Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock: Mezzasalma Advisors LLC Boosts Holdings

Mezzasalma Advisors LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 23.9% in the third quarter, HoldingsChannel reports. The firm owned 15,402 shares of the semiconductor company’s stock after buying an additional 2,974 shares during the period. Taiwan Semiconductor Manufacturing accounts for about 1.4% of Mezzasalma Advisors LLC’s holdings, making the stock its 19th biggest holding. Mezzasalma Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $7,026,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of TSM. Cedar Mountain Advisors LLC grew its stake in Taiwan Semiconductor Manufacturing by 88.2% in the 2nd quarter. Cedar Mountain Advisors LLC now owns 64 shares of the semiconductor company’s stock valued at $31,000 after acquiring an additional 30 shares during the period. Markowski Investments acquired a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at approximately $33,000. Evolution Wealth Management Inc. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 257.7% during the first quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company’s stock worth $31,000 after buying an additional 67 shares in the last quarter. Financial Freedom LLC purchased a new stake in Taiwan Semiconductor Manufacturing during the 1st quarter valued at about $32,000. Finally, Lam Group Inc. acquired a new stake in Taiwan Semiconductor Manufacturing in the 1st quarter valued at about $34,000. 16.51% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several brokerages recently issued reports on TSM. Barclays boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $650.00 to $665.00 and gave the company an “overweight” rating in a report on Tuesday, October 6th. Susquehanna lifted their target price on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research report on Thursday, July 16th. Wall Street Zen lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 8th. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, October 7th. Finally, Stifel Nicolaus assumed coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, September 1st. They issued a “buy” rating and a $515.00 price objective on the stock. Three 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. Based on data from MarketBeat, the stock has an average rating of “Buy” and an average target price of $524.89.

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien acquired 3,000 shares of the business’s stock in a transaction on Tuesday, July 21st. The shares were purchased at an average price of $74.39 per share, for a total transaction of $223,170.00. Following the acquisition, the vice president owned 4,000 shares in the company, valued at approximately $297,560. This represents a 300.00% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Shyue-Shyh Lin acquired 2,000 shares of the business’s stock in a transaction that occurred on Sunday, July 19th. The shares were purchased at an average price of $71.71 per share, with a total value of $143,420.00. Following the completion of the acquisition, the vice president owned 28,269 shares of the company’s stock, valued at $2,027,169.99. This represents a 7.61% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have purchased 16,043 shares of company stock worth $1,185,746 over the last quarter. 1.11% of the stock is currently owned by company insiders.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC’s September revenue reportedly increased 54.6% year over year, while July–September revenue exceeded the high end of management’s guidance even after conversion into U.S. dollars. The performance reinforces expectations for continued strength in advanced AI chip manufacturing. TSMC Monthly Revenue Analysis
• Positive Sentiment: Analysts expect robust high-performance computing revenue, driven by hyperscalers and other major customers purchasing AI chips. JPMorgan and Citigroup reportedly see additional revenue growth even after TSMC’s record third-quarter sales. What Analysts Are Watching With TSMC Results
• Positive Sentiment: Several analysts have raised their fiscal 2026 and 2027 EPS estimates, reflecting confidence in TSMC’s pricing power, advanced-node leadership and expanding AI demand. TSM Analyst Estimates
• Neutral Sentiment: The key issue for Thursday’s report is whether gross margins, capital spending and forward guidance can justify TSMC’s elevated AI valuation. Revenue growth is already widely anticipated, so investors may focus more on profitability and capacity expansion plans. TSMC Earnings Swing and AI Premium
• Neutral Sentiment: TSMC is also involved in a roughly $2 billion agreement for GlobalFoundries to manufacture U.S. silicon interposers, supporting AI-chip packaging and supply-chain diversification, although the financial impact for TSMC is not yet clear. GlobalFoundries Secures New York Fab Funding
• Negative Sentiment: Options activity and historical trading patterns suggest investors expect volatility and a possible post-earnings decline. TSMC is testing its 50-day moving average, indicating technical pressure ahead of the catalyst. Barchart TSM Earnings Outlook
• Negative Sentiment: Some investors are taking profits across semiconductor stocks, while bear investor Michael Burry has warned that AI infrastructure spending may leave chip stocks overpriced if customers cannot generate sufficient returns. Michael Burry Bets Against Chip Stocks

Taiwan Semiconductor Manufacturing Price Performance

TSM stock opened at $430.69 on Thursday. The stock has a market capitalization of $2.23 trillion, a price-to-earnings ratio of 31.07, a price-to-earnings-growth ratio of 0.92 and a beta of 1.37. The stock’s fifty day simple moving average is $434.77 and its 200-day simple moving average is $416.47. 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 quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.14.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. The firm had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.25%. Equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.60 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be given a dividend of $1.0854 per share. 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 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 24.75%.

Taiwan Semiconductor Manufacturing Profile

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a Taiwan-based semiconductor manufacturer and the world’s largest dedicated semiconductor foundry. Founded in 1987 by Morris Chang, the company pioneered the pure-play foundry model, producing chips designed by other companies rather than selling products under its own semiconductor brand.

TSMC manufactures a broad range of integrated circuits, including advanced logic chips used in high-performance computing, smartphones, automotive systems, communications equipment, and consumer electronics.