RiverPark Advisors LLC Has $5.11 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

RiverPark Advisors LLC lowered its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 10.2% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 18,294 shares of the semiconductor company’s stock after selling 2,089 shares during the period. Taiwan Semiconductor Manufacturing accounts for approximately 2.2% of RiverPark Advisors LLC’s investment portfolio, making the stock its 11th biggest holding. RiverPark Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $5,109,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Brown Advisory Inc. lifted its position in Taiwan Semiconductor Manufacturing by 43.2% during the second quarter. Brown Advisory Inc. now owns 6,650,983 shares of the semiconductor company’s stock worth $1,506,389,000 after purchasing an additional 2,006,745 shares during the period. Arrowstreet Capital Limited Partnership grew its stake in shares of Taiwan Semiconductor Manufacturing by 109.5% during the second quarter. Arrowstreet Capital Limited Partnership now owns 3,526,160 shares of the semiconductor company’s stock worth $798,640,000 after buying an additional 1,842,951 shares during the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its holdings in Taiwan Semiconductor Manufacturing by 268.2% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,499,677 shares of the semiconductor company’s stock worth $566,152,000 after purchasing an additional 1,820,852 shares in the last quarter. Alliancebernstein L.P. raised its holdings in Taiwan Semiconductor Manufacturing by 18.0% in the 2nd quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock valued at $2,368,587,000 after buying an additional 1,593,786 shares during the last quarter. Finally, Stockbridge Partners LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 135.5% during the second quarter. Stockbridge Partners LLC now owns 2,218,034 shares of the semiconductor company’s stock valued at $502,363,000 after acquiring an additional 1,276,373 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on TSM. Weiss Ratings lowered shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, March 5th. DA Davidson raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Friday, February 13th. Zacks Research raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 3rd. The Goldman Sachs Group reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Finally, Needham & Company LLC lifted their price target on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a report on Thursday, January 15th. Four investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Buy” and an average target price of $391.43.

Taiwan Semiconductor Manufacturing Price Performance

TSM stock opened at $346.81 on Wednesday. The stock has a market cap of $1.80 trillion, a PE ratio of 32.56, a P/E/G ratio of 0.97 and a beta of 1.29. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.62 and a quick ratio of 2.42. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $390.20. The firm has a 50 day simple moving average of $344.95 and a two-hundred day simple moving average of $304.23.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%.The business had revenue of $30.65 billion during the quarter. On average, analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be given a dividend of $0.9503 per share. The ex-dividend date is Thursday, June 11th. This represents a $3.80 annualized dividend and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 23.57%.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC reported double‑digit February revenue growth (consolidated net revenue NT$317.66B) and multiple outlets highlight Feb/early‑Q1 sales up ~22–30% year‑over‑year driven by AI chip demand — a clear near‑term tailwind for earnings. Taiwan Semiconductor’s Sales Rise 30 On A.I. Chip Demand
• Positive Sentiment: Zacks upgraded TSM to a Rank #1 (Strong Buy), reflecting growing optimism around TSMC’s earnings trajectory as AI spending accelerates — upgrades can support short‑term buying interest. TSMC (TSM) Upgraded to Strong Buy
• Neutral Sentiment: Coverage highlights TSMC as a core play on AI but flags a valuation debate after the stock’s large run — investors are reassessing whether multiples already price in future growth. Valuation Debate Defines Market Narrative
• Neutral Sentiment: Several pieces ask whether TSMC is “too late” after a ~100%+ one‑year rally — this frames growing debate between momentum investors and value/entry‑timing concerns. Is It Too Late To Consider TSMC After 106% One Year Rally
• Negative Sentiment: Barron’s notes the stock slipped because investors worry that strong revenue growth may not offset seasonal weakness and potential energy disruptions — these operational risks can compress near‑term multiples. TSMC Stock Slips. Why Strong Revenue Growth Isn’t Enough
• Negative Sentiment: Geopolitical tension in the Middle East is raising supply‑chain and energy risk chatter for chip names (including TSMC via fab energy/costs and customer disruptions), which is increasing short‑term volatility for the sector. How the Chip Supply Chain Is Threatened by Iran War

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.