2,333 Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Strategic Planning Group LLC

Strategic Planning Group LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 6.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 37,025 shares of the semiconductor company’s stock after acquiring an additional 2,333 shares during the quarter. Taiwan Semiconductor Manufacturing makes up about 1.8% of Strategic Planning Group LLC’s holdings, making the stock its 24th largest position. Strategic Planning Group LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $16,891,000 at the end of the most recent quarter.

A number of other hedge funds have also bought and sold shares of TSM. Fiduciary Advisors Inc. grew its stake in Taiwan Semiconductor Manufacturing by 200.0% in the 3rd quarter. Fiduciary Advisors Inc. now owns 60 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 40 shares during the period. Evolution Wealth Management Inc. increased its position in shares of Taiwan Semiconductor Manufacturing by 257.7% during the 1st quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company’s stock valued at $31,000 after purchasing an additional 67 shares during the last quarter. Cedar Mountain Advisors LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 88.2% during the 2nd quarter. Cedar Mountain Advisors LLC now owns 64 shares of the semiconductor company’s stock valued at $31,000 after purchasing an additional 30 shares during the last quarter. Financial Freedom LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter valued at $32,000. Finally, Markowski Investments bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth $33,000. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: AI demand remains a major growth driver. Recent third-quarter earnings commentary indicates that demand for advanced chips, high-performance computing and AI infrastructure continues to exceed available capacity. Analysts view TSMC’s manufacturing scale, leading-edge nodes and advanced packaging capabilities as key competitive advantages. ASML Vs. Taiwan Semiconductor: Who Can More Fully Satisfy AI Demand?
• Positive Sentiment: Moody’s upgraded TSMC’s issuer rating to Aa2 from Aa3 and changed its outlook to stable, citing the company’s dominant foundry position and persistent AI-related demand. The upgrade may reduce financing risk and reinforces confidence in TSMC’s balance sheet and long-term cash-generation ability. Moody’s upgrades TSMC rating to Aa2
• Positive Sentiment: TSMC is reportedly in discussions with SpaceX regarding the proposed Terafab chip plant. TSMC would participate only if it operates the facility, which could create a meaningful long-term customer and capacity opportunity, although the talks remain preliminary. Taiwan Semiconductor Wants In on SpaceX’s Terafab
• Positive Sentiment: Several investment articles argue that strong recent results, raised guidance and the AI infrastructure build-out could support substantial earnings growth through 2030. Executive share purchases and inclusion in new AI-focused ETFs provide additional supportive signals, though neither guarantees future performance. Prediction: TSMC Stock Is Going to $1,200 by 2030
• Neutral Sentiment: The supplied articles do not report a material negative development for TSMC. The share decline therefore appears more consistent with broader semiconductor-sector or valuation-related pressure and profit-taking than with deterioration in the company’s operating outlook.

Taiwan Semiconductor Manufacturing Stock Down 4.5%

Shares of NYSE TSM opened at $412.35 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $266.82 and a one year high of $487.47. 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 business’s fifty day moving average price is $434.47 and its 200-day moving average price is $420.16. The stock has a market capitalization of $2.14 trillion, a PE ratio of 26.53, a P/E/G ratio of 0.88 and a beta of 1.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Tuesday, September 8th. The semiconductor company reported $4.62 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 42.84% and a net margin of 51.51%. The company had revenue of $46.87 billion during the quarter. On average, equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.03 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be issued a dividend of $1.0854 per share. This represents a $4.34 annualized dividend and a yield of 1.1%. This is a drop from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. The ex-dividend date of this dividend is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s payout ratio is currently 22.27%.

Insider Activity

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan bought 350 shares of the business’s stock in a transaction on Tuesday, August 18th. The stock was purchased at an average price of $73.58 per share, for a total transaction of $25,753.00. Following the completion of the transaction, the vice president directly owned 2,000 shares of the company’s stock, valued at $147,160. This trade represents a 21.21% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, VP Bor-Zen Tien bought 1,000 shares of the business’s stock in a transaction on Monday, August 3rd. The shares were acquired at an average price of $73.06 per share, with a total value of $73,060.00. Following the transaction, the vice president directly 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 SEC filing for this purchase provides additional information. Over the last ninety days, insiders have acquired 8,043 shares of company stock worth $598,956. Insiders own 1.11% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on TSM shares. TD Cowen raised 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. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, October 7th. Susquehanna increased their target price on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research report on Thursday, July 16th. Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Finally, Sanford C. Bernstein raised their price target on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an “outperform” rating in a research note on Tuesday, August 11th. Three 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 company. Based on data from MarketBeat, the company presently has an average rating of “Buy” and an average price target of $528.78.

About Taiwan Semiconductor Manufacturing

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.