Dorsey Wright & Associates Acquires 2,555 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Dorsey Wright & Associates grew its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 46.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,063 shares of the semiconductor company’s stock after buying an additional 2,555 shares during the quarter. Dorsey Wright & Associates’ holdings in Taiwan Semiconductor Manufacturing were worth $2,725,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Twin City Private Wealth LLC increased its stake in Taiwan Semiconductor Manufacturing by 0.3% in the 1st quarter. Twin City Private Wealth LLC now owns 7,315 shares of the semiconductor company’s stock worth $2,479,000 after buying an additional 25 shares in the last quarter. Financial Life Planners raised its holdings in shares of Taiwan Semiconductor Manufacturing by 3.4% during the 1st quarter. Financial Life Planners now owns 786 shares of the semiconductor company’s stock worth $266,000 after acquiring an additional 26 shares in the last quarter. Corus Family Wealth Advisors lifted its position in Taiwan Semiconductor Manufacturing by 1.1% during the first quarter. Corus Family Wealth Advisors now owns 2,401 shares of the semiconductor company’s stock valued at $811,000 after purchasing an additional 26 shares during the last quarter. Lodestar Private Asset Management LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 0.9% in the 1st quarter. Lodestar Private Asset Management LLC now owns 2,896 shares of the semiconductor company’s stock valued at $979,000 after acquiring an additional 27 shares during the last quarter. Finally, Mitchell Sinkler & Starr PA lifted its stake in shares of Taiwan Semiconductor Manufacturing by 1.9% in the 4th quarter. Mitchell Sinkler & Starr PA now owns 1,482 shares of the semiconductor company’s stock valued at $450,000 after purchasing an additional 28 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on TSM shares. Barclays raised their target price on shares of Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the stock an “overweight” rating in a report on Friday. Bank of America increased their price target on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Weiss Ratings lowered shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, July 6th. Finally, Susquehanna lifted their price target on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a report on Thursday. Two analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $490.00.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC delivered record Q2 profit and beat expectations, supported by strong demand for advanced AI chips and leading-edge nodes. Reuters article
• Positive Sentiment: The company raised its 2026 revenue growth outlook to above 40% and signaled continued AI-driven expansion, reinforcing the long-term growth story. MarketBeat article
• Neutral Sentiment: TSMC also announced an extra $100 billion investment in Arizona, expanding its U.S. manufacturing footprint but raising questions about capital intensity and margin pressure. Yahoo Finance article
• Negative Sentiment: The stock is being caught in a broader chip rout, with investors rotating out of semiconductor names amid worries that AI spending enthusiasm is cooling. Yahoo Finance article
• Negative Sentiment: Analysts and traders are flagging capex concerns, saying the surge in spending could compress free cash flow and keep the stock volatile in the near term. Benzinga article

Insider Transactions at Taiwan Semiconductor Manufacturing

In related news, VP Lipen Yuan acquired 1,000 shares of the stock in a transaction 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 completion of the purchase, the vice president owned 5,000 shares of the company’s stock, valued at approximately $395,950. This represents a 25.00% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Tzu-Sou Chuang sold 200,000 shares of the business’s stock in a transaction dated 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 transaction, the vice president owned 2,495,165 shares in the company, valued at $174,237,371.95. The trade was a 7.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have purchased a total of 6,857 shares of company stock worth $512,334 in the last ninety days. Insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Down 3.0%

Taiwan Semiconductor Manufacturing stock opened at $397.59 on Friday. The stock’s 50 day simple moving average is $426.79 and its two-hundred day simple moving average is $377.94. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $223.70 and a 12 month high of $479.00. The firm has a market cap of $2.06 trillion, a PE ratio of 28.69, a P/E/G ratio of 1.02 and a beta of 1.36. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results 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 for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 40.88% and a net margin of 50.31%. Analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.51 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. The ex-dividend date is Wednesday, September 16th. This is a boost 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 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 24.71%.

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.