Taiwan Semiconductor Manufacturing Company Ltd. $TSM Holdings Boosted by Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc. raised its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 4.0% during the 3rd quarter, Holdings Channel.com reports. The firm owned 133,582 shares of the semiconductor company’s stock after acquiring an additional 5,159 shares during the period. Taiwan Semiconductor Manufacturing accounts for 0.6% of Oppenheimer & Co. Inc.’s investment portfolio, making the stock its 23rd biggest position. Oppenheimer & Co. Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $60,939,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Tiger Global Management LLC raised its position in Taiwan Semiconductor Manufacturing by 49.4% during the first quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company’s stock valued at $1,880,717,000 after buying an additional 1,839,600 shares during the period. Sei Investments Co. lifted its stake in Taiwan Semiconductor Manufacturing by 11.8% in the 1st quarter. Sei Investments Co. now owns 2,591,510 shares of the semiconductor company’s stock worth $875,802,000 after acquiring an additional 274,389 shares in the last quarter. Assenagon Asset Management S.A. lifted its stake in Taiwan Semiconductor Manufacturing by 67.2% in the 3rd quarter. Assenagon Asset Management S.A. now owns 1,717,515 shares of the semiconductor company’s stock worth $783,513,000 after acquiring an additional 690,523 shares in the last quarter. Bessemer Group Inc. lifted its stake in Taiwan Semiconductor Manufacturing by 7.9% in the 1st quarter. Bessemer Group Inc. now owns 1,781,764 shares of the semiconductor company’s stock worth $602,147,000 after acquiring an additional 130,602 shares in the last quarter. Finally, AMF Tjanstepension AB boosted its position in Taiwan Semiconductor Manufacturing by 6.4% during the 1st quarter. AMF Tjanstepension AB now owns 1,632,738 shares of the semiconductor company’s stock worth $551,784,000 after acquiring an additional 98,123 shares during the period. 16.51% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research firms have weighed in on TSM. DA Davidson reaffirmed a “buy” rating and set a $500.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 16th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, October 7th. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b)” rating in a research report on Wednesday, October 21st. Barclays raised their price target on shares of Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the stock an “overweight” rating in a report on Friday, October 16th. Finally, Wall Street Zen cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 8th. Three research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus target price of $528.78.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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 Trading Up 1.4%

NYSE TSM opened at $424.33 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $266.82 and a 1-year high of $487.47. 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 company has a market capitalization of $2.20 trillion, a PE ratio of 27.31, a price-to-earnings-growth ratio of 0.85 and a beta of 1.37. The firm’s fifty day simple moving average is $434.25 and its 200-day simple moving average is $396.90.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Tuesday, September 8th. The semiconductor company reported $4.62 earnings per share (EPS) for the quarter. The business had revenue of $46.87 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 42.84% and a net margin of 51.51%. As a group, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be given a $1.0854 dividend. This represents a $4.34 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, December 10th. This is a decrease from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. Taiwan Semiconductor Manufacturing’s payout ratio is currently 22.07%.

Insider Activity

In other news, VP Lipen Yuan purchased 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Tuesday, August 18th. The stock was acquired at an average cost of $74.50 per share, for a total transaction of $74,500.00. Following the acquisition, the vice president directly owned 6,000 shares in the company, valued at $447,000. This represents a 20.00% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, VP Bor-Zen Tien purchased 1,000 shares of the stock in a transaction that occurred on Monday, August 3rd. The stock was purchased at an average cost of $73.06 per share, with a total value of $73,060.00. Following the purchase, the vice president owned 14,051 shares in the company, valued at $1,026,566.06. This represents a 7.66% increase in their position. The SEC filing for this purchase provides additional information. Over the last ninety days, insiders acquired 7,043 shares of company stock worth $530,986. Insiders own 1.11% of the company’s stock.

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.