Cambridge Investment Research Advisors Inc. Buys 11,260 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Cambridge Investment Research Advisors increased its Taiwan Semiconductor Manufacturing stake by 4.4% in Q4, buying 11,260 more shares and bringing its total holdings to 266,382 shares worth about $80.95 million.
• TSMC’s growth outlook remains strong as it expects the global semiconductor market to reach $1.5 trillion by 2030, driven by AI and high-performance computing demand, while also investing heavily in 2nm chips and CoWoS packaging.
• Analysts continue to favor the stock: multiple firms reiterated or raised ratings, with consensus at Buy, even as the shares traded down 3.1% and TSMC also announced an increased quarterly dividend of $1.1136 per share.

Cambridge Investment Research Advisors Inc. grew its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 4.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 266,382 shares of the semiconductor company's stock after purchasing an additional 11,260 shares during the period. Cambridge Investment Research Advisors Inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $80,951,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Stephens Consulting LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 82.0% in the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company's stock valued at $28,000 after purchasing an additional 41 shares during the last quarter. Ares Financial Consulting LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $29,000. Maseco LLP bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $35,000. Westend Capital Management LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 476.2% during the 4th quarter. Westend Capital Management LLC now owns 121 shares of the semiconductor company's stock worth $37,000 after acquiring an additional 100 shares during the last quarter. Finally, Navalign LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $39,000. 16.51% of the stock is owned by institutional investors.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC’s long-term outlook remains strong, with the company now expecting the global semiconductor market to exceed $1.5 trillion by 2030, up from its prior $1 trillion forecast, driven by AI and high-performance computing demand. TSMC says global chip market to hit $1.5 trillion by 2030 as AI drives growth
• Positive Sentiment: The company is accelerating investment in 2nm chips, CoWoS packaging, and AI infrastructure, and says AI/HPC demand is supporting 2026 revenue growth above 30%, reinforcing its role as a core AI supply-chain winner. TSMC says global chip market to hit $1.5 trillion by 2030 as AI drives growth
• Positive Sentiment: Bank of America reiterated a Buy rating after TSMC’s technology symposium, saying recent concerns are overdone, which supports the bullish case for the stock. Buy TSMC stock as ’recent concerns are overdone’: BofA
• Neutral Sentiment: TSMC also filed reviewed Q1 2026 financials with the U.S. SEC, a routine disclosure that does not appear to be the main driver of trading. TSMC Files Q1 2026 Reviewed Financials with U.S. SEC
• Negative Sentiment: TSMC disclosed plans to sell a large stake in VIS, which may pressure sentiment because investors often dislike unexpected asset sales, even if the move is meant to sharpen focus on core foundry operations. TSMC plans to sell 152 million shares in chipmaker Vanguard
• Negative Sentiment: Some headline momentum may also be weighed by high-profile selling from investors such as ARK Invest, which sold TSMC shares near record highs after a strong run. ARK Invest Offloads TSMC (TSM) at Peak, Snaps Up Cerebras After Stellar Market Debut

Wall Street Analysts Forecast Growth

TSM has been the subject of a number of research analyst reports. Dbs Bank raised Taiwan Semiconductor Manufacturing to a "moderate buy" rating in a research note on Friday, January 23rd. DA Davidson reissued a "buy" rating and set a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Zacks Research lowered Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a research note on Monday, March 16th. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Friday, March 20th. Finally, Needham & Company LLC raised their price target on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a "buy" rating in a research note on Thursday, April 16th. Two analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, Taiwan Semiconductor Manufacturing presently has a consensus rating of "Buy" and an average target price of $404.29.

Insider Buying and Selling

In other news, VP Bor-Zen Tien acquired 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Sunday, March 22nd. The shares were bought at an average cost of $55.93 per share, for a total transaction of $55,930.00. Following the acquisition, the vice president directly owned 9,051 shares of the company's stock, valued at $506,222.43. This trade represents a 12.42% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at this hyperlink. In the last quarter, insiders acquired 1,346 shares of company stock worth $78,185. Company insiders own 1.11% of the company's stock.

Taiwan Semiconductor Manufacturing Trading Down 3.1%

TSM opened at $404.95 on Friday. The stock's fifty day moving average is $365.38 and its two-hundred day moving average is $334.81. The company has a market capitalization of $2.10 trillion, a P/E ratio of 33.69, a PEG ratio of 1.18 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $188.81 and a 52 week high of $421.97. The company has a quick ratio of 2.32, a current ratio of 2.51 and a debt-to-equity ratio of 0.17.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The company had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 38.17% and a net margin of 46.97%. Analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.25 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be issued a dividend of $1.1136 per share. This represents a $4.45 annualized dividend and a yield of 1.1%. The ex-dividend date is Wednesday, September 16th. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is 24.71%.

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.

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