Proficio Capital Partners LLC Acquires 1,439 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Proficio Capital Partners LLC grew its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 95.0% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 2,954 shares of the semiconductor company’s stock after purchasing an additional 1,439 shares during the quarter. Proficio Capital Partners LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $1,411,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in TSM. Brookstone Capital Management lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 87.3% in the second quarter. Brookstone Capital Management now owns 25,143 shares of the semiconductor company’s stock valued at $12,008,000 after purchasing an additional 11,719 shares in the last quarter. Capital Research Global Investors boosted its position in shares of Taiwan Semiconductor Manufacturing by 66.3% during the fourth 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 during the period. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. bought a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth about $961,000. Meridian Wealth Management LLC lifted its stake 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 acquiring an additional 14,406 shares in the last quarter. Finally, Y Intercept Hong Kong Ltd boosted its position 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 worth $27,438,000 after acquiring an additional 59,435 shares during the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Trading Down 0.2%

NYSE TSM opened at $414.56 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $225.63 and a 12 month high of $479.00. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.14. The stock has a 50 day moving average of $421.50 and a 200-day moving average of $397.04. The company has a market cap of $2.15 trillion, a PE ratio of 29.91, a PEG ratio of 0.95 and a beta of 1.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.25%. The business had revenue of $39.89 billion for the quarter. On average, equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.45 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be paid a dividend of $1.0854 per share. The ex-dividend date is Thursday, December 10th. This represents a $4.34 annualized dividend and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 25.32%.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien purchased 3,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Tuesday, July 21st. The stock was acquired at an average price of $74.39 per share, for a total transaction of $223,170.00. Following the completion of the acquisition, the vice president owned 4,000 shares of the company’s stock, valued at approximately $297,560. This trade represents a 300.00% increase in their position. The purchase was disclosed in a filing with the SEC, which is accessible through this link. Also, VP Lipen Yuan purchased 1,000 shares of the stock in a transaction on Tuesday, August 18th. The shares were acquired at an average cost 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. The trade was a 20.00% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have bought 17,662 shares of company stock worth $1,307,491 in the last ninety days. Insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Bank of America maintained a Buy rating and set a $590 price target, citing TSMC’s leadership in advanced process nodes and silicon photonics, continued artificial-intelligence demand, and an attractive valuation. TSMC Earns Buy Rating as Analyst Sees AI-Driven Upside
• Positive Sentiment: Billionaire investor Daniel Loeb increased his TSMC position by 67%, from 275,000 to 460,000 shares. The move reflects confidence in strong AI-related demand, rising revenue, and profitability. Billionaire Investor Raises TSMC Stake 67%
• Positive Sentiment: Baron Capital highlighted TSMC as a contributor to its strong second-quarter fund performance, reinforcing the investment case around the company’s stellar financial results and structural AI exposure. TSMC Continues to Deliver Stellar Financial Results
• Neutral Sentiment: TSMC made a minor administrative adjustment to its first-quarter 2026 cash-dividend disclosure in a Form 6-K filing. The update does not appear to materially change the company’s income outlook. TSMC Makes Minor Dividend Adjustment
• Neutral Sentiment: Taiwan’s president emphasized that the country’s semiconductor industry is supported by democracy, the rule of law, and reliable supply commitments. The comments support Taiwan’s strategic reputation but offer no immediate earnings catalyst. Taiwan’s Chip Prowess Is Built on Democracy and Rule of Law
• Negative Sentiment: A global bond selloff pushed yields higher and triggered declines across semiconductor stocks, creating valuation pressure for TSMC despite its strong operating outlook. Semiconductor Stocks Slide as Bond Yields Rise

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on the stock. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, August 26th. Needham & Company LLC increased their target price on shares of Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the stock a “buy” rating in a report on Monday, July 27th. DA Davidson raised their target price on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Bank of America lifted their price target on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Finally, Barclays increased their price objective on shares of Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the stock an “overweight” rating in a research note on Friday, July 17th. Three research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Buy” and an average target price of $523.22.

About Taiwan Semiconductor Manufacturing

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.