Red Door Wealth Management LLC Buys 12,486 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Red Door Wealth Management LLC lifted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 92.7% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 25,956 shares of the semiconductor company’s stock after purchasing an additional 12,486 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for approximately 1.1% of Red Door Wealth Management LLC’s holdings, making the stock its 24th biggest position. Red Door Wealth Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $12,396,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Southland Equity Partners LLC grew its position in Taiwan Semiconductor Manufacturing by 9.6% during the 2nd quarter. Southland Equity Partners LLC now owns 1,059 shares of the semiconductor company’s stock valued at $506,000 after purchasing an additional 93 shares during the last quarter. McAlister Sweet & Associates Inc. purchased a new position in Taiwan Semiconductor Manufacturing in the second quarter worth about $235,000. Purus Wealth Management LLC raised its holdings in Taiwan Semiconductor Manufacturing by 58.9% in the second quarter. Purus Wealth Management LLC now owns 1,187 shares of the semiconductor company’s stock worth $567,000 after buying an additional 440 shares during the last quarter. SteelPeak Wealth LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 14.7% in the second quarter. SteelPeak Wealth LLC now owns 11,131 shares of the semiconductor company’s stock worth $5,326,000 after buying an additional 1,430 shares in the last quarter. Finally, First Community Trust NA lifted its stake in shares of Taiwan Semiconductor Manufacturing by 188.8% in the second quarter. First Community Trust NA now owns 540 shares of the semiconductor company’s stock worth $258,000 after buying an additional 353 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Record July revenue reinforced the AI growth story. TSMC reported July sales of approximately NT$467.58 billion, up 44.7% year over year and 5.6% from June. Management expects 2026 revenue growth slightly above 40% in U.S. dollar terms, indicating continued strength in AI accelerators, high-performance computing and advanced-node production. Taiwan Semiconductor’s July Revenue Rose 45%
• Positive Sentiment: TSMC and Sony launched a $4.69 billion Japanese joint venture. Sony will control Advanced Vision Semiconductor Manufacturing, while TSMC will invest approximately $1.8 billion. The venture will develop and manufacture next-generation smartphone image sensors, with volume production targeted for 2029. The project expands TSMC’s geographic footprint and diversifies its exposure beyond AI and computing. TSMC Stock Rises as Sony Venture Launches
• Positive Sentiment: Analysts remain constructive. Bernstein raised its TSMC price target to $554 from $430 and maintained an “outperform” rating, citing a potentially significant CPU opportunity as agentic AI expands. Other analysts have also raised targets, contributing to a broadly positive consensus view. Central Processing Units Could Be New Growth Driver for TSMC
• Neutral Sentiment: Capital spending is rising alongside demand. TSMC increased its 2026 capital-spending guidance to $60 billion-$64 billion to expand advanced capacity. The investment supports long-term growth but could pressure near-term free cash flow if AI demand or customer returns weaken.
• Neutral Sentiment: TSMC declared a quarterly dividend of $1.0854 per share, payable January 7, 2027, representing an annualized yield of approximately 1%. CEO Che-Chia Wei also made a modest open-market purchase, a potentially positive confidence signal but not a major financial catalyst.
• Negative Sentiment: Execution and geopolitical risks temper the outlook. Analysts have warned of uncertainty around whether heavy AI investments will generate sufficient returns in 2028-2029. Potential U.S. restrictions on advanced-chip shipments to China could further limit sales opportunities, while TSMC’s valuation leaves the stock vulnerable to any slowdown in AI spending.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Shyue-Shyh Lin acquired 1,000 shares of the business’s stock in a transaction dated Tuesday, July 21st. The stock was purchased at an average price of $74.13 per share, with a total value of $74,130.00. Following the transaction, the vice president directly owned 30,269 shares in the company, valued at approximately $2,243,840.97. The trade was a 3.42% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, VP Bor-Zen Tien acquired 1,000 shares of the business’s stock in a transaction dated Monday, August 3rd. The shares were acquired at an average cost of $73.06 per share, with a total value of $73,060.00. Following the transaction, the vice president owned 14,051 shares in the company, valued at approximately $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. Over the last ninety days, insiders acquired 18,312 shares of company stock valued at $1,347,058. Insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM opened at $429.03 on Thursday. The firm has a market capitalization of $2.23 trillion, a P/E ratio of 30.95, a PEG ratio of 0.97 and a beta of 1.38. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.46 and a quick ratio of 2.25. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $223.70 and a one year high of $479.00. The business has a fifty day moving average of $426.03 and a 200 day moving average of $389.45.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its 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. As a group, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be issued a dividend of $1.0854 per share. This represents a $4.34 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 21.43%.

Analyst Ratings Changes

Several equities research analysts recently weighed in on TSM shares. Susquehanna raised their price target on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research report on Thursday, July 16th. Needham & Company LLC lifted their price objective on Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the stock a “buy” rating in a report on Monday, July 27th. Barclays boosted their target price on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the stock an “overweight” rating in a research report on Friday, July 17th. DA Davidson raised their price target 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. Finally, Sanford C. Bernstein lifted their price target on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an “outperform” rating in a research note on Tuesday. Three investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and a consensus price target of $524.25.

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.