Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Sax Wealth Advisors LLC

Sax Wealth Advisors LLC increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 464.3% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 16,849 shares of the semiconductor company’s stock after acquiring an additional 13,863 shares during the quarter. Sax Wealth Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $7,686,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of TSM. Janus Henderson Group PLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 7.7% in the 4th quarter. Janus Henderson Group PLC now owns 8,291,884 shares of the semiconductor company’s stock valued at $2,497,638,000 after purchasing an additional 594,780 shares during the period. Tiger Global Management LLC lifted its stake in Taiwan Semiconductor Manufacturing by 49.4% during the first quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company’s stock valued at $1,880,717,000 after buying an additional 1,839,600 shares in the last quarter. Invesco Ltd. lifted its stake in Taiwan Semiconductor Manufacturing by 1.1% during the fourth quarter. Invesco Ltd. now owns 3,721,823 shares of the semiconductor company’s stock valued at $1,131,025,000 after buying an additional 40,842 shares in the last quarter. Sei Investments Co. boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 11.8% in the first quarter. Sei Investments Co. now owns 2,591,510 shares of the semiconductor company’s stock worth $875,802,000 after buying an additional 274,389 shares during the period. Finally, T. Rowe Price Investment Management Inc. increased its position in shares of Taiwan Semiconductor Manufacturing by 168.6% in 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 in the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on TSM shares. Barclays boosted their price target on shares of Taiwan Semiconductor Manufacturing from $650.00 to $665.00 and gave the company an “overweight” rating in a report on Tuesday, October 6th. Weiss Ratings downgraded Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, October 6th. DA Davidson upped their price target on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Susquehanna increased their price objective on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a research note on Thursday, July 16th. Finally, Bank of America raised their price objective on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. 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.com, the stock currently has an average rating of “Buy” and a consensus target price of $524.89.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC’s latest revenue trends reportedly accelerated faster than expected, supporting expectations for strong third-quarter growth. Analysts are looking for approximately $46.7 billion in revenue and $23.4 billion in profit, which would reflect substantial year-over-year gains. TSMC Eyes $23.4 Billion Q3 Profit on $46.7 Billion Revenue
• Positive Sentiment: Strong demand for AI chips, pricing increases and expanding production capacity could support better-than-expected 2027 growth and guidance. TSMC’s dominant position—about 73% of the foundry market and roughly 90% of advanced-chip production—remains a major competitive advantage. TSMC Earnings Preview: High Growth Likely, But Mind the CapEx
• Positive Sentiment: Erste Group Bank raised its EPS forecasts to $16.92 for fiscal 2026 and $22.26 for fiscal 2027, above the current-year consensus estimate of $16.56. The revisions reinforce the view that AI infrastructure spending is translating into earnings growth.
• Positive Sentiment: Reports also suggest TSMC could benefit from higher memory prices, which may push smartphone buyers toward more expensive devices and improve the mix of chips used in smartphones. The Death of Cheap Smartphones?

Insider Activity at Taiwan Semiconductor Manufacturing

In other news, VP Shyue-Shyh Lin purchased 1,000 shares of the stock in a transaction that occurred on Tuesday, July 21st. The stock was acquired at an average price of $74.13 per share, with a total value of $74,130.00. Following the purchase, the vice president owned 30,269 shares in the company, valued at $2,243,840.97. This represents a 3.42% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Lipen Yuan acquired 350 shares of the business’s stock in a transaction that occurred on Tuesday, August 18th. The shares were acquired at an average cost of $73.58 per share, for a total transaction of $25,753.00. Following the transaction, the vice president owned 2,000 shares of the company’s stock, valued at approximately $147,160. This represents a 21.21% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last quarter, insiders bought 16,043 shares of company stock valued at $1,185,746. 1.11% of the stock is owned by corporate insiders.

Taiwan Semiconductor Manufacturing Stock Down 0.3%

Shares of Taiwan Semiconductor Manufacturing stock traded down $1.18 on Tuesday, hitting $443.17. 4,692,433 shares of the company traded hands, compared to its average volume of 13,002,206. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $266.82 and a 12-month high of $487.47. The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.14. The company has a market cap of $2.30 trillion, a PE ratio of 31.98, a PEG ratio of 1.00 and a beta of 1.37. The company has a 50-day moving average price of $433.89 and a 200 day moving average price of $415.05.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) 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 16.56 earnings per share for the current 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 dividend of $1.0854 per share. The ex-dividend date is Thursday, December 10th. This represents a $4.34 annualized dividend and a dividend yield of 1.0%. This is a negative change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 24.96%.

About Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a Taiwan-based semiconductor manufacturer and the world’s largest dedicated semiconductor foundry. Founded in 1987 by Morris Chang, the company pioneered the pure-play foundry model, producing chips designed by other companies rather than selling products under its own semiconductor brand.

TSMC manufactures a broad range of integrated circuits, including advanced logic chips used in high-performance computing, smartphones, automotive systems, communications equipment, and consumer electronics.