Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock: Stone Summit Wealth LLC Trims Stake

Stone Summit Wealth LLC trimmed its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 11.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 14,141 shares of the semiconductor company’s stock after selling 1,817 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for approximately 1.8% of Stone Summit Wealth LLC’s holdings, making the stock its 16th biggest holding. Stone Summit Wealth LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $6,451,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the business. Cedar Mountain Advisors LLC grew 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 acquiring an additional 30 shares in the last quarter. Markowski Investments bought a new position in Taiwan Semiconductor Manufacturing during the second quarter valued at $33,000. Evolution Wealth Management Inc. grew 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 purchasing an additional 67 shares during the last quarter. Financial Freedom LLC purchased a new position in Taiwan Semiconductor Manufacturing during the 1st quarter valued at $32,000. Finally, Lam Group Inc. purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the first quarter valued at $34,000. Institutional investors own 16.51% of the company’s stock.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Record demand and revenue momentum support the bullish case. TSMC’s latest monthly revenue data point to a strong quarter, driven by accelerating demand for advanced chips used in artificial intelligence applications. The company’s dominant foundry position—particularly in leading-edge production—continues to provide pricing power and support margin expansion. TSMC Revenue Growth Accelerated Faster Than Expected Last Quarter
• Positive Sentiment: Analysts are raising profit expectations. Erste Group lifted its FY2026 EPS forecast to $16.92 from $16.78 and its FY2027 estimate to $22.26 from $21.91, reflecting confidence in continued AI-related growth. Taiwan Semiconductor Manufacturing analyst estimates
• Positive Sentiment: Long-term investor enthusiasm remains strong. Coverage highlights TSMC’s near-monopoly in advanced AI-chip manufacturing, planned capacity expansion and pricing increases as potential drivers of stronger revenue and profitability through 2030. TSMC long-term growth outlook
• Neutral Sentiment: Earnings volatility is likely. Options traders expect a substantial post-earnings move, with the outcome depending heavily on quarterly margins, capital-spending plans and management’s forecast for future AI-chip demand. Expected TSMC earnings move
• Negative Sentiment: Expectations and valuation create downside risk. TSM trades near the upper end of its 52-week range at roughly 32 times earnings, while much of the positive AI narrative may already be reflected in the stock. Any margin shortfall, cautious guidance or heavier-than-expected capital spending could trigger profit-taking. TSMC earnings and valuation risks

Wall Street Analysts Forecast Growth

Several research analysts have commented on the company. Zacks Research upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Stifel Nicolaus began coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, September 1st. They issued a “buy” rating and a $515.00 price target on the stock. Wall Street Zen downgraded Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 8th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, October 7th. Finally, DA Davidson upped their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. Three research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and a consensus target price of $524.89.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan purchased 350 shares of the stock in a transaction on Tuesday, August 18th. The stock was acquired at an average price of $73.58 per share, with a total value of $25,753.00. Following the completion of the acquisition, the vice president owned 2,000 shares in the company, valued at $147,160. The trade was a 21.21% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through this link. Also, VP Bor-Zen Tien purchased 1,000 shares of the company’s stock in a transaction dated Monday, August 3rd. The shares were acquired at an average price of $73.06 per share, for a total transaction of $73,060.00. Following the purchase, the vice president directly 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 position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders acquired 16,043 shares of company stock valued at $1,185,746 in the last quarter. 1.11% of the stock is currently owned by corporate insiders.

Taiwan Semiconductor Manufacturing Trading Up 0.2%

NYSE TSM opened at $445.34 on Wednesday. The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.14. The firm has a market cap of $2.31 trillion, a PE ratio of 32.13, a price-to-earnings-growth ratio of 0.98 and a beta of 1.37. The company has a 50 day moving average price of $434.46 and a 200 day moving average price of $415.74. 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 earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. The company had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.25%. As a group, sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.60 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be given a $1.0854 dividend. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, December 10th. This is a negative change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. Taiwan Semiconductor Manufacturing’s payout ratio is 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.