3,319 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Purchased by Coppell Advisory Solutions LLC

Coppell Advisory Solutions LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the 2nd quarter, HoldingsChannel.com reports. The firm purchased 3,319 shares of the semiconductor company’s stock, valued at approximately $1,585,000.

A number of other large investors have also added to or reduced their stakes in TSM. Quattro Advisors LLC purchased a new position in Taiwan Semiconductor Manufacturing in the fourth quarter valued at approximately $25,000. Hilton Head Capital Partners LLC purchased a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter worth $27,000. Strategic Advocates LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 62.1% in the fourth quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock valued at $28,000 after buying an additional 36 shares during the period. Basepoint Wealth LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the fourth quarter valued at $31,000. Finally, Evolution Wealth Management Inc. lifted its position in shares of Taiwan Semiconductor Manufacturing by 257.7% during the 1st quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company’s stock valued at $31,000 after buying an additional 67 shares during the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC’s planned $100 billion Arizona investment and broader global foundry buildout are designed to capture rising AI-related demand and strengthen its strategic position with major customers. Industry forecasts calling for AI infrastructure spending to reach $1.4 trillion annually by 2030 further support the company’s growth outlook. TSMC’s Global Expansion Pressures Margins Amid AI-Driven Growth AI Infrastructure Spending Is Set to Hit $1.4 Trillion by 2030
• Positive Sentiment: Recent commentary from Baron Capital describes TSMC as continuing to deliver strong financial results, while Artisan Partners’ global-equities commentary highlights resilient earnings and enthusiasm around AI—favorable signals for institutional sentiment toward the stock. Taiwan Semiconductor Manufacturing Company Continues to Deliver Stellar Financial Results
• Neutral Sentiment: TSMC made a minor adjustment to its first-quarter 2026 cash dividend. The change may attract income-focused attention but appears unlikely to materially alter the investment case. TSMC Makes Minor Adjustment to First-Quarter 2026 Cash Dividend
• Neutral Sentiment: The launch of both bearish and bullish foundry-related ETFs highlights heightened trading interest and conflicting positioning around TSMC, but does not change the company’s fundamentals. The Firm That Filed a Bet Against Taiwan Semiconductor Then Launched a Foundry Fund Five Days Later
• Negative Sentiment: Overseas fabs, particularly in Arizona, carry higher construction and operating costs than TSMC’s Taiwan facilities. Those expenses could pressure margins even as revenue benefits from AI demand. TSMC’s Global Expansion Pressures Margins Amid AI-Driven Growth
• Negative Sentiment: A global bond-market selloff has pushed long-term yields higher, creating valuation pressure for high-multiple semiconductor stocks such as TSMC and making future earnings less valuable in present terms. Semiconductor Stocks Slide as Global Bond Selloff Lifts Yields

Insider Buying and Selling

In related news, VP Lipen Yuan purchased 1,000 shares of the business’s stock in a transaction on Tuesday, August 18th. The stock was acquired at an average price of $74.50 per share, with a total value of $74,500.00. Following the purchase, the vice president directly owned 6,000 shares in the company, valued at approximately $447,000. This represents a 20.00% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, VP Shyue-Shyh Lin acquired 2,000 shares of the stock in a transaction dated Sunday, July 19th. The shares were bought at an average price of $71.71 per share, for a total transaction of $143,420.00. Following the transaction, the vice president owned 28,269 shares in the company, valued at approximately $2,027,169.99. This represents a 7.61% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last three months, insiders have purchased 17,662 shares of company stock worth $1,307,491. Insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Up 0.5%

Taiwan Semiconductor Manufacturing stock opened at $415.95 on Thursday. The stock has a market cap of $2.16 trillion, a P/E ratio of 30.01, a PEG ratio of 0.95 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $228.60 and a fifty-two week high of $479.00. The firm’s fifty day moving average price is $421.03 and its 200-day moving average price is $397.38. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46.

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

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently disclosed 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. The ex-dividend date of this dividend 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 presently 21.43%.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on the company. Sanford C. Bernstein increased their price target on Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an “outperform” rating in a research note on Tuesday, August 11th. Needham & Company LLC upped their price objective on shares of Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the company a “buy” rating in a report on Monday, July 27th. 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 research report on Wednesday, June 24th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, July 6th. Finally, Stifel Nicolaus assumed coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday. They set a “buy” rating and a $515.00 price target on the stock. Three research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Buy” and an average target price of $523.22.

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.