Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock: Titan Investment Management LLC Raises Position

Titan Investment Management LLC grew its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 9.3% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 21,808 shares of the semiconductor company’s stock after purchasing an additional 1,861 shares during the period. Taiwan Semiconductor Manufacturing makes up about 7.4% of Titan Investment Management LLC’s portfolio, making the stock its 3rd biggest position. Titan Investment Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $9,949,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also modified their holdings of the company. Fiduciary Advisors Inc. increased its position in shares of Taiwan Semiconductor Manufacturing by 200.0% during the 3rd quarter. Fiduciary Advisors Inc. now owns 60 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 40 shares during the last quarter. Evolution Wealth Management Inc. raised its holdings in Taiwan Semiconductor Manufacturing by 257.7% during the 1st quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company’s stock valued at $31,000 after buying an additional 67 shares during the period. Cedar Mountain Advisors LLC lifted its position in Taiwan Semiconductor Manufacturing by 88.2% in the second quarter. Cedar Mountain Advisors LLC now owns 64 shares of the semiconductor company’s stock worth $31,000 after buying an additional 30 shares during the last quarter. Financial Freedom LLC bought a new stake in Taiwan Semiconductor Manufacturing in the first quarter worth $32,000. Finally, Markowski Investments purchased a new position in Taiwan Semiconductor Manufacturing during the second quarter worth $33,000. 16.51% of the stock is owned by institutional investors.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien acquired 1,000 shares of the business’s stock in a transaction on Monday, August 3rd. The shares were bought at an average price of $73.06 per share, with a total value of $73,060.00. Following the transaction, the vice president directly owned 14,051 shares of the company’s stock, valued at $1,026,566.06. The trade was a 7.66% increase in their position. The purchase was disclosed in a document filed with the SEC, which is available at this link. Also, VP Lipen Yuan bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Tuesday, August 18th. The stock was acquired at an average price of $74.50 per share, for a total transaction of $74,500.00. Following the purchase, the vice president 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. Additional details regarding this purchase are available in the official SEC disclosure. Insiders acquired a total of 8,043 shares of company stock worth $598,956 in the last ninety days. 1.11% of the stock is currently owned by corporate insiders.

Trending Headlines about Taiwan Semiconductor Manufacturing

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.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on the stock. Barclays boosted 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. TD Cowen increased their target price 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. Sanford C. Bernstein raised their target price on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an “outperform” rating in a report on Tuesday, August 11th. Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Finally, Needham & Company LLC lifted their price target on shares of Taiwan Semiconductor Manufacturing from $530.00 to $560.00 and gave the stock a “buy” rating in a research note on Thursday, October 15th. Three equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and an average target price of $528.78.

Taiwan Semiconductor Manufacturing Trading Down 4.5%

TSM opened at $412.35 on Friday. The stock has a market cap of $2.14 trillion, a price-to-earnings ratio of 26.53, a P/E/G ratio of 0.88 and a beta of 1.37. The stock’s 50 day moving average price is $434.47 and its 200-day moving average price is $420.16. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $266.82 and a one year high of $487.47. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly 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 42.84% and a net margin of 51.51%. The firm had revenue of $46.87 billion for the quarter. On average, equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.03 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm 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 $1.0854 dividend. This is a drop from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. The ex-dividend date of this dividend is Thursday, December 10th. This represents a $4.34 annualized dividend and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 22.27%.

Taiwan Semiconductor Manufacturing 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.