RDST Capital LLC Grows Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

RDST Capital LLC increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 111.4% during the first quarter, HoldingsChannel reports. The institutional investor owned 177,619 shares of the semiconductor company’s stock after acquiring an additional 93,579 shares during the quarter. Taiwan Semiconductor Manufacturing comprises 5.8% of RDST Capital LLC’s investment portfolio, making the stock its 9th biggest position. RDST Capital LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $60,026,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in the business. Quattro Advisors LLC bought a new position in Taiwan Semiconductor Manufacturing in the 4th quarter worth about $25,000. Hilton Head Capital Partners LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at about $27,000. Evolution Wealth Management Inc. boosted 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 valued at $31,000 after acquiring an additional 67 shares during the last quarter. Strategic Advocates LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 62.1% during the fourth quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 36 shares in the last quarter. Finally, Financial Freedom LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing during the first quarter worth about $32,000. Institutional investors own 16.51% of the company’s stock.

Analyst Upgrades and Downgrades

TSM has been the topic of a number of recent analyst reports. Bank of America raised their target price on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Susquehanna boosted their price target on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a research note on Thursday, July 16th. Weiss Ratings cut shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, July 13th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a research report on Saturday, July 18th. Finally, TD Cowen lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a report on Friday, July 17th. Three equities research 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 company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price 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 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 Price Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $393.13 on Wednesday. The firm has a market capitalization of $2.04 trillion, a PE ratio of 28.36, a price-to-earnings-growth ratio of 0.92 and a beta of 1.36. 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 Company Ltd. has a 12 month low of $223.70 and a 12 month high of $479.00. The business’s 50-day moving average price is $427.77 and its 200-day moving average price is $383.17.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. The company had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 40.88% and a net margin of 50.31%. Sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.34 EPS 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. Stockholders of record on Wednesday, September 16th will be issued a $1.1136 dividend. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Wednesday, September 16th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 21.43%.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan bought 1,000 shares of the firm’s stock in a transaction that occurred on Monday, June 22nd. The shares were bought at an average price of $79.19 per share, for a total transaction of $79,190.00. Following the transaction, the vice president directly owned 5,000 shares in the company, valued at $395,950. This trade represents a 25.00% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Bor-Zen Tien purchased 3,000 shares of the stock in a transaction on Tuesday, July 21st. The stock was acquired at an average cost of $74.39 per share, with a total value of $223,170.00. Following the completion of the purchase, the vice president directly owned 4,000 shares of the company’s stock, valued at $297,560. The trade was a 300.00% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders purchased a total of 14,857 shares of company stock worth $1,099,124 over the last 90 days. Company insiders own 1.11% of the company’s stock.

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.