Joho Capital LLC Has $57.77 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Joho Capital LLC decreased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 23.7% in the 4th quarter, HoldingsChannel reports. The firm owned 190,100 shares of the semiconductor company’s stock after selling 59,000 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for 12.3% of Joho Capital LLC’s portfolio, making the stock its 5th largest holding. Joho Capital LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $57,769,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of the company. Brighton Jones LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 20.9% during the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after acquiring an additional 1,892 shares during the period. Gamco Investors INC. ET AL bought a new position in Taiwan Semiconductor Manufacturing in the second quarter valued at approximately $701,000. Bank of Nova Scotia raised its position in Taiwan Semiconductor Manufacturing by 12.8% during the second quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock valued at $3,556,000 after purchasing an additional 1,784 shares in the last quarter. FWL Investment Management LLC raised its position in Taiwan Semiconductor Manufacturing by 26.5% during the second quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock valued at $57,000 after purchasing an additional 53 shares in the last quarter. Finally, Main Street Financial Solutions LLC bought a new stake in Taiwan Semiconductor Manufacturing during the second quarter worth $270,000. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

TSM has been the topic of a number of research analyst reports. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 20th. Barclays increased their target price on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a research report on Wednesday, April 22nd. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Needham & Company LLC raised their price target on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Finally, Zacks Research downgraded Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and a consensus target price of $404.29.

Insider Activity

In related news, 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 $174,237,371.95. This represents a 7.42% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, VP Lipen Yuan purchased 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Monday, June 15th. The shares were bought at an average price of $75.26 per share, for a total transaction of $75,260.00. Following the completion of the transaction, the vice president owned 4,000 shares in the company, valued at $301,040. The trade was a 33.33% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last three months, insiders have purchased 4,496 shares of company stock valued at $304,667. 1.11% of the stock is currently owned by insiders.

Taiwan Semiconductor Manufacturing Trading Up 1.6%

Shares of TSM opened at $432.73 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $206.20 and a twelve month high of $450.16. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16. The stock has a market cap of $2.24 trillion, a PE ratio of 36.00, a P/E/G ratio of 1.24 and a beta of 1.38. The business’s 50-day moving average price is $402.64 and its 200-day moving average price is $356.22.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The company 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%. On average, equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be given 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 annualized dividend and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 25.12%.

Taiwan Semiconductor Manufacturing News Roundup

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 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.