Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Independent Financial Group LLC

Posted by Stanley Muller on Aug 16th, 2026

Independent Financial Group LLC grew its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 94.0% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 98,811 shares of the semiconductor company’s stock after buying an additional 47,873 shares during the period. Taiwan Semiconductor Manufacturing comprises 0.9% of Independent Financial Group LLC’s portfolio, making the stock its 27th largest position. Independent Financial Group LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $47,189,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in the company. Brighton Jones LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 20.9% during the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after acquiring an additional 1,892 shares in the last quarter. Gamco Investors INC. ET AL bought a new position in Taiwan Semiconductor Manufacturing during the second quarter worth $701,000. Bank of Nova Scotia boosted its holdings in Taiwan Semiconductor Manufacturing by 12.8% in the second quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock worth $3,556,000 after purchasing an additional 1,784 shares during the period. FWL Investment Management LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 26.5% in the second quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock worth $57,000 after purchasing an additional 53 shares during the period. Finally, Main Street Financial Solutions LLC acquired a new position in Taiwan Semiconductor Manufacturing in the second quarter worth $270,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Lipen Yuan bought 1,000 shares of the firm’s stock in a transaction that occurred on Monday, June 22nd. The stock was purchased at an average price of $79.19 per share, for a total transaction of $79,190.00. Following the transaction, the vice president directly owned 5,000 shares of the company’s stock, valued at approximately $395,950. This represents a 25.00% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Bor-Zen Tien bought 1,000 shares of the stock in a transaction on Monday, August 3rd. The shares were bought at an average cost of $73.06 per share, for a total transaction of $73,060.00. Following the purchase, the vice president owned 14,051 shares in the company, valued at $1,026,566.06. This trade represents a 7.66% increase in their position. The SEC filing for this purchase provides additional information. Insiders have purchased a total of 18,312 shares of company stock worth $1,347,058 over the last ninety days. 1.11% of the stock is currently owned by corporate insiders.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $426.67 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 debt-to-equity ratio of 0.13, a current ratio of 2.46 and a quick ratio of 2.25. The firm has a market capitalization of $2.21 trillion, a price-to-earnings ratio of 30.78, a price-to-earnings-growth ratio of 0.98 and a beta of 1.38. The business has a 50 day simple moving average of $425.97 and a 200 day simple moving average of $390.38.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last announced its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.37% and a net margin of 50.31%.The firm had revenue of $39.89 billion for the quarter. On average, equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be issued 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 (DPR) is 21.43%.

Wall Street Analyst Weigh In

A number of analysts have weighed in on the stock. Susquehanna increased their target price on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a report on Thursday, July 16th. DA Davidson lifted their price target on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a report on Friday, July 17th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, July 6th. 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, Weiss Ratings lowered shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday. 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 company. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and an average price target of $524.25.

Check Out Our Latest Report on Taiwan Semiconductor Manufacturing

Key Taiwan Semiconductor Manufacturing News

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

Positive Sentiment: TSMC remains a key beneficiary of the AI boom. Nvidia is reportedly accelerating development of its next-generation Feynman platform, which could increase demand for TSMC’s 2-nanometer chips and advanced packaging capacity. Nvidia’s Next-Gen Feynman AI Platform Is Ramping Up
Positive Sentiment: TSMC and Sony committed $4.69 billion to a new CMOS image-sensor plant in Kumamoto, Japan, with production targeted for 2029 and support from Japanese government subsidies. The project could broaden TSMC’s geographic footprint and strengthen its relationship with a major customer. Sony and TSMC’s $4.7 Billion Venture
Positive Sentiment: Several institutional investors expressed confidence in TSMC: Causeway Capital increased its position, while Perseverance Asset Management International also raised its stake. Analysts including Sanford C. Bernstein continue to forecast meaningful appreciation. Causeway Capital Boosts TSMC Stake
Neutral Sentiment: TSMC filed reviewed interim financial statements with the SEC. The filing provides updated regulatory disclosure but, based on the available report, does not identify a material change to the company’s outlook. TSMC Files Reviewed Interim Financials
Negative Sentiment: SoftBank disclosed that it sold 71.5% of its TSMC holdings during the second quarter. Although the sale may reflect portfolio management rather than a change in fundamentals, it creates near-term overhang and may weigh on sentiment. SoftBank Sells Most of Its Taiwan Semiconductor Holdings
Negative Sentiment: Investors are increasingly concerned that strong earnings may already be reflected in chip valuations, while Fidelity has warned that the semiconductor cycle could be nearing a peak. Those concerns are particularly relevant for TSMC, whose valuation and recent gains leave the stock vulnerable to profit-taking. Analyst Sees Trouble Brewing for Hot Chip Stocks

Taiwan Semiconductor Manufacturing Company 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.