1,662 Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Everett Harris & Co. CA

Everett Harris & Co. CA lowered its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 2.0% during the 3rd quarter, Holdings Channel.com reports. The fund owned 82,071 shares of the semiconductor company’s stock after selling 1,662 shares during the quarter. Everett Harris & Co. CA’s holdings in Taiwan Semiconductor Manufacturing were worth $37,440,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently modified their holdings of TSM. Tiger Global Management LLC boosted its position in Taiwan Semiconductor Manufacturing by 49.4% in the first quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company’s stock worth $1,880,717,000 after purchasing an additional 1,839,600 shares during the last quarter. Fundsmith LLP purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter worth $548,465,000. Assenagon Asset Management S.A. purchased a new stake in Taiwan Semiconductor Manufacturing in the 2nd quarter worth $490,461,000. Perseverance Asset Management International raised its stake in Taiwan Semiconductor Manufacturing by 1,453.9% during the 1st quarter. Perseverance Asset Management International now owns 446,505 shares of the semiconductor company’s stock valued at $150,896,000 after purchasing an additional 417,771 shares during the period. Finally, DJE Kapital AG bought a new stake in shares of Taiwan Semiconductor Manufacturing during the first quarter valued at approximately $118,389,000. 16.51% of the stock is owned by institutional investors.

Insider Activity

In other news, VP Lipen Yuan purchased 350 shares of the company’s stock in a transaction that occurred on Tuesday, August 18th. The shares were bought at an average price of $73.58 per share, for a total transaction of $25,753.00. Following the completion of the transaction, the vice president owned 2,000 shares in the company, valued at $147,160. This represents a 21.21% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through this link. Also, VP Bor-Zen Tien bought 1,000 shares of the company’s stock in a transaction dated Monday, August 3rd. The shares were acquired at an average price of $73.06 per share, for a total transaction of $73,060.00. Following the completion of the transaction, the vice president directly owned 14,051 shares in the company, valued at approximately $1,026,566.06. This trade represents a 7.66% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have acquired a total of 7,043 shares of company stock worth $530,986 over the last ninety days. 1.11% of the stock is owned by insiders.

Taiwan Semiconductor Manufacturing Trading Down 1.9%

Shares of Taiwan Semiconductor Manufacturing stock opened at $431.18 on Friday. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.14. The firm’s 50 day simple moving average is $435.22 and its two-hundred day simple moving average is $399.12. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $266.82 and a 12-month high of $487.47. The firm has a market capitalization of $2.24 trillion, a price-to-earnings ratio of 27.75, a PEG ratio of 0.89 and a beta of 1.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Thursday, October 15th. The semiconductor company reported $4.60 EPS for the quarter, topping 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 company had revenue of $46.72 billion during the quarter, compared to analysts’ expectations of $45.67 billion. During the same quarter in the previous year, the firm posted $2.92 EPS. The firm’s revenue was up 41.2% compared to the same quarter last year. 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 disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be paid a $1.0854 dividend. The ex-dividend date is Thursday, December 10th. This is a decrease 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%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 22.07%.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Strong quarterly results reinforce the AI-growth thesis. TSMC reported quarterly revenue of $46.72 billion, up 41.2% year over year, and earnings of $4.60 per share, exceeding analyst expectations. Demand for AI chips and the ramp of 2-nanometer production are cited as key drivers of the 2026 outlook. Beyond NVIDIA: Why TSMC Stock Looks Attractive After Q3 Earnings
• Positive Sentiment: Advanced-packaging pricing could improve margins. Reports say TSMC may raise CoWoS AI-chip packaging prices by as much as 20%, with broader advanced-packaging increases of 10% to 20% and wafer pricing increases of 3% to 6%. The moves indicate demand exceeds available capacity and give TSMC an opportunity to offset rising capital expenditures. Taiwan Semiconductor Flexes Pricing Power on AI’s Frontline
• Positive Sentiment: Institutional investors continue to favor TSM. Bell Global Equities Fund highlighted Taiwan Semiconductor in its third-quarter investor letter after delivering strong relative performance, supporting the view that TSMC remains a preferred way to gain exposure to the AI-infrastructure buildout. Why Bell Global Equities Fund Continues to Favor Taiwan Semiconductor Manufacturing Company
• Neutral Sentiment: Energy availability is a strategic issue. Taiwan’s semiconductor industry association backed a government review of potentially restarting nuclear plants, citing the industry’s need for reliable electricity. A restart could improve long-term energy security, but the timing and outcome remain uncertain. Taiwan semiconductor industry group backs government review of nuclear power restart
• Negative Sentiment: Investors remain concerned about spending and valuation. Commentary questioning whether “cracks” are emerging, along with the need to spend heavily to preserve TSMC’s technology lead, may be encouraging profit-taking after the stock’s substantial rally. Broader volatility in semiconductor and AI stocks is adding pressure. TSMC: The Cracks Are Showing

Analyst Ratings Changes

A number of brokerages have issued reports on TSM. Sanford C. Bernstein lifted their price target on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an “outperform” rating in a report on Tuesday, August 11th. TD Cowen lifted their target price on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a report on Friday, July 17th. Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, October 7th. Finally, Barclays raised 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. Three investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Buy” and an average target price of $528.78.

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.