Coppell Advisory Solutions LLC Invests $1.58 Million in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Coppell Advisory Solutions initiated a $1.58 million position in TSMC during the second quarter by purchasing 3,319 shares. Institutional investors collectively own 16.51% of the company.
• TSMC reported quarterly revenue of $39.89 billion, earnings per share of $4.28, and a 50.31% net margin. Insiders have also purchased 17,662 shares worth $1.31 million over the past 90 days.
• Analysts maintain a broadly positive outlook, with a consensus “Buy” rating and $523.22 target price, driven by AI-related demand and global expansion. However, higher overseas-fab costs and rising bond yields could pressure margins and valuation.

Coppell Advisory Solutions LLC purchased a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 3,319 shares of the semiconductor company's stock, valued at approximately $1,585,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Brighton Jones LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 20.9% in the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock worth $2,159,000 after purchasing an additional 1,892 shares during the last quarter. Gamco Investors INC. ET AL bought a new position in Taiwan Semiconductor Manufacturing during the 2nd quarter worth approximately $701,000. Bank of Nova Scotia lifted its position in shares of Taiwan Semiconductor Manufacturing by 12.8% in the 2nd quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company's stock worth $3,556,000 after purchasing an additional 1,784 shares during the period. FWL Investment Management LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 26.5% in the 2nd quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company's stock valued at $57,000 after purchasing an additional 53 shares during the last quarter. Finally, Main Street Financial Solutions LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter valued at $270,000. Institutional investors own 16.51% of the company's stock.

Insider Activity at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien acquired 3,000 shares of the business's stock in a transaction on Tuesday, July 21st. The shares were purchased at an average cost of $74.39 per share, with a total value of $223,170.00. Following the acquisition, the vice president directly owned 4,000 shares of the company's stock, valued at $297,560. The trade was a 300.00% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP Shyue-Shyh Lin bought 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Sunday, July 19th. The stock was purchased at an average price of $71.71 per share, with a total value of $143,420.00. Following the purchase, 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 ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have purchased a total of 17,662 shares of company stock valued at $1,307,491 over the last 90 days. Insiders own 1.11% of the company's stock.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

Taiwan Semiconductor Manufacturing Stock Up 0.5%

Taiwan Semiconductor Manufacturing stock opened at $415.95 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $228.60 and a 1-year high of $479.00. The firm has a market capitalization of $2.16 trillion, a price-to-earnings ratio of 30.01, a price-to-earnings-growth ratio of 0.95 and a beta of 1.39. The firm's fifty day moving average price is $421.03 and its two-hundred day moving average price is $397.38. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.14.

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

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be issued a $1.0854 dividend. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Thursday, December 10th. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is currently 21.43%.

Wall Street Analyst Weigh In

TSM has been the subject of a number of analyst reports. Citigroup reissued a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, July 6th. TD Cowen increased their price target on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a "hold" rating in a report on Friday, July 17th. Bank of America lifted their price objective on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a "buy" rating in a research report on Wednesday, June 24th. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Wednesday, August 26th. Finally, Stifel Nicolaus assumed coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday. They issued a "buy" rating and a $515.00 target price for the company. Three investment analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of "Buy" and a consensus 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.

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