Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Purchased by Walser Wealth Management Company A Ltd Liability Co

Walser Wealth Management Company A Ltd Liability Co raised its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 130.2% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,435 shares of the semiconductor company’s stock after purchasing an additional 1,377 shares during the quarter. Walser Wealth Management Company A Ltd Liability Co’s holdings in Taiwan Semiconductor Manufacturing were worth $1,111,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Cooper Financial Group boosted its holdings in shares of 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 during the last quarter. Dickmeyer Boyce Financial Management Inc. grew its stake in shares of Taiwan Semiconductor Manufacturing by 0.7% in the third quarter. Dickmeyer Boyce Financial Management Inc. now owns 3,459 shares of the semiconductor company’s stock valued at $1,578,000 after buying an additional 23 shares in the last quarter. Plan A Wealth LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 0.9% in the third quarter. Plan A Wealth LLC now owns 2,735 shares of the semiconductor company’s stock valued at $1,248,000 after buying an additional 24 shares in the last quarter. Twin City Private Wealth LLC increased its holdings in Taiwan Semiconductor Manufacturing by 0.3% during the first quarter. Twin City Private Wealth LLC now owns 7,315 shares of the semiconductor company’s stock worth $2,479,000 after buying an additional 25 shares during the last quarter. Finally, Graves Light Lenhart Wealth Inc. increased its holdings in Taiwan Semiconductor Manufacturing by 3.4% during the second quarter. Graves Light Lenhart Wealth Inc. now owns 752 shares of the semiconductor company’s stock worth $359,000 after buying an additional 25 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Insiders Place Their Bets

In related news, VP Lipen Yuan acquired 1,000 shares of the company’s stock in a transaction dated Tuesday, August 18th. The shares were 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 trade represents a 20.00% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, VP Shyue-Shyh Lin bought 2,000 shares of the business’s stock in a transaction dated Sunday, July 19th. The shares were bought at an average price of $71.71 per share, with a total value of $143,420.00. Following the purchase, the vice president owned 28,269 shares in the company, valued at $2,027,169.99. The trade was a 7.61% increase in their position. The SEC filing for this purchase provides additional information. Insiders purchased a total of 16,043 shares of company stock valued at $1,185,746 over the last ninety days. 1.11% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several analysts have issued reports on TSM shares. Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. DA Davidson lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a research report on Friday, July 17th. TD Cowen lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a research report on Friday, July 17th. Sanford C. Bernstein boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an “outperform” rating in a research note on Tuesday, August 11th. 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 investment analysts have rated the stock with a Strong Buy rating, eleven have assigned 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 $528.22.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC reported record third-quarter results, with net income rising 68.7% year over year to approximately NT$763 billion. Revenue and earnings exceeded expectations, supported by strong demand for advanced AI and high-performance-computing chips. TSMC posts record profit for a sixth straight quarter
• Positive Sentiment: Management issued above-consensus fourth-quarter revenue guidance of $52.3 billion to $54.3 billion versus an analyst estimate of $48.8 billion. Advanced technologies represented about 79% of wafer revenue, while 2-nanometer adoption is gaining momentum. TSMC beats Q3 earnings and revenue estimates
• Positive Sentiment: TSMC’s chief executive sees no sign of an AI-related demand slowdown. Competition among Nvidia, Apple, Broadcom and other customers for TSMC’s leading-edge capacity also reinforces the company’s pricing power and strategic importance. TSMC capacity is a battleground for AI customers
• Positive Sentiment: Needham raised its price target to $560 and maintained a buy rating, arguing that long-term AI demand remains underappreciated.
• Neutral Sentiment: TSMC is reportedly in discussions with Elon Musk’s proposed Texas “Terafab” complex. Any expansion could strengthen its U.S. footprint and create additional capacity, but the talks remain preliminary. TSMC talks with Elon Musk’s Terafab
• Negative Sentiment: Investors remain concerned about TSMC’s plan to spend as much as $64 billion on capital expenditures. The investment is intended to meet AI-chip demand, but it raises questions about free cash flow, returns on new capacity and the risk of overbuilding if AI spending cools. TSMC’s $64 billion spending plan
• Negative Sentiment: The stock was caught in a broader semiconductor selloff driven by a hot inflation reading, higher-rate concerns and fears that debt financing could undermine the profitability of AI infrastructure companies such as CoreWeave and Oracle. These macro and financing concerns outweighed the earnings beat in the near term. Chip stocks tumble on AI investment worries

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE TSM opened at $422.15 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. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $266.82 and a 12 month high of $487.47. The stock has a 50 day moving average of $434.85 and a 200-day moving average of $417.14. The company has a market capitalization of $2.19 trillion, a P/E ratio of 30.46, a P/E/G ratio of 0.89 and a beta of 1.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Tuesday, September 8th. The semiconductor company reported $4.62 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.25% and a net margin of 50.31%. The business had revenue of $46.87 billion for the quarter. As a group, equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.60 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be given a dividend of $1.0854 per share. This represents a $4.34 dividend on an annualized basis and a yield of 1.0%. This is a negative change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. The ex-dividend date of this dividend is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 24.96%.

Taiwan Semiconductor Manufacturing Company 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.