Taiwan Semiconductor Manufacturing Company Ltd. $TSM Position Lifted by E. Ohman J or Asset Management AB

E. Ohman J or Asset Management AB grew its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 10.8% during the 3rd quarter, Holdings Channel reports. The firm owned 168,356 shares of the semiconductor company’s stock after purchasing an additional 16,465 shares during the quarter. Taiwan Semiconductor Manufacturing makes up about 1.7% of E. Ohman J or Asset Management AB’s investment portfolio, making the stock its 11th biggest position. E. Ohman J or Asset Management AB’s holdings in Taiwan Semiconductor Manufacturing were worth $76,802,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently added to or reduced their stakes in TSM. SBI Securities Co. Ltd. boosted its stake in Taiwan Semiconductor Manufacturing by 2.5% in the third quarter. SBI Securities Co. Ltd. now owns 71,832 shares of the semiconductor company’s stock valued at $32,769,000 after acquiring an additional 1,778 shares during the last quarter. Marion Wealth Management increased its holdings in shares of Taiwan Semiconductor Manufacturing by 156.7% in the third quarter. Marion Wealth Management now owns 1,104 shares of the semiconductor company’s stock worth $504,000 after acquiring an additional 674 shares in the last quarter. Crescent Grove Advisors LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 104.9% during the 3rd quarter. Crescent Grove Advisors LLC now owns 1,477 shares of the semiconductor company’s stock valued at $675,000 after purchasing an additional 756 shares in the last quarter. Oakmont Investment Advisors Inc. increased its stake in Taiwan Semiconductor Manufacturing by 244.7% during the 3rd quarter. Oakmont Investment Advisors Inc. now owns 4,354 shares of the semiconductor company’s stock worth $1,986,000 after purchasing an additional 3,091 shares in the last quarter. Finally, Foster Victor Wealth Advisors LLC lifted its stake in Taiwan Semiconductor Manufacturing by 3.3% in the third quarter. Foster Victor Wealth Advisors LLC now owns 3,725 shares of the semiconductor company’s stock valued at $1,565,000 after buying an additional 119 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Insider Activity at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien bought 1,000 shares of the firm’s stock in a transaction dated Monday, August 3rd. The stock was purchased at an average price of $73.06 per share, with a total value of $73,060.00. Following the transaction, the vice president owned 14,051 shares of the company’s stock, valued at approximately $1,026,566.06. The trade was a 7.66% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Lipen Yuan bought 350 shares of the company’s stock in a transaction dated Tuesday, August 18th. The shares were acquired at an average price of $73.58 per share, for a total transaction of $25,753.00. Following the acquisition, the vice president owned 2,000 shares in the company, valued at approximately $147,160. This represents a 21.21% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last ninety days, insiders have acquired 8,043 shares of company stock worth $598,956. Insiders own 1.11% of the company’s stock.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: AI demand remains a major growth driver. Recent third-quarter earnings commentary indicates that demand for advanced chips, high-performance computing and AI infrastructure continues to exceed available capacity. Analysts view TSMC’s manufacturing scale, leading-edge nodes and advanced packaging capabilities as key competitive advantages. ASML Vs. Taiwan Semiconductor: Who Can More Fully Satisfy AI Demand?
• Positive Sentiment: Moody’s upgraded TSMC’s issuer rating to Aa2 from Aa3 and changed its outlook to stable, citing the company’s dominant foundry position and persistent AI-related demand. The upgrade may reduce financing risk and reinforces confidence in TSMC’s balance sheet and long-term cash-generation ability. Moody’s upgrades TSMC rating to Aa2
• Positive Sentiment: TSMC is reportedly in discussions with SpaceX regarding the proposed Terafab chip plant. TSMC would participate only if it operates the facility, which could create a meaningful long-term customer and capacity opportunity, although the talks remain preliminary. Taiwan Semiconductor Wants In on SpaceX’s Terafab
• Positive Sentiment: Several investment articles argue that strong recent results, raised guidance and the AI infrastructure build-out could support substantial earnings growth through 2030. Executive share purchases and inclusion in new AI-focused ETFs provide additional supportive signals, though neither guarantees future performance. Prediction: TSMC Stock Is Going to $1,200 by 2030
• Neutral Sentiment: The supplied articles do not report a material negative development for TSMC. The share decline therefore appears more consistent with broader semiconductor-sector or valuation-related pressure and profit-taking than with deterioration in the company’s operating outlook.

Taiwan Semiconductor Manufacturing Price Performance

TSM opened at $412.35 on Friday. 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 current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.14. The stock has a 50-day moving average price of $434.47 and a 200-day moving average price of $420.16. The stock has a market capitalization of $2.14 trillion, a P/E ratio of 26.53, a PEG ratio of 0.88 and a beta of 1.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Tuesday, September 8th. The semiconductor company reported $4.62 earnings per share (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 for the quarter. Equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.03 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Thursday, December 10th will be paid a $1.0854 dividend. 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. This represents a $4.34 dividend on an annualized basis and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 22.27%.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on TSM shares. DA Davidson reiterated a “buy” rating and set a $500.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 16th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, October 7th. TD Cowen lifted their price target 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. Susquehanna increased their price objective on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a research note on Thursday, July 16th. Finally, Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Three 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 stock. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and an average target price of $528.78.

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.