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

Posted by Brian Himes on Jul 26th, 2026

Waverly Advisors LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 8.6% during the 1st quarter, HoldingsChannel.com reports. The firm owned 180,669 shares of the semiconductor company’s stock after buying an additional 14,382 shares during the quarter. Waverly Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $61,057,000 as of its most recent SEC filing.

Other hedge funds have also bought and sold shares of the company. Capital Research Global Investors grew its holdings in Taiwan Semiconductor Manufacturing by 66.3% in the 4th quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company’s stock worth $976,821,000 after buying an additional 1,281,648 shares in the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. bought a new position in Taiwan Semiconductor Manufacturing in the 4th quarter valued at about $961,000. Meridian Wealth Management LLC grew its position in Taiwan Semiconductor Manufacturing by 27.9% in the 4th quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company’s stock valued at $20,049,000 after buying an additional 14,406 shares in the last quarter. Y Intercept Hong Kong Ltd increased its stake in Taiwan Semiconductor Manufacturing by 273.2% during the 1st quarter. Y Intercept Hong Kong Ltd now owns 81,189 shares of the semiconductor company’s stock valued at $27,438,000 after buying an additional 59,435 shares during the period. Finally, Stiles Financial Services Inc increased its stake in Taiwan Semiconductor Manufacturing by 79.1% during the 4th quarter. Stiles Financial Services Inc now owns 4,355 shares of the semiconductor company’s stock valued at $1,323,000 after buying an additional 1,923 shares during the period. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

TSM has been the subject of a number of research analyst reports. Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Weiss Ratings lowered shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, July 13th. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a report on Saturday, July 18th. Barclays upped their target price on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the stock an “overweight” rating in a research report on Friday, July 17th. Finally, TD Cowen increased their price target on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a research note on Friday, July 17th. 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 stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and an average price target of $490.00.

Check Out Our Latest Report on TSM

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Tzu-Sou Chuang sold 200,000 shares of the stock in a transaction that occurred on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total value of $13,966,000.00. Following the transaction, the vice president owned 2,495,165 shares in the company, valued at approximately $174,237,371.95. This represents a 7.42% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, VP Bor-Zen Tien acquired 1,000 shares of the business’s stock in a transaction that occurred on Monday, June 29th. The shares were acquired at an average cost of $76.64 per share, for a total transaction of $76,640.00. Following the transaction, the vice president owned 12,051 shares of the company’s stock, valued at approximately $923,588.64. This represents a 9.05% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last quarter, insiders bought 6,857 shares of company stock valued at $512,334. 1.11% of the stock is owned by corporate insiders.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

Positive Sentiment: TSMC reported record AI-driven earnings, with strong margins and guidance, and raised its 2026 revenue growth outlook to above 40%, reinforcing that demand for advanced chips remains robust. Article Title
Positive Sentiment: The company committed another $100 billion to U.S. chipmaking, signaling confidence in long-term AI chip demand and expanding its strategic footprint in America. Article Title
Positive Sentiment: Analysts and market commentary continue to highlight TSMC as a key beneficiary of the AI infrastructure buildout, with pricing power and demand for 2-nanometer technology supporting the bullish case. Article Title
Neutral Sentiment: TSMC’s planned price increases for 2027 suggest strong pricing power, but the move is also fueling debate about whether AI chip customers can absorb higher costs. Article Title
Neutral Sentiment: Broader semiconductor stocks are pulling back after a strong 2026 run as investors take profits and reassess valuations following the AI-fueled rally. Article Title
Negative Sentiment: Intel’s strong earnings were overshadowed by its higher 2026 capital spending plans, adding to concerns that the AI buildout may require heavier spending across the chip sector and pressuring sentiment on semiconductor stocks. Article Title

Taiwan Semiconductor Manufacturing Trading Down 3.0%

Taiwan Semiconductor Manufacturing stock opened at $403.18 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $223.70 and a 12 month high of $479.00. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16. The stock has a market cap of $2.09 trillion, a P/E ratio of 29.09, a P/E/G ratio of 0.93 and a beta of 1.36. The company’s fifty day simple moving average is $427.67 and its 200-day simple moving average is $381.72.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last announced its quarterly earnings data 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 40.88% and a net margin of 50.31%.The business had revenue of $39.89 billion during the quarter. As a group, sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.34 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be paid a $1.1136 dividend. This represents a $4.45 annualized dividend and a dividend 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 dividend payout ratio (DPR) is presently 21.43%.

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.