7,105 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Bought by Broderick Brian C

Broderick Brian C purchased a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the first quarter, Holdings Channel.com reports. The fund purchased 7,105 shares of the semiconductor company’s stock, valued at approximately $2,401,000.

Several other large investors have also bought and sold shares of TSM. KBC Group NV boosted its holdings in Taiwan Semiconductor Manufacturing by 20.0% during the 1st quarter. KBC Group NV now owns 254,562 shares of the semiconductor company’s stock worth $86,029,000 after acquiring an additional 42,438 shares during the last quarter. True North Advisors LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 7.5% in the 1st quarter. True North Advisors LLC now owns 1,813 shares of the semiconductor company’s stock worth $613,000 after acquiring an additional 126 shares in the last quarter. SEB Asset Management AB purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the first quarter valued at about $13,593,000. Vision Retirement LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 2.9% in the first quarter. Vision Retirement LLC now owns 4,901 shares of the semiconductor company’s stock valued at $1,656,000 after purchasing an additional 140 shares during the last quarter. Finally, World Equity Group Inc. lifted its position in shares of Taiwan Semiconductor Manufacturing by 4.9% during the first quarter. World Equity Group Inc. now owns 5,440 shares of the semiconductor company’s stock valued at $1,838,000 after purchasing an additional 256 shares in the last quarter. 16.51% of the stock is currently owned by institutional investors.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC delivered record Q2 profit and beat expectations, supported by strong demand for advanced AI chips and leading-edge nodes. Reuters article
• Positive Sentiment: The company raised its 2026 revenue growth outlook to above 40% and signaled continued AI-driven expansion, reinforcing the long-term growth story. MarketBeat article
• Neutral Sentiment: TSMC also announced an extra $100 billion investment in Arizona, expanding its U.S. manufacturing footprint but raising questions about capital intensity and margin pressure. Yahoo Finance article
• Negative Sentiment: The stock is being caught in a broader chip rout, with investors rotating out of semiconductor names amid worries that AI spending enthusiasm is cooling. Yahoo Finance article
• Negative Sentiment: Analysts and traders are flagging capex concerns, saying the surge in spending could compress free cash flow and keep the stock volatile in the near term. Benzinga article

Insider Buying and Selling

In related news, VP Tzu-Sou Chuang sold 200,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated 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 completion of the sale, the vice president owned 2,495,165 shares of the company’s stock, valued at approximately $174,237,371.95. This trade represents a 7.42% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, VP Bor-Zen Tien acquired 1,000 shares of the stock in a transaction that occurred on Monday, June 29th. The stock was purchased at an average price of $76.64 per share, for a total transaction of $76,640.00. Following the completion of the purchase, the vice president directly owned 12,051 shares in the company, valued at $923,588.64. This trade represents a 9.05% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders bought 6,857 shares of company stock valued at $512,334. 1.11% of the stock is owned by insiders.

Taiwan Semiconductor Manufacturing Price Performance

Taiwan Semiconductor Manufacturing stock opened at $397.59 on Monday. The business’s 50 day simple moving average is $426.79 and its 200 day simple moving average is $378.48. 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 market cap of $2.06 trillion, a price-to-earnings ratio of 28.69, a PEG ratio of 0.95 and a beta of 1.36. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. The business 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%. Sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.83 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company 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 represents a $4.45 annualized dividend and a dividend yield of 1.1%. The ex-dividend date 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 is currently 21.43%.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on TSM shares. DA Davidson boosted their price target on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a “buy” rating in a report on Friday. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a research note on Saturday. Needham & Company LLC increased their price objective on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. Weiss Ratings cut shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, July 13th. Finally, Barclays boosted their target price on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the stock an “overweight” rating in a research note on Friday. Three equities research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $490.00.

Taiwan Semiconductor Manufacturing Company 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.