Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock: Oakmont Investment Advisors Inc. Increases Holdings

Oakmont Investment Advisors Inc. raised its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 244.7% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 4,354 shares of the semiconductor company’s stock after acquiring an additional 3,091 shares during the period. Taiwan Semiconductor Manufacturing accounts for about 1.3% of Oakmont Investment Advisors Inc.’s holdings, making the stock its 19th biggest holding. Oakmont Investment Advisors Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $1,986,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Brookstone Capital Management boosted its position in shares of Taiwan Semiconductor Manufacturing by 87.3% during the second quarter. Brookstone Capital Management now owns 25,143 shares of the semiconductor company’s stock worth $12,008,000 after buying an additional 11,719 shares during the period. Y Intercept Hong Kong Ltd raised its position in Taiwan Semiconductor Manufacturing by 273.2% in the 1st quarter. Y Intercept Hong Kong Ltd now owns 81,189 shares of the semiconductor company’s stock valued at $27,438,000 after buying an additional 59,435 shares during the last quarter. Opal Capital LLC raised its position in Taiwan Semiconductor Manufacturing by 72.5% in the 1st quarter. Opal Capital LLC now owns 27,767 shares of the semiconductor company’s stock valued at $9,384,000 after buying an additional 11,666 shares during the last quarter. Western Wealth Management LLC lifted its stake in Taiwan Semiconductor Manufacturing by 27.4% in the 1st quarter. Western Wealth Management LLC now owns 27,954 shares of the semiconductor company’s stock valued at $9,447,000 after acquiring an additional 6,013 shares in the last quarter. Finally, Elevation Point Wealth Partners LLC lifted its stake in Taiwan Semiconductor Manufacturing by 306.7% in the 1st quarter. Elevation Point Wealth Partners LLC now owns 52,397 shares of the semiconductor company’s stock valued at $17,728,000 after acquiring an additional 39,514 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Lipen Yuan acquired 1,000 shares of the company’s stock in a transaction dated Tuesday, August 18th. The shares were bought at an average cost of $74.50 per share, with a total value of $74,500.00. Following the completion of the transaction, the vice president directly owned 6,000 shares of the company’s stock, valued at $447,000. This trade represents a 20.00% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, VP Bor-Zen Tien bought 1,000 shares of the business’s stock in a transaction dated 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 purchase, the vice president owned 14,051 shares in the company, valued at $1,026,566.06. The trade was a 7.66% increase in their position. The SEC filing for this purchase provides additional information. Over the last quarter, insiders acquired 8,043 shares of company stock worth $598,956. Corporate insiders own 1.11% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently weighed in on the stock. Susquehanna raised their price target on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a research note on Thursday, July 16th. Barclays boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the stock an “overweight” rating in a research report on Friday, October 16th. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b)” rating in a report on Wednesday. Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Finally, Sanford C. Bernstein increased their price objective on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an “outperform” rating in a research note on Tuesday, August 11th. Three analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus target price of $528.78.

Taiwan Semiconductor Manufacturing News Summary

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 Stock Up 1.6%

Taiwan Semiconductor Manufacturing stock opened at $431.87 on Thursday. 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 company’s 50-day moving average is $434.84 and its 200-day moving average is $419.64. The firm has a market capitalization of $2.24 trillion, a PE ratio of 27.79, a P/E/G ratio of 0.86 and a beta of 1.37. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $266.82 and a fifty-two week high of $487.47.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Tuesday, September 8th. The semiconductor company reported $4.62 earnings per share (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 during the quarter. Sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.03 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

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