Red Door Wealth Management LLC Buys 12,486 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Red Door Wealth Management LLC raised its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 92.7% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 25,956 shares of the semiconductor company’s stock after buying an additional 12,486 shares during the period. Taiwan Semiconductor Manufacturing comprises about 1.1% of Red Door Wealth Management LLC’s investment portfolio, making the stock its 24th biggest position. Red Door Wealth Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $12,396,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently made changes to their positions in the stock. Southland Equity Partners LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 9.6% during the 2nd quarter. Southland Equity Partners LLC now owns 1,059 shares of the semiconductor company’s stock valued at $506,000 after buying an additional 93 shares in the last quarter. McAlister Sweet & Associates Inc. bought a new position in Taiwan Semiconductor Manufacturing during the second quarter valued at approximately $235,000. Purus Wealth Management LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 58.9% during the second quarter. Purus Wealth Management LLC now owns 1,187 shares of the semiconductor company’s stock worth $567,000 after acquiring an additional 440 shares in the last quarter. SteelPeak Wealth LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 14.7% during the second quarter. SteelPeak Wealth LLC now owns 11,131 shares of the semiconductor company’s stock worth $5,326,000 after acquiring an additional 1,430 shares in the last quarter. Finally, First Community Trust NA lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 188.8% in the 2nd quarter. First Community Trust NA now owns 540 shares of the semiconductor company’s stock worth $258,000 after acquiring an additional 353 shares during the last quarter. 16.51% of the stock is owned by institutional investors.

Insider Buying and Selling

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien acquired 1,000 shares of the company’s stock in a transaction that occurred on Monday, August 3rd. The shares were acquired at an average price of $73.06 per share, with a total value of $73,060.00. Following the completion of the purchase, the vice president directly owned 14,051 shares of the company’s stock, valued at approximately $1,026,566.06. The trade was a 7.66% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, VP Shyue-Shyh Lin acquired 1,000 shares of the business’s stock in a transaction on Tuesday, July 21st. The stock was acquired at an average price of $74.13 per share, for a total transaction of $74,130.00. Following the acquisition, the vice president owned 30,269 shares of the company’s stock, valued at approximately $2,243,840.97. This trade represents a 3.42% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have acquired 18,312 shares of company stock valued at $1,347,058 over the last quarter. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM opened at $429.03 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $223.70 and a one year high of $479.00. The firm has a market capitalization of $2.23 trillion, a PE ratio of 30.95, a price-to-earnings-growth ratio of 0.97 and a beta of 1.38. The company has a 50-day simple moving average of $426.03 and a two-hundred day simple moving average of $389.45. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.46 and a quick ratio of 2.25.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. The business had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.37% and a net margin of 50.31%. On average, analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Thursday, December 10th will be given a dividend of $1.0854 per share. This represents a $4.34 dividend on an annualized basis and a 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%.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on TSM shares. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, July 28th. Needham & Company LLC increased their price target on shares of Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the company a “buy” rating in a research report on Monday, July 27th. Susquehanna boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research report on Thursday, July 16th. Bank of America increased their target price on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Finally, DA Davidson raised their target price on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. Three analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $524.25.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Record July revenue reinforced the AI growth story. TSMC reported July sales of approximately NT$467.58 billion, up 44.7% year over year and 5.6% from June. Management expects 2026 revenue growth slightly above 40% in U.S. dollar terms, indicating continued strength in AI accelerators, high-performance computing and advanced-node production. Taiwan Semiconductor’s July Revenue Rose 45%
• Positive Sentiment: TSMC and Sony launched a $4.69 billion Japanese joint venture. Sony will control Advanced Vision Semiconductor Manufacturing, while TSMC will invest approximately $1.8 billion. The venture will develop and manufacture next-generation smartphone image sensors, with volume production targeted for 2029. The project expands TSMC’s geographic footprint and diversifies its exposure beyond AI and computing. TSMC Stock Rises as Sony Venture Launches
• Positive Sentiment: Analysts remain constructive. Bernstein raised its TSMC price target to $554 from $430 and maintained an “outperform” rating, citing a potentially significant CPU opportunity as agentic AI expands. Other analysts have also raised targets, contributing to a broadly positive consensus view. Central Processing Units Could Be New Growth Driver for TSMC
• Neutral Sentiment: Capital spending is rising alongside demand. TSMC increased its 2026 capital-spending guidance to $60 billion-$64 billion to expand advanced capacity. The investment supports long-term growth but could pressure near-term free cash flow if AI demand or customer returns weaken.
• Neutral Sentiment: TSMC declared a quarterly dividend of $1.0854 per share, payable January 7, 2027, representing an annualized yield of approximately 1%. CEO Che-Chia Wei also made a modest open-market purchase, a potentially positive confidence signal but not a major financial catalyst.
• Negative Sentiment: Execution and geopolitical risks temper the outlook. Analysts have warned of uncertainty around whether heavy AI investments will generate sufficient returns in 2028-2029. Potential U.S. restrictions on advanced-chip shipments to China could further limit sales opportunities, while TSMC’s valuation leaves the stock vulnerable to any slowdown in AI spending.

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.