Ironvine Capital Partners LLC Sells 3,745 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Ironvine Capital Partners LLC cut its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 5.4% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 66,236 shares of the semiconductor company’s stock after selling 3,745 shares during the period. Taiwan Semiconductor Manufacturing comprises approximately 2.8% of Ironvine Capital Partners LLC’s investment portfolio, making the stock its 13th biggest position. Ironvine Capital Partners LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $31,632,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of TSM. Fisher Asset Management LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 1.8% during the 4th quarter. Fisher Asset Management LLC now owns 18,146,900 shares of the semiconductor company’s stock worth $5,514,662,000 after buying an additional 313,773 shares in the last quarter. Van ECK Associates Corp boosted its stake in 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 buying an additional 1,750,824 shares in the last quarter. Bank of America Corp DE grew its position in Taiwan Semiconductor Manufacturing by 6.5% in the fourth quarter. Bank of America Corp DE now owns 15,902,819 shares of the semiconductor company’s stock valued at $4,832,708,000 after acquiring an additional 966,926 shares during the last quarter. Coatue Management LLC raised its stake in Taiwan Semiconductor Manufacturing by 6.9% during the fourth quarter. Coatue Management LLC now owns 8,629,524 shares of the semiconductor company’s stock worth $2,622,426,000 after acquiring an additional 556,988 shares in the last quarter. Finally, Janus Henderson Group PLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 7.7% in the fourth quarter. Janus Henderson Group PLC now owns 8,291,884 shares of the semiconductor company’s stock worth $2,497,638,000 after acquiring an additional 594,780 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on the stock. Sanford C. Bernstein raised their price target on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an “outperform” rating in a research note on Tuesday, August 11th. DA Davidson increased 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 note on Friday, July 17th. Needham & Company LLC increased their price objective on shares of Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the company a “buy” rating in a research note on Monday, July 27th. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, July 6th. Finally, Stifel Nicolaus set a $515.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday. Three investment analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $523.22.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien purchased 3,000 shares of the business’s stock in a transaction dated Tuesday, July 21st. The shares were bought at an average price of $74.39 per share, for a total transaction of $223,170.00. Following the completion of the acquisition, the vice president owned 4,000 shares in the company, valued at approximately $297,560. This trade represents a 300.00% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Shyue-Shyh Lin acquired 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Sunday, July 19th. The stock was acquired at an average cost of $71.71 per share, for a total transaction of $143,420.00. Following the purchase, the vice president owned 28,269 shares of the company’s stock, valued at $2,027,169.99. The trade was a 7.61% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders acquired 17,662 shares of company stock worth $1,307,491. 1.11% of the stock is currently owned by company insiders.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Bank of America maintained a Buy rating and set a $590 price target, citing TSMC’s leadership in advanced process nodes and silicon photonics, continued artificial-intelligence demand, and an attractive valuation. TSMC Earns Buy Rating as Analyst Sees AI-Driven Upside
• Positive Sentiment: Billionaire investor Daniel Loeb increased his TSMC position by 67%, from 275,000 to 460,000 shares. The move reflects confidence in strong AI-related demand, rising revenue, and profitability. Billionaire Investor Raises TSMC Stake 67%
• Positive Sentiment: Baron Capital highlighted TSMC as a contributor to its strong second-quarter fund performance, reinforcing the investment case around the company’s stellar financial results and structural AI exposure. TSMC Continues to Deliver Stellar Financial Results
• Neutral Sentiment: TSMC made a minor administrative adjustment to its first-quarter 2026 cash-dividend disclosure in a Form 6-K filing. The update does not appear to materially change the company’s income outlook. TSMC Makes Minor Dividend Adjustment
• Neutral Sentiment: Taiwan’s president emphasized that the country’s semiconductor industry is supported by democracy, the rule of law, and reliable supply commitments. The comments support Taiwan’s strategic reputation but offer no immediate earnings catalyst. Taiwan’s Chip Prowess Is Built on Democracy and Rule of Law
• Negative Sentiment: A global bond selloff pushed yields higher and triggered declines across semiconductor stocks, creating valuation pressure for TSMC despite its strong operating outlook. Semiconductor Stocks Slide as Bond Yields Rise

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $414.56 on Wednesday. The firm has a market capitalization of $2.15 trillion, a price-to-earnings ratio of 29.91, a PEG ratio of 0.95 and a beta of 1.39. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.14. The business’s 50-day moving average price is $421.50 and its 200-day moving average price is $397.04. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $225.63 and a 12 month high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. The company had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.25% and a net margin of 50.31%. Equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.45 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be issued a dividend of $1.0854 per share. This represents a $4.34 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 25.32%.

About Taiwan Semiconductor Manufacturing

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.