd quarter worth $2,430,000. Vanguard Personalized Indexing Management LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 9.4% in the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 101,876 shares of the semiconductor company’s stock worth $28,470,000 after buying an additional 8,738 shares in the last quarter. Hantz Financial Services Inc. boosted its position in Taiwan Semiconductor Manufacturing by 28.6% in the 3rd quarter. Hantz Financial Services Inc. now owns 37,216 shares of the semiconductor company’s stock valued at $10,394,000 after buying an additional 8,284 shares during the last quarter. Finally, Hollencrest Capital Management boosted its position in Taiwan Semiconductor Manufacturing by 125.3% in the 3rd quarter. Hollencrest Capital Management now owns 5,216 shares of the semiconductor company’s stock valued at $1,457,000 after buying an additional 2,901 shares during the last quarter. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Stock Down 0.3%

Shares of Taiwan Semiconductor Manufacturing stock opened at $338.43 on Friday. The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17. The firm has a market cap of $1.75 trillion, a P/E ratio of 31.78, a P/E/G ratio of 0.93 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $390.20. The business has a 50-day moving average price of $348.55 and a 200 day moving average price of $308.42.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Thursday, February 26th. The semiconductor company reported $3.11 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%.The company had revenue of $30.65 billion during the quarter. On average, sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be issued a dividend of $0.9503 per share. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 28.36%.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Zacks: TSMC stands to benefit from surging AI-chip demand and global fab expansion as it chases a ~30% revenue growth target for 2026 — a clear growth narrative supporting upside for TSM. Will AI-Driven Chip Demand Help TSM Meet 2026 Revenue Growth Goal?
• Positive Sentiment: Benzinga: New data shows TSMC controls ~72% of the foundry market and is positioned for record demand in 2026 — reinforces scale and pricing power that investors reward. TSMC Claims 72% Of Global Chip Market As AI Demand Hits Record Highs
• Positive Sentiment: TipRanks/Fool/24/7 Wall St commentary: Multiple bullish takes highlight TSMC’s competitive moat, long-term AI exposure and a recent pullback as a buying opportunity — investor sentiment still has conviction on TSM’s structural advantage. TSMC Stock Is Still a Buy as the ‘Nvidia Flip’ Reshapes Tech
• Positive Sentiment: Options flow: Unusual high volume of call buying suggests some investors are positioning for upside (bullish derivatives activity can amplify near-term moves). Investors Buy High Volume of Call Options on Taiwan Semiconductor Manufacturing (NYSE:TSM)
• Neutral Sentiment: Analyst comparisons: Several pieces contrast TSMC and Nvidia, arguing Nvidia may offer faster growth today — this frames relative-valuation debate rather than company-specific news. NVDA vs. TSM: Which Semiconductor Powerhouse Offers More Upside?
• Neutral Sentiment: Valuation debate: Coverage (Kalkine, Forbes, Yahoo) is split between “buy the moat” and “valuation/relative growth” concerns — contributes to mixed analyst views and trading volatility. Taiwan Semiconductor Manufacturing (NYSE:TSM) Share Performance And Valuation Debate
• Negative Sentiment: Zacks downgraded TSMC from “strong-buy” to “hold,” a direct negative catalyst that can pressure the stock by reducing buy-side urgency. Zacks.com
• Negative Sentiment: Samsung commits $73B to AI chips and R&D in 2026 — a large-cap competitor increasing capacity and HBM competition could pressure TSMC’s pricing or wallet share in certain segments. Samsung (SSNLF) Stock Surges on Massive $73B AI Chip Investment Plan
• Negative Sentiment: Customer shifts: Reports that Tesla is developing an alternative chip supply chain (snubbed TSMC) raise customer-concentration and revenue risk in certain segments. Tesla Just Snubbed TSMC — Musk Is Quietly Building A Sovereign Chip Chain

Analyst Ratings Changes

TSM has been the topic of a number of analyst reports. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. Wedbush reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Sanford C. Bernstein restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Dbs Bank raised Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research report on Friday, January 23rd. Finally, TD Cowen increased their target price on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a research note on Friday, January 16th. Three investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average price target of $391.43.

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.