OLD Second National Bank of Aurora Buys 5,411 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

OLD Second National Bank of Aurora increased its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1,313.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,823 shares of the semiconductor company’s stock after buying an additional 5,411 shares during the quarter. OLD Second National Bank of Aurora’s holdings in Taiwan Semiconductor Manufacturing were worth $2,656,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Demars Financial Group LLC lifted its stake in Taiwan Semiconductor Manufacturing by 4.1% in the third quarter. Demars Financial Group LLC now owns 5,378 shares of the semiconductor company’s stock valued at $2,453,000 after buying an additional 213 shares during the last quarter. Titan Investment Management LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 9.3% during the third quarter. Titan Investment Management LLC now owns 21,808 shares of the semiconductor company’s stock valued at $9,949,000 after acquiring an additional 1,861 shares during the period. Curry Webb Wealth Management LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the third quarter worth about $39,000. Sepio Capital LP grew its position in shares of Taiwan Semiconductor Manufacturing by 198.7% during the third quarter. Sepio Capital LP now owns 10,103 shares of the semiconductor company’s stock worth $4,609,000 after acquiring an additional 6,721 shares during the last quarter. Finally, WP Advisors LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 6.3% during the third quarter. WP Advisors LLC now owns 5,502 shares of the semiconductor company’s stock worth $2,510,000 after acquiring an additional 328 shares during the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: AI demand remains a major growth driver. Recent third-quarter earnings commentary indicates that demand for advanced chips, high-performance computing and AI infrastructure continues to exceed available capacity. Analysts view TSMC’s manufacturing scale, leading-edge nodes and advanced packaging capabilities as key competitive advantages. ASML Vs. Taiwan Semiconductor: Who Can More Fully Satisfy AI Demand?
• Positive Sentiment: Moody’s upgraded TSMC’s issuer rating to Aa2 from Aa3 and changed its outlook to stable, citing the company’s dominant foundry position and persistent AI-related demand. The upgrade may reduce financing risk and reinforces confidence in TSMC’s balance sheet and long-term cash-generation ability. Moody’s upgrades TSMC rating to Aa2
• Positive Sentiment: TSMC is reportedly in discussions with SpaceX regarding the proposed Terafab chip plant. TSMC would participate only if it operates the facility, which could create a meaningful long-term customer and capacity opportunity, although the talks remain preliminary. Taiwan Semiconductor Wants In on SpaceX’s Terafab
• Positive Sentiment: Several investment articles argue that strong recent results, raised guidance and the AI infrastructure build-out could support substantial earnings growth through 2030. Executive share purchases and inclusion in new AI-focused ETFs provide additional supportive signals, though neither guarantees future performance. Prediction: TSMC Stock Is Going to $1,200 by 2030
• Neutral Sentiment: The supplied articles do not report a material negative development for TSMC. The share decline therefore appears more consistent with broader semiconductor-sector or valuation-related pressure and profit-taking than with deterioration in the company’s operating outlook.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on TSM. Susquehanna increased their price objective on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a 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 research note on Saturday, August 8th. Sanford C. Bernstein boosted their target price on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an “outperform” rating in a research note on Tuesday, August 11th. DA Davidson restated a “buy” rating and issued a $500.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 16th. Finally, Needham & Company LLC raised their price target on shares of Taiwan Semiconductor Manufacturing from $530.00 to $560.00 and gave the company a “buy” rating in a research note on Thursday, October 15th. Three research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and a consensus price target of $528.78.

Insider Transactions at Taiwan Semiconductor Manufacturing

In related news, VP Lipen Yuan acquired 350 shares of the business’s stock in a transaction that occurred on Tuesday, August 18th. The shares were acquired at an average cost of $73.58 per share, for a total transaction of $25,753.00. Following the completion of the purchase, the vice president directly owned 2,000 shares in the company, valued at $147,160. This trade represents a 21.21% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, VP Bor-Zen Tien acquired 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Monday, August 3rd. The stock was 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 approximately $1,026,566.06. This trade represents a 7.66% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last 90 days, insiders have purchased 8,043 shares of company stock worth $598,956. Company insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Down 4.5%

Shares of Taiwan Semiconductor Manufacturing stock opened at $412.35 on Friday. The business’s fifty day moving average price is $434.47 and its two-hundred day moving average price is $420.16. The company has a debt-to-equity ratio of 0.14, a current ratio of 2.46 and a quick ratio of 2.25. The company has a market capitalization of $2.14 trillion, a P/E ratio of 26.53, a PEG ratio of 0.88 and a beta of 1.37. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $266.82 and a 1-year high of $487.47.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Tuesday, September 8th. The semiconductor company reported $4.62 earnings per share (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 during the quarter. As a group, research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.03 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be issued a dividend of $1.0854 per share. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.1%. This is a negative change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. The ex-dividend date of this dividend is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 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.