Envestnet Portfolio Solutions Inc. Grows Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Envestnet Portfolio Solutions increased its TSMC holdings by 9.8% in the second quarter, owning 29,234 shares valued at approximately $13.96 million. Other institutional investors also expanded positions, while hedge funds and institutions collectively own 16.51% of the stock.
• TSMC insiders purchased 19,106 shares worth about $1.42 million in the last quarter, including purchases by two vice presidents, signaling continued insider confidence.
• Analysts maintain a broadly positive outlook, with the stock carrying a consensus “Buy” rating and a $523.22 target price. TSMC reported $4.28 in quarterly EPS, $39.89 billion in revenue, and continues to benefit from strong advanced-chip and AI demand, though its elevated valuation leaves it exposed to a technology-sector pullback.

Envestnet Portfolio Solutions Inc. increased its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 9.8% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 29,234 shares of the semiconductor company's stock after acquiring an additional 2,606 shares during the quarter. Envestnet Portfolio Solutions Inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $13,961,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Silicon Valley Capital Partners grew its holdings in shares of Taiwan Semiconductor Manufacturing by 3,790.5% in the second quarter. Silicon Valley Capital Partners now owns 25,677 shares of the semiconductor company's stock worth $12,263,000 after purchasing an additional 25,017 shares during the last quarter. Security National Bank of Sioux City Iowa IA bought a new stake in Taiwan Semiconductor Manufacturing in the 2nd quarter worth $49,000. Anchor Investment Management LLC grew its holdings in Taiwan Semiconductor Manufacturing by 4.5% in the 2nd quarter. Anchor Investment Management LLC now owns 11,377 shares of the semiconductor company's stock worth $5,433,000 after acquiring an additional 488 shares during the last quarter. Smith Chas P & Associates PA Cpas increased its position in shares of Taiwan Semiconductor Manufacturing by 3.1% in the second quarter. Smith Chas P & Associates PA Cpas now owns 1,010 shares of the semiconductor company's stock valued at $482,000 after acquiring an additional 30 shares during the period. Finally, Miramontes Capital LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at about $714,000. Hedge funds and other institutional investors own 16.51% of the company's stock.

Insider Activity at Taiwan Semiconductor Manufacturing

In other news, VP Lipen Yuan purchased 350 shares of the business's stock in a transaction on Tuesday, August 18th. The stock was acquired at an average price of $73.58 per share, for a total transaction of $25,753.00. Following the acquisition, the vice president directly owned 2,000 shares of the company's stock, valued at $147,160. This represents a 21.21% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Bor-Zen Tien bought 1,000 shares of the firm's stock in a transaction dated Monday, August 3rd. The shares were acquired at an average price of $73.06 per share, for a total transaction of $73,060.00. Following the completion of the transaction, the vice president directly owned 14,051 shares in the company, valued at approximately $1,026,566.06. This represents a 7.66% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have acquired 19,106 shares of company stock worth $1,417,283 in the last quarter. 1.11% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

TSM has been the subject of several research analyst reports. TD Cowen raised their target price on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a "hold" rating in a research report on Friday, July 17th. Sanford C. Bernstein raised their price objective on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an "outperform" rating in a report on Tuesday, August 11th. Needham & Company LLC lifted their price objective on Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the company a "buy" rating in a research report on Monday, July 27th. Weiss Ratings lowered Taiwan Semiconductor Manufacturing from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Wednesday, September 9th. Finally, Citigroup restated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, July 6th. Three research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has a consensus rating of "Buy" and a consensus target price of $523.22.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC’s next-generation A14 process is gaining customer traction, with tape-outs reportedly ahead of schedule and volume production targeted for 2028. Strong early demand supports the company’s long-term leadership in advanced chips. TSMC's A14 Gains Customer Traction Ahead of 2028 Volume Production
• Positive Sentiment: A new validation hub in Kaohsiung could bring advanced packaging capabilities closer to customers and suppliers, potentially shortening qualification cycles, although it does not add disclosed production capacity. TSMC Gains as Packaging Moves Closer to Its Suppliers
• Positive Sentiment: Erste Group raised its fiscal 2026 and 2027 EPS forecasts to $16.78 and $21.91, respectively, modestly above consensus estimates. The revisions reinforce expectations for strong earnings growth from advanced-node demand. Erste Group Raises TSMC EPS Estimates
• Neutral Sentiment: Analysts remain broadly bullish, but the articles note that average brokerage recommendations can be overly optimistic and should not be viewed as a standalone buy signal. Wall Street Bulls Look Optimistic About TSMC
• Negative Sentiment: TSMC is exposed to a broader technology-market pullback. Warning signs among some Nasdaq technology stocks may be encouraging investors to lock in gains, particularly with TSM trading near its 52-week high and at a forward-looking valuation requiring continued strong growth. Nasdaq Rally Hasn't Stopped These Tech Stocks From Flashing Warning Signs

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM opened at $446.57 on Thursday. The firm has a market capitalization of $2.32 trillion, a P/E ratio of 32.22, a PEG ratio of 1.00 and a beta of 1.39. The company has a debt-to-equity ratio of 0.14, a current ratio of 2.46 and a quick ratio of 2.25. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $266.82 and a one year high of $479.00. The business has a fifty day moving average of $419.04 and a 200 day moving average of $404.06.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.25% and a net margin of 50.31%.The firm had revenue of $39.89 billion during the quarter. As a group, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.56 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders 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 yield of 1.0%. The ex-dividend date is Thursday, December 10th. Taiwan Semiconductor Manufacturing's payout ratio is currently 25.25%.

Taiwan Semiconductor Manufacturing Company Profile

Taiwan Semiconductor Manufacturing Company Limited NYSE: TSM, commonly known as TSMC, is a Taiwan-based semiconductor manufacturer and the world's leading dedicated semiconductor foundry. Founded in 1987 and headquartered in Hsinchu, Taiwan, the company pioneered the pure-play foundry business model, producing chips designed by other companies rather than developing and selling branded semiconductor products of its own.

TSMC manufactures semiconductor wafers using advanced and specialty process technologies.

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