Jackson Wealth Management LLC Cuts Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Jackson Wealth Management LLC decreased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 90.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,006 shares of the semiconductor company’s stock after selling 45,819 shares during the period. Taiwan Semiconductor Manufacturing makes up 1.4% of Jackson Wealth Management LLC’s portfolio, making the stock its 13th biggest position. Jackson Wealth Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $2,391,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also modified their holdings of TSM. Tiger Global Management LLC increased its stake in Taiwan Semiconductor Manufacturing by 49.4% during the 1st quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company’s stock worth $1,880,717,000 after buying an additional 1,839,600 shares during the period. Van ECK Associates Corp boosted its position in Taiwan Semiconductor Manufacturing by 11.1% in the 4th quarter. Van ECK Associates Corp now owns 17,464,962 shares of the semiconductor company’s stock valued at $5,307,428,000 after buying an additional 1,750,824 shares during the last quarter. Life Cycle Investment Partners Ltd acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at about $495,163,000. T. Rowe Price Investment Management Inc. increased its position in shares of Taiwan Semiconductor Manufacturing by 168.6% during the fourth quarter. T. Rowe Price Investment Management Inc. now owns 2,093,115 shares of the semiconductor company’s stock worth $636,077,000 after acquiring an additional 1,313,917 shares during the last quarter. Finally, SurgoCap Partners LP purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the third quarter worth about $360,443,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Wall Street Analysts Forecast Growth

TSM has been the subject of a number of analyst reports. Barclays increased their price target on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the company an “overweight” rating in a report on Friday, July 17th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, July 6th. DA Davidson increased their target price on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a research note on Friday, July 17th. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, August 26th. Finally, Susquehanna lifted their price target on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a research note on Thursday, July 16th. Three equities research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus price target of $524.25.

Insider Activity at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan bought 1,000 shares of the company’s stock in a transaction on Tuesday, August 18th. The shares were bought at an average cost of $74.50 per share, with a total value of $74,500.00. Following the completion of the acquisition, the vice president owned 6,000 shares of the company’s stock, valued at approximately $447,000. This trade represents a 20.00% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Bor-Zen Tien purchased 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Monday, August 3rd. The stock was acquired at an average price of $73.06 per share, for a total transaction of $73,060.00. Following the completion of the transaction, the vice president owned 14,051 shares in the company, valued at approximately $1,026,566.06. The trade was a 7.66% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders have bought 17,662 shares of company stock valued at $1,307,491. Corporate insiders own 1.11% of the company’s stock.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Bank of America maintained a Buy rating and set a $590 price target, citing TSMC’s leadership in advanced manufacturing nodes and silicon photonics, continued AI demand and an attractive valuation. TSMC Earns Buy Rating as Analyst Sees AI-Driven Upside
• Positive Sentiment: Billionaire investor Daniel Loeb increased his TSMC position from 275,000 to 460,000 shares, a roughly 67% increase. The purchase signals institutional confidence in the company’s AI exposure, strong earnings growth and substantial capital investment. Billionaire Investor Raises TSMC Stake 67%
• Positive Sentiment: A report on Elon Musk’s planned $119 billion chip-focused facility near Houston underscores the scale of expected semiconductor and AI infrastructure spending. TSMC could benefit indirectly if the expansion increases demand for leading-edge chips, although the article does not identify a direct TSMC contract. Elon Musk Is Spending $119 Billion on a Single Building Outside Houston
• Positive Sentiment: Additional commentary describes TSMC as a leading potential long-term winner in the AI hardware race, reinforcing the view that its manufacturing scale and technology position could support sustained demand. This Semiconductor Giant Will Be the Ultimate Winner of the AI Hardware Race
• Neutral Sentiment: Coverage comparing TSMC with ASML frames both as important semiconductor beneficiaries but does not provide a new company-specific catalyst. TSMC vs. ASML
• Neutral Sentiment: Taiwan’s stock exchange chief urged investors to look beyond TSMC, noting that the company represents about two-fifths of Taiwan’s market value. The comments highlight TSMC’s importance but also the concentration of Taiwan’s market around one company. Why the Head of Taiwan’s Stock Exchange Wants You to Look Past TSMC

Taiwan Semiconductor Manufacturing Stock Down 0.4%

NYSE:TSM opened at $415.68 on Tuesday. The company has a market capitalization of $2.16 trillion, a price-to-earnings ratio of 29.99, a price-to-earnings-growth ratio of 0.96 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $225.63 and a one year high of $479.00. The stock has a 50-day simple moving average of $421.95 and a 200 day simple moving average of $396.76. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data 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 39.25% and a net margin of 50.31%.The firm had revenue of $39.89 billion during the quarter. Sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.45 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

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

Taiwan Semiconductor Manufacturing 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.