Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by QRG Capital Management Inc.

QRG Capital Management Inc. raised its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 18.1% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 123,108 shares of the semiconductor company’s stock after purchasing an additional 18,908 shares during the period. QRG Capital Management Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $58,793,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Janus Henderson Group PLC grew its position 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 valued at $2,497,638,000 after purchasing an additional 594,780 shares during the last quarter. Franklin Resources Inc. lifted its stake in Taiwan Semiconductor Manufacturing by 8.8% in the 4th quarter. Franklin Resources Inc. now owns 7,513,453 shares of the semiconductor company’s stock valued at $2,283,263,000 after buying an additional 605,256 shares in the last quarter. Tiger Global Management LLC grew its holdings in Taiwan Semiconductor Manufacturing by 49.4% during the 1st quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company’s stock valued at $1,880,717,000 after buying an additional 1,839,600 shares during the last quarter. Clearbridge Investments LLC grew its holdings in Taiwan Semiconductor Manufacturing by 3.3% during the 4th quarter. Clearbridge Investments LLC now owns 4,414,472 shares of the semiconductor company’s stock valued at $1,341,514,000 after buying an additional 140,784 shares during the last quarter. Finally, Invesco Ltd. increased its position in Taiwan Semiconductor Manufacturing by 1.1% during the fourth quarter. Invesco Ltd. now owns 3,721,823 shares of the semiconductor company’s stock worth $1,131,025,000 after buying an additional 40,842 shares in 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 analysts have recently weighed in on the company. Sanford C. Bernstein boosted their price target on Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an “outperform” rating in a report on Tuesday, August 11th. Stifel Nicolaus began coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday, September 1st. They set a “buy” rating and a $515.00 price objective on the stock. TD Cowen boosted their target price on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a research note on Friday, July 17th. Susquehanna upped their target price on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a report on Thursday, July 16th. Finally, Wall Street Zen cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 8th. Three 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. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus target price of $523.22.

Taiwan Semiconductor Manufacturing Trading Down 1.2%

TSM traded down $5.43 during trading on Wednesday, hitting $446.57. The company’s stock had a trading volume of 10,166,102 shares, compared to its average volume of 13,326,343. The firm’s 50 day moving average price is $418.50 and its 200-day moving average price is $403.41. The company has a debt-to-equity ratio of 0.14, a current ratio of 2.46 and a quick ratio of 2.25. The stock has a market cap of $2.32 trillion, a PE ratio of 32.22, a PEG ratio of 0.99 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $266.82 and a twelve month high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. The business had revenue of $39.89 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.25% and a net margin of 50.31%. On average, analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.56 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be paid a $1.0854 dividend. 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 dividend payout ratio (DPR) is presently 24.75%.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC’s next-generation A14 process is attracting strong customer interest, with tape-outs reportedly ahead of schedule and volume production targeted for 2028. This supports the company’s long-term competitive position and growth outlook. TSMC’s A14 Gains Customer Traction Ahead of 2028 Volume Production
• Positive Sentiment: A new packaging validation hub in Kaohsiung could bring TSMC closer to suppliers and shorten customer qualification cycles, potentially improving service and accelerating advanced-packaging adoption without requiring disclosed additional production capacity. TSMC Gains as Packaging Moves Closer to Its Suppliers
• Positive Sentiment: Erste Group Bank raised its fiscal 2026 and 2027 EPS forecasts to $16.78 and $21.91, respectively. The increases reinforce expectations for strong earnings growth, although they remain only one analyst’s projections. Taiwan Semiconductor earnings estimate update
• Neutral Sentiment: TSMC continues to receive bullish Wall Street ratings and remains a heavily watched stock. However, the articles note that average brokerage recommendations can be overly optimistic and should not be treated as a stand-alone buy signal. Wall Street Bulls Look Optimistic About TSMC
• Negative Sentiment: TSMC’s capital spending surged as it expands advanced-node and packaging capacity. While this supports future demand, the scale of investment raises execution and cash-flow concerns; management also expects near-term margin dilution as 2-nanometer production ramps. Broader warnings in technology stocks could further pressure high-valued semiconductor shares. TSMC Capital Expenditure and Margin Outlook Nasdaq Rally Hasn’t Stopped These Tech Stocks From Flashing Warning Signs

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien acquired 3,000 shares of the business’s stock in a transaction dated Tuesday, July 21st. The shares were acquired at an average cost of $74.39 per share, for a total transaction of $223,170.00. Following the acquisition, the vice president directly owned 4,000 shares in the company, valued at approximately $297,560. The trade was a 300.00% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, VP Lipen Yuan bought 1,000 shares of the firm’s stock in a transaction that occurred on Tuesday, August 18th. The stock was bought at an average cost of $74.50 per share, for a total transaction of $74,500.00. Following the completion of the transaction, the vice president directly owned 6,000 shares of the company’s stock, valued at approximately $447,000. The trade was a 20.00% increase in their position. The SEC filing for this purchase provides additional information. In the last quarter, insiders purchased 19,106 shares of company stock worth $1,417,283. 1.11% of the stock is owned by insiders.

About Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a Taiwan-based semiconductor manufacturer and the world’s leading dedicated semiconductor foundry. Founded in 1987 and headquartered in Hsinchu, Taiwan, the company pioneered the pure-play foundry business model, producing chips designed by other companies rather than developing and selling branded semiconductor products of its own.

TSMC manufactures semiconductor wafers using advanced and specialty process technologies.