Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Opal Capital LLC

Opal Capital LLC boosted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 72.5% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 27,767 shares of the semiconductor company’s stock after acquiring an additional 11,666 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for about 1.7% of Opal Capital LLC’s portfolio, making the stock its 12th biggest holding. Opal Capital LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $9,384,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Quattro Advisors LLC purchased a new position in Taiwan Semiconductor Manufacturing during the fourth quarter valued at $25,000. Hilton Head Capital Partners LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth about $27,000. Evolution Wealth Management Inc. raised its position in shares of Taiwan Semiconductor Manufacturing by 257.7% during the 1st quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company’s stock worth $31,000 after purchasing an additional 67 shares during the last quarter. Strategic Advocates LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 62.1% during the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 36 shares during the last quarter. Finally, Financial Freedom LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 1st quarter worth about $32,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Insider Buying and Selling

In related news, VP Shyue-Shyh Lin purchased 1,000 shares of the business’s stock in a transaction that occurred on Tuesday, July 21st. The stock was purchased at an average price of $74.13 per share, with a total value of $74,130.00. Following the completion of the acquisition, the vice president owned 30,269 shares in the company, valued at $2,243,840.97. This trade represents a 3.42% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through this link. Also, VP Lipen Yuan acquired 1,000 shares of the stock in a transaction on Monday, June 22nd. The shares were bought 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. The trade was a 25.00% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have acquired 14,857 shares of company stock valued at $1,099,124 over the last ninety days. 1.11% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on TSM. Barclays lifted their price objective on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the stock an “overweight” rating in a report on Friday, July 17th. Weiss Ratings cut Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, July 13th. Susquehanna raised their target price on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research report on Thursday, July 16th. TD Cowen lifted their price target 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. Finally, Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a research report on Saturday, July 18th. Three equities research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $496.25.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC reported record second-quarter results, with revenue of roughly $40 billion, and raised its outlook. The results reinforced demand from artificial intelligence and high-performance computing customers. These 3 Companies Reported Record Results and Raised Guidance
• Positive Sentiment: The company is increasing its 2026 capital-spending budget to as much as $64 billion to expand advanced-chip capacity and capture long-term AI and HPC demand. Analysts at Needham raised their price target from $480 to $530 and maintained a buy rating. TSMC Raises 2026 CapEx Budget to Capture Long-Term AI, HPC Demand
• Positive Sentiment: Several market commentaries continue to identify TSMC as a major beneficiary of expanding AI infrastructure investment, alongside other chip and memory leaders. Its position as a critical supplier to leading AI-chip designers supports the bullish thesis. 3 AI Chip and Memory Behemoths to Buy Ahead of August for Big Upside
• Positive Sentiment: TSMC vice presidents reported multiple open-market purchases, modestly increasing their personal holdings. Insider buying can provide a supportive signal, although the transactions are small relative to the company’s market value. SEC Insider Purchase Filing

Taiwan Semiconductor Manufacturing Stock Performance

NYSE:TSM opened at $393.13 on Wednesday. The company has a market cap of $2.04 trillion, a P/E ratio of 28.36, a P/E/G ratio of 0.92 and a beta of 1.36. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $223.70 and a twelve month high of $479.00. The company’s 50-day moving average price is $427.77 and its 200-day moving average price is $383.17. 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 announced 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 net margin of 50.31% and a return on equity of 40.88%. On average, sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.34 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared 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 a boost 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 currently 21.43%.

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.