Schuylkill Financial LLC Takes Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Posted by George Bondi on Sep 6th, 2026

Schuylkill Financial LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) during the second quarter, HoldingsChannel reports. The fund acquired 3,556 shares of the semiconductor company’s stock, valued at approximately $1,698,000. Taiwan Semiconductor Manufacturing accounts for 1.6% of Schuylkill Financial LLC’s investment portfolio, making the stock its 15th biggest holding.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. NBH Bank purchased a new stake in Taiwan Semiconductor Manufacturing in the second quarter worth approximately $256,000. William John Sempolinski bought a new position in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter valued at $1,605,000. Succession Financial Inc. bought a new position in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter valued at $295,000. MW Advisory LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter worth $3,868,000. Finally, Maloon Powers Pitre Higgins & Dennehy LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter worth $864,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Insider Activity

In other Taiwan Semiconductor Manufacturing news, SVP Shu-Hua Fang acquired 2,000 shares of the stock in a transaction dated Thursday, July 2nd. The shares were acquired at an average cost of $77.09 per share, for a total transaction of $154,180.00. Following the completion of the transaction, the senior vice president directly owned 8,206 shares of the company’s stock, valued at approximately $632,600.54. The trade was a 32.23% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, VP Shyue-Shyh Lin acquired 2,000 shares of the company’s stock in a transaction dated Sunday, July 19th. The stock was acquired at an average cost of $71.71 per share, with a total value of $143,420.00. Following the purchase, the vice president owned 28,269 shares of the company’s stock, valued at approximately $2,027,169.99. This trade represents a 7.61% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last 90 days, insiders purchased 19,512 shares of company stock worth $1,450,270. 1.11% of the stock is currently owned by corporate insiders.

Taiwan Semiconductor Manufacturing Price Performance

NYSE TSM opened at $429.07 on Friday. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.14. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $237.90 and a 12 month high of $479.00. The stock has a market cap of $2.23 trillion, a price-to-earnings ratio of 30.96, a PEG ratio of 0.98 and a beta of 1.39. The company’s 50 day moving average is $420.63 and its two-hundred day moving average is $397.96.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last posted its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. The business had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.25%. As a group, research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.52 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Thursday, December 10th will be issued a $1.0854 dividend. The ex-dividend date of this dividend is Thursday, December 10th. This represents a $4.34 annualized dividend and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 21.43%.

Analyst Ratings Changes

A number of analysts recently commented on TSM shares. Susquehanna upped their price objective 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. TD Cowen upped their price target on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a research report on Friday, July 17th. Bank of America increased their price objective on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Wall Street Zen lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, August 8th. Finally, Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, July 6th. Three equities research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and a consensus price target of $523.22.

View Our Latest Report on Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing News Roundup

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

Positive Sentiment: TSMC is developing a three-hectare laboratory aimed at speeding supplier validation and addressing its advanced-packaging bottleneck. Because the facility is intended to improve production efficiency rather than add another multibillion-dollar fab, investors may view it as a relatively capital-efficient way to support growing AI-chip demand. TSMC Jumps as a Three-Hectare Lab Attacks Its Packaging Bottleneck
Positive Sentiment: Goldman Sachs says the AI spending cycle may still be in its early stages, supporting the outlook for TSMC’s leading-edge manufacturing and packaging businesses. Goldman Sachs Says the AI Trade Is Barely Started
Positive Sentiment: Citi identified TSMC as a stock to watch if Apple’s next premium iPhones, including a potential foldable model, command higher prices. More expensive devices could support Apple’s component spending and TSMC’s high-end chip demand. Apple’s New Foldable iPhone Could Cost $2,000
Positive Sentiment: Coverage points to rising demand for specialized cleaning chemicals and other materials required by advanced AI-chip fabs, reinforcing the view that TSMC’s strong margins are supported by a broad semiconductor supply chain. TSMC’s 67.7% Margin Now Needs Twice the Cleaning Chemistry
Positive Sentiment: Analyst commentary describes TSMC as a “picks-and-shovels” beneficiary of the AI buildout and argues that its customer diversification and manufacturing position may make it more attractive than many major technology stocks. TSMC Is a Better Buy Than Any of the Magnificent Seven Stocks
Neutral Sentiment: Senior Vice President Shu-Hua Fang disclosed a purchase of 2,000 shares, increasing personal ownership by 32.23%. The insider buying is supportive sentiment, though the transaction was disclosed well after the purchase and is small relative to TSMC’s market value. SEC insider trading filing
Negative Sentiment: One valuation analysis estimates TSMC may be about 9% above fair value, while its planned investments in Arizona and Europe increase capital requirements. Investors may therefore remain sensitive to execution risks, returns on new capacity, and any slowdown in AI spending. TSMC Could Be 9% Above Fair Value As Capex Plans Grow

Taiwan Semiconductor Manufacturing Profile

(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.