Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Westover Capital Advisors LLC

Westover Capital Advisors LLC lifted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 8.4% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 26,033 shares of the semiconductor company’s stock after buying an additional 2,028 shares during the period. Taiwan Semiconductor Manufacturing makes up about 1.9% of Westover Capital Advisors LLC’s investment portfolio, making the stock its 12th biggest position. Westover Capital Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $11,876,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Brookstone Capital Management boosted its position in shares of Taiwan Semiconductor Manufacturing by 87.3% in the second quarter. Brookstone Capital Management now owns 25,143 shares of the semiconductor company’s stock worth $12,008,000 after acquiring an additional 11,719 shares during the last quarter. Y Intercept Hong Kong Ltd increased its stake in 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 valued at $27,438,000 after purchasing an additional 59,435 shares during the last quarter. Opal Capital LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 72.5% in the first quarter. Opal Capital LLC now owns 27,767 shares of the semiconductor company’s stock worth $9,384,000 after acquiring an additional 11,666 shares during the last quarter. Western Wealth Management LLC boosted its position in Taiwan Semiconductor Manufacturing by 27.4% during 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 period. Finally, Elevation Point Wealth Partners LLC increased its position in Taiwan Semiconductor Manufacturing by 306.7% in the first quarter. Elevation Point Wealth Partners LLC now owns 52,397 shares of the semiconductor company’s stock worth $17,728,000 after buying an additional 39,514 shares during the period. 16.51% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien bought 1,000 shares of the company’s stock in a transaction dated Monday, August 3rd. The shares were bought at an average price of $73.06 per share, for a total transaction 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 acquisition was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP Lipen Yuan purchased 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated 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 completion of the transaction, the vice president directly owned 6,000 shares of the company’s stock, valued at $447,000. This represents a 20.00% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have purchased 7,043 shares of company stock worth $530,986 over the last three months. 1.11% of the stock is owned by insiders.

Taiwan Semiconductor Manufacturing Trading Up 1.4%

Shares of NYSE TSM opened at $424.33 on Tuesday. 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 Company Ltd. has a 12 month low of $266.82 and a 12 month high of $487.47. The company has a market cap of $2.20 trillion, a price-to-earnings ratio of 27.31, a P/E/G ratio of 0.85 and a beta of 1.37. The business has a fifty day simple moving average of $434.25 and a 200-day simple moving average of $396.90.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Tuesday, September 8th. The semiconductor company reported $4.62 EPS for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 51.51% and a return on equity of 42.84%. The firm had revenue of $46.87 billion during the quarter. Sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 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 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 1.0%. The ex-dividend date is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 22.07%.

Analyst Ratings Changes

Several research firms have recently commented on TSM. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, October 7th. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b)” rating in a report on Wednesday, October 21st. Zacks Research upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Barclays lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the company an “overweight” rating in a research note on Friday, October 16th. Finally, TD Cowen raised their target price on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a research note on Friday, July 17th. Three research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and an average price target of $528.78.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC is positioned to benefit from continued growth in artificial intelligence and advanced-chip demand. The company is investing to expand production capacity, while its valuation is described as reasonable relative to its growth prospects through 2030. Taiwan Semiconductor Is Set to Cash in on AI
• Positive Sentiment: Wall Street analysts remain optimistic about TSM, which may support investor confidence and buying interest. Analyst recommendations are particularly influential for closely followed semiconductor stocks. Is TSMC a Buy as Wall Street Analysts Look Optimistic?
• Positive Sentiment: TSMC continues to deliver solid operating results and maintains a dominant position in the global foundry market, with profit margins above 50%. These fundamentals reinforce its appeal as an AI infrastructure investment. Intel and TSMC Are Vying for Chip Fabrication Supremacy
• Neutral Sentiment: TSMC is being compared with Apple as a leading technology investment. Apple offers a broad consumer ecosystem and substantial revenue, while TSMC offers specialized exposure to semiconductor manufacturing and higher margins. Apple vs. Taiwan Semiconductor
• Neutral Sentiment: An earnings estimate from Erste Group Bank provides additional visibility into expectations for TSM’s fiscal 2026 performance, although the report does not identify a major change to the company’s outlook. Erste Group Bank’s Estimate for TSM FY2026 Earnings
• Negative Sentiment: After roughly quadrupling over three years, TSM shares appear expensive relative to projected free cash flow. This raises the risk that strong future growth may already be reflected in the stock price. TSM Stock Looks Pricey Against Cash Flow
• Negative Sentiment: Although TSMC is producing solid results, investors currently favor Intel’s turnaround narrative and see Intel as offering superior value. That relative preference could weigh on TSM’s near-term performance. Intel and TSMC Are Vying for Chip Fabrication Supremacy

Taiwan Semiconductor Manufacturing Company 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.