Triton Wealth Management PLLC Buys 1,333 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Triton Wealth Management PLLC boosted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 34.5% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 5,199 shares of the semiconductor company’s stock after purchasing an additional 1,333 shares during the quarter. Taiwan Semiconductor Manufacturing comprises 0.7% of Triton Wealth Management PLLC’s portfolio, making the stock its 25th largest position. Triton Wealth Management PLLC’s holdings in Taiwan Semiconductor Manufacturing were worth $2,372,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of TSM. Fiduciary Advisors Inc. boosted 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 worth $27,000 after purchasing an additional 40 shares during the last quarter. Cedar Mountain Advisors LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 88.2% in the second 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. Markowski Investments purchased a new position in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter worth $33,000. Heritage Family Offices LLP bought a new stake in Taiwan Semiconductor Manufacturing in the third quarter worth $37,000. Finally, Curry Webb Wealth Management LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing during the third quarter valued at approximately $39,000. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Up 2.0%

Shares of Taiwan Semiconductor Manufacturing stock opened at $396.56 on Wednesday. The company has a fifty day simple moving average of $430.71 and a 200-day simple moving average of $401.43. The stock has a market cap of $2.06 trillion, a price-to-earnings ratio of 25.52, a PEG ratio of 0.77 and a beta of 1.44. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $266.82 and a 12-month high of $487.47. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.14.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Thursday, October 15th. The semiconductor company reported $4.60 EPS for the quarter, beating 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 during the quarter, compared to the consensus estimate of $45.67 billion. During the same quarter in the prior year, the firm earned $2.92 EPS. Taiwan Semiconductor Manufacturing’s revenue for the quarter 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 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 8th. Shareholders of record on Thursday, March 11th will be given a dividend of $1.3663 per share. The ex-dividend date is Thursday, March 11th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.0854. This represents a $5.47 dividend on an annualized basis and a yield of 1.4%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 22.07%.

Insider Activity

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

Key Stories Impacting 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

Analysts Set New Price Targets

TSM has been the topic of a number of recent analyst reports. Weiss Ratings cut shares of Taiwan Semiconductor Manufacturing from a “buy (b)” rating to a “hold (c+)” rating in a report on Wednesday, November 4th. Needham & Company LLC increased their target price on Taiwan Semiconductor Manufacturing from $530.00 to $560.00 and gave the company a “buy” rating in a report on Thursday, October 15th. Susquehanna lifted their price target on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a report on Thursday, July 16th. Stifel Nicolaus began coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, September 1st. They issued a “buy” rating and a $515.00 price objective on the stock. Finally, DA Davidson reaffirmed a “buy” rating and set a $500.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 16th. Three research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $533.89.

Taiwan Semiconductor Manufacturing Profile

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.