FNY Investment Advisers LLC Sells 3,800 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

FNY Investment Advisers LLC trimmed its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 94.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 207 shares of the semiconductor company’s stock after selling 3,800 shares during the quarter. FNY Investment Advisers LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $98,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in TSM. Castle Rock Wealth Management LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 3.2% during the 2nd quarter. Castle Rock Wealth Management LLC now owns 2,090 shares of the semiconductor company’s stock worth $928,000 after buying an additional 65 shares during the period. Elevation Wealth Partners LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 70.9% in the second quarter. Elevation Wealth Partners LLC now owns 470 shares of the semiconductor company’s stock valued at $224,000 after buying an additional 195 shares during the period. Mirabaud & Cie SA acquired a new position in Taiwan Semiconductor Manufacturing in the second quarter valued at approximately $211,000. Assenagon Asset Management S.A. acquired a new position in Taiwan Semiconductor Manufacturing in the second quarter valued at approximately $490,461,000. Finally, Orser Capital Management LLC bought a new position in Taiwan Semiconductor Manufacturing in the second quarter valued at approximately $1,501,000. 16.51% of the stock is owned by institutional investors.

Analyst Ratings Changes

TSM has been the subject of a number of analyst reports. TD Cowen lifted their target price 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. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, July 28th. Wall Street Zen lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday. Bank of America upped their price objective on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a report on Wednesday, June 24th. Finally, Susquehanna increased their target price on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research note on Thursday, July 16th. Three research 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. According to data from MarketBeat, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and a consensus price target of $496.25.

Taiwan Semiconductor Manufacturing Stock Up 0.4%

Taiwan Semiconductor Manufacturing stock opened at $419.94 on Friday. The company’s 50 day simple moving average is $427.01 and its 200 day simple moving average is $387.09. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $223.70 and a fifty-two week high of $479.00. The firm has a market capitalization of $2.18 trillion, a price-to-earnings ratio of 30.30, a PEG ratio of 0.96 and a beta of 1.38. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.46 and a quick ratio of 2.25.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. The firm 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, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared 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 is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $4.45 annualized dividend and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 21.43%.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC raised its 2026 outlook as AI-related demand accelerated, reinforcing expectations for stronger revenue and earnings growth. Taiwan Semiconductor Manufacturing Company Raised Its 2026 Outlook as AI Demand Accelerated
• Positive Sentiment: A roughly $64 billion capital-spending plan signals that TSMC expects sustained demand for leading-edge chips; reports that capacity remains insufficient could support pricing power and long-term growth. TSMC’s $64 Billion Investment Signals Mega-Growth
• Positive Sentiment: Investment commentary describes TSMC as a critical bottleneck in the AI-chip supply chain, highlighting its strategic importance to chip designers and cloud companies. Could Taiwan Semiconductor Manufacturing Be the Most Critical Bottleneck in the AI Chip Boom?
• Positive Sentiment: Industry reports continue to point to semiconductor-sales growth driven by AI optimism, placing TSM among the companies positioned to benefit from the trend. Semiconductor Sales Continue to Grow on AI Optimism
• Positive Sentiment: ARK Invest founder Cathie Wood reportedly invested $28.7 million in TSMC, providing a notable vote of confidence from a high-profile technology investor. Cathie Wood Invests in TSMC
• Positive Sentiment: Recent analysis argues that TSMC’s latest results and scale leave Intel facing a widening competitive gap, easing concerns about near-term foundry competition. How Will Intel Really Be Able to Beat TSMC in the Next Year?
• Neutral Sentiment: First Eagle Investment Management trimmed 156,540 TSMC shares, indicating that at least one institutional investor is taking profits or rebalancing, though the transaction does not establish a broader selling trend. First Eagle Trims Shares of TSMC
• Neutral Sentiment: Broader market enthusiasm and heavy ETF inflows are supporting semiconductor valuations, but the same flows could increase volatility if investor sentiment reverses. ETF Inflows and Market Risk

Insider Activity

In related news, VP Tzu-Sou Chuang sold 200,000 shares of the company’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 completion of the sale, the vice president owned 2,495,165 shares in the company, valued at $174,237,371.95. This represents a 7.42% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, VP Bor-Zen Tien acquired 3,000 shares of the company’s stock in a transaction that occurred on Tuesday, July 21st. The shares were acquired at an average cost of $74.39 per share, for a total transaction of $223,170.00. Following the purchase, the vice president directly owned 4,000 shares in the company, valued at $297,560. This trade represents a 300.00% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders purchased 16,697 shares of company stock worth $1,228,663 over the last quarter. Corporate insiders own 1.11% of the company’s stock.

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.