Westerkirk Capital Inc. Has $509,000 Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Westerkirk Capital Inc. lessened its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 94.1% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 1,675 shares of the semiconductor company’s stock after selling 26,742 shares during the quarter. Westerkirk Capital Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $509,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Hilton Head Capital Partners LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the 4th quarter worth $27,000. Stephens Consulting LLC raised its stake in Taiwan Semiconductor Manufacturing by 82.0% during the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock worth $28,000 after buying an additional 41 shares during the period. Ares Financial Consulting LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the 4th quarter worth $29,000. Basepoint Wealth LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the 4th quarter worth $31,000. Finally, Resources Management Corp CT ADV acquired a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter worth $32,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Analyst Upgrades and Downgrades

TSM has been the topic of several research analyst reports. Barclays raised their price objective 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. Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. DA Davidson reiterated a “buy” rating and set a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Zacks Research cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Finally, Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Two analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Buy” and a consensus price target of $404.29.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC reported May 2026 consolidated revenue of NT$416.98 billion, about 30% higher than a year earlier, reinforcing confidence in continued AI-driven demand. Article Title
• Positive Sentiment: CEO Che-Chia Wei disclosed a small open-market purchase of TSMC shares, a modest signal of insider confidence. Article Title
• Neutral Sentiment: Analysts continue to debate whether TSMC’s AI growth and valuation are fully priced in, so the stock may react to any sign of earnings momentum slowing or accelerating. Article Title
• Negative Sentiment: Taiwan is weighing stricter controls on advanced AI chip exports to China, which could reduce some future sales opportunities for TSMC. Article Title
• Negative Sentiment: U.S. senators are pushing for tighter export rules on contract chipmakers like TSMC serving Chinese firms’ overseas units, adding another policy headwind. Article Title

Taiwan Semiconductor Manufacturing Price Performance

TSM stock opened at $428.11 on Wednesday. The stock has a 50-day moving average price of $391.93 and a two-hundred day moving average price of $350.26. The stock has a market cap of $2.22 trillion, a PE ratio of 35.62, a price-to-earnings-growth ratio of 1.24 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 1 year low of $206.20 and a 1 year high of $450.16.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The firm had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%. Equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.29 EPS 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. Stockholders of record on Wednesday, September 16th will be issued a $1.1136 dividend. This represents a $4.45 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Wednesday, September 16th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 24.71%.

Insider Activity

In related news, VP Bor-Zen Tien acquired 2,000 shares of the firm’s stock in a transaction dated Tuesday, May 19th. The stock was bought at an average price of $69.91 per share, for a total transaction of $139,820.00. Following the acquisition, the vice president directly owned 11,051 shares of the company’s stock, valued at approximately $772,575.41. The trade was a 22.10% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Tzu-Sou Chuang sold 200,000 shares of the firm’s stock in a transaction dated 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 position. The disclosure for this sale is available in the SEC filing. Insiders bought a total of 3,496 shares of company stock valued at $229,407 in the last 90 days. 1.11% of the stock is owned by corporate insiders.

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.