ASK Capital Investment Managers LLC Acquires 10,971 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

ASK Capital Investment Managers LLC acquired a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the third quarter, Holdings Channel.com reports. The firm acquired 10,971 shares of the semiconductor company’s stock, valued at approximately $5,005,000. Taiwan Semiconductor Manufacturing comprises 5.5% of ASK Capital Investment Managers LLC’s holdings, making the stock its 7th biggest holding.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Liberty Atlantic Advisors LLC acquired a new position in Taiwan Semiconductor Manufacturing during the third quarter valued at $216,000. XY Planning Network Inc. boosted its holdings in Taiwan Semiconductor Manufacturing by 11.6% in the third quarter. XY Planning Network Inc. now owns 676 shares of the semiconductor company’s stock valued at $308,000 after purchasing an additional 70 shares during the last quarter. ProCore Advisors LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 7.5% in the third quarter. ProCore Advisors LLC now owns 1,822 shares of the semiconductor company’s stock valued at $831,000 after purchasing an additional 127 shares during the last quarter. Signal Advisors Wealth LLC grew its position in Taiwan Semiconductor Manufacturing by 2.9% during the 3rd quarter. Signal Advisors Wealth LLC now owns 3,498 shares of the semiconductor company’s stock worth $1,596,000 after purchasing an additional 98 shares during the period. Finally, B. Riley Wealth Advisors Inc. grew its position in Taiwan Semiconductor Manufacturing by 22.5% during the 3rd quarter. B. Riley Wealth Advisors Inc. now owns 27,025 shares of the semiconductor company’s stock worth $12,328,000 after purchasing an additional 4,971 shares during the period. Institutional investors and hedge funds own 16.51% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have weighed in on the company. Barclays lifted their price objective on Taiwan Semiconductor Manufacturing from $650.00 to $665.00 and gave the company an “overweight” rating in a research note on Tuesday, October 6th. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, October 7th. Sanford C. Bernstein raised their target price on Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an “outperform” rating in a report on Tuesday, August 11th. Zacks Research raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Finally, TD Cowen lifted their price target on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a research report on Friday, July 17th. Three investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus price target of $524.89.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Record demand and revenue momentum support the bullish case. TSMC’s latest monthly revenue data point to a strong quarter, driven by accelerating demand for advanced chips used in artificial intelligence applications. The company’s dominant foundry position—particularly in leading-edge production—continues to provide pricing power and support margin expansion. TSMC Revenue Growth Accelerated Faster Than Expected Last Quarter
• Positive Sentiment: Analysts are raising profit expectations. Erste Group lifted its FY2026 EPS forecast to $16.92 from $16.78 and its FY2027 estimate to $22.26 from $21.91, reflecting confidence in continued AI-related growth. Taiwan Semiconductor Manufacturing analyst estimates
• Positive Sentiment: Long-term investor enthusiasm remains strong. Coverage highlights TSMC’s near-monopoly in advanced AI-chip manufacturing, planned capacity expansion and pricing increases as potential drivers of stronger revenue and profitability through 2030. TSMC long-term growth outlook
• Neutral Sentiment: Earnings volatility is likely. Options traders expect a substantial post-earnings move, with the outcome depending heavily on quarterly margins, capital-spending plans and management’s forecast for future AI-chip demand. Expected TSMC earnings move
• Negative Sentiment: Expectations and valuation create downside risk. TSM trades near the upper end of its 52-week range at roughly 32 times earnings, while much of the positive AI narrative may already be reflected in the stock. Any margin shortfall, cautious guidance or heavier-than-expected capital spending could trigger profit-taking. TSMC earnings and valuation risks

Taiwan Semiconductor Manufacturing Trading Up 0.2%

Shares of Taiwan Semiconductor Manufacturing stock opened at $445.34 on Wednesday. The firm has a 50-day simple moving average of $434.46 and a two-hundred day simple moving average of $415.74. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $266.82 and a fifty-two week high of $487.47. The company has a market cap of $2.31 trillion, a P/E ratio of 32.13, a price-to-earnings-growth ratio of 0.98 and a beta of 1.37.

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

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently declared 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. This represents a $4.34 dividend on an annualized basis and a yield of 1.0%. 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. Taiwan Semiconductor Manufacturing’s payout ratio is currently 24.96%.

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Shyue-Shyh Lin bought 2,000 shares of the firm’s stock in a transaction dated Sunday, July 19th. The shares were purchased at an average price of $71.71 per share, for a total transaction of $143,420.00. Following the transaction, the vice president directly owned 28,269 shares of the company’s stock, valued at approximately $2,027,169.99. This represents a 7.61% increase in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, VP Lipen Yuan purchased 1,000 shares of the business’s stock in a transaction that occurred on Tuesday, August 18th. The stock was bought 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 in the company, valued at $447,000. This represents a 20.00% increase in their position. The SEC filing for this purchase provides additional information. Over the last 90 days, insiders have acquired 16,043 shares of company stock worth $1,185,746. 1.11% of the stock is owned by corporate insiders.

About Taiwan Semiconductor Manufacturing

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.