Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Kintra Wealth LLC

Posted by Francis Steltz on Sep 6th, 2026

Kintra Wealth LLC boosted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 94.1% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 7,644 shares of the semiconductor company’s stock after acquiring an additional 3,706 shares during the period. Kintra Wealth LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $3,651,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the company. Morling Financial Advisors LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter valued at about $247,000. Aspire Capital Advisors LLC purchased a new stake in Taiwan Semiconductor Manufacturing during the second quarter worth approximately $298,000. Endeavor Private Wealth Inc. boosted its holdings in Taiwan Semiconductor Manufacturing by 17.3% in the second quarter. Endeavor Private Wealth Inc. now owns 1,429 shares of the semiconductor company’s stock valued at $684,000 after purchasing an additional 211 shares in the last quarter. Yarger Wealth Strategies LLC increased its stake in Taiwan Semiconductor Manufacturing by 0.8% in the second quarter. Yarger Wealth Strategies LLC now owns 3,766 shares of the semiconductor company’s stock valued at $1,799,000 after purchasing an additional 30 shares during the last quarter. Finally, Figure 8 Investment Strategies LLC raised its holdings in Taiwan Semiconductor Manufacturing by 1.2% during the second quarter. Figure 8 Investment Strategies LLC now owns 11,655 shares of the semiconductor company’s stock worth $5,566,000 after purchasing an additional 141 shares in the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

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

Analyst Ratings Changes

Several analysts have recently weighed in on the stock. Sanford C. Bernstein boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an “outperform” rating in a research report on Tuesday, August 11th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, July 6th. Susquehanna upped 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. Stifel Nicolaus initiated coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday. They set a “buy” rating and a $515.00 target price on the stock. Finally, Needham & Company LLC lifted their target price on shares of Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the company a “buy” rating in a report on Monday, July 27th. 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 company. According to data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus price target of $523.22.

Check Out Our Latest Analysis on Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Stock Up 2.9%

Shares of Taiwan Semiconductor Manufacturing stock opened at $429.07 on Friday. The company has a market cap of $2.23 trillion, a P/E ratio of 30.96, a PEG ratio of 0.98 and a beta of 1.39. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $237.90 and a one year high of $479.00. The firm has a fifty day moving average of $420.63 and a two-hundred day moving average of $397.96.

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

Taiwan Semiconductor Manufacturing Cuts Dividend

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

Insiders Place Their Bets

In related news, VP Shyue-Shyh Lin bought 1,000 shares of the firm’s stock in a transaction on Tuesday, July 21st. The shares were bought at an average cost of $74.13 per share, for a total transaction of $74,130.00. Following the transaction, the vice president owned 30,269 shares of the company’s stock, valued at approximately $2,243,840.97. This trade represents a 3.42% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through this link. Also, VP Bor-Zen Tien purchased 1,000 shares of the business’s stock in a transaction dated Monday, August 3rd. The stock was bought at an average price of $73.06 per share, with a total value of $73,060.00. Following the acquisition, the vice president directly owned 14,051 shares in the company, valued at approximately $1,026,566.06. This represents a 7.66% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders acquired 19,512 shares of company stock valued at $1,450,270 over the last 90 days. 1.11% of the stock is owned by corporate insiders.

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.

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Institutional Ownership by Quarter for Taiwan Semiconductor Manufacturing (NYSE:TSM)

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