Grey Ledge Advisors LLC Sells 1,647 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Grey Ledge Advisors LLC trimmed its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 15.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,345 shares of the semiconductor company’s stock after selling 1,647 shares during the period. Grey Ledge Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $3,158,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also made changes to their positions in TSM. Quattro Advisors LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at $25,000. Hilton Head Capital Partners LLC bought a new position in shares of Taiwan Semiconductor Manufacturing in the fourth quarter worth $27,000. Stephens Consulting LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 82.0% in the fourth 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 raised its stake in Taiwan Semiconductor Manufacturing by 62.1% in the fourth quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock valued at $28,000 after purchasing an additional 36 shares in the last quarter. Finally, Ares Financial Consulting LLC acquired a new position in Taiwan Semiconductor Manufacturing in the fourth quarter valued at about $29,000. 16.51% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of brokerages have issued reports on TSM. Susquehanna increased their price objective on shares of Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the stock a “positive” rating in a research note on Monday. Bank of America upped their price target on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a report on Wednesday. Needham & Company LLC lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. Barclays boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a research report on Wednesday, April 22nd. Finally, Zacks Research cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Two analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and an average target price of $449.38.

Taiwan Semiconductor Manufacturing Stock Down 1.6%

Shares of NYSE TSM opened at $433.62 on Friday. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16. The company has a market cap of $2.25 trillion, a price-to-earnings ratio of 36.07, a PEG ratio of 1.28 and a beta of 1.38. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $221.18 and a 12 month high of $476.79. The stock has a 50-day moving average price of $412.82 and a two-hundred day moving average price of $362.91.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. The company 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, analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.35 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be paid a $1.1136 dividend. This represents a $4.45 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Wednesday, September 16th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s payout ratio is currently 29.20%.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC continues to be viewed as a critical supplier to the AI boom, with commentary highlighting its leading role in advanced packaging, CoWoS, and leading-edge chip production. Why TSMC’s CoWoS Role Keeps Taiwan Semiconductor (TSM) Central to the HBM-Driven AI Chip Boom
• Positive Sentiment: Recent operating trends remain strong, with May revenue up 30.1% year over year and year-to-date revenue up 30.0%, supporting confidence that AI-related demand is still accelerating. Strong Earnings Demonstrate Taiwan Semiconductor Manufacturing Company Limited’s (TSM) Key Role in The AI-Capex Cycle
• Positive Sentiment: Bank of America raised its price target on TSMC to $590 from $490 and reiterated a Buy rating, signaling stronger conviction in upside from current levels. Benzinga report on Bank of America target increase
• Positive Sentiment: Susquehanna also lifted its target to $575 from $500, adding to the wave of bullish analyst calls around TSMC’s AI-driven growth outlook. What Makes Taiwan Semiconductor Manufacturing Company (TSM) One of the Best AI Chip Stock to Buy for the Long Term
• Positive Sentiment: Vice President Lipen Yuan bought additional shares, a small but constructive insider signal that management remains confident in the business. Insider trade filing
• Neutral Sentiment: Several articles comparing TSMC with Intel and other chipmakers are adding to the market discussion, but they do not appear to be a direct catalyst on their own. Intel vs TSM: Which Chip Giant is the Better Investment?
• Neutral Sentiment: TSMC also disclosed capex-related filings and a bond issuance/share capital reduction update, which mainly reinforces its heavy investment cycle rather than changing the near-term outlook. TSMC Details Heavy Capex, Bond Issuance and Share Capital Reduction for May 2026

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Lipen Yuan bought 1,000 shares of the firm’s stock in a transaction on Monday, June 22nd. The shares were purchased at an average price of $79.19 per share, with a total value of $79,190.00. Following the completion of the purchase, the vice president owned 5,000 shares in the company, valued at $395,950. This represents a 25.00% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through this link. Also, VP Tzu-Sou Chuang sold 200,000 shares of the 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 completion of 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have purchased 4,496 shares of company stock worth $327,927 over the last quarter. Corporate insiders own 1.11% of the company’s stock.

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.