MCF Advisors LLC raised its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 62.6% during the 2nd quarter, Holdings Channel reports. The fund owned 3,319 shares of the semiconductor company’s stock after purchasing an additional 1,278 shares during the period. MCF Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $1,588,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also made changes to their positions in TSM. Scholtz & Company LLC grew its stake in Taiwan Semiconductor Manufacturing by 2.8% in the second quarter. Scholtz & Company LLC now owns 19,413 shares of the semiconductor company’s stock valued at $9,271,000 after purchasing an additional 520 shares during the last quarter. Whetstone Capital Advisors LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at about $716,000. Lotus Asset Management LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at about $990,000. Engineers Gate Manager LP boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 311.0% in the 2nd quarter. Engineers Gate Manager LP now owns 48,346 shares of the semiconductor company’s stock valued at $23,089,000 after buying an additional 36,584 shares in the last quarter. Finally, Cidel Asset Management Inc. boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 548.7% in the 2nd quarter. Cidel Asset Management Inc. now owns 26,273 shares of the semiconductor company’s stock valued at $12,547,000 after buying an additional 22,223 shares in the last quarter. 16.51% of the stock is currently owned by hedge funds and other institutional investors.
Taiwan Semiconductor Manufacturing Trading Down 1.7%
Shares of NYSE:TSM opened at $428.09 on Friday. The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.14. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $257.98 and a 52-week high of $479.00. The stock has a market cap of $2.22 trillion, a price-to-earnings ratio of 30.89, a PEG ratio of 0.96 and a beta of 1.39. The business has a 50-day moving average price of $419.02 and a 200-day moving average price of $400.11.
Taiwan Semiconductor Manufacturing Cuts Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be issued a $1.0854 dividend. This represents a $4.34 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 21.43%.
Key Stories Impacting Taiwan Semiconductor Manufacturing
Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:
- Positive Sentiment: TSMC reported August 2026 consolidated revenue of NT$514.81 billion, approximately $16.35 billion, up 53.3% year over year and 10.1% from July. The record monthly sales, driven by strong AI and advanced-chip demand, indicate that customer orders and production volumes remain robust. TSMC August revenue announcement
- Positive Sentiment: Revenue growth accelerated above TSMC’s year-to-date pace, while reports indicated advanced-packaging capacity remains tight and customer backlogs extend into future quarters. This supports pricing power and continued demand for high-performance computing products. TSMC revenue and AI demand report
- Positive Sentiment: TSMC and ASML are collaborating on large-format photomasks for High-NA EUV, a technology intended to improve future fab productivity and reduce manufacturing costs. TSMC plans to introduce High-NA EUV into high-volume advanced-node production beginning in 2030. TSMC and ASML High-NA EUV collaboration
- Positive Sentiment: Analysts raised Erste Group’s FY2027 EPS estimate to $21.72 from $21.61, and the broader analyst consensus remains constructive. CEO Che-Chia Wei and numerous other executives also reported modest open-market purchases, suggesting management confidence. TSMC insider buying report
- Neutral Sentiment: TSMC’s Arizona expansion and international investments may reduce geographic concentration risk and strengthen relationships with U.S. customers, but the large capital commitment could pressure returns before new capacity reaches scale.
- Negative Sentiment: Higher Treasury yields, inflation concerns and rising energy prices pressured technology valuations across the market. These macro forces outweighed TSMC’s strong revenue report and encouraged investors to take profits in AI-related stocks.
- Negative Sentiment: Expectations were exceptionally high: investors wanted record sales to produce an even stronger outlook. Commentary also raised concerns that gross margin may have missed expectations, while packaging constraints and rising input costs could limit near-term profit expansion. TSMC record sales and investor expectations
Wall Street Analyst Weigh In
TSM has been the subject of several recent analyst reports. 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 note on Tuesday, August 11th. TD Cowen lifted their price target on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a report on Friday, July 17th. Stifel Nicolaus assumed coverage on Taiwan Semiconductor Manufacturing in a research report on Tuesday, September 1st. They set a “buy” rating and a $515.00 price target on the stock. Wall Street Zen lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 8th. Finally, Susquehanna raised their price objective on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a research report on Thursday, July 16th. 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 data from MarketBeat, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and an average price target of $523.22.
Get Our Latest Stock Report on TSM
Insiders Place Their Bets
In related news, SVP Shu-Hua Fang purchased 2,000 shares of the company’s stock in a transaction that occurred on Thursday, July 2nd. The shares were purchased at an average price of $77.09 per share, with a total value of $154,180.00. Following the purchase, the senior vice president owned 8,206 shares of the company’s stock, valued at $632,600.54. The trade was a 32.23% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Lipen Yuan bought 1,000 shares of the company’s stock in a transaction dated Tuesday, August 18th. The stock was bought at an average price of $74.50 per share, for a total transaction of $74,500.00. Following the transaction, the vice president owned 6,000 shares of the company’s stock, valued at approximately $447,000. This trade represents a 20.00% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have acquired 21,106 shares of company stock valued at $1,571,733 over the last ninety days. 1.11% of the stock is owned by corporate insiders.
Taiwan Semiconductor Manufacturing Profile
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a Taiwan-based semiconductor manufacturer and the world’s leading dedicated semiconductor foundry. Founded in 1987 and headquartered in Hsinchu, Taiwan, the company pioneered the pure-play foundry business model, producing chips designed by other companies rather than developing and selling branded semiconductor products of its own.
TSMC manufactures semiconductor wafers using advanced and specialty process technologies.
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