Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stake Boosted by Integrity Alliance LLC.

Integrity Alliance LLC. lifted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 12.8% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 11,612 shares of the semiconductor company’s stock after purchasing an additional 1,316 shares during the period. Integrity Alliance LLC.’s holdings in Taiwan Semiconductor Manufacturing were worth $5,297,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Integrity Advisory Solutions LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 4.3% in the 3rd quarter. Integrity Advisory Solutions LLC now owns 3,122 shares of the semiconductor company’s stock valued at $1,424,000 after purchasing an additional 129 shares during the last quarter. Reston Wealth Management LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 7.7% during the third quarter. Reston Wealth Management LLC now owns 701 shares of the semiconductor company’s stock worth $320,000 after purchasing an additional 50 shares in the last quarter. First Nebraska Trust Co acquired a new position in Taiwan Semiconductor Manufacturing during the third quarter worth approximately $1,634,000. Stiles Financial Services Inc raised its position in Taiwan Semiconductor Manufacturing by 13.6% in the 3rd quarter. Stiles Financial Services Inc now owns 8,478 shares of the semiconductor company’s stock valued at $3,868,000 after purchasing an additional 1,016 shares during the last quarter. Finally, IPG Investment Advisors LLC increased its stake in Taiwan Semiconductor Manufacturing by 9.6% in the third quarter. IPG Investment Advisors LLC now owns 6,571 shares of the semiconductor company’s stock valued at $3,005,000 after purchasing an additional 575 shares during the period. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Trading Up 1.6%

Shares of TSM stock opened at $404.90 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $266.82 and a fifty-two week high of $487.47. The stock has a market cap of $2.10 trillion, a P/E ratio of 26.06, a P/E/G ratio of 0.81 and a beta of 1.44. The business has a fifty day simple moving average of $434.50 and a 200-day simple moving average of $400.22. The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.14.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Thursday, October 15th. The semiconductor company reported $4.60 EPS for the quarter, topping the consensus estimate of $4.45 by $0.15. Taiwan Semiconductor Manufacturing had a net margin of 51.51% and a return on equity of 42.84%. The business had revenue of $46.72 billion for the quarter, compared to analyst estimates of $45.67 billion. During the same period in the previous year, the firm earned $2.92 EPS. The business’s revenue for the quarter was up 41.2% compared to the same quarter last year. On average, analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be issued a dividend of $1.0854 per share. This is a decrease 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 yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is 22.27%.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Commentary highlights TSMC’s role as the foundry for chip designers including Nvidia, AMD, Apple and Broadcom. Because it manufactures for multiple competitors, it may benefit broadly from AI-chip demand rather than relying on one designer’s success. Article: Taiwan Semi or Broadcom: If I Could Only Own 1 for the Next 5 Years, It Would Be This
• Positive Sentiment: Recent articles point to advanced manufacturing and the anticipated 2-nanometer production ramp as potential long-term supports, alongside continued investment in AI infrastructure and TSMC’s global manufacturing footprint. These are bullish themes, though the supplied coverage does not provide fresh company forecasts. Article: TSMC Is Down 18%: The 2nm Ramp Should Change That
• Positive Sentiment: Vice President Lipen Yuan reportedly bought 1,000 shares, increasing his position by 14.29%. Insider buying can signal confidence, although the transaction is modest relative to TSMC’s size. Article: Taiwan Semiconductor insider transaction
• Neutral Sentiment: Elon Musk may be softening his position on control of the proposed Terafab project in renewed discussions involving TSMC. A larger TSMC role could offer an opportunity, but talks remain uncertain and no agreement was reported. Article: Musk may soften Terafab control stance in fresh TSMC talks
• Negative Sentiment: Broader AI-stock selling could weigh on TSMC sentiment: one report says hedge funds have turned underweight AI stocks, while another reports ETFs collectively sold a net $81 million of TSM shares last Thursday. These are market-positioning signals, not evidence of a change in TSMC’s fundamentals. Article: AI Stocks Lose $5 Trillion in 3 Weeks as Hedge Funds Go Underweight AI for the First Time Since 2023 Article: 8 ETFs Cut Taiwan Semiconductor Holdings

Wall Street Analysts Forecast Growth

Several research firms have recently commented on TSM. Stifel Nicolaus assumed coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday, September 1st. They set a “buy” rating and a $515.00 price target for the company. Barclays lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the company an “overweight” rating in a research report on Friday, October 16th. 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. Susquehanna boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research note on Thursday, July 16th. Finally, DA Davidson restated a “buy” rating and set a $500.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 16th. Three analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Buy” and an average price target of $528.78.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan purchased 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Tuesday, August 18th. The shares were bought at an average price of $74.50 per share, with a total value of $74,500.00. Following the completion of the acquisition, the vice president directly owned 6,000 shares of the company’s stock, valued at approximately $447,000. This trade represents a 20.00% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders have bought a total of 7,043 shares of company stock worth $529,416 in the last ninety days. 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.