Sculptor Capital LP Purchases 90,000 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Sculptor Capital LP lifted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 38.6% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 323,000 shares of the semiconductor company’s stock after acquiring an additional 90,000 shares during the period. Taiwan Semiconductor Manufacturing makes up approximately 1.1% of Sculptor Capital LP’s portfolio, making the stock its 17th biggest position. Sculptor Capital LP’s holdings in Taiwan Semiconductor Manufacturing were worth $109,158,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Cardiff Park Advisors LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 10.3% in the 1st quarter. Cardiff Park Advisors LLC now owns 3,393 shares of the semiconductor company’s stock valued at $1,147,000 after purchasing an additional 318 shares during the period. Intelligence Driven Advisers LLC grew its stake in Taiwan Semiconductor Manufacturing by 3.8% during the first quarter. Intelligence Driven Advisers LLC now owns 4,174 shares of the semiconductor company’s stock worth $1,411,000 after purchasing an additional 152 shares during the period. Gateway Wealth Partners LLC increased its holdings in Taiwan Semiconductor Manufacturing by 520.5% in the first quarter. Gateway Wealth Partners LLC now owns 13,979 shares of the semiconductor company’s stock worth $4,724,000 after purchasing an additional 11,726 shares in the last quarter. Absolute Gestao de Investimentos Ltda. increased its holdings in Taiwan Semiconductor Manufacturing by 135.4% in the first quarter. Absolute Gestao de Investimentos Ltda. now owns 21,190 shares of the semiconductor company’s stock worth $7,161,000 after purchasing an additional 12,190 shares in the last quarter. Finally, Insight Holdings Group LLC lifted its stake in Taiwan Semiconductor Manufacturing by 1.7% in the first quarter. Insight Holdings Group LLC now owns 229,115 shares of the semiconductor company’s stock valued at $77,432,000 after buying an additional 3,890 shares during the period. 16.51% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Tzu-Sou Chuang sold 200,000 shares of the firm’s stock in a transaction on Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total value of $13,966,000.00. Following the transaction, the vice president directly owned 2,495,165 shares of the company’s stock, valued at approximately $174,237,371.95. This trade represents a 7.42% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Lipen Yuan acquired 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated 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 completion of the acquisition, the vice president directly owned 5,000 shares of the company’s stock, valued at approximately $395,950. The trade was a 25.00% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last three months, insiders have acquired 6,857 shares of company stock valued at $512,334. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Down 0.1%

NYSE TSM opened at $403.18 on Monday. The company has a market cap of $2.09 trillion, a price-to-earnings ratio of 29.09, a P/E/G ratio of 0.93 and a beta of 1.36. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $223.70 and a 52 week high of $479.00. The business has a 50 day moving average price of $427.67 and a 200-day moving average price of $382.14. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 40.88% and a net margin of 50.31%.The company had revenue of $39.89 billion for the quarter. As a group, equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.34 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

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

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC reported record AI-driven earnings, with strong margins and guidance, and raised its 2026 revenue growth outlook to above 40%, reinforcing that demand for advanced chips remains robust. Article Title
• Positive Sentiment: The company committed another $100 billion to U.S. chipmaking, signaling confidence in long-term AI chip demand and expanding its strategic footprint in America. Article Title
• Positive Sentiment: Analysts and market commentary continue to highlight TSMC as a key beneficiary of the AI infrastructure buildout, with pricing power and demand for 2-nanometer technology supporting the bullish case. Article Title
• Neutral Sentiment: TSMC’s planned price increases for 2027 suggest strong pricing power, but the move is also fueling debate about whether AI chip customers can absorb higher costs. Article Title
• Neutral Sentiment: Broader semiconductor stocks are pulling back after a strong 2026 run as investors take profits and reassess valuations following the AI-fueled rally. Article Title
• Negative Sentiment: Intel’s strong earnings were overshadowed by its higher 2026 capital spending plans, adding to concerns that the AI buildout may require heavier spending across the chip sector and pressuring sentiment on semiconductor stocks. Article Title

Analysts Set New Price Targets

Several analysts have recently commented on TSM shares. Susquehanna raised their price objective on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a research report on Thursday, July 16th. Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a report on Saturday, July 18th. DA Davidson lifted their price target on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a research note on Friday, July 17th. Finally, Barclays upped their price objective on shares of Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the company an “overweight” rating in a report on Friday, July 17th. 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 stock. According to MarketBeat, the company presently has a consensus rating of “Buy” and a consensus price target of $490.00.

About Taiwan Semiconductor Manufacturing

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.