Hudson Edge Investment Partners Inc. Increases Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Hudson Edge Investment Partners increased its stake in Taiwan Semiconductor Manufacturing by 2.9% in the first quarter, adding 6,840 shares to bring its total to 242,343 shares worth about $81.9 million. TSMC is now the firm’s largest holding, representing roughly 12% of its portfolio.
• Insider trading was mixed: VP Bor-Zen Tien bought 2,000 shares, while VP Tzu-Sou Chuang sold 200,000 shares. Over the last 90 days, insiders have net bought 5,496 shares, and insiders currently own 1.11% of the stock.
• Analysts remain bullish on TSMC, with a consensus rating of “Buy” and an average price target of $449.38. The company also raised its quarterly dividend to $1.1136 per share, up from $0.95 previously.

Hudson Edge Investment Partners Inc. lifted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 2.9% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 242,343 shares of the semiconductor company's stock after purchasing an additional 6,840 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for approximately 12.0% of Hudson Edge Investment Partners Inc.'s holdings, making the stock its largest position. Hudson Edge Investment Partners Inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $81,900,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of TSM. Quattro Advisors LLC bought a new position in Taiwan Semiconductor Manufacturing in the 4th quarter valued at about $25,000. Hilton Head Capital Partners LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth about $27,000. Stephens Consulting LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 82.0% during the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company's stock worth $28,000 after buying an additional 41 shares in the last quarter. Strategic Advocates LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 62.1% in the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company's stock worth $28,000 after acquiring an additional 36 shares during the period. Finally, Ares Financial Consulting LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth approximately $29,000. 16.51% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, VP Bor-Zen Tien purchased 2,000 shares of the company's stock in a transaction on Tuesday, May 19th. The shares were bought at an average price of $69.91 per share, with a total value of $139,820.00. Following the completion of the acquisition, the vice president owned 11,051 shares of the company's stock, valued at approximately $772,575.41. This represents a 22.10% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, 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 transaction, the vice president directly owned 2,495,165 shares in the company, valued at $174,237,371.95. This represents a 7.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have acquired 5,496 shares of company stock worth $404,567. 1.11% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on the stock. Weiss Ratings reiterated a "buy (b-)" rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, June 17th. Needham & Company LLC boosted their target price on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a "buy" rating in a report on Thursday, April 16th. Bank of America increased their price target on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a "buy" rating in a research note on Wednesday, June 24th. Zacks Research cut Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a research report on Monday, March 16th. Finally, Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research report on Sunday, March 22nd. Two analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of "Buy" and a consensus price target of $449.38.

Taiwan Semiconductor Manufacturing Price Performance

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

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

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be given a $1.1136 dividend. This represents a $4.45 annualized dividend and a yield of 1.0%. This is a positive change from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.95. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is presently 25.12%.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

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.

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