2,668 Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Turn8 Private Wealth Inc.

Turn8 Private Wealth Inc. lowered its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 15.0% in the 3rd quarter, Holdings Channel.com reports. The firm owned 15,117 shares of the semiconductor company’s stock after selling 2,668 shares during the period. Taiwan Semiconductor Manufacturing makes up 4.7% of Turn8 Private Wealth Inc.’s holdings, making the stock its 4th biggest holding. Turn8 Private Wealth Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $6,896,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of TSM. Fiduciary Advisors Inc. grew its stake in Taiwan Semiconductor Manufacturing by 200.0% in the third 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 increased its holdings in Taiwan Semiconductor Manufacturing by 88.2% in the second 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 during the last quarter. Markowski Investments bought a new stake in Taiwan Semiconductor Manufacturing in the second quarter valued at about $33,000. Heritage Family Offices LLP acquired a new stake in Taiwan Semiconductor Manufacturing during the third quarter valued at approximately $37,000. Finally, Curry Webb Wealth Management LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the third quarter valued at approximately $39,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Up 2.0%

NYSE TSM opened at $396.56 on Wednesday. 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 Company Ltd. has a one year low of $266.82 and a one year high of $487.47. The company has a 50-day simple moving average of $430.71 and a 200-day simple moving average of $401.43. The firm has a market capitalization of $2.06 trillion, a PE ratio of 25.52, a price-to-earnings-growth ratio of 0.77 and a beta of 1.44.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Thursday, October 15th. The semiconductor company reported $4.60 earnings per share for the quarter, topping the consensus estimate of $4.45 by $0.15. Taiwan Semiconductor Manufacturing had a net margin of 51.51% and a return on equity of 42.84%. The firm had revenue of $46.72 billion for the quarter, compared to analyst estimates of $45.67 billion. During the same quarter in the prior year, the business earned $2.92 earnings per share. Taiwan Semiconductor Manufacturing’s quarterly revenue was up 41.2% on a year-over-year basis. On average, equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.46 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 8th. Stockholders of record on Thursday, March 11th will be issued a dividend of $1.3663 per share. This represents a $5.47 annualized dividend and a dividend yield of 1.4%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.0854. The ex-dividend date of this dividend is Thursday, March 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 22.07%.

Analyst Upgrades and Downgrades

A number of research analysts have commented on TSM shares. Zacks Research raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. TD Cowen boosted their price target on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a report on Friday, July 17th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, October 7th. Sanford C. Bernstein raised their price objective on Taiwan Semiconductor Manufacturing from $554.00 to $600.00 and gave the stock an “outperform” rating in a research note on Wednesday, November 4th. Finally, Susquehanna raised 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. Three research 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 company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $533.89.

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, Director Michael R. Splinter purchased 840 shares of the business’s stock in a transaction that occurred on Thursday, November 5th. The shares were acquired at an average price of $357.00 per share, with a total value of $299,880.00. Following the acquisition, the director owned 8,405 shares in the company, valued at approximately $3,000,585. This trade represents a 11.10% increase in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, VP Lipen Yuan purchased 1,000 shares of the business’s stock in a transaction that occurred on Sunday, November 1st. The stock was bought at an average cost of $71.49 per share, for a total transaction of $71,490.00. Following the acquisition, the vice president owned 8,000 shares in the company, valued at approximately $571,920. The trade was a 14.29% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have bought 7,869 shares of company stock valued at $823,771 over the last ninety days. Corporate insiders own 1.11% of the company’s stock.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC reported October revenue of NT$586.89 billion, up 59.7% year over year and 14.7% from September. The strong result, attributed to demand for advanced chips, points to solid momentum heading into the fourth quarter; the company has guided for quarterly revenue of up to $54.3 billion. TSMC’s October sales jump as global chip boom rolls on
• Positive Sentiment: Analyst and investing coverage highlighted TSMC’s position as a key supplier for AI chips, with demand from customers including Nvidia and Apple. Some commentary also described the shares as undervalued following the semiconductor sell-off, which could attract investors if growth continues. TSMC Sales Jump Again as Nvidia and Apple Orders Keep the AI Chip Boom Going
• Positive Sentiment: Reports say TSMC plans to invest up to $1 billion, split between Anthropic and OpenAI. The move signals confidence in AI’s growth, though the investment’s direct financial contribution to TSMC is not yet clear. TSMC to invest up to $1 billion in Anthropic and OpenAI
• Neutral Sentiment: Some coverage suggests TSMC shares could be about 7% undervalued, while another notes the company’s fab expansion plans. Such expansion supports future capacity but also requires substantial investment. TSM Stock Could Be 7% Undervalued Despite Fab Expansion Plans
• Negative Sentiment: Recent AI-stock volatility remains a risk, and Wedbush reportedly says the strong sales update sets a high bar for TSMC. Shares may be vulnerable if future results or guidance fail to match elevated growth expectations. Wedbush Has a Strong Message for TSMC Stock Fans

About Taiwan Semiconductor Manufacturing

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.