Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Holdings Decreased by Crossmark Global Holdings Inc.

Crossmark Global Holdings Inc. lowered its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 8.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 223,990 shares of the semiconductor company’s stock after selling 21,877 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for approximately 1.2% of Crossmark Global Holdings Inc.’s holdings, making the stock its 9th biggest holding. Crossmark Global Holdings Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $102,182,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in TSM. Albion Financial Group UT increased its holdings in Taiwan Semiconductor Manufacturing by 16.5% during the 3rd quarter. Albion Financial Group UT now owns 2,361 shares of the semiconductor company’s stock valued at $1,077,000 after acquiring an additional 335 shares in the last quarter. Milestones Administradora de Recursos Ltda. lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 9.0% in the third quarter. Milestones Administradora de Recursos Ltda. now owns 127,032 shares of the semiconductor company’s stock valued at $57,951,000 after purchasing an additional 10,498 shares in the last quarter. Strengthening Families & Communities LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 6.7% in the third quarter. Strengthening Families & Communities LLC now owns 10,137 shares of the semiconductor company’s stock valued at $4,624,000 after purchasing an additional 638 shares in the last quarter. Fifth Third Securities Inc. purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the third quarter valued at about $451,000. Finally, City State Bank grew its position in shares of Taiwan Semiconductor Manufacturing by 4.6% in the third quarter. City State Bank now owns 8,481 shares of the semiconductor company’s stock valued at $3,869,000 after purchasing an additional 372 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $431.87 on Thursday. 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 firm has a market capitalization of $2.24 trillion, a price-to-earnings ratio of 27.79, a price-to-earnings-growth ratio of 0.86 and a beta of 1.37. 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 50 day moving average price of $434.84 and a 200 day moving average price of $419.64.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced 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 net margin of 51.51% and a return on equity of 42.84%. The company had revenue of $46.87 billion for the quarter. Sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.03 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Thursday, December 10th will be given a $1.0854 dividend. This is a decrease 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 dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 22.27%.

Insiders Place Their Bets

In other news, VP Lipen Yuan bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Tuesday, August 18th. The shares were purchased at an average price of $74.50 per share, for a total transaction of $74,500.00. Following the completion of the acquisition, the vice president owned 6,000 shares of the company’s stock, valued at $447,000. The trade was a 20.00% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Bor-Zen Tien purchased 1,000 shares of the stock in a transaction on Monday, August 3rd. The shares were purchased at an average cost of $73.06 per share, with a total value of $73,060.00. Following the transaction, the vice president owned 14,051 shares of the company’s stock, valued at $1,026,566.06. This trade represents a 7.66% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders purchased 8,043 shares of company stock worth $598,956 in the last quarter. 1.11% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on TSM. Needham & Company LLC raised their price objective 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. Bank of America upped their target price on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Zacks Research raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. DA Davidson reiterated a “buy” rating and set a $500.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 16th. Finally, Weiss Ratings downgraded Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, October 6th. Three investment 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 data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $528.78.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: AI demand is driving strong growth. Recent coverage highlights TSMC’s better-than-expected quarterly results, record profits and upgraded 2026 outlook. Demand for advanced chips used in data centers and AI systems continues to exceed supply, supporting revenue, earnings and pricing power. TSMC Stock: AI Demand Drives Strong Q3 Results
• Positive Sentiment: Large chip orders reinforce the demand outlook. ByteDance, Alibaba and Tencent reportedly ordered approximately $35 billion of Nvidia chips. Although Nvidia may not be able to fulfill all the orders immediately, the news signals substantial ongoing demand for the advanced chips manufactured by TSMC and its ecosystem partners. ByteDance, Alibaba and Tencent Just Ordered $35 Billion of Nvidia Chips
• Positive Sentiment: Long-term earnings potential remains attractive. Analysts and commentators see TSMC benefiting from AI infrastructure investment through 2030, with one bullish projection suggesting the stock could reach $1,200 by then. The forecast is speculative, but it reflects expectations for strong growth in advanced-node production and AI-related revenue. Prediction: TSMC Stock Is Going to $1,200 by 2030
• Positive Sentiment: Capacity investments could expand future revenue. TSMC is spending billions to increase production, including in the United States, while benefiting from data-center demand. The global FinFET market is also projected to expand substantially through 2030, creating an additional long-term tailwind. A $4 Billion Reason to Buy TSMC Stock Now
• Neutral Sentiment: Market volatility is still elevated. Chip stocks recovered after an early sell-off, but concerns about AI financing, crowded valuations and the sustainability of infrastructure spending could continue to cause short-term swings. Broader semiconductor sentiment may affect TSM even when company-specific fundamentals remain strong.
• Negative Sentiment: Margins may face temporary pressure. The ramp-up of the 2nm process and overseas fabrication plants is increasing costs and could weigh on gross margins. Analysts generally view this as a temporary investment phase rather than evidence of weakening demand, but it remains a near-term earnings risk.

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.