Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Purchased by Noesis Capital Mangement Corp

Noesis Capital Mangement Corp increased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 2.4% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 117,403 shares of the semiconductor company’s stock after purchasing an additional 2,793 shares during the period. Taiwan Semiconductor Manufacturing accounts for 6.4% of Noesis Capital Mangement Corp’s portfolio, making the stock its 3rd largest holding. Noesis Capital Mangement Corp’s holdings in Taiwan Semiconductor Manufacturing were worth $53,558,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. Cooper Financial Group increased its stake in Taiwan Semiconductor Manufacturing by 0.3% in the 3rd quarter. Cooper Financial Group now owns 6,313 shares of the semiconductor company’s stock worth $2,880,000 after buying an additional 22 shares in the last quarter. Dickmeyer Boyce Financial Management Inc. raised its holdings in Taiwan Semiconductor Manufacturing by 0.7% during 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 acquiring an additional 23 shares during the period. Plan A Wealth LLC lifted its position 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 acquiring an additional 24 shares in the last quarter. Twin City Private Wealth LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 0.3% in the first quarter. Twin City Private Wealth LLC now owns 7,315 shares of the semiconductor company’s stock valued at $2,479,000 after acquiring an additional 25 shares in the last quarter. Finally, Graves Light Lenhart Wealth Inc. lifted its position in shares of Taiwan Semiconductor Manufacturing by 3.4% in the second quarter. Graves Light Lenhart Wealth Inc. now owns 752 shares of the semiconductor company’s stock valued at $359,000 after acquiring an additional 25 shares in the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Analyst Ratings Changes

TSM has been the subject of a number of recent analyst reports. Barclays upped their price objective on Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the stock an “overweight” rating in a research note on Friday, October 16th. DA Davidson reissued a “buy” rating and set a $500.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 16th. Zacks Research raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Susquehanna upped their price target 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, Needham & Company LLC upped their price target on 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 research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and an average target price of $528.78.

Insider Activity

In other news, VP Bor-Zen Tien purchased 1,000 shares of the company’s stock in a transaction that occurred on Monday, August 3rd. The stock was bought at an average cost of $73.06 per share, with a total value of $73,060.00. Following the completion of the purchase, the vice president owned 14,051 shares in the company, valued at approximately $1,026,566.06. This represents a 7.66% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, VP Lipen Yuan purchased 350 shares of the business’s stock in a transaction on Tuesday, August 18th. The shares were purchased at an average price of $73.58 per share, with a total value of $25,753.00. Following the acquisition, the vice president directly owned 2,000 shares in the company, valued at $147,160. This represents a 21.21% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders bought 7,043 shares of company stock worth $530,986 over the last ninety days. Insiders own 1.11% of the company’s stock.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC is positioned to benefit from continued growth in artificial intelligence and advanced-chip demand. The company is investing to expand production capacity, while its valuation is described as reasonable relative to its growth prospects through 2030. Taiwan Semiconductor Is Set to Cash in on AI
• Positive Sentiment: Wall Street analysts remain optimistic about TSM, which may support investor confidence and buying interest. Analyst recommendations are particularly influential for closely followed semiconductor stocks. Is TSMC a Buy as Wall Street Analysts Look Optimistic?
• Positive Sentiment: TSMC continues to deliver solid operating results and maintains a dominant position in the global foundry market, with profit margins above 50%. These fundamentals reinforce its appeal as an AI infrastructure investment. Intel and TSMC Are Vying for Chip Fabrication Supremacy
• Neutral Sentiment: TSMC is being compared with Apple as a leading technology investment. Apple offers a broad consumer ecosystem and substantial revenue, while TSMC offers specialized exposure to semiconductor manufacturing and higher margins. Apple vs. Taiwan Semiconductor
• Neutral Sentiment: An earnings estimate from Erste Group Bank provides additional visibility into expectations for TSM’s fiscal 2026 performance, although the report does not identify a major change to the company’s outlook. Erste Group Bank’s Estimate for TSM FY2026 Earnings
• Negative Sentiment: After roughly quadrupling over three years, TSM shares appear expensive relative to projected free cash flow. This raises the risk that strong future growth may already be reflected in the stock price. TSM Stock Looks Pricey Against Cash Flow
• Negative Sentiment: Although TSMC is producing solid results, investors currently favor Intel’s turnaround narrative and see Intel as offering superior value. That relative preference could weigh on TSM’s near-term performance. Intel and TSMC Are Vying for Chip Fabrication Supremacy

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE TSM opened at $424.33 on Tuesday. 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 company has a market cap of $2.20 trillion, a P/E ratio of 27.31, a P/E/G ratio of 0.85 and a beta of 1.37. The firm’s fifty day moving average is $434.25 and its two-hundred day moving average is $396.90. 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 net margin of 51.51% and a return on equity of 42.84%. The business had revenue of $46.87 billion for the quarter. As a group, analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be issued a $1.0854 dividend. This represents a $4.34 annualized dividend and a dividend 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 payout ratio is presently 22.07%.

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.