Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Dock Street Asset Management Inc.’s 5th Largest Position

Dock Street Asset Management Inc. trimmed its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 2.9% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 158,515 shares of the semiconductor company’s stock after selling 4,683 shares during the period. Taiwan Semiconductor Manufacturing accounts for approximately 5.6% of Dock Street Asset Management Inc.’s holdings, making the stock its 5th largest holding. Dock Street Asset Management Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $53,570,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently added to or reduced their stakes in the company. Quattro Advisors LLC acquired a new position in Taiwan Semiconductor Manufacturing during the fourth quarter worth $25,000. Hilton Head Capital Partners LLC purchased a new position in Taiwan Semiconductor Manufacturing in the 4th quarter valued at about $27,000. Stephens Consulting LLC lifted 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 valued at $28,000 after buying an additional 41 shares in the last quarter. Strategic Advocates LLC lifted 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 valued at $28,000 after buying an additional 36 shares in the last quarter. Finally, Ares Financial Consulting LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the 4th quarter worth about $29,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Up 0.7%

Shares of NYSE TSM opened at $439.44 on Thursday. The stock has a market cap of $2.28 trillion, a PE ratio of 36.56, a P/E/G ratio of 1.27 and a beta of 1.38. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $220.80 and a 12-month high of $476.79. The company has a 50-day moving average of $411.75 and a 200 day moving average of $361.93.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. The business had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. As a group, sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 EPS 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. Investors of record on Wednesday, September 16th will be issued a $1.1136 dividend. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s payout ratio is 25.12%.

Insider Buying and Selling

In related news, VP Bor-Zen Tien bought 2,000 shares of the company’s stock in a transaction on Tuesday, May 19th. The stock was bought at an average cost of $69.91 per share, for a total transaction of $139,820.00. Following the acquisition, the vice president directly owned 11,051 shares in the company, valued at $772,575.41. This represents a 22.10% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, VP Tzu-Sou Chuang sold 200,000 shares of the firm’s stock in a transaction on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total value of $13,966,000.00. Following the completion of the sale, the vice president directly owned 2,495,165 shares of the company’s stock, valued at $174,237,371.95. This trade represents a 7.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have purchased 4,496 shares of company stock worth $327,927. 1.11% of the stock is owned by corporate insiders.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Bank of America raised its price target on TSM to $590 from $490 and reiterated a buy rating, signaling strong analyst confidence in further upside.
• Positive Sentiment: Recent coverage highlighted TSMC’s AI chip advances in CoWoS advanced packaging and 2D transistor technology, reinforcing its role as a key supplier in the AI infrastructure buildout. Taiwan Semiconductor Manufacturing (NYSE:TSM) Unveils AI Chip Advances In CoWoS And 2D Transistors
• Positive Sentiment: TSMC’s May 2026 revenue rose 30.1% year over year, and management said full-year 2026 revenue should grow by above 30% in U.S. dollar terms, pointing to continued strong demand from AI and advanced semiconductors. Can Taiwan Semiconductor Shares Hit $500 Before 2026 Ends?
• Positive Sentiment: Vice President Lipen Yuan bought 1,000 shares in a recent insider purchase, a small but constructive sign of management confidence. Taiwan Semiconductor Manufacturing (NYSE:TSM) VP Buys $79,190.00 in Stock
• Neutral Sentiment: Some articles frame TSM as a long-term AI winner, emphasizing its dominant foundry position and the widening “AI toll road” around advanced packaging and leading-edge wafers. Taiwan Semiconductor: The AI Toll Road Keeps Widening
• Negative Sentiment: There is also broader market noise around an AI trade cooldown and recent semiconductor selling in Asia, which could temper enthusiasm for chip stocks in the near term. A Top Strategist Says the AI Trade Is Cooling, but Chipmakers Are Quietly Winning

Analyst Ratings Changes

A number of equities analysts have commented on TSM shares. Needham & Company LLC increased their target price on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Zacks Research lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Bank of America boosted their price target on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research report on Wednesday. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. Finally, Susquehanna raised their price objective on Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the company a “positive” rating in a report on Monday. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average price target of $449.38.

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.