Requisite Capital Management LLC Invests $388,000 in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Requisite Capital Management opened a new position in Taiwan Semiconductor Manufacturing, buying 1,275 shares valued at about $388,000 in the fourth quarter.
• TSMC continues to attract major institutional interest, with several hedge funds making large purchases and institutional investors now owning 16.51% of the stock.
• The company remains fundamentally strong, posting $3.11 EPS and $30.65 billion in quarterly revenue, while also raising its quarterly dividend to $1.1136 per share.

Requisite Capital Management LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 1,275 shares of the semiconductor company's stock, valued at approximately $388,000.

A number of other hedge funds also recently modified their holdings of TSM. SurgoCap Partners LP acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the third quarter worth about $360,443,000. Thrivent Financial for Lutherans raised its position in shares of Taiwan Semiconductor Manufacturing by 3,164.9% during the third quarter. Thrivent Financial for Lutherans now owns 1,192,927 shares of the semiconductor company's stock worth $333,172,000 after purchasing an additional 1,156,389 shares during the period. Danica Pension Livsforsikringsaktieselskab acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the third quarter worth about $232,924,000. Man Group plc raised its position in shares of Taiwan Semiconductor Manufacturing by 337.1% during the second quarter. Man Group plc now owns 1,053,421 shares of the semiconductor company's stock worth $238,589,000 after purchasing an additional 812,404 shares during the period. Finally, Jennison Associates LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 6.4% during the fourth quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company's stock worth $4,070,393,000 after purchasing an additional 802,757 shares during the period. Institutional investors and hedge funds own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Stock Up 0.1%

NYSE:TSM opened at $404.95 on Monday. The firm has a market capitalization of $2.10 trillion, a price-to-earnings ratio of 33.69, a price-to-earnings-growth ratio of 1.18 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $188.81 and a twelve month high of $421.97. The stock's 50 day moving average price is $365.38 and its two-hundred day moving average price is $335.07. The company has a quick ratio of 2.32, a current ratio of 2.51 and a debt-to-equity ratio of 0.17.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. The firm had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 38.17% and a net margin of 46.97%. Equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.25 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. Shareholders of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. 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 payout ratio is presently 24.71%.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien purchased 1,000 shares of the stock in a transaction on Sunday, March 22nd. The shares were purchased at an average price of $55.93 per share, with a total value of $55,930.00. Following the transaction, the vice president directly owned 9,051 shares of the company's stock, valued at $506,222.43. This trade represents a 12.42% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Over the last quarter, insiders purchased 1,346 shares of company stock worth $78,185. 1.11% of the stock is owned by insiders.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC’s long-term outlook remains strong, with the company now expecting the global semiconductor market to exceed $1.5 trillion by 2030, up from its prior $1 trillion forecast, driven by AI and high-performance computing demand. TSMC says global chip market to hit $1.5 trillion by 2030 as AI drives growth
• Positive Sentiment: The company is accelerating investment in 2nm chips, CoWoS packaging, and AI infrastructure, and says AI/HPC demand is supporting 2026 revenue growth above 30%, reinforcing its role as a core AI supply-chain winner. TSMC says global chip market to hit $1.5 trillion by 2030 as AI drives growth
• Positive Sentiment: Bank of America reiterated a Buy rating after TSMC’s technology symposium, saying recent concerns are overdone, which supports the bullish case for the stock. Buy TSMC stock as ’recent concerns are overdone’: BofA
• Neutral Sentiment: TSMC also filed reviewed Q1 2026 financials with the U.S. SEC, a routine disclosure that does not appear to be the main driver of trading. TSMC Files Q1 2026 Reviewed Financials with U.S. SEC
• Negative Sentiment: TSMC disclosed plans to sell a large stake in VIS, which may pressure sentiment because investors often dislike unexpected asset sales, even if the move is meant to sharpen focus on core foundry operations. TSMC plans to sell 152 million shares in chipmaker Vanguard
• Negative Sentiment: Some headline momentum may also be weighed by high-profile selling from investors such as ARK Invest, which sold TSMC shares near record highs after a strong run. ARK Invest Offloads TSMC (TSM) at Peak, Snaps Up Cerebras After Stellar Market Debut

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on TSM shares. DA Davidson reissued a "buy" rating and issued a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Wedbush reissued an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Zacks Research lowered Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a research report on Monday, March 16th. Dbs Bank raised Taiwan Semiconductor Manufacturing to a "moderate buy" rating in a research report on Friday, January 23rd. Finally, Weiss Ratings raised Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Friday, March 20th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Buy" and a consensus target price of $404.29.

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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