Raab & Moskowitz Asset Management LLC Decreases Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Raab & Moskowitz Asset Management LLC lessened its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 73.2% during the first quarter, HoldingsChannel reports. The firm owned 833 shares of the semiconductor company’s stock after selling 2,270 shares during the period. Raab & Moskowitz Asset Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $282,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also bought and sold shares of the company. GKV Capital Management Co. Inc. grew its holdings in Taiwan Semiconductor Manufacturing by 22.2% during the first quarter. GKV Capital Management Co. Inc. now owns 9,716 shares of the semiconductor company’s stock valued at $3,284,000 after purchasing an additional 1,766 shares during the period. Vestor Capital LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 9,082.3% in the first quarter. Vestor Capital LLC now owns 50,227 shares of the semiconductor company’s stock valued at $16,974,000 after buying an additional 49,680 shares during the period. J. Derek Lewis & Associates Inc. lifted its position in shares of Taiwan Semiconductor Manufacturing by 1.7% during the 1st quarter. J. Derek Lewis & Associates Inc. now owns 1,940 shares of the semiconductor company’s stock valued at $656,000 after buying an additional 32 shares during the last quarter. BankChampaign National Association purchased a new position in shares of Taiwan Semiconductor Manufacturing during the 1st quarter valued at $1,605,000. Finally, Liontrust Investment Partners LLP grew its stake in shares of Taiwan Semiconductor Manufacturing by 221.2% during the 1st quarter. Liontrust Investment Partners LLP now owns 520,558 shares of the semiconductor company’s stock worth $175,923,000 after acquiring an additional 358,494 shares during the period. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Insider Buying and Selling

In related news, VP Bor-Zen Tien purchased 3,000 shares of the firm’s stock in a transaction dated Tuesday, July 21st. The shares were purchased at an average cost of $74.39 per share, for a total transaction of $223,170.00. Following the completion of the transaction, the vice president directly owned 4,000 shares in the company, valued at approximately $297,560. This represents a 300.00% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this hyperlink. Also, VP Tzu-Sou Chuang sold 200,000 shares of the stock in a transaction dated Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the completion of the sale, the vice president directly owned 2,495,165 shares in the company, valued at approximately $174,237,371.95. The trade was a 7.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders acquired 15,857 shares of company stock worth $1,167,094 over the last quarter. 1.11% of the stock is owned by corporate insiders.

Taiwan Semiconductor Manufacturing Price Performance

Taiwan Semiconductor Manufacturing stock opened at $404.21 on Friday. The firm has a market capitalization of $2.10 trillion, a P/E ratio of 29.16, a PEG ratio of 0.93 and a beta of 1.36. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $223.70 and a one year high of $479.00. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.46 and a quick ratio of 2.31. The business has a fifty day moving average price of $427.14 and a 200-day moving average price of $384.27.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.37% and a net margin of 50.31%.The company had revenue of $39.89 billion for the quarter. As a group, equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be issued a dividend of $1.1136 per share. This represents a $4.45 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Wednesday, September 16th. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s payout ratio is presently 21.43%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on TSM shares. Needham & Company LLC lifted their price objective on Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the stock a “buy” rating in a report on Monday, July 27th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, July 6th. Bank of America increased their target price on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. TD Cowen lifted their target price on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a research note on Friday, July 17th. Finally, Susquehanna lifted their target price on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a research note on Thursday, July 16th. Three equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Buy” and an average target price of $496.25.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC reported approximately $40.20 billion in second-quarter 2026 revenue, up 36% year over year, while net income rose 77.41%. The strong results reinforce expectations for continued demand for advanced AI chips and foundry capacity. TSMC AI Stock Article
• Positive Sentiment: Strong technology earnings and better-than-expected forecasts from Lam Research helped lift the broader chip sector and attracted fresh money to semiconductor ETFs, creating a supportive backdrop for TSMC shares. Semiconductor ETFs Draw Cash
• Positive Sentiment: Analysts raised TSMC’s earnings forecasts, including Erste Group’s increases to $16.69 per share for fiscal 2026 and $21.25 for fiscal 2027. The consensus analyst rating remains “Buy,” with an average price target of $496.25. TSMC Analyst Estimates
• Positive Sentiment: TSMC’s advanced-chip packaging expansion, including a reported Arizona partnership with Amkor, could strengthen its position in the AI supply chain and support U.S. customer demand. TSMC Advanced Packaging Expansion
• Positive Sentiment: Vice President Bor-Zen Tien purchased 1,000 shares, increasing his direct ownership by 25%. The insider buying offers a modest vote of confidence, though the transaction is small relative to TSMC’s market value. TSMC Insider Purchase
• Neutral Sentiment: TSMC increased its quarterly dividend to $1.1136 per share, or $4.45 annualized, but its roughly 1.1% yield means the change is secondary to the company’s AI-growth outlook. TSMC Dividend Announcement
• Negative Sentiment: Investors continue to monitor Samsung’s proposed Broadcom partnership, which could create a stronger alternative in AI foundry and packaging, as well as restrictions on China-related equipment and concerns about the sustainability of AI spending. Samsung Broadcom Foundry Partnership

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.