Taiwan Semiconductor Manufacturing Company Ltd. $TSM Holdings Increased by Loring Wolcott & Coolidge Fiduciary Advisors LLP MA

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA boosted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 421.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 24,208 shares of the semiconductor company’s stock after purchasing an additional 19,563 shares during the quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA’s holdings in Taiwan Semiconductor Manufacturing were worth $11,043,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently bought and sold shares of the company. Tower View Wealth Management LLC grew its position in Taiwan Semiconductor Manufacturing by 4.7% during the third quarter. Tower View Wealth Management LLC now owns 37,780 shares of the semiconductor company’s stock worth $17,235,000 after buying an additional 1,713 shares in the last quarter. Slow Capital Inc. increased its stake in Taiwan Semiconductor Manufacturing by 1.0% in the 3rd quarter. Slow Capital Inc. now owns 11,712 shares of the semiconductor company’s stock worth $5,346,000 after acquiring an additional 113 shares during the last quarter. Purewater Capital LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter valued at about $233,000. Kingswood Wealth Advisors LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 5.6% in the 3rd quarter. Kingswood Wealth Advisors LLC now owns 17,277 shares of the semiconductor company’s stock valued at $7,882,000 after acquiring an additional 913 shares in the last quarter. Finally, Financial Management Professionals Inc. raised its holdings in shares of Taiwan Semiconductor Manufacturing by 3.3% in the 3rd quarter. Financial Management Professionals Inc. now owns 1,301 shares of the semiconductor company’s stock valued at $595,000 after acquiring an additional 41 shares in the last quarter. 16.51% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on TSM shares. TD Cowen lifted their price target on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a research report on Friday, July 17th. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b)” rating in a research report on Wednesday. Sanford C. Bernstein upped their price objective on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an “outperform” rating in a research report on Tuesday, August 11th. Wall Street Zen downgraded shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 8th. Finally, Susquehanna raised 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 note on Thursday, July 16th. Three analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $528.78.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Moody’s upgraded TSMC’s issuer rating to Aa2 from Aa3, citing its dominant foundry position, robust balance sheet and sustained AI-related demand. The stable outlook and upgraded ratings for financing subsidiaries could lower perceived credit risk. Moody’s upgrades TSMC rating
• Positive Sentiment: TSMC reported its sixth consecutive quarter of record profit, while management raised its full-year growth outlook for the third time. Analysts at Erste Group also increased their FY2026 EPS estimate to $17.21 from $16.92 and FY2027 forecast to $22.82 from $22.26, above the current consensus for the current year. TSMC record profit and market concerns
• Positive Sentiment: Investors continue to view TSMC as a critical supplier for AI accelerators, smartphones and data centers. Its advanced-node manufacturing, packaging capabilities and broad customer base reinforce the company’s competitive position as AI infrastructure spending expands. TSMC as a global computing utility
• Positive Sentiment: TSMC confirmed discussions with SpaceX regarding its proposed Terafab facility. Any agreement could provide additional long-term capacity demand, although the company reportedly wants operational control of the fab. TSMC and SpaceX Terafab discussions
• Neutral Sentiment: TSMC’s results demonstrate powerful demand, but comparisons with ASML highlight a key constraint: AI orders exceed currently available semiconductor manufacturing equipment, fab capacity and advanced packaging. The pace and cost of expanding supply remain important investment questions. ASML versus TSMC and AI demand
• Negative Sentiment: Despite record earnings, a slight decline in gross margin unsettled some investors. The reaction reflects concerns that higher overseas expansion costs, capacity investments or product mix could pressure profitability even while revenue and AI demand remain strong. TSMC margin concerns

Taiwan Semiconductor Manufacturing Stock Down 0.2%

Shares of NYSE:TSM opened at $417.74 on Monday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $266.82 and a 52-week high of $487.47. The firm has a fifty day moving average of $434.30 and a 200 day moving average of $420.70. The firm has a market capitalization of $2.17 trillion, a PE ratio of 26.88, a price-to-earnings-growth ratio of 0.85 and a beta of 1.37. 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 released its earnings results on Tuesday, September 8th. The semiconductor company reported $4.62 EPS for the quarter. The business had revenue of $46.87 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 42.84% and a net margin of 51.51%. As a group, research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 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. Shareholders of record on Thursday, December 10th will be paid a dividend of $1.0854 per share. This represents a $4.34 annualized dividend and a yield of 1.0%. This is a decrease 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 dividend payout ratio is presently 22.27%.

Insider Activity

In other news, VP Bor-Zen Tien acquired 1,000 shares of the business’s stock in a transaction dated Monday, August 3rd. The stock was purchased at an average cost of $73.06 per share, for a total transaction of $73,060.00. Following the acquisition, the vice president owned 14,051 shares of the company’s stock, valued at $1,026,566.06. This trade represents a 7.66% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, VP Lipen Yuan acquired 350 shares of the business’s stock in a transaction dated Tuesday, August 18th. The stock was purchased at an average price of $73.58 per share, with a total value of $25,753.00. Following the completion of the acquisition, the vice president directly owned 2,000 shares in the company, 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 ninety days, insiders have acquired 8,043 shares of company stock valued at $598,956. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Profile

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.