Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stake Boosted by Whipplewood Advisors LLC

Key Points

• Whipplewood Advisors LLC increased its stake in Taiwan Semiconductor Manufacturing by 484.5% in the first quarter, ending with 1,473 shares worth about $498,000.
• TSMC reported strong quarterly results, with EPS of $3.49 beating estimates and revenue rising 40.6% year over year to $35.49 billion. Analysts now expect the company to continue benefiting from AI and advanced-chip demand.
• The company raised its quarterly dividend to $1.1136 per share from $0.95, putting the annualized payout at $4.45 per share and yielding about 1.0%.

Whipplewood Advisors LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 484.5% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,473 shares of the semiconductor company's stock after buying an additional 1,221 shares during the period. Whipplewood Advisors LLC's holdings in Taiwan Semiconductor Manufacturing were worth $498,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Shannon River Fund Management LLC purchased a new position in Taiwan Semiconductor Manufacturing in the third quarter valued at about $2,430,000. Capital Research Global Investors raised its stake in shares of Taiwan Semiconductor Manufacturing by 66.3% during the 4th quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company's stock worth $976,821,000 after purchasing an additional 1,281,648 shares in the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth about $961,000. Meridian Wealth Management LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 27.9% during the 4th quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company's stock valued at $20,049,000 after buying an additional 14,406 shares during the last quarter. Finally, Y Intercept Hong Kong Ltd lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 273.2% during the 1st quarter. Y Intercept Hong Kong Ltd now owns 81,189 shares of the semiconductor company's stock valued at $27,438,000 after buying an additional 59,435 shares during the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Stock Performance

TSM opened at $437.27 on Friday. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49. The company has a market cap of $2.27 trillion, a PE ratio of 36.38, a price-to-earnings-growth ratio of 1.10 and a beta of 1.36. The stock has a 50-day moving average of $425.31 and a 200-day moving average of $373.47. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $223.70 and a 52-week high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its quarterly earnings data on Wednesday, April 15th. The semiconductor company reported $3.49 earnings per share for the quarter, beating analysts' consensus estimates of $3.31 by $0.18. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The business had revenue of $35.49 billion for the quarter, compared to the consensus estimate of $35.47 billion. During the same period last year, the business earned $2.12 EPS. The firm's revenue was up 40.6% compared to the same quarter last year. As a group, equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.39 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 issued a dividend of $1.1136 per share. This represents a $4.45 annualized dividend and a yield of 1.0%. This is a boost 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 is 24.71%.

Insider Activity

In other news, VP Bor-Zen Tien acquired 2,000 shares of the firm's stock in a transaction that occurred on Tuesday, May 19th. The stock was acquired at an average cost of $69.91 per share, with a total value of $139,820.00. Following the acquisition, the vice president owned 11,051 shares in the company, valued at approximately $772,575.41. This represents a 22.10% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, VP Tzu-Sou Chuang sold 200,000 shares of the firm's stock in a transaction on Tuesday, May 19th. The shares were 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 in the company, valued at $174,237,371.95. The trade was a 7.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have bought a total of 6,857 shares of company stock valued at $512,334 over the last 90 days. 1.11% of the stock is currently owned by company insiders.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Multiple analysts and market commentators highlighted TSMC as a strong momentum stock and a key AI beneficiary, with Citi previously saying the company is well positioned to raise its 2026 revenue growth outlook and long-term targets. Revenue and Growth Outlook Affirm Why Taiwan Semiconductor Manufacturing Co. (TSM) is a Top AI Stock on Wall Street’s Radar
• Positive Sentiment: TSMC’s leadership bought shares across many roles, including the CEO, CFO, several VPs, and multiple SVPs, which investors often read as a sign that insiders see more upside ahead. Taiwan Semiconductor Manufacturing Company Ltd. insider trading report
• Positive Sentiment: Investor attention is building around TSMC’s next earnings release, with recent coverage suggesting results could be the catalyst that pushes the stock higher if the company confirms strong AI and advanced-chip demand. Will earnings be the catalyst to lift TSM stock higher?
• Neutral Sentiment: Several pieces were largely watchlist-style or educational, including momentum-stock articles and broad market roundup items, offering limited new company-specific news for valuation. What Makes TSMC (TSM) a Strong Momentum Stock: Buy Now?
• Neutral Sentiment: Broader AI spending headlines from companies like Meta and Amazon may indirectly support TSMC by reinforcing demand for chips, but they do not directly change TSMC’s near-term fundamentals. Meta falls as massive AI infrastructure spending plans overshadow chip progress

Analyst Ratings Changes

TSM has been the subject of several recent research reports. Weiss Ratings reissued a "buy (b-)" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, June 17th. Susquehanna lifted their target price on shares of Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the company a "positive" rating in a research note on Monday, June 22nd. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research report on Sunday, March 22nd. Citigroup reissued a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday. Finally, Needham & Company LLC raised their price target on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a "buy" rating in a report on Thursday, April 16th. Two equities research 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 stock. According to MarketBeat, the stock has a consensus rating of "Buy" and a consensus price target of $449.38.

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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