Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Position Lessened by Guyasuta Investment Advisors Inc.

Guyasuta Investment Advisors Inc. decreased its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1.0% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 117,280 shares of the semiconductor company’s stock after selling 1,211 shares during the period. Taiwan Semiconductor Manufacturing comprises approximately 3.1% of Guyasuta Investment Advisors Inc.’s portfolio, making the stock its 6th biggest holding. Guyasuta Investment Advisors Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $53,502,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. SLT Holdings LLC boosted its position in Taiwan Semiconductor Manufacturing by 5.6% during the 3rd quarter. SLT Holdings LLC now owns 2,834 shares of the semiconductor company’s stock valued at $1,293,000 after buying an additional 150 shares during the period. Walser Wealth Management Company A Ltd Liability Co grew its holdings in Taiwan Semiconductor Manufacturing by 130.2% in the 3rd quarter. Walser Wealth Management Company A Ltd Liability Co now owns 2,435 shares of the semiconductor company’s stock worth $1,111,000 after acquiring an additional 1,377 shares during the last quarter. Fortitude Advisory Group L.L.C. grew its holdings in Taiwan Semiconductor Manufacturing by 17.3% in the 3rd quarter. Fortitude Advisory Group L.L.C. now owns 2,778 shares of the semiconductor company’s stock worth $1,267,000 after acquiring an additional 410 shares during the last quarter. Barlow Wealth Partners LLC grew its holdings in Taiwan Semiconductor Manufacturing by 0.7% in the 3rd quarter. Barlow Wealth Partners LLC now owns 58,053 shares of the semiconductor company’s stock worth $27,999,000 after acquiring an additional 386 shares during the last quarter. Finally, Assenagon Asset Management S.A. increased its position in shares of Taiwan Semiconductor Manufacturing by 67.2% in the third quarter. Assenagon Asset Management S.A. now owns 1,717,515 shares of the semiconductor company’s stock valued at $783,513,000 after acquiring an additional 690,523 shares during the period. 16.51% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Shyue-Shyh Lin acquired 2,000 shares of the firm’s stock in a transaction on Sunday, July 19th. The stock was acquired at an average cost of $71.71 per share, for a total transaction of $143,420.00. Following the acquisition, the vice president owned 28,269 shares of the company’s stock, valued at $2,027,169.99. This trade represents a 7.61% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available at this link. Also, VP Lipen Yuan acquired 1,000 shares of the firm’s stock in a transaction on Tuesday, August 18th. The stock was 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 in the company, valued at approximately $447,000. This represents a 20.00% increase in their position. The SEC filing for this purchase provides additional information. In the last ninety days, insiders have purchased 16,043 shares of company stock valued at $1,185,746. 1.11% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on TSM. Needham & Company LLC upped their price objective on shares of Taiwan Semiconductor Manufacturing from $530.00 to $560.00 and gave the company a “buy” rating in a research note on Thursday. Bank of America increased their target price on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Wall Street Zen cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 8th. Stifel Nicolaus began coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday, September 1st. They issued a “buy” rating and a $515.00 target price on the stock. Finally, Sanford C. Bernstein boosted their price target on Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an “outperform” rating in a report on Tuesday, August 11th. 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, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and a consensus price target of $528.22.

Taiwan Semiconductor Manufacturing News Summary

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 Price Performance

TSM opened at $422.15 on Friday. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46. The stock has a market capitalization of $2.19 trillion, a PE ratio of 30.46, a price-to-earnings-growth ratio of 0.89 and a beta of 1.37. The stock’s 50 day moving average price is $434.85 and its 200-day moving average price is $417.14. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $266.82 and a 52-week high of $487.47.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Tuesday, September 8th. The semiconductor company reported $4.62 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.25% and a net margin of 50.31%. The company had revenue of $46.87 billion during the quarter. On average, 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%. 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 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.