BIP Wealth LLC Reduces Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• BIP Wealth LLC reduced its stake in Taiwan Semiconductor Manufacturing by 40.1% in the first quarter, selling 1,916 shares and leaving it with 2,857 shares valued at about $966,000.
• Several other institutional investors adjusted their positions, while insiders were also active: VP Tzu-Sou Chuang sold 200,000 shares and VP Bor-Zen Tien bought 2,000 shares. Insiders have purchased a total of 5,496 shares over the last 90 days.
• Despite some sector volatility, analysts remain bullish on TSMC, with multiple firms raising price targets and the consensus rating sitting at Buy. The company also boosted its quarterly dividend to $1.1136 per share, up from $0.95.

BIP Wealth LLC cut its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 40.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,857 shares of the semiconductor company's stock after selling 1,916 shares during the quarter. BIP Wealth LLC's holdings in Taiwan Semiconductor Manufacturing were worth $966,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently modified their holdings of the business. Baer Investment Advisory LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 833.1% during the first quarter. Baer Investment Advisory LLC now owns 6,345 shares of the semiconductor company's stock valued at $2,144,000 after buying an additional 5,665 shares during the period. Lodestar Private Asset Management LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 0.9% in the first quarter. Lodestar Private Asset Management LLC now owns 2,896 shares of the semiconductor company's stock valued at $979,000 after acquiring an additional 27 shares in the last quarter. Canal Capital Management LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 5.3% in the first quarter. Canal Capital Management LLC now owns 15,931 shares of the semiconductor company's stock valued at $5,384,000 after acquiring an additional 804 shares in the last quarter. PAX Financial Group LLC increased its position in Taiwan Semiconductor Manufacturing by 8.1% during the 1st quarter. PAX Financial Group LLC now owns 1,503 shares of the semiconductor company's stock valued at $508,000 after purchasing an additional 113 shares during the period. Finally, Turtle Creek Wealth Advisors LLC increased its position in Taiwan Semiconductor Manufacturing by 0.7% during the 1st quarter. Turtle Creek Wealth Advisors LLC now owns 11,396 shares of the semiconductor company's stock valued at $3,851,000 after purchasing an additional 80 shares during the period. 16.51% of the stock is owned by institutional investors.

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Tzu-Sou Chuang sold 200,000 shares of the firm's stock in a transaction that occurred on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the completion of the transaction, the vice president owned 2,495,165 shares of the company's stock, valued at $174,237,371.95. This trade 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 hyperlink. Also, VP Bor-Zen Tien bought 2,000 shares of the company's stock in a transaction on Tuesday, May 19th. The stock was bought at an average cost of $69.91 per share, for a total transaction of $139,820.00. Following the completion of the acquisition, the vice president directly owned 11,051 shares of the company's stock, valued at approximately $772,575.41. This represents a 22.10% increase in their position. The SEC filing for this purchase provides additional information. Insiders purchased a total of 5,496 shares of company stock valued at $404,567 in the last 90 days. Corporate insiders own 1.11% of the company's stock.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC is expanding its 3-nanometer capacity across Taiwan, Arizona, and Japan, signaling that demand tied to AI and advanced chips remains robust and could support longer-term revenue growth. TSMC Expands 3 Nanometer Capacity Across Taiwan Arizona And Japan
• Positive Sentiment: Analysts remain broadly optimistic on TSMC, with recent coverage pointing to continued confidence in its leadership position in advanced manufacturing and AI infrastructure. Wall Street Bulls Look Optimistic About TSMC (TSM): Should You Buy?
• Neutral Sentiment: Commentary suggests the AI semiconductor rally is moving into a more selective phase, where profitability and capacity discipline will matter more than broad momentum — a backdrop that could favor TSMC, but also make investors more cautious. Top Invesco Analyst: The AI Trade That “Lifted All Boats” Is Over Now Profitability Decides Winners As “Capacity Will Catch Up”
• Neutral Sentiment: TSMC Arizona reported a treasurer change effective July 1, a routine management update with little immediate operating impact. TSMC Arizona Announces Treasurer Change Effective July 1, 2026
• Negative Sentiment: TSMC has also been caught in a broader chip-sector pullback, with Asian semiconductor shares sold off and investors rotating out of the recent AI trade. Asian stocks slide on chip sell-off as markets await US jobs data
• Negative Sentiment: Recent coverage also notes that TSMC shares had fallen more sharply than the broader market, reflecting valuation worries after a strong run higher. TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know

Wall Street Analysts Forecast Growth

Several research firms have recently commented on TSM. Barclays raised their target price on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an "overweight" rating in a research report on Wednesday, April 22nd. DA Davidson reiterated a "buy" rating and set a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Weiss Ratings reissued a "buy (b-)" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, June 17th. Needham & Company LLC increased their price target on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a "buy" rating in a research note on Thursday, April 16th. Finally, Bank of America raised their price objective on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a "buy" rating in a report on Wednesday, June 24th. Two research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Buy" and a consensus price target of $449.38.

Taiwan Semiconductor Manufacturing Stock Up 0.1%

Shares of Taiwan Semiconductor Manufacturing stock opened at $434.71 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $223.70 and a 1 year high of $479.00. The firm has a market cap of $2.25 trillion, a price-to-earnings ratio of 36.17, a PEG ratio of 1.09 and a beta of 1.36. The company has a 50-day moving average of $421.78 and a 200 day moving average of $368.53. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. The business had revenue of $30.65 billion for the quarter. As a group, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.35 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business 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 $1.1136 dividend. This represents a $4.45 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Wednesday, September 16th. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is currently 25.12%.

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.

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