NewEdge Advisors LLC Sells 9,803 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• NewEdge Advisors reduced its TSMC position by 3.9%, selling 9,803 shares and retaining 242,190 shares valued at approximately $81.85 million. Institutional investors collectively own 16.51% of the company.
• Analyst sentiment remains strongly positive: TSMC has an average rating of “Buy”, with a consensus price target of $496.25; several firms recently raised their targets, including Barclays to $650.
• TSMC reported $39.89 billion in quarterly revenue and $4.28 in EPS, while strong AI-chip demand supports its growth outlook. The company also increased its quarterly dividend to $1.1136 per share, implying a 1.1% yield.

NewEdge Advisors LLC decreased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 3.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 242,190 shares of the semiconductor company's stock after selling 9,803 shares during the period. NewEdge Advisors LLC's holdings in Taiwan Semiconductor Manufacturing were worth $81,849,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. First Nebraska Trust Co bought a new position in shares of Taiwan Semiconductor Manufacturing during the first quarter worth approximately $1,211,000. Foguth Wealth Management LLC. acquired a new stake in Taiwan Semiconductor Manufacturing during the first quarter worth approximately $222,000. Asset Dedication LLC increased its stake in Taiwan Semiconductor Manufacturing by 4.7% during the 1st quarter. Asset Dedication LLC now owns 872 shares of the semiconductor company's stock worth $295,000 after acquiring an additional 39 shares during the period. Lavelle Capital LP acquired a new position in Taiwan Semiconductor Manufacturing in the 1st quarter valued at $1,366,000. Finally, Challenger Wealth Management grew its holdings in shares of Taiwan Semiconductor Manufacturing by 9.1% during the 1st quarter. Challenger Wealth Management now owns 5,107 shares of the semiconductor company's stock worth $1,726,000 after purchasing an additional 425 shares in the last quarter. Institutional investors own 16.51% of the company's stock.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on TSM shares. Susquehanna boosted their price target on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a "positive" rating in a research note on Thursday, July 16th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a "buy" rating to a "strong-buy" rating in a research report on Saturday, July 18th. Needham & Company LLC increased their price target on shares of Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the stock a "buy" rating in a research report on Monday, July 27th. Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "strong-buy" rating in a research report on Thursday, July 16th. Finally, Barclays upped their target price on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the stock an "overweight" rating in a research note on Friday, July 17th. Three investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of "Buy" and a consensus price target of $496.25.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC reportedly raised its 2026 outlook as accelerating demand for AI chips improves expectations for revenue and earnings growth. The update reinforces the company’s position as a key supplier to major AI-chip designers. Taiwan Semiconductor Manufacturing Company Raised Its 2026 Outlook as AI Demand Accelerated
• Positive Sentiment: TSMC’s roughly $64 billion capital-spending plan signals confidence that demand for leading-edge chips will remain strong. Reports that the company still cannot produce chips quickly enough to satisfy customers suggest tight capacity and potential pricing power, although execution will be important. TSMC’s $64 Billion Investment Signals Mega-Growth
• Positive Sentiment: TSMC may accelerate 3-nanometer production to meet strong demand from AI-chip customers. Faster output at this advanced node could support market-share gains and higher-margin growth. Taiwan Semiconductor Manufacturing Eyes Faster 3 Nanometer Output
• Positive Sentiment: ARK Invest founder Cathie Wood reportedly invested $28.7 million across TSMC and SpaceX after reducing positions in several other technology companies. The purchase provides a supportive sentiment signal for TSMC’s AI exposure. Cathie Wood Invests in TSMC and SpaceX
• Positive Sentiment: A TSMC vice president disclosed another purchase of company shares, adding to a series of recent insider buys. While small relative to TSMC’s market value, repeated buying can be interpreted as management confidence. TSMC Vice President Buys Stock
• Neutral Sentiment: Sony’s planned sensor venture involving TSMC could improve manufacturing scale and technology, but setup costs, earthquake exposure and weak smartphone demand may limit the near-term benefit. Sony’s TSMC Sensor Venture Could Reshape Its Imaging Growth Story
• Negative Sentiment: First Eagle Investment Management trimmed its TSMC position, creating a modest counter-signal to the insider buying and broader AI optimism. First Eagle Trims Its TSMC Stake
• Negative Sentiment: TSMC and other semiconductor stocks have remained volatile, with investors questioning whether elevated valuations can be justified. A mixed trading environment and profit-taking could restrain further gains even as long-term AI demand remains strong. What Is Going on With Taiwan Semiconductor Stock?

Taiwan Semiconductor Manufacturing Price Performance

Taiwan Semiconductor Manufacturing stock opened at $418.05 on Friday. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.13. The company has a market capitalization of $2.17 trillion, a PE ratio of 30.16, a P/E/G ratio of 0.95 and a beta of 1.38. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $223.70 and a 12 month high of $479.00. The stock has a 50-day moving average price of $426.99 and a two-hundred day moving average price of $386.86.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.37% and a net margin of 50.31%.The company had revenue of $39.89 billion for the quarter. Analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced 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 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Wednesday, September 16th. This is a positive change from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing's payout ratio is presently 21.43%.

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Shyue-Shyh Lin purchased 1,000 shares of the business's stock in a transaction dated Tuesday, July 21st. The shares were bought 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 in the company, valued at approximately $2,243,840.97. This trade represents a 3.42% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Bor-Zen Tien acquired 1,000 shares of the firm's stock in a transaction that occurred on Monday, August 3rd. The stock was bought at an average price of $73.06 per share, with a total value of $73,060.00. Following the completion of the acquisition, the vice president directly owned 14,051 shares of the company's stock, valued at $1,026,566.06. This trade represents a 7.66% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have acquired 16,697 shares of company stock valued at $1,228,663 in the last ninety days. 1.11% of the stock is currently owned by insiders.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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