3,016 Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Third View Private Wealth LLC

Third View Private Wealth LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 21.9% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 16,808 shares of the semiconductor company’s stock after acquiring an additional 3,016 shares during the quarter. Taiwan Semiconductor Manufacturing comprises approximately 0.9% of Third View Private Wealth LLC’s portfolio, making the stock its 23rd largest holding. Third View Private Wealth LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $7,668,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently bought and sold shares of TSM. Fiduciary Advisors Inc. lifted its stake in Taiwan Semiconductor Manufacturing by 200.0% during the 3rd quarter. Fiduciary Advisors Inc. now owns 60 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 40 shares during the period. Cedar Mountain Advisors LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 88.2% during 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 last quarter. Markowski Investments bought a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter worth approximately $33,000. Curry Webb Wealth Management LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the third quarter worth approximately $39,000. Finally, Financial Freedom LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the first quarter worth approximately $32,000. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Commentary highlights TSMC’s role as the foundry for chip designers including Nvidia, AMD, Apple and Broadcom. Because it manufactures for multiple competitors, it may benefit broadly from AI-chip demand rather than relying on one designer’s success. Article: Taiwan Semi or Broadcom: If I Could Only Own 1 for the Next 5 Years, It Would Be This
• Positive Sentiment: Recent articles point to advanced manufacturing and the anticipated 2-nanometer production ramp as potential long-term supports, alongside continued investment in AI infrastructure and TSMC’s global manufacturing footprint. These are bullish themes, though the supplied coverage does not provide fresh company forecasts. Article: TSMC Is Down 18%: The 2nm Ramp Should Change That
• Positive Sentiment: Vice President Lipen Yuan reportedly bought 1,000 shares, increasing his position by 14.29%. Insider buying can signal confidence, although the transaction is modest relative to TSMC’s size. Article: Taiwan Semiconductor insider transaction
• Neutral Sentiment: Elon Musk may be softening his position on control of the proposed Terafab project in renewed discussions involving TSMC. A larger TSMC role could offer an opportunity, but talks remain uncertain and no agreement was reported. Article: Musk may soften Terafab control stance in fresh TSMC talks
• Negative Sentiment: Broader AI-stock selling could weigh on TSMC sentiment: one report says hedge funds have turned underweight AI stocks, while another reports ETFs collectively sold a net $81 million of TSM shares last Thursday. These are market-positioning signals, not evidence of a change in TSMC’s fundamentals. Article: AI Stocks Lose $5 Trillion in 3 Weeks as Hedge Funds Go Underweight AI for the First Time Since 2023 Article: 8 ETFs Cut Taiwan Semiconductor Holdings

Analysts Set New Price Targets

TSM has been the subject of several research reports. Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, October 7th. Wall Street Zen downgraded shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, August 8th. Barclays lifted their target price on shares of Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the stock an “overweight” rating in a research report on Friday, October 16th. Finally, Needham & Company LLC boosted their target price 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 equities research 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 stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and a consensus target price of $528.78.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan bought 1,000 shares of the business’s stock in a transaction that occurred on Sunday, November 1st. The stock was bought at an average cost of $71.49 per share, for a total transaction of $71,490.00. Following the completion of the transaction, the vice president owned 8,000 shares of the company’s stock, valued at $571,920. This represents a 14.29% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders have purchased 7,043 shares of company stock worth $529,416 in the last three months. Insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Up 1.6%

TSM stock opened at $404.90 on Wednesday. The company has a market cap of $2.10 trillion, a price-to-earnings ratio of 26.06, a P/E/G ratio of 0.81 and a beta of 1.44. 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 business’s 50-day moving average is $434.50 and its two-hundred day moving average is $400.22. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $266.82 and a fifty-two week high of $487.47.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Thursday, October 15th. The semiconductor company reported $4.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 business had revenue of $46.72 billion during the quarter, compared to the consensus estimate of $45.67 billion. During the same period in the previous year, the company posted $2.92 EPS. The business’s quarterly revenue was up 41.2% compared to the same quarter last year. As a group, analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Thursday, December 10th will be issued a $1.0854 dividend. The ex-dividend date of this dividend is Thursday, December 10th. This is a negative change 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 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is 22.27%.

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.