Taiwan Semiconductor Manufacturing Company Ltd. $TSM Holdings Boosted by Altimeter Capital Management LP

Altimeter Capital Management LP lifted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 14.1% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 1,219,227 shares of the semiconductor company’s stock after purchasing an additional 150,550 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for about 5.6% of Altimeter Capital Management LP’s holdings, making the stock its 7th largest holding. Altimeter Capital Management LP’s holdings in Taiwan Semiconductor Manufacturing were worth $370,511,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also bought and sold shares of the company. Quattro Advisors LLC purchased a new position in Taiwan Semiconductor Manufacturing in the 4th quarter worth approximately $25,000. Hilton Head Capital Partners LLC purchased a new position in Taiwan Semiconductor Manufacturing in the 4th quarter worth approximately $27,000. Stephens Consulting LLC increased its stake in Taiwan Semiconductor Manufacturing by 82.0% in the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 41 shares during the period. Strategic Advocates LLC increased its stake in Taiwan Semiconductor Manufacturing by 62.1% in the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 36 shares during the period. Finally, Ares Financial Consulting LLC purchased a new position in Taiwan Semiconductor Manufacturing in the 4th quarter worth approximately $29,000. 16.51% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on TSM. Barclays lifted their price target on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. Zacks Research cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Needham & Company LLC lifted their price target on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 20th. Finally, DA Davidson reaffirmed a “buy” rating and issued a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Two analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Buy” and a consensus target price of $404.29.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM stock opened at $432.73 on Thursday. The firm has a market cap of $2.24 trillion, a P/E ratio of 36.00, a P/E/G ratio of 1.24 and a beta of 1.38. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $206.20 and a fifty-two week high of $450.16. The business’s 50 day moving average price is $402.64 and its 200-day moving average price is $356.22. 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 (NYSE:TSM) last released its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The company had revenue of $30.65 billion for the quarter. On average, equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be paid a dividend of $1.1136 per share. The ex-dividend date is Wednesday, September 16th. This is a positive change 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 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 25.12%.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Lipen Yuan acquired 1,000 shares of the stock in a transaction on Monday, June 15th. The stock was acquired at an average price of $75.26 per share, for a total transaction of $75,260.00. Following the completion of the purchase, the vice president owned 4,000 shares of the company’s stock, valued at $301,040. This represents a 33.33% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Tzu-Sou Chuang sold 200,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total value of $13,966,000.00. Following the transaction, the vice president owned 2,495,165 shares of the company’s stock, valued at $174,237,371.95. The trade was a 7.42% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders purchased 4,496 shares of company stock worth $304,667. 1.11% of the stock is owned by insiders.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Strong AI demand, tight capacity, and a bullish 2026 revenue outlook that suggest TSMC remains one of the most important beneficiaries of the AI buildout. TSM at $426: Bubble Territory or a Buy for the Next AI Supercycle?
• Positive Sentiment: Insider buying by TSMC Vice President Lipen Yuan, which can be read as management confidence in the company’s outlook. Taiwan Semiconductor Manufacturing Company Ltd. stock information
• Positive Sentiment: Continued analyst and investor bullishness around TSMC’s moat and its central role in the AI supply chain. 3 AI Stocks With Moats That Could Outlast Summer Volatility (TSM)

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.