1,149 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Bought by Whalen Wealth Management Inc.

Whalen Wealth Management Inc. bought a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the 3rd quarter, Holdings Channel.com reports. The fund bought 1,149 shares of the semiconductor company’s stock, valued at approximately $524,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brookstone Capital Management boosted its position in shares of Taiwan Semiconductor Manufacturing by 87.3% in the 2nd quarter. Brookstone Capital Management now owns 25,143 shares of the semiconductor company’s stock valued at $12,008,000 after purchasing an additional 11,719 shares during the period. Y Intercept Hong Kong Ltd grew its position in shares of Taiwan Semiconductor Manufacturing by 273.2% during the first quarter. Y Intercept Hong Kong Ltd now owns 81,189 shares of the semiconductor company’s stock worth $27,438,000 after acquiring an additional 59,435 shares during the last quarter. Opal Capital LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 72.5% in the 1st quarter. Opal Capital LLC now owns 27,767 shares of the semiconductor company’s stock valued at $9,384,000 after acquiring an additional 11,666 shares during the period. Western Wealth Management LLC raised its position in Taiwan Semiconductor Manufacturing by 27.4% in the 1st quarter. Western Wealth Management LLC now owns 27,954 shares of the semiconductor company’s stock valued at $9,447,000 after purchasing an additional 6,013 shares during the last quarter. Finally, Elevation Point Wealth Partners LLC raised its position in Taiwan Semiconductor Manufacturing by 306.7% in the 1st quarter. Elevation Point Wealth Partners LLC now owns 52,397 shares of the semiconductor company’s stock valued at $17,728,000 after purchasing an additional 39,514 shares during the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock traded down $16.29 during mid-day trading on Thursday, hitting $455.91. The stock had a trading volume of 5,632,860 shares, compared to its average volume of 13,043,141. The firm has a market cap of $2.36 trillion, a PE ratio of 32.85, a PEG ratio of 1.07 and a beta of 1.37. The company’s 50-day simple moving average is $431.08 and its 200-day simple moving average is $412.62. The company has a debt-to-equity ratio of 0.14, a current ratio of 2.46 and a quick ratio of 2.25. 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 issued its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. The business had revenue of $39.89 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.25%. Sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.56 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm 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 negative change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. The ex-dividend date of this dividend 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 dividend payout ratio (DPR) is currently 24.96%.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien acquired 3,000 shares of the company’s stock in a transaction that occurred on Tuesday, July 21st. The shares were purchased at an average price of $74.39 per share, with a total value of $223,170.00. Following the completion of the acquisition, the vice president directly owned 4,000 shares of the company’s stock, valued at approximately $297,560. The trade was a 300.00% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this hyperlink. Also, VP Lipen Yuan bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Tuesday, August 18th. The stock was acquired at an average cost of $74.50 per share, with a total value of $74,500.00. Following the acquisition, the vice president owned 6,000 shares of the company’s stock, valued at $447,000. This trade represents a 20.00% increase in their position. The SEC filing for this purchase provides additional information. In the last three months, insiders acquired 16,043 shares of company stock valued at $1,185,746. Corporate insiders own 1.11% of the company’s stock.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC reported record third-quarter revenue of NT$1.49 trillion ($46.71 billion), up approximately 50% year over year and above the NT$1.46 trillion analyst consensus. The result reinforces that demand for advanced chips used in artificial intelligence and high-performance computing remains exceptionally strong. TSMC’s third-quarter revenue surges to record, beating market forecast
• Positive Sentiment: September revenue rose 54.6% year over year to NT$511.86 billion, helping produce a record quarter and exceeding expectations. Investors will now look to TSMC’s upcoming earnings outlook for guidance on AI demand, margins and capital spending. TSMC September sales hit another record as AI boom rolls on
• Positive Sentiment: GlobalFoundries agreed to a multiyear, $2 billion deal to supply silicon interposers for TSMC’s CoWoS advanced-packaging ecosystem. The partnership should help expand packaging capacity for AI systems and strengthen TSMC’s U.S. supply chain, although production at GlobalFoundries’ New York facility is not expected to ramp until the first half of 2028. GlobalFoundries Signs $2 Billion Silicon Supply Deal With Taiwan Semiconductor Manufacturing
• Positive Sentiment: Multiple TSMC executives, including CEO C.C. Wei, reported small open-market stock purchases. The transactions offer a modest confidence signal, though their relatively small dollar values limit their immediate impact. Taiwan Semiconductor Manufacturing CEO Purchases 144 Shares of Stock
• Neutral Sentiment: Industry observers say TSMC may need as much as $64 billion in annual capital spending and still may not be building enough capacity to satisfy AI-chip demand. This supports long-term growth but highlights substantial execution, depreciation and capacity-expansion risks. TSMC Plans Up to $64 Billion in Capex
• Negative Sentiment: TSMC’s strong sales were not enough to overcome profit-taking and a risk-off market backdrop, including rising oil prices and Treasury yields. The stock is also trading near its 12-month high, leaving little room for an earnings beat that merely meets already-bullish expectations.
• Negative Sentiment: Elon Musk said Tesla and SpaceX will build and operate the planned Terafab independently, rather than having TSMC run the facility. That removes a potential new manufacturing opportunity for TSMC, although TSMC could still potentially sublease part of the site. Elon Musk Rules Out Potential TSMC Role in Terafab Operations

Wall Street Analyst Weigh In

A number of research analysts have commented on TSM shares. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday. Weiss Ratings downgraded shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday. Wall Street Zen cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, August 8th. Needham & Company LLC upped their price objective on Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the company a “buy” rating in a research note on Monday, July 27th. Finally, Susquehanna increased their price objective on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a research report on Thursday, July 16th. Three research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus target price of $524.89.

Taiwan Semiconductor Manufacturing Company 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.