Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Sold by RWQ Financial Management Services Inc.

RWQ Financial Management Services Inc. lessened its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 25.9% in the third quarter, Holdings Channel.com reports. The firm owned 24,700 shares of the semiconductor company’s stock after selling 8,650 shares during the quarter. Taiwan Semiconductor Manufacturing comprises 6.3% of RWQ Financial Management Services Inc.’s portfolio, making the stock its 6th biggest holding. RWQ Financial Management Services Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $11,268,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the company. Cooper Financial Group grew its stake in shares of Taiwan Semiconductor Manufacturing by 0.3% in the third quarter. Cooper Financial Group now owns 6,313 shares of the semiconductor company’s stock worth $2,880,000 after acquiring an additional 22 shares during the period. Dickmeyer Boyce Financial Management Inc. lifted its position in Taiwan Semiconductor Manufacturing by 0.7% during the third quarter. Dickmeyer Boyce Financial Management Inc. now owns 3,459 shares of the semiconductor company’s stock valued at $1,578,000 after purchasing an additional 23 shares during the period. Plan A Wealth LLC lifted its position in Taiwan Semiconductor Manufacturing by 0.9% during the third quarter. Plan A Wealth LLC now owns 2,735 shares of the semiconductor company’s stock valued at $1,248,000 after purchasing an additional 24 shares during the period. Twin City Private Wealth LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 0.3% in the first quarter. Twin City Private Wealth LLC now owns 7,315 shares of the semiconductor company’s stock worth $2,479,000 after purchasing an additional 25 shares during the last quarter. Finally, Graves Light Lenhart Wealth Inc. boosted its holdings in Taiwan Semiconductor Manufacturing by 3.4% in the second quarter. Graves Light Lenhart Wealth Inc. now owns 752 shares of the semiconductor company’s stock worth $359,000 after purchasing an additional 25 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Analyst sentiment improved: Zacks upgraded TSMC to Rank #1, or “Strong Buy,” citing growing optimism about the company’s earnings outlook. TSMC upgraded to Strong Buy
• Positive Sentiment: AI and high-performance computing remain key growth drivers: HPC generated 68% of quarterly revenue, with the segment expanding faster than overall sales. Recent reports also described quarterly revenue growth of roughly 41% and demand that continues to exceed available capacity. TSMC high-performance computing revenue
• Positive Sentiment: Potential strategic wins support the outlook: Nvidia reportedly wants Samsung, Micron and SK Hynix to use TSMC’s 3-nanometer process for next-generation HBM base dies, potentially expanding TSMC’s role in the AI memory supply chain. Nvidia and TSMC HBM report
• Positive Sentiment: Capacity investment signals confidence: TSMC plans capital spending of approximately $60 billion to $64 billion this year, reflecting strong multiyear customer demand and expectations for continued AI-related growth.
• Neutral Sentiment: Industry reports forecast rapid expansion in foundry, 3D-chip and FinFET markets, areas where TSMC is a major participant. These projections are supportive but do not guarantee additional orders or earnings growth.
• Negative Sentiment: Risk appetite toward chip stocks has weakened: TSMC underperformed as investors reduced exposure to the crowded semiconductor trade amid broader concerns about AI-related valuations and demand sustainability. TSMC AI fears report
• Negative Sentiment: Heavy spending and the ramp-up of TSMC’s N2 process could pressure near-term margins, while the stock’s premium valuation leaves it sensitive to any disappointment.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on the stock. DA Davidson reaffirmed a “buy” rating and issued a $500.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Friday. Needham & Company LLC increased their price target on Taiwan Semiconductor Manufacturing from $530.00 to $560.00 and gave the company a “buy” rating in a report on Thursday. Zacks Research raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Bank of America raised their price target on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Finally, TD Cowen raised their price target 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. Three investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and a consensus target price of $528.78.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE TSM traded up $7.88 during trading hours on Monday, hitting $420.49. 7,991,129 shares of the company’s stock traded hands, compared to its average volume of 13,072,802. 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 market capitalization of $2.18 trillion, a P/E ratio of 27.06, a P/E/G ratio of 0.85 and a beta of 1.37. 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 business’s fifty day moving average price is $434.71 and its two-hundred day moving average price is $417.82.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Tuesday, September 8th. The semiconductor company reported $4.62 earnings per share for the quarter. The business had revenue of $46.87 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 51.51% and a return on equity of 42.84%. Equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.90 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be paid a $1.0854 dividend. This is a negative change 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 dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 22.27%.

Insider Transactions at Taiwan Semiconductor Manufacturing

In related news, VP Lipen Yuan purchased 350 shares of the business’s stock in a transaction on Tuesday, August 18th. The stock was acquired 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 owned 2,000 shares of the company’s stock, valued at approximately $147,160. This trade represents a 21.21% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, VP Bor-Zen Tien purchased 1,000 shares of the business’s stock in a transaction on Monday, August 3rd. The shares were bought at an average cost of $73.06 per share, with a total value of $73,060.00. Following the acquisition, the vice president directly owned 14,051 shares of the company’s stock, valued at $1,026,566.06. This trade represents a 7.66% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders purchased 13,043 shares of company stock worth $970,386 in the last three months. 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.