Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by N10 Wealth LLC

N10 Wealth LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 23.0% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 49,927 shares of the semiconductor company’s stock after acquiring an additional 9,326 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for about 6.4% of N10 Wealth LLC’s investment portfolio, making the stock its 4th largest holding. N10 Wealth LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $22,776,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Cooper Financial Group grew its stake in Taiwan Semiconductor Manufacturing by 0.3% in the 3rd quarter. Cooper Financial Group now owns 6,313 shares of the semiconductor company’s stock valued at $2,880,000 after buying an additional 22 shares in the last quarter. Dickmeyer Boyce Financial Management Inc. lifted its position in shares of Taiwan Semiconductor Manufacturing by 0.7% during the third quarter. Dickmeyer Boyce Financial Management Inc. now owns 3,459 shares of the semiconductor company’s stock worth $1,578,000 after acquiring an additional 23 shares in the last quarter. Plan A Wealth LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 0.9% during the third quarter. Plan A Wealth LLC now owns 2,735 shares of the semiconductor company’s stock worth $1,248,000 after acquiring an additional 24 shares in the last quarter. Twin City Private Wealth LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 0.3% in the first quarter. Twin City Private Wealth LLC now owns 7,315 shares of the semiconductor company’s stock valued at $2,479,000 after purchasing an additional 25 shares in the last quarter. Finally, Graves Light Lenhart Wealth Inc. grew its position in shares of Taiwan Semiconductor Manufacturing by 3.4% in the second quarter. Graves Light Lenhart Wealth Inc. now owns 752 shares of the semiconductor company’s stock valued at $359,000 after purchasing an additional 25 shares in the last quarter. 16.51% of the stock is owned by institutional investors.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Analysts expect another strong quarter, with AI demand potentially driving approximately 50% year-over-year revenue growth. JPMorgan and Citigroup reportedly see additional revenue upside even after TSMC produced record quarterly sales. What analysts are watching with key semiconductor maker TSMC set to report results
• Positive Sentiment: TSMC’s dominant position in advanced foundry manufacturing, pricing power, capacity expansion and rising AI-chip demand support expectations for continued earnings growth. One analyst raised projected FY2026 EPS to $16.92 and FY2027 EPS to $22.26. TSMC investment outlook
• Neutral Sentiment: Options traders anticipate a sizable post-earnings move, potentially bringing TSM shares closer to their recent high. The report is therefore a major near-term catalyst, with guidance and gross margins likely more important than headline revenue alone. Expected TSMC earnings move
• Negative Sentiment: Investors appear concerned that much of the AI growth opportunity is already reflected in TSMC’s valuation. The stock has retreated from its early-October peak despite record revenue, increasing pressure on management to deliver stronger margins and guidance. TSMC earnings and AI valuation
• Negative Sentiment: Broader profit-taking across semiconductor stocks and warnings from investor Michael Burry that chip and Nasdaq shares may be overvalued are adding pressure to the sector. Historical analysis also suggests TSMC shares can react poorly after earnings when expectations are elevated. Michael Burry on chip stocks

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on the company. Wall Street Zen lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 8th. Susquehanna increased their price target on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a report on Thursday, July 16th. Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Sanford C. Bernstein boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an “outperform” rating in a research note on Tuesday, August 11th. Finally, Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, October 7th. Three analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Buy” and an average price target of $524.89.

Taiwan Semiconductor Manufacturing Price Performance

NYSE TSM traded down $14.70 during trading on Wednesday, reaching $430.42. The company’s stock had a trading volume of 7,577,231 shares, compared to its average volume of 12,993,492. The firm has a fifty day moving average of $434.46 and a 200 day moving average of $415.74. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $266.82 and a one year high of $487.47. The stock has a market capitalization of $2.23 trillion, a PE ratio of 31.06, a P/E/G ratio of 0.98 and a beta of 1.37. 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 (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. 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 during the quarter. Analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.60 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be given a dividend of $1.0854 per share. This is a drop from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. The ex-dividend date is Thursday, December 10th. This represents a $4.34 annualized dividend and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 24.96%.

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien purchased 3,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Tuesday, July 21st. The shares were acquired at an average cost of $74.39 per share, for a total transaction of $223,170.00. Following the transaction, the vice president directly owned 4,000 shares in the company, valued at $297,560. The trade was a 300.00% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Shyue-Shyh Lin acquired 2,000 shares of the company’s stock in a transaction dated Sunday, July 19th. The shares were bought at an average cost of $71.71 per share, with a total value of $143,420.00. Following the purchase, the vice president owned 28,269 shares of the company’s stock, valued at approximately $2,027,169.99. This trade represents a 7.61% increase in their position. The SEC filing for this purchase provides additional information. In the last three months, insiders have bought 16,043 shares of company stock valued at $1,185,746. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing 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.