Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Parallel Advisors LLC

Parallel Advisors LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 13.4% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 44,242 shares of the semiconductor company’s stock after acquiring an additional 5,241 shares during the period. Parallel Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $14,952,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Ironwood Investment Counsel LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 1.9% in the 1st quarter. Ironwood Investment Counsel LLC now owns 3,728 shares of the semiconductor company’s stock valued at $1,260,000 after buying an additional 68 shares during the period. Broderick Brian C purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter valued at approximately $2,401,000. KBC Group NV raised its position in shares of Taiwan Semiconductor Manufacturing by 20.0% during the 1st quarter. KBC Group NV now owns 254,562 shares of the semiconductor company’s stock valued at $86,029,000 after buying an additional 42,438 shares during the period. True North Advisors LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 7.5% during the 1st quarter. True North Advisors LLC now owns 1,813 shares of the semiconductor company’s stock valued at $613,000 after buying an additional 126 shares during the period. Finally, SEB Asset Management AB acquired a new position in Taiwan Semiconductor Manufacturing in the first quarter valued at approximately $13,593,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Analyst Upgrades and Downgrades

TSM has been the subject of several analyst reports. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, July 6th. Needham & Company LLC lifted their target price on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. Weiss Ratings lowered Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, July 13th. TD Cowen increased their price target on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a report on Friday. Finally, Bank of America raised their price objective on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Three analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $490.00.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC delivered record Q2 profit and beat expectations, supported by strong demand for advanced AI chips and leading-edge nodes. Reuters article
• Positive Sentiment: The company raised its 2026 revenue growth outlook to above 40% and signaled continued AI-driven expansion, reinforcing the long-term growth story. MarketBeat article
• Neutral Sentiment: TSMC also announced an extra $100 billion investment in Arizona, expanding its U.S. manufacturing footprint but raising questions about capital intensity and margin pressure. Yahoo Finance article
• Negative Sentiment: The stock is being caught in a broader chip rout, with investors rotating out of semiconductor names amid worries that AI spending enthusiasm is cooling. Yahoo Finance article
• Negative Sentiment: Analysts and traders are flagging capex concerns, saying the surge in spending could compress free cash flow and keep the stock volatile in the near term. Benzinga article

Taiwan Semiconductor Manufacturing Stock Down 0.2%

Shares of NYSE TSM opened at $397.59 on Monday. The firm has a market cap of $2.06 trillion, a price-to-earnings ratio of 28.69, a PEG ratio of 0.95 and a beta of 1.36. 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 Company Ltd. has a 52-week low of $223.70 and a 52-week high of $479.00. The business’s 50 day moving average is $426.79 and its two-hundred day moving average is $378.48.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. The company had revenue of $39.89 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 40.88% and a net margin of 50.31%. Research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.83 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. Investors of record on Wednesday, September 16th will be paid a dividend of $1.1136 per share. This represents a $4.45 annualized dividend and a yield of 1.1%. 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 presently 21.43%.

Insiders Place Their Bets

In other news, VP Lipen Yuan acquired 1,000 shares of the company’s stock in a transaction on Monday, June 22nd. The shares were bought at an average cost of $79.19 per share, with a total value of $79,190.00. Following the transaction, the vice president owned 5,000 shares in the company, valued at approximately $395,950. This trade represents a 25.00% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Tzu-Sou Chuang sold 200,000 shares of the firm’s stock in a transaction on Tuesday, May 19th. The shares were 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 owned 2,495,165 shares in the company, valued at $174,237,371.95. The trade was a 7.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have purchased a total of 6,857 shares of company stock worth $512,334 in the last quarter. 1.11% of the stock is owned by company insiders.

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.