Taiwan Semiconductor Manufacturing Company Ltd. $TSM is J. L. Bainbridge & Co. Inc.’s 10th Largest Position

J. L. Bainbridge & Co. Inc. cut its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 4.5% during the 1st quarter, Holdings Channel reports. The firm owned 148,280 shares of the semiconductor company’s stock after selling 7,015 shares during the period. Taiwan Semiconductor Manufacturing makes up approximately 4.5% of J. L. Bainbridge & Co. Inc.’s investment portfolio, making the stock its 10th biggest position. J. L. Bainbridge & Co. Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $50,111,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Mitchell Sinkler & Starr PA lifted its holdings in Taiwan Semiconductor Manufacturing by 1.9% in the 4th quarter. Mitchell Sinkler & Starr PA now owns 1,482 shares of the semiconductor company’s stock worth $450,000 after buying an additional 28 shares during the period. Wayfinding Financial LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 2.5% during the fourth quarter. Wayfinding Financial LLC now owns 1,152 shares of the semiconductor company’s stock valued at $350,000 after buying an additional 28 shares during the period. Defined Wealth Management LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 2.2% during the first quarter. Defined Wealth Management LLC now owns 1,355 shares of the semiconductor company’s stock valued at $458,000 after acquiring an additional 29 shares in the last quarter. Discipline Wealth Solutions LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 1.9% during the first quarter. Discipline Wealth Solutions LLC now owns 1,564 shares of the semiconductor company’s stock valued at $529,000 after acquiring an additional 29 shares in the last quarter. Finally, Sovereign Financial Group Inc. lifted its stake in Taiwan Semiconductor Manufacturing by 3.7% in the first quarter. Sovereign Financial Group Inc. now owns 822 shares of the semiconductor company’s stock worth $278,000 after acquiring an additional 29 shares during the period. Hedge funds and other institutional investors own 16.51% of the company’s stock.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Aletheia Capital raised its price target on TSM and kept a Buy rating, citing expectations for continued advanced-node growth tied to the AI chip cycle. Aletheia Capital Raises Price Target on Taiwan Semiconductor (TSM) on Advanced Node Growth Expectations
• Positive Sentiment: Analysts and fund commentary continued to highlight TSM as a core AI infrastructure winner, pointing to strong earnings, pricing power, and its key role in the AI capex cycle. Strong Earnings Demonstrate Taiwan Semiconductor Manufacturing Company Limited’s (TSM) Key Role in The AI-Capex Cycle
• Positive Sentiment: TSM was also featured in bullish articles calling it a leading long-term AI chip and infrastructure investment, reflecting continued investor enthusiasm for the stock’s fundamentals. Here’s Why Taiwan Semiconductor (TSM) May Be the Smartest AI Infrastructure Buy Right Now
• Neutral Sentiment: TSMC disclosed routine updates including heavy capex plans, a bond issuance, and a share capital reduction for May 2026, which appear more operational than market-moving on their own. TSMC Details Heavy Capex, Bond Issuance and Share Capital Reduction for May 2026
• Neutral Sentiment: Broader market commentary suggests some investors are questioning the crowded “all-in on AI” trade, which may be creating temporary pressure on large AI names like TSM despite solid fundamentals. A VC Says the ‘All Your Eggs in the AI Basket’ Trade Is Finally Cracking — Here’s Where the Money Goes Next
• Negative Sentiment: Articles comparing Intel and TSM discussed how big tech is diversifying away from Taiwan, which may have raised investor concerns about future supply-chain concentration risk for TSM. Big Tech’s Quiet Diversification Out of Taiwan Is the Ultimate Catalyst for Intel’s Turnaround

Insider Buying and Selling

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien purchased 2,000 shares of the firm’s stock in a transaction that occurred 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 purchase, the vice president directly owned 11,051 shares in the company, valued at $772,575.41. The trade was a 22.10% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Lipen Yuan purchased 1,000 shares of the stock in a transaction that occurred on Monday, June 22nd. The shares were acquired at an average cost of $79.19 per share, with a total value of $79,190.00. Following the completion of the transaction, the vice president owned 5,000 shares in the company, valued at $395,950. This trade represents a 25.00% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders acquired a total of 4,496 shares of company stock worth $327,927 in the last three months. 1.11% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

TSM has been the topic of several recent analyst reports. Susquehanna lifted their price target on shares of Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the company a “positive” rating in a report on Monday, June 22nd. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Needham & Company LLC lifted their target price 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. Zacks Research cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Finally, DA Davidson reissued a “buy” rating and issued a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. 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. According to MarketBeat.com, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and a consensus price target of $449.38.

Taiwan Semiconductor Manufacturing Trading Down 0.6%

NYSE TSM opened at $432.49 on Friday. The firm has a market capitalization of $2.24 trillion, a PE ratio of 35.98, a P/E/G ratio of 1.09 and a beta of 1.38. The stock’s 50 day moving average is $413.95 and its 200 day moving average is $363.39. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $221.18 and a twelve month high of $476.79. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The business 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%. Research 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 firm also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be given a $1.1136 dividend. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s payout ratio is currently 25.12%.

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.