Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by D.A. Davidson & CO.

Posted by Joseph Casey on Jul 16th, 2026

D.A. Davidson & CO. boosted its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 2.3% during the first quarter, HoldingsChannel.com reports. The firm owned 74,006 shares of the semiconductor company’s stock after purchasing an additional 1,657 shares during the period. D.A. Davidson & CO.’s holdings in Taiwan Semiconductor Manufacturing were worth $25,010,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 20.9% during the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after buying an additional 1,892 shares during the period. Gamco Investors INC. ET AL purchased a new position in Taiwan Semiconductor Manufacturing during the second quarter valued at $701,000. Bank of Nova Scotia increased its stake in shares of Taiwan Semiconductor Manufacturing by 12.8% during the second quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock worth $3,556,000 after purchasing an additional 1,784 shares in the last quarter. FWL Investment Management LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 26.5% during the second quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock worth $57,000 after purchasing an additional 53 shares in the last quarter. Finally, Main Street Financial Solutions LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth about $270,000. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE:TSM opened at $419.43 on Thursday. The company’s 50-day moving average is $427.18 and its two-hundred day moving average is $377.06. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $223.70 and a 1-year high of $479.00. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31. The firm has a market capitalization of $2.18 trillion, a price-to-earnings ratio of 34.89, a PEG ratio of 1.05 and a beta of 1.36.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last announced its quarterly earnings results on Wednesday, April 15th. The semiconductor company reported $3.49 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.31 by $0.18. The business had revenue of $35.49 billion during the quarter, compared to the consensus estimate of $35.47 billion. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. The business’s revenue was up 40.6% compared to the same quarter last year. During the same quarter last year, the firm earned $2.12 EPS. Analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.44 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be paid a $1.1136 dividend. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $4.45 annualized dividend and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 24.71%.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on TSM shares. Needham & Company LLC raised their price target on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. DA Davidson reiterated a “buy” rating and set a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Bank of America increased their price objective on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Susquehanna raised their price objective on Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the company a “positive” rating in a report on Monday, June 22nd. Finally, Barclays lifted their target price on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. Two investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $449.38.

Check Out Our Latest Report on Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing News Roundup

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

Positive Sentiment: Reuters said TSMC is expected to post a fifth straight quarter of record earnings, with second-quarter net profit likely up 59% year over year thanks to booming AI infrastructure spending. TSMC’s second-quarter profit seen hitting record on AI boom
Positive Sentiment: Wedbush reiterated an Outperform rating, saying TSMC’s monthly revenue trends suggest it likely beat its prior second-quarter revenue estimate by about 1%, which would reinforce the company’s AI growth story. Taiwan Semiconductor Manufacturing Company heads into earnings with Wedbush expecting continued AI-driven growth
Positive Sentiment: Several reports highlighted TSMC’s June sales surge and strong AI-driven demand, which investors view as evidence that the company remains the key manufacturing bottleneck for advanced chips used by Nvidia, Meta and other large customers. TSMC's 68% Sales Surge Just Validated This Billionaire's $9.5 Billion Bet
Neutral Sentiment: Investors are also watching TSMC’s earnings as a broader test of whether Big Tech will keep spending aggressively on AI chips, making the report a major catalyst but not necessarily a one-way outcome. TSMC Earnings Will Be a Crucial Test for AI Thursday
Negative Sentiment: One possible headwind is pricing pressure from ASML, after reports that TSMC is pushing back against proposed price increases on chipmaking tools, which could modestly squeeze margins if equipment costs rise. ASML has room to raise prices, CFO says

Insider Transactions at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien acquired 2,000 shares of the business’s stock in a transaction that occurred on Tuesday, May 19th. The stock was purchased at an average cost of $69.91 per share, with a total value of $139,820.00. Following the transaction, the vice president owned 11,051 shares of the company’s stock, valued at $772,575.41. This trade represents a 22.10% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, VP Tzu-Sou Chuang sold 200,000 shares of the business’s stock in a transaction dated 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. This trade represents a 7.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders acquired 6,857 shares of company stock worth $512,334. 1.11% of the stock is currently owned by company insiders.

About Taiwan Semiconductor Manufacturing

(Free Report)

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.