Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock: Soltis Investment Advisors LLC Raises Position

Soltis Investment Advisors LLC raised its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 13.5% during the third quarter, Holdings Channel.com reports. The firm owned 26,239 shares of the semiconductor company’s stock after purchasing an additional 3,112 shares during the quarter. Soltis Investment Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $11,970,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Brookstone Capital Management lifted its stake in Taiwan Semiconductor Manufacturing by 87.3% during the second quarter. Brookstone Capital Management now owns 25,143 shares of the semiconductor company’s stock worth $12,008,000 after purchasing an additional 11,719 shares during the last quarter. Y Intercept Hong Kong Ltd boosted its holdings in Taiwan Semiconductor Manufacturing by 273.2% in the first quarter. Y Intercept Hong Kong Ltd now owns 81,189 shares of the semiconductor company’s stock valued at $27,438,000 after purchasing an additional 59,435 shares in the last quarter. Opal Capital LLC increased its stake in Taiwan Semiconductor Manufacturing by 72.5% in the first quarter. Opal Capital LLC now owns 27,767 shares of the semiconductor company’s stock valued at $9,384,000 after purchasing an additional 11,666 shares during the last quarter. Western Wealth Management LLC increased its stake in Taiwan Semiconductor Manufacturing by 27.4% in the first quarter. Western Wealth Management LLC now owns 27,954 shares of the semiconductor company’s stock valued at $9,447,000 after purchasing an additional 6,013 shares during the last quarter. Finally, Elevation Point Wealth Partners LLC raised its holdings in Taiwan Semiconductor Manufacturing by 306.7% during the first quarter. Elevation Point Wealth Partners LLC now owns 52,397 shares of the semiconductor company’s stock worth $17,728,000 after purchasing an additional 39,514 shares in the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on TSM shares. Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, October 7th. DA Davidson reiterated a “buy” rating and set a $500.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 16th. Stifel Nicolaus started coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, September 1st. They issued a “buy” rating and a $515.00 price target for the company. Finally, Sanford C. Bernstein boosted their price target on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an “outperform” rating in a research report on Tuesday, August 11th. Three research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average price target of $528.78.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien acquired 1,000 shares of the company’s stock in a transaction on Monday, August 3rd. The shares were bought at an average cost of $73.06 per share, for a total transaction of $73,060.00. Following the completion of the purchase, the vice president owned 14,051 shares in the company, valued at $1,026,566.06. This trade represents a 7.66% increase in their position. The purchase was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, VP Lipen Yuan acquired 350 shares of the company’s stock in a transaction on Tuesday, August 18th. The stock was acquired at an average price of $73.58 per share, for a total transaction of $25,753.00. Following the completion of the purchase, the vice president owned 2,000 shares of the company’s stock, valued at $147,160. This trade represents a 21.21% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last quarter, insiders purchased 7,043 shares of company stock valued at $530,986. 1.11% of the stock is owned by insiders.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Strong quarterly results reinforce the AI-growth thesis. TSMC reported quarterly revenue of $46.72 billion, up 41.2% year over year, and earnings of $4.60 per share, exceeding analyst expectations. Demand for AI chips and the ramp of 2-nanometer production are cited as key drivers of the 2026 outlook. Beyond NVIDIA: Why TSMC Stock Looks Attractive After Q3 Earnings
• Positive Sentiment: Advanced-packaging pricing could improve margins. Reports say TSMC may raise CoWoS AI-chip packaging prices by as much as 20%, with broader advanced-packaging increases of 10% to 20% and wafer pricing increases of 3% to 6%. The moves indicate demand exceeds available capacity and give TSMC an opportunity to offset rising capital expenditures. Taiwan Semiconductor Flexes Pricing Power on AI’s Frontline
• Positive Sentiment: Institutional investors continue to favor TSM. Bell Global Equities Fund highlighted Taiwan Semiconductor in its third-quarter investor letter after delivering strong relative performance, supporting the view that TSMC remains a preferred way to gain exposure to the AI-infrastructure buildout. Why Bell Global Equities Fund Continues to Favor Taiwan Semiconductor Manufacturing Company
• Neutral Sentiment: Energy availability is a strategic issue. Taiwan’s semiconductor industry association backed a government review of potentially restarting nuclear plants, citing the industry’s need for reliable electricity. A restart could improve long-term energy security, but the timing and outcome remain uncertain. Taiwan semiconductor industry group backs government review of nuclear power restart
• Negative Sentiment: Investors remain concerned about spending and valuation. Commentary questioning whether “cracks” are emerging, along with the need to spend heavily to preserve TSMC’s technology lead, may be encouraging profit-taking after the stock’s substantial rally. Broader volatility in semiconductor and AI stocks is adding pressure. TSMC: The Cracks Are Showing

Taiwan Semiconductor Manufacturing Trading Down 1.9%

NYSE:TSM opened at $431.18 on Friday. The stock’s 50 day moving average price is $435.22 and its 200 day moving average price is $399.12. The company has a market capitalization of $2.24 trillion, a PE ratio of 27.75, a P/E/G ratio of 0.89 and a beta of 1.37. The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.14. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $266.82 and a 52-week high of $487.47.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Thursday, October 15th. The semiconductor company reported $4.60 earnings per share for the quarter, beating analysts’ consensus estimates of $4.45 by $0.15. The company had revenue of $46.72 billion during the quarter, compared to analysts’ expectations of $45.67 billion. Taiwan Semiconductor Manufacturing had a return on equity of 42.84% and a net margin of 51.51%. The firm’s revenue for the quarter was up 41.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.92 earnings per share. On average, research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Thursday, December 10th will be given a $1.0854 dividend. This is a negative change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. The ex-dividend date is Thursday, December 10th. This represents a $4.34 annualized dividend and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 22.07%.

Taiwan Semiconductor Manufacturing Company Profile

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a dedicated semiconductor foundry headquartered in Hsinchu, Taiwan. The company manufactures integrated circuits for customers that design their own chips, allowing semiconductor, electronics, and technology companies to outsource production rather than operate their own fabrication facilities.

TSMC provides wafer fabrication services across a broad range of process technologies, including advanced nodes used in high-performance computing, smartphones, automotive systems, and artificial intelligence applications.