Jordan Park Group LLC Sells 250,139 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Jordan Park Group LLC cut its Taiwan Semiconductor Manufacturing position by 65.8% in the fourth quarter, selling 250,139 shares and leaving it with 129,956 shares worth about $39.5 million.
• Wall Street remains broadly bullish on TSMC: analysts’ consensus rating is Buy, with a consensus target price of $404.29 after several firms raised price targets.
• The company also signaled continued strength through insider activity and dividend growth, including a quarterly dividend increase to $1.1136 per share and mixed recent insider trades by company executives.

Jordan Park Group LLC lessened its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 65.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 129,956 shares of the semiconductor company's stock after selling 250,139 shares during the period. Taiwan Semiconductor Manufacturing comprises about 2.3% of Jordan Park Group LLC's portfolio, making the stock its 11th biggest position. Jordan Park Group LLC's holdings in Taiwan Semiconductor Manufacturing were worth $39,492,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Oak Harvest Investment Services boosted its position in shares of Taiwan Semiconductor Manufacturing by 2.9% during the 4th quarter. Oak Harvest Investment Services now owns 1,106 shares of the semiconductor company's stock valued at $336,000 after purchasing an additional 31 shares in the last quarter. Falcon Wealth Planning boosted its position in shares of Taiwan Semiconductor Manufacturing by 4.4% during the 4th quarter. Falcon Wealth Planning now owns 780 shares of the semiconductor company's stock valued at $237,000 after purchasing an additional 33 shares in the last quarter. Drive Wealth Management LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 0.7% during the 4th quarter. Drive Wealth Management LLC now owns 4,997 shares of the semiconductor company's stock valued at $1,522,000 after purchasing an additional 33 shares in the last quarter. Sovereign Financial Group Inc. boosted its position in shares of Taiwan Semiconductor Manufacturing by 4.5% during the 4th quarter. Sovereign Financial Group Inc. now owns 793 shares of the semiconductor company's stock valued at $241,000 after purchasing an additional 34 shares in the last quarter. Finally, Avion Wealth boosted its position in shares of Taiwan Semiconductor Manufacturing by 10.8% during the 4th quarter. Avion Wealth now owns 349 shares of the semiconductor company's stock valued at $106,000 after purchasing an additional 34 shares in the last quarter. Institutional investors own 16.51% of the company's stock.

Wall Street Analysts Forecast Growth

TSM has been the topic of several research analyst reports. Barclays upped their target price on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an "overweight" rating in a research report on Wednesday, April 22nd. Wedbush restated an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Needham & Company LLC upped their target price on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a "buy" rating in a research report on Thursday, April 16th. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research report on Sunday, March 22nd. Finally, Zacks Research lowered Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a research report on Monday, March 16th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of "Buy" and a consensus target price of $404.29.

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien acquired 2,000 shares of the stock in a transaction dated Tuesday, May 19th. The stock was purchased at an average cost of $69.91 per share, with a total value of $139,820.00. Following the completion of the purchase, the vice president directly owned 11,051 shares in the company, valued at $772,575.41. This trade represents a 22.10% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP Tzu-Sou Chuang sold 200,000 shares of the stock in a transaction that occurred on Tuesday, May 19th. The stock was 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 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 SEC filing for this sale provides additional information. In the last quarter, insiders acquired 3,346 shares of company stock worth $218,005. Corporate insiders own 1.11% of the company's stock.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC said rising AI power consumption is becoming a key design constraint, reinforcing demand for more advanced, energy-efficient chips and highlighting the company’s relevance in next-generation AI hardware. TSMC Puts AI Power Constraints At Center Of Future Chip Strategy
• Positive Sentiment: Reports that TSMC may raise 3nm process prices by up to 15% in the second half of the year suggest improving pricing power and potentially stronger margins. Report: TSMC to Raise 3nm Process Prices
• Positive Sentiment: Coverage noting TSMC’s strong quarterly results, raised 2026 revenue guidance above 30%, and higher capital spending expectations continues to support the bullish case for AI-driven growth. Taiwan Semiconductor Stock Nearing 52-Week High
• Positive Sentiment: Analyst-style comparisons against peers such as Broadcom and ASML kept TSMC in the spotlight as one of the strongest semiconductor names near record levels. TSM vs Broadcom: Both Nearing 52-Week High
• Neutral Sentiment: MediaTek’s support for both TSMC and Intel advanced packaging technologies was more of an industry development than a direct catalyst for TSMC shares. MediaTek says it supports both TSMC and Intel advanced packaging technologies
• Neutral Sentiment: Broader articles comparing TSMC with ASML or discussing “the best semi stock to buy” mainly reflect continuing investor interest in the sector rather than a new company-specific development. ASML vs. TSMC: Better Semi Stock to Buy Right Now?
• Negative Sentiment: Comments that AI energy use is becoming a limiting factor could eventually pressure chip growth assumptions if power constraints slow deployment or raise infrastructure costs, though the near-term read-through is mixed. Energy use forcing rethink of AI chip design, TSMC says

Taiwan Semiconductor Manufacturing Stock Up 0.2%

Shares of NYSE:TSM opened at $419.28 on Monday. The business's 50 day simple moving average is $378.24 and its two-hundred day simple moving average is $342.90. The firm has a market cap of $2.17 trillion, a P/E ratio of 34.88, a PEG ratio of 1.22 and a beta of 1.39. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $190.56 and a 52-week high of $430.55.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last announced its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The business had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%. As a group, research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be issued a $1.1136 dividend. The ex-dividend date is Wednesday, September 16th. This is an increase 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 24.71%.

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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