Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stake Boosted by PBCay One RSC Ltd

PBCay One RSC Ltd lifted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 13,094.3% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 240,532 shares of the semiconductor company’s stock after acquiring an additional 238,709 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for approximately 6.0% of PBCay One RSC Ltd’s investment portfolio, making the stock its 4th largest holding. PBCay One RSC Ltd’s holdings in Taiwan Semiconductor Manufacturing were worth $81,288,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its position in Taiwan Semiconductor Manufacturing by 20.9% during the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after purchasing an additional 1,892 shares during the period. Gamco Investors INC. ET AL bought a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at approximately $701,000. Bank of Nova Scotia boosted its stake in shares of Taiwan Semiconductor Manufacturing by 12.8% during the second quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock valued at $3,556,000 after purchasing an additional 1,784 shares in the last quarter. FWL Investment Management LLC increased its holdings in Taiwan Semiconductor Manufacturing by 26.5% during the second quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock valued at $57,000 after buying an additional 53 shares during the period. Finally, Main Street Financial Solutions LLC purchased a new position in Taiwan Semiconductor Manufacturing during the second quarter valued at approximately $270,000. 16.51% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the stock. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, July 6th. Barclays boosted their price target on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the stock an “overweight” rating in a research report on Friday, July 17th. TD Cowen upped their price objective on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a research note on Friday, July 17th. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a research note on Saturday, July 18th. Finally, Bank of America increased their price target on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research report on Wednesday, June 24th. Three investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus target price of $490.00.

Insider Activity

In related news, VP Lipen Yuan bought 1,000 shares of the stock in a transaction dated Monday, June 22nd. The shares were purchased at an average price of $79.19 per share, for a total transaction of $79,190.00. Following the completion of the purchase, the vice president directly owned 5,000 shares of the company’s stock, valued at $395,950. This represents a 25.00% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, VP Bor-Zen Tien purchased 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Tuesday, May 19th. The shares were bought at an average price of $69.91 per share, with a total value of $139,820.00. Following the completion of the transaction, the vice president owned 11,051 shares of the company’s stock, valued at $772,575.41. This represents a 22.10% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders purchased a total of 6,857 shares of company stock valued at $512,334 in the last quarter. 1.11% of the stock is currently owned by company insiders.

Taiwan Semiconductor Manufacturing Trading Down 1.4%

Shares of NYSE:TSM opened at $415.36 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 $2.15 trillion, a price-to-earnings ratio of 29.97, a PEG ratio of 0.97 and a beta of 1.36. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16. The business has a 50-day moving average price of $427.71 and a 200-day moving average price of $381.57.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted 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 during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 40.88%. Equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.34 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $4.45 annualized dividend and a yield of 1.1%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s payout ratio is 21.43%.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC raised its 2026 revenue growth outlook to above 40%, citing strong AI-related demand and a rapid ramp in 2-nanometer production, reinforcing expectations for continued growth. Article Title
• Positive Sentiment: Reports that TSMC plans wafer price increases of up to 10% beginning in 2027 suggest it has real pricing power, which could support margins even as costs rise. Article Title
• Positive Sentiment: Multiple articles highlighted TSMC as a key winner in the AI infrastructure buildout, with demand still running hot and customers like Nvidia and Broadcom securing advanced packaging capacity. Article Title
• Neutral Sentiment: Intel’s strong quarterly results and broader semiconductor ETF strength may lift sentiment across the chip sector, but they do not directly change TSMC’s fundamental outlook. Article Title
• Negative Sentiment: Some reports warned that TSMC’s massive U.S. expansion and push to onshore AI chip production could pressure margins for years, creating a near-term overhang on the stock. Article Title
• Negative Sentiment: Geopolitical headlines and concerns about valuation have also contributed to recent weakness, even though operating results remain strong. Article Title

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.