Tactive Advisors LLC Buys 1,525 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Tactive Advisors increased its TSMC stake by 69.9% in the second quarter, buying 1,525 additional shares for a total holding of 3,706 shares valued at approximately $1.77 million.
• TSMC insiders purchased 16,697 shares worth $1.23 million over the past 90 days, while institutional investors own 16.51% of the company.
• TSMC reported quarterly earnings of $4.28 per share on $39.89 billion in revenue and raised its quarterly dividend to $1.1136; analysts maintain a consensus “Buy” rating with a $496.25 price target.

Tactive Advisors LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 69.9% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,706 shares of the semiconductor company's stock after buying an additional 1,525 shares during the quarter. Tactive Advisors LLC's holdings in Taiwan Semiconductor Manufacturing were worth $1,770,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the stock. Quattro Advisors LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the fourth quarter worth approximately $25,000. Hilton Head Capital Partners LLC bought a new position in Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $27,000. Strategic Advocates LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 62.1% in the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company's stock worth $28,000 after purchasing an additional 36 shares during the period. Ares Financial Consulting LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 4th quarter valued at $29,000. Finally, Basepoint Wealth LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 4th quarter valued at $31,000. Institutional investors own 16.51% of the company's stock.

Insider Buying and Selling

In related news, VP Lipen Yuan purchased 1,000 shares of the business's stock in a transaction on Monday, June 22nd. The stock was acquired at an average price of $79.19 per share, for a total transaction of $79,190.00. Following the purchase, the vice president owned 5,000 shares of the company's stock, valued at approximately $395,950. This trade represents a 25.00% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, VP Bor-Zen Tien acquired 3,000 shares of the firm's stock in a transaction on Tuesday, July 21st. The shares were bought at an average cost of $74.39 per share, with a total value of $223,170.00. Following the completion of the acquisition, the vice president directly owned 4,000 shares in the company, valued at approximately $297,560. This represents a 300.00% increase in their position. The SEC filing for this purchase provides additional information. Insiders have acquired a total of 16,697 shares of company stock worth $1,228,663 over the last 90 days. Company insiders own 1.11% of the company's stock.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $419.94 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 firm has a fifty day simple moving average of $427.01 and a two-hundred day simple moving average of $387.09. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $223.70 and a 12 month high of $479.00. The firm has a market capitalization of $2.18 trillion, a PE ratio of 30.30, a price-to-earnings-growth ratio of 0.96 and a beta of 1.38.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be given a $1.1136 dividend. This represents a $4.45 annualized dividend 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 21.43%.

Analyst Ratings Changes

TSM has been the topic of several recent analyst reports. TD Cowen boosted their target price on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a "hold" rating in a report on Friday, July 17th. Bank of America increased their price target on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a "buy" rating in a report on Wednesday, June 24th. Wall Street Zen lowered Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "buy" rating in a research report on Saturday. Barclays upped 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. Finally, Zacks Research raised Taiwan Semiconductor Manufacturing from a "hold" rating to a "strong-buy" rating in a research note on Thursday, July 16th. Three equities research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has an average rating of "Buy" and a consensus price target of $496.25.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC raised its 2026 outlook as AI-related demand accelerated, reinforcing expectations for stronger revenue and earnings growth. Taiwan Semiconductor Manufacturing Company Raised Its 2026 Outlook as AI Demand Accelerated
• Positive Sentiment: A roughly $64 billion capital-spending plan signals that TSMC expects sustained demand for leading-edge chips; reports that capacity remains insufficient could support pricing power and long-term growth. TSMC’s $64 Billion Investment Signals Mega-Growth
• Positive Sentiment: Investment commentary describes TSMC as a critical bottleneck in the AI-chip supply chain, highlighting its strategic importance to chip designers and cloud companies. Could Taiwan Semiconductor Manufacturing Be the Most Critical Bottleneck in the AI Chip Boom?
• Positive Sentiment: Industry reports continue to point to semiconductor-sales growth driven by AI optimism, placing TSM among the companies positioned to benefit from the trend. Semiconductor Sales Continue to Grow on AI Optimism
• Positive Sentiment: ARK Invest founder Cathie Wood reportedly invested $28.7 million in TSMC, providing a notable vote of confidence from a high-profile technology investor. Cathie Wood Invests in TSMC
• Positive Sentiment: Recent analysis argues that TSMC’s latest results and scale leave Intel facing a widening competitive gap, easing concerns about near-term foundry competition. How Will Intel Really Be Able to Beat TSMC in the Next Year?
• Neutral Sentiment: First Eagle Investment Management trimmed 156,540 TSMC shares, indicating that at least one institutional investor is taking profits or rebalancing, though the transaction does not establish a broader selling trend. First Eagle Trims Shares of TSMC
• Neutral Sentiment: Broader market enthusiasm and heavy ETF inflows are supporting semiconductor valuations, but the same flows could increase volatility if investor sentiment reverses. ETF Inflows and Market Risk

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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