Taiwan Semiconductor Manufacturing Company Ltd. $TSM Holdings Lowered by Net Worth Advisory Group

Net Worth Advisory Group decreased its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 30.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,211 shares of the semiconductor company’s stock after selling 1,821 shares during the period. Net Worth Advisory Group’s holdings in Taiwan Semiconductor Manufacturing were worth $1,934,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Fiduciary Advisors Inc. lifted its holdings in shares of 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 buying an additional 40 shares during the period. Cedar Mountain Advisors LLC grew its stake 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 buying an additional 30 shares during the period. Markowski Investments purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter valued at $33,000. Evolution Wealth Management Inc. grew its stake 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 buying an additional 67 shares during the period. Finally, Financial Freedom LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter worth $32,000. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Trading Up 1.8%

NYSE:TSM opened at $420.24 on Tuesday. The company’s 50 day moving average is $434.73 and its 200-day moving average is $418.40. The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.14. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $266.82 and a 12 month high of $487.47. The firm has a market cap of $2.18 trillion, a price-to-earnings ratio of 27.04, a P/E/G ratio of 0.85 and a beta of 1.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Tuesday, September 8th. The semiconductor company reported $4.62 EPS for the quarter. The firm had revenue of $46.87 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 51.51% and a return on equity of 42.84%. Equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.90 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. Stockholders of record on Thursday, December 10th will be paid a $1.0854 dividend. The ex-dividend date is Thursday, December 10th. This is a drop from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 22.27%.

Insider Activity

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien purchased 1,000 shares of the company’s stock in a transaction on Monday, August 3rd. The shares were bought at an average cost of $73.06 per share, with a total value of $73,060.00. Following the transaction, the vice president directly owned 14,051 shares in the company, valued at approximately $1,026,566.06. This represents a 7.66% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, VP Lipen Yuan purchased 1,000 shares of the business’s stock in a transaction dated Tuesday, August 18th. The shares were acquired at an average price 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. The trade was a 20.00% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have purchased a total of 8,043 shares of company stock valued at $598,956 in the last three months. 1.11% of the stock is owned by insiders.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC’s third-quarter results reportedly beat expectations, while management raised its forecast amid exceptionally strong AI-related demand. Profit increased 69% year over year, and high-performance computing represented 68% of quarterly revenue, highlighting the company’s exposure to data-center and AI infrastructure growth. Great News for Taiwan Semiconductor Stock Investors
• Positive Sentiment: TSMC received a Zacks Rank #1, or “Strong Buy,” following its beat-and-raise report. Analysts view the recent pullback from early-October highs as an opportunity, with the shares reportedly finding technical support. TSMC Upgraded to Strong Buy
• Positive Sentiment: Nvidia is reportedly encouraging Samsung, Micron and SK Hynix to use TSMC’s 3-nanometer process for next-generation high-bandwidth-memory base dies. If confirmed, the arrangement could broaden TSMC’s role in AI chip manufacturing and reinforce its advanced-node leadership. Nvidia Wants Top Memory Makers to Use TSMC for Next-Generation HBM Base Dies
• Positive Sentiment: TSMC plans to invest approximately $60 billion to $64 billion in factories and equipment this year, with spending expected to remain elevated through 2028. The aggressive expansion signals that customers are providing strong, multiyear demand visibility, particularly for advanced AI chips. TSMC Is Spending up to $64 Billion This Year

Analyst Ratings Changes

Several brokerages have weighed in on TSM. DA Davidson reaffirmed a “buy” rating and issued a $500.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Friday. Bank of America increased their price objective on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Weiss Ratings cut Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, October 6th. Sanford C. Bernstein lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an “outperform” rating in a research note on Tuesday, August 11th. Finally, Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Three investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Buy” and a consensus 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.