Bradley Foster & Sargent Inc. CT Sells 1,838 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Bradley Foster & Sargent Inc. CT decreased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 4.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 36,297 shares of the semiconductor company’s stock after selling 1,838 shares during the period. Bradley Foster & Sargent Inc. CT’s holdings in Taiwan Semiconductor Manufacturing were worth $12,267,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of TSM. Matrix Private Capital Group LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the 1st quarter worth about $1,049,000. Waverly Advisors LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 8.6% in the first quarter. Waverly Advisors LLC now owns 180,669 shares of the semiconductor company’s stock valued at $61,057,000 after buying an additional 14,382 shares in the last quarter. London Co. of Virginia boosted its stake in shares of Taiwan Semiconductor Manufacturing by 2.6% in the first quarter. London Co. of Virginia now owns 15,637 shares of the semiconductor company’s stock valued at $5,285,000 after buying an additional 396 shares during the period. Unisphere Establishment boosted its stake in shares of Taiwan Semiconductor Manufacturing by 18.8% in the first quarter. Unisphere Establishment now owns 61,900 shares of the semiconductor company’s stock valued at $20,919,000 after buying an additional 9,800 shares during the period. Finally, Vivaldi Capital Management LP grew its position in Taiwan Semiconductor Manufacturing by 34.8% during the first quarter. Vivaldi Capital Management LP now owns 2,216 shares of the semiconductor company’s stock worth $749,000 after buying an additional 572 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien purchased 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Tuesday, May 19th. The shares were bought at an average cost of $69.91 per share, for a total transaction of $139,820.00. Following the purchase, the vice president owned 11,051 shares in the company, valued at approximately $772,575.41. This trade represents a 22.10% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Tzu-Sou Chuang sold 200,000 shares of the firm’s stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the completion of the sale, the vice president owned 2,495,165 shares in the company, valued at approximately $174,237,371.95. The trade was a 7.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have acquired a total of 6,857 shares of company stock worth $512,334 over the last 90 days. Insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Down 3.0%

Shares of TSM stock opened at $403.18 on Friday. The stock’s fifty day moving average price is $427.67 and its two-hundred day moving average price is $381.72. The company has a market cap of $2.09 trillion, a PE ratio of 29.09, a P/E/G ratio of 0.93 and a beta of 1.36. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $223.70 and a fifty-two week high of $479.00. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 40.88% and a net margin of 50.31%.The company had revenue of $39.89 billion for the quarter. Equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.34 EPS for the current fiscal 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 given a $1.1136 dividend. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 21.43%.

Analyst Upgrades and Downgrades

TSM has been the subject of a number of recent analyst reports. Susquehanna upped their target price on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research report on Thursday, July 16th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, July 6th. Weiss Ratings cut shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, July 13th. Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Finally, DA Davidson raised their target price on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a report on Friday, July 17th. Three investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and an average price target of $490.00.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC reported record AI-driven earnings, with strong margins and guidance, and raised its 2026 revenue growth outlook to above 40%, reinforcing that demand for advanced chips remains robust. Article Title
• Positive Sentiment: The company committed another $100 billion to U.S. chipmaking, signaling confidence in long-term AI chip demand and expanding its strategic footprint in America. Article Title
• Positive Sentiment: Analysts and market commentary continue to highlight TSMC as a key beneficiary of the AI infrastructure buildout, with pricing power and demand for 2-nanometer technology supporting the bullish case. Article Title
• Neutral Sentiment: TSMC’s planned price increases for 2027 suggest strong pricing power, but the move is also fueling debate about whether AI chip customers can absorb higher costs. Article Title
• Neutral Sentiment: Broader semiconductor stocks are pulling back after a strong 2026 run as investors take profits and reassess valuations following the AI-fueled rally. Article Title
• Negative Sentiment: Intel’s strong earnings were overshadowed by its higher 2026 capital spending plans, adding to concerns that the AI buildout may require heavier spending across the chip sector and pressuring sentiment on semiconductor stocks. Article Title

Taiwan Semiconductor Manufacturing 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.