Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Positano Wealth Management Ltd’s 9th Largest Position

Positano Wealth Management Ltd increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 8.0% during the first quarter, Holdings Channel.com reports. The firm owned 20,182 shares of the semiconductor company’s stock after purchasing an additional 1,492 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for approximately 5.0% of Positano Wealth Management Ltd’s holdings, making the stock its 9th largest position. Positano Wealth Management Ltd’s holdings in Taiwan Semiconductor Manufacturing were worth $6,821,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Parallel Advisors LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 13.4% during the 1st quarter. Parallel Advisors LLC now owns 44,242 shares of the semiconductor company’s stock valued at $14,952,000 after buying an additional 5,241 shares in the last quarter. First Nebraska Trust Co purchased a new stake in Taiwan Semiconductor Manufacturing in the 1st quarter worth approximately $1,211,000. Foguth Wealth Management LLC. purchased a new stake in Taiwan Semiconductor Manufacturing in the 1st quarter worth approximately $222,000. Asset Dedication LLC raised its stake in Taiwan Semiconductor Manufacturing by 4.7% during the 1st quarter. Asset Dedication LLC now owns 872 shares of the semiconductor company’s stock worth $295,000 after acquiring an additional 39 shares during the period. Finally, Lavelle Capital LP bought a new stake in Taiwan Semiconductor Manufacturing during the 1st quarter worth approximately $1,366,000. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the stock. Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, July 28th. Susquehanna lifted their target price on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research note on Thursday, July 16th. Barclays upped 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, July 17th. Finally, Needham & Company LLC increased their price target on Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the stock a “buy” rating in a research note on Monday, July 27th. Three investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Buy” and a consensus price target of $496.25.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC reported approximately $40.20 billion in second-quarter 2026 revenue, up 36% year over year, while net income rose 77.41%. The strong results reinforce expectations for continued demand for advanced AI chips and foundry capacity. TSMC AI Stock Article
• Positive Sentiment: Strong technology earnings and better-than-expected forecasts from Lam Research helped lift the broader chip sector and attracted fresh money to semiconductor ETFs, creating a supportive backdrop for TSMC shares. Semiconductor ETFs Draw Cash
• Positive Sentiment: Analysts raised TSMC’s earnings forecasts, including Erste Group’s increases to $16.69 per share for fiscal 2026 and $21.25 for fiscal 2027. The consensus analyst rating remains “Buy,” with an average price target of $496.25. TSMC Analyst Estimates
• Positive Sentiment: TSMC’s advanced-chip packaging expansion, including a reported Arizona partnership with Amkor, could strengthen its position in the AI supply chain and support U.S. customer demand. TSMC Advanced Packaging Expansion
• Positive Sentiment: Vice President Bor-Zen Tien purchased 1,000 shares, increasing his direct ownership by 25%. The insider buying offers a modest vote of confidence, though the transaction is small relative to TSMC’s market value. TSMC Insider Purchase
• Neutral Sentiment: TSMC increased its quarterly dividend to $1.1136 per share, or $4.45 annualized, but its roughly 1.1% yield means the change is secondary to the company’s AI-growth outlook. TSMC Dividend Announcement
• Negative Sentiment: Investors continue to monitor Samsung’s proposed Broadcom partnership, which could create a stronger alternative in AI foundry and packaging, as well as restrictions on China-related equipment and concerns about the sustainability of AI spending. Samsung Broadcom Foundry Partnership

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE TSM opened at $404.21 on Monday. The company has a market cap of $2.10 trillion, a P/E ratio of 29.16, a P/E/G ratio of 0.93 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $223.70 and a 52-week high of $479.00. The company has a debt-to-equity ratio of 0.13, a quick ratio of 2.25 and a current ratio of 2.46. The firm’s fifty day moving average is $427.14 and its two-hundred day moving average is $384.64.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. The business 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 39.37%. As a group, analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be paid a dividend of $1.1136 per share. The ex-dividend date of this dividend 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 is currently 21.43%.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other news, VP Lipen Yuan acquired 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Monday, June 22nd. The shares were acquired at an average price of $79.19 per share, with a total value of $79,190.00. Following the purchase, the vice president directly owned 5,000 shares in the company, valued at $395,950. The trade was a 25.00% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Shyue-Shyh Lin acquired 2,000 shares of the firm’s stock in a transaction dated Sunday, July 19th. The shares were purchased at an average cost of $71.71 per share, for a total transaction of $143,420.00. Following the completion of the acquisition, 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. Over the last 90 days, insiders have acquired 15,857 shares of company stock worth $1,167,094. 1.11% of the stock is owned by corporate insiders.

Taiwan Semiconductor Manufacturing Company 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.