33,762 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Acquired by ARP Global Capital Ltd

ARP Global Capital Ltd acquired a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 33,762 shares of the semiconductor company’s stock, valued at approximately $10,260,000. Taiwan Semiconductor Manufacturing makes up approximately 3.1% of ARP Global Capital Ltd’s investment portfolio, making the stock its 10th largest holding.

A number of other hedge funds also recently modified their holdings of TSM. Brown Advisory Inc. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 43.2% during the second quarter. Brown Advisory Inc. now owns 6,650,983 shares of the semiconductor company’s stock valued at $1,506,389,000 after buying an additional 2,006,745 shares in the last quarter. Arrowstreet Capital Limited Partnership lifted its stake in Taiwan Semiconductor Manufacturing by 109.5% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,526,160 shares of the semiconductor company’s stock worth $798,640,000 after acquiring an additional 1,842,951 shares in the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main lifted its stake in Taiwan Semiconductor Manufacturing by 268.2% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,499,677 shares of the semiconductor company’s stock worth $566,152,000 after acquiring an additional 1,820,852 shares in the last quarter. Van ECK Associates Corp boosted its position in Taiwan Semiconductor Manufacturing by 11.1% during the 4th quarter. Van ECK Associates Corp now owns 17,464,962 shares of the semiconductor company’s stock worth $5,307,428,000 after acquiring an additional 1,750,824 shares during the period. Finally, Life Cycle Investment Partners Ltd acquired a new stake in Taiwan Semiconductor Manufacturing during the 4th quarter worth about $495,163,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Bank of America reiterated a Buy on TSM with a $470 price target, signaling analyst conviction in TSM’s medium-term upside and technology leadership. Read More.
• Positive Sentiment: Multiple bullish write-ups argue TSM is a “buy-the-dip” given accelerating AI infrastructure demand, >60% gross margins, strong cash generation and expected revenue acceleration into 2026. Those narratives support medium-to-long-term upside even as short-term volatility continues. Read More.
• Positive Sentiment: Zacks and other outlets highlight that TSM has surged ~34% over six months on AI-driven sales and expects strong 2026 growth, reinforcing the growth narrative behind current analyst bullishness. Read More.
• Neutral Sentiment: Zacks noted TSM finished a recent session up modestly as the broader market dipped, indicating short-term intraday swings can reverse quickly and that headline-driven moves may not reflect fundamentals. Read More.
• Neutral Sentiment: Zacks’ analyst blog highlights the broader semiconductor cycle — global chip sales jumped in January — which is supportive for TSM but ties TSM’s performance to cyclical industry dynamics. Read More.
• Negative Sentiment: An afternoon sell-off in other chip stocks followed a report that TSM’s sales growth came in below some expectations, which prompted broader concern around near-term demand and helped push the sector lower. Read More.
• Negative Sentiment: Geopolitical and energy shocks tied to the Iran war are pressuring foreign markets in Europe and Asia; that risk-off backdrop can amplify selling in large-cap exporters and tech names like TSM even if long-term growth drivers remain intact. Read More.

Analyst Ratings Changes

Several equities analysts have weighed in on the company. Needham & Company LLC lifted their target price on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a research note on Thursday, January 15th. Freedom Capital raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. DA Davidson raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Friday, February 13th. Finally, Barclays upped their price objective on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a research note on Friday, January 16th. Four investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Buy” and an average price target of $391.43.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $337.03 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $390.20. The stock’s 50-day moving average is $346.62 and its two-hundred day moving average is $304.81. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.62 and a quick ratio of 2.42. The firm has a market cap of $1.75 trillion, a P/E ratio of 31.65, a PEG ratio of 0.97 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The business had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%. Analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be paid a $0.9503 dividend. The ex-dividend date is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is 23.57%.

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.