Alesco Advisors LLC An ESL Co Takes $2.03 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Alesco Advisors LLC An ESL Co acquired a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 6,000 shares of the semiconductor company’s stock, valued at approximately $2,028,000.

Other institutional investors have also recently added to or reduced their stakes in the company. Insight Advisors LLC PA increased its position in Taiwan Semiconductor Manufacturing by 6.9% in the 1st quarter. Insight Advisors LLC PA now owns 1,850 shares of the semiconductor company’s stock valued at $625,000 after acquiring an additional 120 shares during the period. Barometer Capital Management Inc. acquired a new stake in Taiwan Semiconductor Manufacturing during the 1st quarter worth approximately $1,517,000. Himension Capital Singapore PTE. LTD. grew its stake in shares of Taiwan Semiconductor Manufacturing by 7.8% in the 1st quarter. Himension Capital Singapore PTE. LTD. now owns 1,139,251 shares of the semiconductor company’s stock valued at $385,010,000 after purchasing an additional 82,251 shares during the last quarter. ABN Amro Investment Solutions grew its stake in shares of Taiwan Semiconductor Manufacturing by 44.0% in the 1st quarter. ABN Amro Investment Solutions now owns 406,645 shares of the semiconductor company’s stock valued at $137,426,000 after purchasing an additional 124,214 shares during the last quarter. Finally, Pacific Sun Financial Corp purchased a new position in shares of Taiwan Semiconductor Manufacturing in the 1st quarter valued at approximately $216,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC reportedly plans to raise chipmaking prices by 5% to 10% in 2027 for both advanced and mature nodes, which supports revenue and margin expansion. TSMC to raise chipmaking prices by up to 10% in 2027, Nikkei Asia reports
• Positive Sentiment: Multiple reports point to durable AI chip demand and stronger-than-expected quarterly results, reinforcing the view that TSMC remains a key beneficiary of the AI buildout. Bull of the Day: Taiwan Semi (TSM)
• Positive Sentiment: Chip stocks broadly rebounded after last week’s selloff, adding sector support to TSMC’s move. Chip stocks extend global rebound following last week’s rout
• Positive Sentiment: Analysts continue to highlight TSMC’s strong AI exposure, with some calling it a buying opportunity after the post-earnings pullback. What’s Going on With Taiwan Semiconductor Stock?
• Neutral Sentiment: Investor attention is also being driven by TSMC’s expanding Arizona investment and long-term capex plans, which signal growth but may pressure near-term costs. TSMC sees long-term AI chip demand as Arizona investment expands to $265 billion
• Negative Sentiment: Some commentary warns that higher U.S. spending and construction challenges could weigh on margins and slow expansion, creating a risk investors are still watching. TSMC (TSM) Stock Drops 7% Despite Record Quarter — Why Investors Are Concerned

Wall Street Analyst Weigh In

Several research firms have recently commented on TSM. Bank of America upped their price target on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Barclays lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the company an “overweight” rating in a research report on Friday. Susquehanna upped their price objective on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a research report on Thursday, July 16th. TD Cowen raised their target price on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a research note on Friday, July 17th. Finally, Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Three analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Buy” and an average target price of $490.00.

Taiwan Semiconductor Manufacturing Stock Up 5.7%

Taiwan Semiconductor Manufacturing stock opened at $425.04 on Wednesday. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $223.70 and a 1-year high of $479.00. The company has a market cap of $2.20 trillion, a PE ratio of 30.67, a price-to-earnings-growth ratio of 0.94 and a beta of 1.36. The stock’s 50 day moving average price is $427.31 and its 200 day moving average price is $380.06.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. The firm had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 40.88% and a net margin of 50.31%. On average, sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.05 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be paid a dividend of $1.1136 per share. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 21.43%.

Insider Activity

In related news, VP Lipen Yuan purchased 1,000 shares of the business’s stock in a transaction dated Monday, June 22nd. The stock was acquired at an average price of $79.19 per share, for a total transaction of $79,190.00. Following the acquisition, the vice president directly owned 5,000 shares of the company’s stock, valued at $395,950. This trade 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 the SEC website. Also, VP Bor-Zen Tien acquired 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Tuesday, May 19th. The stock was bought at an average price of $69.91 per share, with a total value of $139,820.00. Following the purchase, the vice president directly owned 11,051 shares of the company’s stock, valued at approximately $772,575.41. This trade represents a 22.10% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders purchased 6,857 shares of company stock worth $512,334 in the last 90 days. 1.11% of the stock is currently owned by corporate insiders.

Taiwan Semiconductor Manufacturing Profile

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.