Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Purchased by Diversified Trust Co

Diversified Trust Co raised its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 19.9% during the third quarter, HoldingsChannel.com reports. The firm owned 75,214 shares of the semiconductor company’s stock after buying an additional 12,507 shares during the quarter. Taiwan Semiconductor Manufacturing makes up approximately 0.7% of Diversified Trust Co’s holdings, making the stock its 19th largest holding. Diversified Trust Co’s holdings in Taiwan Semiconductor Manufacturing were worth $34,312,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of the company. Fiduciary Advisors Inc. raised its stake in shares of Taiwan Semiconductor Manufacturing by 200.0% during the 3rd quarter. Fiduciary Advisors Inc. now owns 60 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 40 shares in the last quarter. Cedar Mountain Advisors LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 88.2% in the 2nd quarter. Cedar Mountain Advisors LLC now owns 64 shares of the semiconductor company’s stock valued at $31,000 after buying an additional 30 shares in the last quarter. Markowski Investments bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter valued at approximately $33,000. Heritage Family Offices LLP bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter valued at approximately $37,000. Finally, Curry Webb Wealth Management LLC acquired a new position in Taiwan Semiconductor Manufacturing in the third quarter worth approximately $39,000. 16.51% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, Director Michael R. Splinter bought 840 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Thursday, November 5th. The stock was purchased at an average cost of $357.00 per share, for a total transaction of $299,880.00. Following the acquisition, the director owned 8,405 shares in the company, valued at $3,000,585. This trade represents a 11.10% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, VP Lipen Yuan bought 1,000 shares of the firm’s stock in a transaction on Sunday, November 1st. The shares were bought at an average cost of $71.49 per share, with a total value of $71,490.00. Following the transaction, the vice president directly owned 8,000 shares of the company’s stock, valued at approximately $571,920. This trade represents a 14.29% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders purchased a total of 7,869 shares of company stock worth $823,771 over the last three months. 1.11% of the stock is owned by company insiders.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

Investors following TSM have been watching these headlines:

• Positive Sentiment: TSMC reported record October revenue of NT$586.89 billion, up 59.7% year over year. The strong growth points to continued demand for AI chips and supports expectations that the company’s capacity investments can sustain expansion. Article: TSMC Just Booked a Record NT$587 Billion Month
• Neutral Sentiment: NVIDIA’s leadership shake-up is adding uncertainty across chip stocks. TSMC may benefit from serving multiple chip designers, but tighter export controls could create broader industry headwinds. NVIDIA’s November 17 earnings report is a near-term test of AI-chip demand. Article: Checkmate for AI Chips? NVIDIA’s Crisis Opens the Board
• Negative Sentiment: TSMC confirmed that current and former employees’ personal data was exposed through a cloud provider. Reports say hackers are demanding 3 bitcoin over about 46,000 records, raising cybersecurity and reputational concerns. Article: TSMC Confirms Employee Data Leak Through Cloud Provider

Taiwan Semiconductor Manufacturing Price Performance

NYSE TSM opened at $399.50 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $266.82 and a fifty-two week high of $487.47. The stock’s 50-day moving average is $430.12 and its two-hundred day moving average is $402.49. The company has a debt-to-equity ratio of 0.14, a current ratio of 2.46 and a quick ratio of 2.25. The firm has a market cap of $2.07 trillion, a P/E ratio of 25.71, a price-to-earnings-growth ratio of 0.81 and a beta of 1.44.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Thursday, October 15th. The semiconductor company reported $4.60 earnings per share for the quarter, topping 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 business’s quarterly revenue was up 41.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.92 earnings per share. On average, analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.36 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 8th. Investors of record on Thursday, March 11th will be paid a $1.3663 dividend. This represents a $5.47 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Thursday, March 11th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.0854. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 22.27%.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on TSM shares. Sanford C. Bernstein raised their price objective on shares of Taiwan Semiconductor Manufacturing from $554.00 to $600.00 and gave the company an “outperform” rating in a research report on Wednesday, November 4th. Stifel Nicolaus assumed coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, September 1st. They issued a “buy” rating and a $515.00 target price for the company. Wall Street Zen downgraded shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, August 8th. Weiss Ratings downgraded shares of Taiwan Semiconductor Manufacturing from a “buy (b)” rating to a “hold (c+)” rating in a research report on Wednesday, November 4th. Finally, Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, October 7th. Three investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus price target of $533.89.

Taiwan Semiconductor Manufacturing Company Profile

Taiwan Semiconductor Manufacturing Company (TSMC) is a semiconductor foundry that manufactures chips designed by other companies. It provides wafer fabrication and related services, including advanced packaging, serving customers across industries such as computing, communications, automotive and consumer electronics. Founded in 1987 and headquartered in Hsinchu, Taiwan, TSMC helped establish the dedicated foundry model, in which a manufacturer focuses on producing semiconductors for customers rather than selling its own chip designs.