Orser Capital Management LLC Takes $1.50 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Orser Capital Management LLC bought a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 3,143 shares of the semiconductor company's stock, valued at approximately $1,501,000.

Several other institutional investors and hedge funds have also modified their holdings of the business. Quattro Advisors LLC purchased a new position in Taiwan Semiconductor Manufacturing during the fourth quarter valued at approximately $25,000. Hilton Head Capital Partners LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at about $27,000. Strategic Advocates LLC grew its holdings in Taiwan Semiconductor Manufacturing by 62.1% during the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company's stock valued at $28,000 after buying an additional 36 shares in the last quarter. Ares Financial Consulting LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing in the fourth quarter valued at $29,000. Finally, Basepoint Wealth LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth $31,000. Hedge funds and other institutional investors own 16.51% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on TSM shares. Susquehanna lifted their target price on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a "positive" rating in a report on Thursday, July 16th. Citigroup restated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, July 6th. Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "strong-buy" rating in a research report on Thursday, July 16th. Barclays lifted their price target on shares of Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the company an "overweight" rating in a research note on Friday, July 17th. Finally, Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a report on Tuesday, July 28th. Three research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of "Buy" and a consensus price target of $496.25.

Taiwan Semiconductor Manufacturing Trading Up 1.0%

NYSE TSM opened at $418.05 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $223.70 and a one year high of $479.00. The company has a debt-to-equity ratio of 0.13, a quick ratio of 2.25 and a current ratio of 2.46. The company has a market capitalization of $2.17 trillion, a price-to-earnings ratio of 30.16, a price-to-earnings-growth ratio of 0.95 and a beta of 1.38. The company's 50-day simple moving average is $426.99 and its two-hundred day simple moving average is $386.86.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last announced its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.37%. The firm had revenue of $39.89 billion during the quarter. Equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be issued a dividend of $1.1136 per share. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.95. This represents a $4.45 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is currently 21.43%.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC reportedly raised its 2026 outlook as accelerating demand for AI chips improves expectations for revenue and earnings growth. The update reinforces the company’s position as a key supplier to major AI-chip designers. Taiwan Semiconductor Manufacturing Company Raised Its 2026 Outlook as AI Demand Accelerated
• Positive Sentiment: TSMC’s roughly $64 billion capital-spending plan signals confidence that demand for leading-edge chips will remain strong. Reports that the company still cannot produce chips quickly enough to satisfy customers suggest tight capacity and potential pricing power, although execution will be important. TSMC’s $64 Billion Investment Signals Mega-Growth
• Positive Sentiment: TSMC may accelerate 3-nanometer production to meet strong demand from AI-chip customers. Faster output at this advanced node could support market-share gains and higher-margin growth. Taiwan Semiconductor Manufacturing Eyes Faster 3 Nanometer Output
• Positive Sentiment: ARK Invest founder Cathie Wood reportedly invested $28.7 million across TSMC and SpaceX after reducing positions in several other technology companies. The purchase provides a supportive sentiment signal for TSMC’s AI exposure. Cathie Wood Invests in TSMC and SpaceX
• Positive Sentiment: A TSMC vice president disclosed another purchase of company shares, adding to a series of recent insider buys. While small relative to TSMC’s market value, repeated buying can be interpreted as management confidence. TSMC Vice President Buys Stock
• Neutral Sentiment: Sony’s planned sensor venture involving TSMC could improve manufacturing scale and technology, but setup costs, earthquake exposure and weak smartphone demand may limit the near-term benefit. Sony’s TSMC Sensor Venture Could Reshape Its Imaging Growth Story
• Negative Sentiment: First Eagle Investment Management trimmed its TSMC position, creating a modest counter-signal to the insider buying and broader AI optimism. First Eagle Trims Its TSMC Stake
• Negative Sentiment: TSMC and other semiconductor stocks have remained volatile, with investors questioning whether elevated valuations can be justified. A mixed trading environment and profit-taking could restrain further gains even as long-term AI demand remains strong. What Is Going on With Taiwan Semiconductor Stock?

Insiders Place Their Bets

In related news, VP Lipen Yuan bought 1,000 shares of the company's stock in a transaction on Monday, June 22nd. The shares were acquired at an average price of $79.19 per share, with a total value of $79,190.00. Following the transaction, the vice president owned 5,000 shares of the company's stock, valued at $395,950. The trade was a 25.00% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, VP Shyue-Shyh Lin purchased 1,000 shares of the business's stock in a transaction dated Tuesday, July 21st. The stock was bought at an average price of $74.13 per share, for a total transaction of $74,130.00. Following the completion of the acquisition, the vice president directly owned 30,269 shares in the company, valued at approximately $2,243,840.97. This trade represents a 3.42% increase in their position. The SEC filing for this purchase provides additional information. Insiders purchased a total of 16,697 shares of company stock worth $1,228,663 over the last 90 days. Company insiders own 1.11% of the company's stock.

Taiwan Semiconductor Manufacturing 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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