Rathbones Group PLC Has $346.76 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Posted by Brenda Bartman on Aug 3rd, 2026

Rathbones Group PLC raised its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 0.7% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,026,057 shares of the semiconductor company’s stock after purchasing an additional 7,428 shares during the period. Taiwan Semiconductor Manufacturing accounts for approximately 1.4% of Rathbones Group PLC’s holdings, making the stock its 17th biggest holding. Rathbones Group PLC’s holdings in Taiwan Semiconductor Manufacturing were worth $346,756,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Quattro Advisors LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth about $25,000. Hilton Head Capital Partners LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth $27,000. Evolution Wealth Management Inc. increased its holdings in Taiwan Semiconductor Manufacturing by 257.7% during the 1st quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company’s stock worth $31,000 after purchasing an additional 67 shares in the last quarter. Strategic Advocates LLC raised its position in Taiwan Semiconductor Manufacturing by 62.1% in the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock valued at $28,000 after buying an additional 36 shares during the last quarter. Finally, Financial Freedom LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the first quarter valued at approximately $32,000. 16.51% of the stock is currently owned by institutional investors.

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Shyue-Shyh Lin bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Tuesday, July 21st. The stock was acquired at an average price of $74.13 per share, with a total value of $74,130.00. Following the acquisition, the vice president owned 30,269 shares of the company’s stock, valued at approximately $2,243,840.97. This represents a 3.42% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Tzu-Sou Chuang sold 200,000 shares of the company’s stock in a transaction dated 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 transaction, the vice president owned 2,495,165 shares in the company, valued at approximately $174,237,371.95. This trade represents a 7.42% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders acquired 15,857 shares of company stock worth $1,167,094. 1.11% of the stock is currently owned by corporate insiders.

Taiwan Semiconductor Manufacturing Stock Down 0.0%

TSM stock opened at $404.21 on Monday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $223.70 and a 1-year high of $479.00. The business’s 50 day simple moving average is $427.14 and its 200 day simple moving average is $384.64. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.13. The firm has a market capitalization of $2.10 trillion, a PE ratio of 29.16, a PEG ratio of 0.93 and a beta of 1.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last announced its quarterly earnings results 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 business had revenue of $39.89 billion during the quarter. As a group, research analysts anticipate 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. Stockholders of record on Wednesday, September 16th will be paid a dividend of $1.1136 per share. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.1%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 21.43%.

Wall Street Analyst Weigh In

TSM has been the topic of a number of recent research reports. Susquehanna lifted their target price on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research report on Thursday, July 16th. Barclays raised their target price on shares of Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the company an “overweight” rating in a research note on Friday, July 17th. Needham & Company LLC boosted their target price on shares of Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the stock a “buy” rating in a report on Monday, July 27th. Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Finally, DA Davidson increased their price target on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a research note on Friday, July 17th. Three equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus price target of $496.25.

Get Our Latest Stock Report on TSM

Trending Headlines about Taiwan Semiconductor Manufacturing

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

About Taiwan Semiconductor Manufacturing

(Free Report)

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.