5,408 Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Iams Wealth Management LLC

Iams Wealth Management LLC increased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1,263.6% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,836 shares of the semiconductor company’s stock after acquiring an additional 5,408 shares during the quarter. Iams Wealth Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $2,662,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in TSM. NFSG Corp lifted its position in shares of Taiwan Semiconductor Manufacturing by 68.4% in the 3rd quarter. NFSG Corp now owns 7,939 shares of the semiconductor company’s stock valued at $3,622,000 after acquiring an additional 3,225 shares in the last quarter. Activest Wealth Management boosted its stake in Taiwan Semiconductor Manufacturing by 5.8% in the 3rd quarter. Activest Wealth Management now owns 658 shares of the semiconductor company’s stock worth $300,000 after purchasing an additional 36 shares during the period. SLT Holdings LLC grew 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 worth $1,293,000 after purchasing an additional 150 shares in the last quarter. Walser Wealth Management Company A Ltd Liability Co grew its position in Taiwan Semiconductor Manufacturing by 130.2% during 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 purchasing an additional 1,377 shares in the last quarter. Finally, Fortitude Advisory Group L.L.C. grew its position in Taiwan Semiconductor Manufacturing by 17.3% during 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 purchasing an additional 410 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

NYSE TSM opened at $422.15 on Friday. The company has a 50 day simple moving average of $434.85 and a 200-day simple moving average of $417.14. The company has a debt-to-equity ratio of 0.14, a current ratio of 2.46 and a quick ratio of 2.25. The firm has a market capitalization of $2.19 trillion, a price-to-earnings ratio of 30.46, a price-to-earnings-growth ratio of 0.89 and a beta of 1.37. 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 data on Tuesday, September 8th. The semiconductor company reported $4.62 EPS for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.25%. The firm had revenue of $46.87 billion for the quarter. Equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.60 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced 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 represents a $4.34 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date 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 currently 24.96%.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Shyue-Shyh Lin bought 1,000 shares of the firm’s stock in a transaction on Tuesday, July 21st. The stock was bought at an average price of $74.13 per share, with a total value of $74,130.00. Following the purchase, the vice president directly owned 30,269 shares of the company’s stock, valued at approximately $2,243,840.97. This represents a 3.42% increase in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, VP Lipen Yuan purchased 350 shares of the stock in a transaction dated Tuesday, August 18th. The shares were bought at an average price of $73.58 per share, for a total transaction of $25,753.00. Following the completion of the acquisition, the vice president owned 2,000 shares in the company, valued at $147,160. This represents a 21.21% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders purchased 16,043 shares of company stock valued at $1,185,746 in the last quarter. Company 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 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

Analysts Set New Price Targets

Several analysts have issued reports on TSM shares. 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 raised their target price on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a research report on Thursday, July 16th. Sanford C. Bernstein raised their target price on Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an “outperform” rating in a research report on Tuesday, August 11th. Stifel Nicolaus initiated coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, September 1st. They set a “buy” rating and a $515.00 price target on the stock. Finally, Weiss Ratings lowered Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, October 6th. Three equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the company. According to MarketBeat, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and a consensus price target of $528.22.

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.