Whipplewood Advisors LLC Acquires 1,221 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Whipplewood Advisors LLC raised its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 484.5% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 1,473 shares of the semiconductor company’s stock after acquiring an additional 1,221 shares during the period. Whipplewood Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $498,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently added to or reduced their stakes in the business. Van ECK Associates Corp boosted its position in shares of Taiwan Semiconductor Manufacturing by 11.1% in the fourth quarter. Van ECK Associates Corp now owns 17,464,962 shares of the semiconductor company’s stock valued at $5,307,428,000 after acquiring an additional 1,750,824 shares during the period. Life Cycle Investment Partners Ltd bought a new position in Taiwan Semiconductor Manufacturing during the fourth quarter worth $495,163,000. T. Rowe Price Investment Management Inc. increased its position in Taiwan Semiconductor Manufacturing by 168.6% during the fourth quarter. T. Rowe Price Investment Management Inc. now owns 2,093,115 shares of the semiconductor company’s stock worth $636,077,000 after acquiring an additional 1,313,917 shares during the period. SurgoCap Partners LP bought a new position in Taiwan Semiconductor Manufacturing during the third quarter worth $360,443,000. Finally, Capital Research Global Investors raised its stake in 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 valued at $976,821,000 after purchasing an additional 1,281,648 shares during the last quarter. 16.51% of the stock is owned by institutional investors.

Taiwan Semiconductor Manufacturing Trading Up 0.1%

Shares of TSM stock opened at $437.27 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $223.70 and a 52-week high of $479.00. The stock has a market cap of $2.27 trillion, a price-to-earnings ratio of 36.38, a P/E/G ratio of 1.10 and a beta of 1.36. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49. The firm has a fifty day moving average of $425.31 and a 200-day moving average of $373.47.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Wednesday, April 15th. The semiconductor company reported $3.49 EPS for the quarter, topping analysts’ consensus estimates of $3.31 by $0.18. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. The company had revenue of $35.49 billion during the quarter, compared to the consensus estimate of $35.47 billion. During the same period last year, the firm earned $2.12 EPS. The firm’s revenue for the quarter was up 40.6% compared to the same quarter last year. On average, equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.39 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be paid a dividend of $1.1136 per share. 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 yield of 1.0%. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 24.71%.

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

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other news, VP Tzu-Sou Chuang sold 200,000 shares of the stock in a transaction that occurred on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total value of $13,966,000.00. Following the completion of the transaction, the vice president directly owned 2,495,165 shares of the company’s stock, valued at approximately $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 accessible through the SEC website. Also, VP Lipen Yuan bought 1,000 shares of the business’s stock in a transaction that occurred on Monday, June 22nd. The shares were bought at an average price of $79.19 per share, with a total value of $79,190.00. Following the transaction, the vice president directly owned 5,000 shares in the company, valued at $395,950. This trade represents a 25.00% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last ninety days, insiders have purchased 6,857 shares of company stock valued at $512,334. 1.11% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on TSM shares. Susquehanna increased their price target on shares of Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the company a “positive” rating in a report on Monday, June 22nd. Zacks Research downgraded shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday. Finally, DA Davidson reissued a “buy” rating and set a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Two research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Buy” and a consensus price target of $449.38.

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.