MCF Advisors LLC Purchases 1,278 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• MCF Advisors increased its TSMC position by 62.6% in the second quarter, purchasing 1,278 additional shares for a total of 3,319 shares valued at approximately $1.59 million. Institutional investors collectively own 16.51% of the company.
• Analysts remain bullish, with three Strong Buy and thirteen Buy ratings; TSMC has a consensus rating of “Buy” and an average price target of $523.22.
• TSMC reported quarterly revenue of $39.89 billion and EPS of $4.28, alongside a 1.0% annualized dividend yield. Strong AI-chip demand and record August revenue support the outlook, though valuation, macroeconomic pressures and capacity costs remain risks.

MCF Advisors LLC increased its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 62.6% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,319 shares of the semiconductor company's stock after buying an additional 1,278 shares during the period. MCF Advisors LLC's holdings in Taiwan Semiconductor Manufacturing were worth $1,588,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Tiger Global Management LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 49.4% during the 1st quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company's stock valued at $1,880,717,000 after acquiring an additional 1,839,600 shares during the last quarter. Van ECK Associates Corp lifted its position in Taiwan Semiconductor Manufacturing by 11.1% during the fourth quarter. Van ECK Associates Corp now owns 17,464,962 shares of the semiconductor company's stock valued at $5,307,428,000 after purchasing an additional 1,750,824 shares during the last quarter. Life Cycle Investment Partners Ltd bought a new position in Taiwan Semiconductor Manufacturing during the fourth quarter valued at $495,163,000. T. Rowe Price Investment Management Inc. grew its stake in shares of Taiwan Semiconductor Manufacturing by 168.6% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 2,093,115 shares of the semiconductor company's stock worth $636,077,000 after buying an additional 1,313,917 shares in the last quarter. Finally, SurgoCap Partners LP purchased a new position in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter worth $360,443,000. 16.51% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on TSM shares. Bank of America upped their target price on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a "buy" rating in a research report on Wednesday, June 24th. Wall Street Zen cut Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "buy" rating in a research note on Saturday, August 8th. Citigroup restated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, July 6th. Sanford C. Bernstein raised their price objective on Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an "outperform" rating in a research note on Tuesday, August 11th. Finally, Barclays boosted their target price on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the company an "overweight" rating in a research report on Friday, July 17th. Three research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and one has assigned a Hold rating to the company's stock. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing currently has an average rating of "Buy" and a consensus target price of $523.22.

Taiwan Semiconductor Manufacturing Price Performance

TSM stock opened at $428.09 on Friday. The stock has a market cap of $2.22 trillion, a PE ratio of 30.89, a P/E/G ratio of 0.96 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $257.98 and a 12 month high of $479.00. The company has a 50-day moving average price of $419.02 and a 200 day moving average price of $400.11. 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 announced 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 net margin of 50.31% and a return on equity of 39.25%. The business had revenue of $39.89 billion during the quarter. Equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.55 earnings per share for the current 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 given a dividend of $1.0854 per share. The ex-dividend date of this dividend is Thursday, December 10th. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is 21.43%.

Insider Activity at Taiwan Semiconductor Manufacturing

In other news, VP Shyue-Shyh Lin purchased 1,000 shares of the stock in a transaction that occurred on Tuesday, July 21st. The stock was purchased at an average price of $74.13 per share, for a total transaction of $74,130.00. Following the completion of 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, VP Bor-Zen Tien acquired 1,000 shares of the company's stock in a transaction that occurred on Monday, August 3rd. The stock was purchased at an average cost of $73.06 per share, for a total transaction of $73,060.00. Following the purchase, the vice president owned 14,051 shares of the company's stock, valued at $1,026,566.06. This represents a 7.66% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last ninety days, insiders bought 21,106 shares of company stock worth $1,571,733. 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 reported August 2026 consolidated revenue of NT$514.81 billion, approximately $16.35 billion, up 53.3% year over year and 10.1% from July. The record monthly sales, driven by strong AI and advanced-chip demand, indicate that customer orders and production volumes remain robust. TSMC August revenue announcement
• Positive Sentiment: Revenue growth accelerated above TSMC’s year-to-date pace, while reports indicated advanced-packaging capacity remains tight and customer backlogs extend into future quarters. This supports pricing power and continued demand for high-performance computing products. TSMC revenue and AI demand report
• Positive Sentiment: TSMC and ASML are collaborating on large-format photomasks for High-NA EUV, a technology intended to improve future fab productivity and reduce manufacturing costs. TSMC plans to introduce High-NA EUV into high-volume advanced-node production beginning in 2030. TSMC and ASML High-NA EUV collaboration
• Positive Sentiment: Analysts raised Erste Group’s FY2027 EPS estimate to $21.72 from $21.61, and the broader analyst consensus remains constructive. CEO Che-Chia Wei and numerous other executives also reported modest open-market purchases, suggesting management confidence. TSMC insider buying report
• Neutral Sentiment: TSMC’s Arizona expansion and international investments may reduce geographic concentration risk and strengthen relationships with U.S. customers, but the large capital commitment could pressure returns before new capacity reaches scale.
• Negative Sentiment: Higher Treasury yields, inflation concerns and rising energy prices pressured technology valuations across the market. These macro forces outweighed TSMC’s strong revenue report and encouraged investors to take profits in AI-related stocks.
• Negative Sentiment: Expectations were exceptionally high: investors wanted record sales to produce an even stronger outlook. Commentary also raised concerns that gross margin may have missed expectations, while packaging constraints and rising input costs could limit near-term profit expansion. TSMC record sales and investor expectations

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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