Boyd Wealth Management LLC Acquires New Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Boyd Wealth Management LLC acquired a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the third quarter, Holdings Channel.com reports. The firm acquired 1,310 shares of the semiconductor company’s stock, valued at approximately $598,000.

Other large investors have also made changes to their positions in the company. Focused Alpha LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 5.2% during the 3rd quarter. Focused Alpha LLC now owns 4,429 shares of the semiconductor company’s stock valued at $2,020,000 after buying an additional 219 shares in the last quarter. Bank of Stockton increased its holdings in Taiwan Semiconductor Manufacturing by 10.8% in the 3rd quarter. Bank of Stockton now owns 4,958 shares of the semiconductor company’s stock worth $2,262,000 after acquiring an additional 483 shares in the last quarter. JDH Wealth Management LLC raised its position in Taiwan Semiconductor Manufacturing by 5.2% during the third quarter. JDH Wealth Management LLC now owns 1,270 shares of the semiconductor company’s stock worth $579,000 after acquiring an additional 63 shares during the period. CWA Asset Management Group LLC raised its position in Taiwan Semiconductor Manufacturing by 5.1% during the third quarter. CWA Asset Management Group LLC now owns 4,835 shares of the semiconductor company’s stock worth $2,205,000 after acquiring an additional 236 shares during the period. Finally, CFS Investment Advisory Services LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 2.9% during the third quarter. CFS Investment Advisory Services LLC now owns 1,651 shares of the semiconductor company’s stock valued at $796,000 after purchasing an additional 46 shares in the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Trading Up 1.8%

Shares of TSM stock opened at $420.24 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $266.82 and a fifty-two week high of $487.47. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46. The stock’s fifty day moving average is $434.73 and its two-hundred day moving average is $418.40. The firm has a market capitalization of $2.18 trillion, a P/E ratio of 26.55, a PEG ratio of 0.85 and a beta of 1.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued 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 during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 51.51% and a return on equity of 42.84%. Research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.90 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Thursday, December 10th will be given a dividend of $1.0854 per share. The ex-dividend date is Thursday, December 10th. This is a negative change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. This represents a $4.34 dividend on an annualized basis and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 22.27%.

Analyst Ratings Changes

A number of analysts have recently commented on TSM shares. Stifel Nicolaus started coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, September 1st. They set a “buy” rating and a $515.00 target price for the company. Barclays raised their price target on shares of Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the company an “overweight” rating in a research note on Friday. Wall Street Zen cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 8th. Sanford C. Bernstein boosted their price objective on Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an “outperform” rating in a research note on Tuesday, August 11th. Finally, Zacks Research upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Three equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $528.78.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

Insiders Place Their Bets

In related news, VP Bor-Zen Tien purchased 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Monday, August 3rd. The shares were acquired at an average price of $73.06 per share, for a total transaction of $73,060.00. Following the acquisition, the vice president directly owned 14,051 shares in the company, valued at approximately $1,026,566.06. The trade was a 7.66% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Lipen Yuan purchased 1,000 shares of the stock in a transaction dated Tuesday, August 18th. The shares were purchased at an average cost of $74.50 per share, for a total transaction of $74,500.00. Following the transaction, the vice president owned 6,000 shares in the company, valued at approximately $447,000. The trade was a 20.00% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have acquired 8,043 shares of company stock worth $598,956 in the last three months. 1.11% of the stock is currently owned by corporate insiders.

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.