Jacobson & Schmitt Advisors LLC Makes New Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Jacobson & Schmitt Advisors LLC purchased a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the 2nd quarter, HoldingsChannel reports. The fund purchased 31,152 shares of the semiconductor company’s stock, valued at approximately $14,877,000. Taiwan Semiconductor Manufacturing comprises approximately 2.4% of Jacobson & Schmitt Advisors LLC’s portfolio, making the stock its 12th biggest holding.

Other large investors have also recently modified their holdings of the company. Quattro Advisors LLC bought a new position in shares of Taiwan Semiconductor Manufacturing in the fourth quarter worth approximately $25,000. Hilton Head Capital Partners LLC purchased a new position in Taiwan Semiconductor Manufacturing in the 4th quarter worth approximately $27,000. Strategic Advocates LLC grew its stake in 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 buying an additional 36 shares in the last quarter. Ares Financial Consulting LLC bought a new position in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth $29,000. Finally, Basepoint Wealth LLC bought a new position in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth $31,000. Institutional investors own 16.51% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on TSM shares. TD Cowen lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a report on Friday, July 17th. Wall Street Zen cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 8th. Bank of America raised their price target on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research report on Wednesday, June 24th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, July 6th. Finally, Weiss Ratings lowered Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday. Three investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and an average price target of $524.25.

Insider Activity

In other news, VP Bor-Zen Tien bought 1,000 shares of the business’s stock in a transaction dated Monday, August 3rd. The shares were purchased at an average price of $73.06 per share, for a total transaction of $73,060.00. Following the completion of the acquisition, the vice president owned 14,051 shares of the company’s stock, valued at approximately $1,026,566.06. This trade represents a 7.66% 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 Shyue-Shyh Lin purchased 1,000 shares of the business’s stock in a transaction on Tuesday, July 21st. The stock was purchased at an average cost of $74.13 per share, for a total transaction of $74,130.00. Following the acquisition, the vice president owned 30,269 shares in the company, valued at approximately $2,243,840.97. The trade was a 3.42% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last 90 days, insiders purchased 18,312 shares of company stock valued at $1,347,058. 1.11% of the stock is currently owned by company insiders.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Record revenue reinforces the AI growth story. TSMC’s July revenue reached NT$467.58 billion, an increase of 44.7% year over year. Management expects 2026 revenue growth of slightly more than 40% in U.S. dollar terms, suggesting demand for advanced chips remains robust. Taiwan Semiconductor’s July Revenue Rose 45% and the Stock Sits 13% Below Its High
• Positive Sentiment: TSMC and Sony are forming a major Japan-based image-sensor venture. The companies plan to invest nearly $4.7 billion and combine Sony’s sensor expertise with TSMC manufacturing, with volume production targeted for 2029. The partnership broadens TSMC’s customer and geographic base while supporting next-generation smartphone components. TSMC Stock Rises 2.2% as $4.69 Billion Sony Venture Launches
• Positive Sentiment: Analysts and institutional investors remain constructive. Sanford C. Bernstein forecast strong price appreciation, Erste Group issued a fiscal 2027 earnings forecast, and Perseverance Asset Management International increased its TSMC stake. Another analysis rated TSMC a buy among major AI infrastructure companies. Sanford C. Bernstein Forecasts Strong Price Appreciation for Taiwan Semiconductor Manufacturing
• Neutral Sentiment: TSMC’s competitive moat remains a central investor focus. A comparison with ASML highlights TSMC’s importance in manufacturing the world’s most advanced chips, although investors are weighing whether its advantage is as durable as ASML’s equipment monopoly amid rising AI demand and geopolitical pressure. ASML vs. TSMC: Which Semiconductor Giant Has the Deeper Moat?
• Negative Sentiment: Cycle and valuation risks are becoming more prominent. Despite continued inflows into semiconductor and leveraged chip ETFs, Fidelity’s Jurrien Timmer warned that the semiconductor cycle could be approaching a peak. Analysts also caution that strong earnings may no longer be sufficient to drive hot chip stocks higher, particularly after TSMC’s substantial rally and elevated valuation. Semiconductor Flows Stay Sticky in Leveraged Chip ETFs

Taiwan Semiconductor Manufacturing Stock Up 0.4%

Shares of NYSE:TSM opened at $430.66 on Friday. The stock has a market capitalization of $2.23 trillion, a P/E ratio of 31.07, a price-to-earnings-growth ratio of 0.98 and a beta of 1.38. The stock’s 50-day moving average price is $425.75 and its 200-day moving average price is $390.12. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.13. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $223.70 and a 12-month high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released 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 during the quarter. On average, equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

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

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.