Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Bought by Tower View Wealth Management LLC

Tower View Wealth Management LLC raised its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 4.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 37,780 shares of the semiconductor company’s stock after purchasing an additional 1,713 shares during the period. Taiwan Semiconductor Manufacturing accounts for about 7.5% of Tower View Wealth Management LLC’s portfolio, making the stock its biggest position. Tower View Wealth Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $17,235,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also modified their holdings of the stock. Tiger Global Management LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 49.4% in the 1st quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company’s stock worth $1,880,717,000 after purchasing an additional 1,839,600 shares during the period. Sei Investments Co. raised its holdings in Taiwan Semiconductor Manufacturing by 11.8% during the 1st quarter. Sei Investments Co. now owns 2,591,510 shares of the semiconductor company’s stock valued at $875,802,000 after buying an additional 274,389 shares during the period. Bessemer Group Inc. raised its holdings in Taiwan Semiconductor Manufacturing by 7.9% during the 1st quarter. Bessemer Group Inc. now owns 1,781,764 shares of the semiconductor company’s stock valued at $602,147,000 after buying an additional 130,602 shares during the period. Assenagon Asset Management S.A. raised its holdings in Taiwan Semiconductor Manufacturing by 67.2% during the 3rd quarter. Assenagon Asset Management S.A. now owns 1,717,515 shares of the semiconductor company’s stock valued at $783,513,000 after buying an additional 690,523 shares during the period. Finally, AMF Tjanstepension AB lifted its position in Taiwan Semiconductor Manufacturing by 6.4% in the first quarter. AMF Tjanstepension AB now owns 1,632,738 shares of the semiconductor company’s stock worth $551,784,000 after buying an additional 98,123 shares during the last quarter. 16.51% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on the stock. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, October 7th. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b)” rating in a report on Wednesday. Wall Street Zen cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 8th. Susquehanna upped their price target on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a report on Thursday, July 16th. Finally, Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Three 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. According to MarketBeat.com, the company currently has a consensus 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: Moody’s upgraded TSMC’s issuer rating to Aa2 from Aa3, citing its dominant foundry position, robust balance sheet and sustained AI-related demand. The stable outlook and upgraded ratings for financing subsidiaries could lower perceived credit risk. Moody’s upgrades TSMC rating
• Positive Sentiment: TSMC reported its sixth consecutive quarter of record profit, while management raised its full-year growth outlook for the third time. Analysts at Erste Group also increased their FY2026 EPS estimate to $17.21 from $16.92 and FY2027 forecast to $22.82 from $22.26, above the current consensus for the current year. TSMC record profit and market concerns
• Positive Sentiment: Investors continue to view TSMC as a critical supplier for AI accelerators, smartphones and data centers. Its advanced-node manufacturing, packaging capabilities and broad customer base reinforce the company’s competitive position as AI infrastructure spending expands. TSMC as a global computing utility
• Positive Sentiment: TSMC confirmed discussions with SpaceX regarding its proposed Terafab facility. Any agreement could provide additional long-term capacity demand, although the company reportedly wants operational control of the fab. TSMC and SpaceX Terafab discussions
• Neutral Sentiment: TSMC’s results demonstrate powerful demand, but comparisons with ASML highlight a key constraint: AI orders exceed currently available semiconductor manufacturing equipment, fab capacity and advanced packaging. The pace and cost of expanding supply remain important investment questions. ASML versus TSMC and AI demand
• Negative Sentiment: Despite record earnings, a slight decline in gross margin unsettled some investors. The reaction reflects concerns that higher overseas expansion costs, capacity investments or product mix could pressure profitability even while revenue and AI demand remain strong. TSMC margin concerns

Insiders Place Their Bets

In related news, VP Lipen Yuan purchased 350 shares of the business’s stock in a transaction dated Tuesday, August 18th. The shares were purchased 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 approximately $147,160. This trade represents a 21.21% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, VP Bor-Zen Tien purchased 1,000 shares of the business’s stock in a transaction dated Monday, August 3rd. The stock was bought at an average price of $73.06 per share, for a total transaction of $73,060.00. Following the completion of the acquisition, the vice president owned 14,051 shares of the company’s stock, valued at approximately $1,026,566.06. The trade was a 7.66% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have bought 8,043 shares of company stock valued at $598,956 over the last three months. Insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM stock opened at $417.74 on Monday. The stock has a 50 day moving average price of $434.30 and a 200 day moving average price of $420.70. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $266.82 and a 52-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 firm has a market capitalization of $2.17 trillion, a P/E ratio of 26.88, a P/E/G ratio of 0.85 and a beta of 1.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Tuesday, September 8th. The semiconductor company reported $4.62 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 42.84% and a net margin of 51.51%. The company had revenue of $46.87 billion for the quarter. As a group, sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders 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 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 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.