3,582 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Purchased by First Nebraska Trust Co

First Nebraska Trust Co acquired a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 3,582 shares of the semiconductor company’s stock, valued at approximately $1,634,000.

Several other large investors have also added to or reduced their stakes in TSM. Fiduciary Advisors Inc. grew its position in Taiwan Semiconductor Manufacturing by 200.0% in the third quarter. Fiduciary Advisors Inc. now owns 60 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 40 shares in the last quarter. Cedar Mountain Advisors LLC lifted its position in Taiwan Semiconductor Manufacturing by 88.2% during the 2nd quarter. Cedar Mountain Advisors LLC now owns 64 shares of the semiconductor company’s stock worth $31,000 after buying an additional 30 shares in the last quarter. Financial Freedom LLC bought a new stake in Taiwan Semiconductor Manufacturing during the 1st quarter worth about $32,000. Markowski Investments bought a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter worth about $33,000. Finally, Curry Webb Wealth Management LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter worth about $39,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan purchased 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Sunday, November 1st. The stock was acquired at an average price of $71.49 per share, for a total transaction of $71,490.00. Following the completion of the acquisition, the vice president owned 8,000 shares of the company’s stock, valued at approximately $571,920. This trade represents a 14.29% increase in their position. The purchase was disclosed in a filing with the SEC, which is accessible through this link. In the last three months, insiders have bought 7,043 shares of company stock valued at $529,416. Company insiders own 1.11% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on TSM shares. Zacks Research upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Needham & Company LLC lifted their target price on Taiwan Semiconductor Manufacturing from $530.00 to $560.00 and gave the company a “buy” rating in a research report on Thursday, October 15th. Barclays upped their target price on Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the stock an “overweight” rating in a report on Friday, October 16th. Wall Street Zen cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, August 8th. Finally, Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, October 7th. Three equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and an average target price of $528.78.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Commentary highlights TSMC’s role as the foundry for chip designers including Nvidia, AMD, Apple and Broadcom. Because it manufactures for multiple competitors, it may benefit broadly from AI-chip demand rather than relying on one designer’s success. Article: Taiwan Semi or Broadcom: If I Could Only Own 1 for the Next 5 Years, It Would Be This
• Positive Sentiment: Recent articles point to advanced manufacturing and the anticipated 2-nanometer production ramp as potential long-term supports, alongside continued investment in AI infrastructure and TSMC’s global manufacturing footprint. These are bullish themes, though the supplied coverage does not provide fresh company forecasts. Article: TSMC Is Down 18%: The 2nm Ramp Should Change That
• Positive Sentiment: Vice President Lipen Yuan reportedly bought 1,000 shares, increasing his position by 14.29%. Insider buying can signal confidence, although the transaction is modest relative to TSMC’s size. Article: Taiwan Semiconductor insider transaction
• Neutral Sentiment: Elon Musk may be softening his position on control of the proposed Terafab project in renewed discussions involving TSMC. A larger TSMC role could offer an opportunity, but talks remain uncertain and no agreement was reported. Article: Musk may soften Terafab control stance in fresh TSMC talks
• Negative Sentiment: Broader AI-stock selling could weigh on TSMC sentiment: one report says hedge funds have turned underweight AI stocks, while another reports ETFs collectively sold a net $81 million of TSM shares last Thursday. These are market-positioning signals, not evidence of a change in TSMC’s fundamentals. Article: AI Stocks Lose $5 Trillion in 3 Weeks as Hedge Funds Go Underweight AI for the First Time Since 2023 Article: 8 ETFs Cut Taiwan Semiconductor Holdings

Taiwan Semiconductor Manufacturing Stock Performance

NYSE TSM opened at $404.90 on Wednesday. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.14. The firm’s fifty day moving average price is $434.50 and its two-hundred day moving average price is $400.22. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $266.82 and a 1 year high of $487.47. The firm has a market capitalization of $2.10 trillion, a P/E ratio of 26.06, a price-to-earnings-growth ratio of 0.81 and a beta of 1.44.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Thursday, October 15th. The semiconductor company reported $4.60 EPS for the quarter, beating analysts’ consensus estimates of $4.45 by $0.15. The company had revenue of $46.72 billion during the quarter, compared to the consensus estimate of $45.67 billion. Taiwan Semiconductor Manufacturing had a net margin of 51.51% and a return on equity of 42.84%. The company’s quarterly revenue was up 41.2% on a year-over-year basis. During the same quarter last year, the firm posted $2.92 EPS. As a group, research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Thursday, December 10th will be paid a $1.0854 dividend. This is a decrease from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. The ex-dividend date is Thursday, December 10th. This represents a $4.34 annualized dividend and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 22.27%.

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.