ATNM

Smith Group Asset Management LLC trimmed its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 88.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,610 shares of the semiconductor company's stock after selling 12,460 shares during the quarter. Smith Group Asset Management LLC's holdings in Taiwan Semiconductor Manufacturing were worth $734,000 at the end of the most recent quarter.

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Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Fiduciary Advisors Inc. grew its stake in shares of 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. Evolution Wealth Management Inc. increased its holdings in Taiwan Semiconductor Manufacturing by 257.7% in the first quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company's stock valued at $31,000 after purchasing an additional 67 shares during the period. Cedar Mountain Advisors LLC raised 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 purchasing an additional 30 shares during the last quarter. Financial Freedom LLC bought a new position in Taiwan Semiconductor Manufacturing during the 1st quarter worth $32,000. Finally, Markowski Investments bought a new position in Taiwan Semiconductor Manufacturing during the 2nd quarter worth $33,000. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

TSM has been the topic of several recent research reports. Needham & Company LLC lifted their target price on Taiwan Semiconductor Manufacturing from $530.00 to $560.00 and gave the stock a "buy" rating in a report on Thursday, October 15th. Sanford C. Bernstein increased their price target on Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an "outperform" rating in a research note on Tuesday, August 11th. Barclays raised their price objective on Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the stock an "overweight" rating in a research report on Friday, October 16th. TD Cowen lifted their price objective on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a "hold" rating in a research note on Friday, July 17th. Finally, Zacks Research upgraded Taiwan Semiconductor Manufacturing from a "hold" rating to a "strong-buy" rating in a report on Thursday, July 16th. Three investment 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 company. According to data from MarketBeat, the company currently has an average rating of "Buy" and a consensus price target of $528.78.

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Read Our Latest Stock Report on Taiwan Semiconductor Manufacturing

Insider Activity at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan bought 350 shares of the stock in a transaction on Tuesday, August 18th. The stock was acquired at an average cost of $73.58 per share, for a total transaction of $25,753.00. Following the completion of the acquisition, the vice president owned 2,000 shares in the company, valued at $147,160. This trade represents a 21.21% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available at this link. Also, VP Bor-Zen Tien bought 1,000 shares of the stock in a transaction on Monday, August 3rd. The stock was acquired at an average price of $73.06 per share, with a total value of $73,060.00. Following the completion of the acquisition, the vice president owned 14,051 shares of the company's stock, valued at $1,026,566.06. This represents a 7.66% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have purchased 7,043 shares of company stock valued at $530,986 in the last ninety days. 1.11% of the stock is currently owned by insiders.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Advanced-packaging pricing power: Reports indicate TSMC could raise prices for its CoWoS AI-chip packaging by as much as 20%, with customers including NVIDIA and AMD. Separate estimates call for 10%–20% increases in advanced packaging and 3%–6% increases for some 2-nanometer and 3-nanometer wafers. The potential increases suggest demand remains above capacity and could support revenue, margins and recovery of expansion costs. TSMC Gains 3% on Reported 20% Price Hike for AI Chip Packaging
• Positive Sentiment: Strong earnings and AI outlook: Third-quarter revenue rose 41.2% year over year to approximately $46.72 billion, while earnings per share of $4.60 exceeded the $4.45 consensus estimate. Management highlighted surging AI demand, continued advanced-node expansion and a positive 2026 outlook, reinforcing TSMC’s position as a key manufacturing beneficiary of the AI buildout. TSM vs. MU: Which Semiconductor Stock Is the Better Buy Post-Earnings?
• Positive Sentiment: Capacity expansion supports long-term growth: TSMC plans to increase advanced-packaging capacity while maintaining capital-expenditure guidance of roughly $60 billion–$64 billion. Its scale, manufacturing lead and more than 50% net margin make the company an attractive alternative for investors seeking AI exposure beyond chip designers such as NVIDIA. Beyond NVIDIA: Why TSMC Stock Looks Attractive After Q3 Earnings
• Neutral Sentiment: Risks remain: The ramp-up of 2-nanometer production and large capital investments have pressured sequential gross margins, while higher chip-manufacturing costs could eventually weigh on customers and end-market demand. Recent semiconductor volatility also shows that strong operating results have not eliminated concerns about elevated AI valuations and cyclical risk.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM opened at $439.35 on Thursday. 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 simple moving average is $434.85 and its two-hundred day simple moving average is $398.58. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $266.82 and a 12 month high of $487.47. The stock has a market capitalization of $2.28 trillion, a P/E ratio of 28.27, a price-to-earnings-growth ratio of 0.85 and a beta of 1.37.

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

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm 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 dividend of $1.0854 per share. This is a decrease from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $1.1136. This represents a $4.34 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, December 10th. Taiwan Semiconductor Manufacturing's payout ratio is 22.27%.

About Taiwan Semiconductor Manufacturing

(Free Report)

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.

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