Nipun Capital L.P. boosted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 16.0% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 85,280 shares of the semiconductor company’s stock after acquiring an additional 11,760 shares during the period. Taiwan Semiconductor Manufacturing accounts for about 19.0% of Nipun Capital L.P.’s holdings, making the stock its 3rd biggest position. Nipun Capital L.P.’s holdings in Taiwan Semiconductor Manufacturing were worth $40,727,000 as of its most recent filing with the SEC.
Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Cedar Mountain Advisors LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 88.2% in the second quarter. Cedar Mountain Advisors LLC now owns 64 shares of the semiconductor company’s stock valued at $31,000 after buying an additional 30 shares during the period. Quattro Advisors LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth $25,000. Hilton Head Capital Partners LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth $27,000. Evolution Wealth Management Inc. increased its holdings in Taiwan Semiconductor Manufacturing by 257.7% in the 1st quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company’s stock worth $31,000 after acquiring an additional 67 shares during the last quarter. Finally, Strategic Advocates LLC increased its holdings in Taiwan Semiconductor Manufacturing by 62.1% in the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 36 shares during the last quarter. 16.51% of the stock is currently owned by hedge funds and other institutional investors.
Taiwan Semiconductor Manufacturing Price Performance
Shares of NYSE TSM opened at $419.94 on Friday. The company has a debt-to-equity ratio of 0.13, a quick ratio of 2.25 and a current ratio of 2.46. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $223.70 and a fifty-two week high of $479.00. The stock has a market cap of $2.18 trillion, a PE ratio of 30.30, a price-to-earnings-growth ratio of 0.96 and a beta of 1.38. The stock has a fifty day moving average of $427.01 and a 200-day moving average of $387.09.
Taiwan Semiconductor Manufacturing Increases Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be given a $1.1136 dividend. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.1%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 21.43%.
Insider Activity
In other news, VP Lipen Yuan bought 1,000 shares of the stock in a transaction on Monday, June 22nd. The shares were acquired at an average cost of $79.19 per share, for a total transaction of $79,190.00. Following the purchase, the vice president directly owned 5,000 shares of the company’s stock, valued at $395,950. This trade represents a 25.00% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Shyue-Shyh Lin bought 2,000 shares of the stock in a transaction on Sunday, July 19th. The stock was purchased at an average price of $71.71 per share, for a total transaction of $143,420.00. Following the completion of the purchase, the vice president directly owned 28,269 shares in the company, valued at approximately $2,027,169.99. This represents a 7.61% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders purchased a total of 16,697 shares of company stock worth $1,228,663 in the last three months. Insiders own 1.11% of the company’s stock.
Wall Street Analyst Weigh In
A number of brokerages recently issued reports on TSM. Bank of America boosted their price objective on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Susquehanna increased their target price on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a research report on Thursday, July 16th. Barclays lifted their target price on shares of Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the stock an “overweight” rating in a research note on Friday, July 17th. Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Finally, Needham & Company LLC upped their price target 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. Three equities research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and an average price target of $496.25.
Check Out Our Latest Stock Analysis on TSM
More Taiwan Semiconductor Manufacturing News
Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:
- Positive Sentiment: TSMC raised its 2026 outlook as AI-related demand accelerated, reinforcing expectations for stronger revenue and earnings growth. Taiwan Semiconductor Manufacturing Company Raised Its 2026 Outlook as AI Demand Accelerated
- Positive Sentiment: A roughly $64 billion capital-spending plan signals that TSMC expects sustained demand for leading-edge chips; reports that capacity remains insufficient could support pricing power and long-term growth. TSMC’s $64 Billion Investment Signals Mega-Growth
- Positive Sentiment: Investment commentary describes TSMC as a critical bottleneck in the AI-chip supply chain, highlighting its strategic importance to chip designers and cloud companies. Could Taiwan Semiconductor Manufacturing Be the Most Critical Bottleneck in the AI Chip Boom?
- Positive Sentiment: Industry reports continue to point to semiconductor-sales growth driven by AI optimism, placing TSM among the companies positioned to benefit from the trend. Semiconductor Sales Continue to Grow on AI Optimism
- Positive Sentiment: ARK Invest founder Cathie Wood reportedly invested $28.7 million in TSMC, providing a notable vote of confidence from a high-profile technology investor. Cathie Wood Invests in TSMC
- Positive Sentiment: Recent analysis argues that TSMC’s latest results and scale leave Intel facing a widening competitive gap, easing concerns about near-term foundry competition. How Will Intel Really Be Able to Beat TSMC in the Next Year?
- Neutral Sentiment: First Eagle Investment Management trimmed 156,540 TSMC shares, indicating that at least one institutional investor is taking profits or rebalancing, though the transaction does not establish a broader selling trend. First Eagle Trims Shares of TSMC
- Neutral Sentiment: Broader market enthusiasm and heavy ETF inflows are supporting semiconductor valuations, but the same flows could increase volatility if investor sentiment reverses. ETF Inflows and Market Risk
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.
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