Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Acquired by Verdence Capital Advisors LLC

Verdence Capital Advisors LLC boosted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 4.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 50,809 shares of the semiconductor company’s stock after acquiring an additional 2,178 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for approximately 1.0% of Verdence Capital Advisors LLC’s portfolio, making the stock its 20th largest holding. Verdence Capital Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $23,179,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in TSM. Fiduciary Advisors Inc. grew its position in Taiwan Semiconductor Manufacturing by 200.0% during the third quarter. Fiduciary Advisors Inc. now owns 60 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 40 shares during the last quarter. Cedar Mountain Advisors LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 88.2% in the 2nd quarter. Cedar Mountain Advisors LLC now owns 64 shares of the semiconductor company’s stock worth $31,000 after acquiring an additional 30 shares during the last quarter. Markowski Investments bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter worth approximately $33,000. Curry Webb Wealth Management LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter valued at $39,000. Finally, Evolution Wealth Management Inc. boosted its stake in shares of Taiwan Semiconductor Manufacturing by 257.7% in 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 in the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Insiders Place Their Bets

In other news, VP Lipen Yuan purchased 350 shares of the company’s 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 transaction, the vice president directly owned 2,000 shares of the company’s stock, valued at approximately $147,160. This represents a 21.21% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Bor-Zen Tien purchased 1,000 shares of the business’s stock in a transaction on Monday, August 3rd. The stock was purchased at an average cost of $73.06 per share, for a total transaction of $73,060.00. Following the acquisition, the vice president owned 14,051 shares in the company, valued at approximately $1,026,566.06. The trade was a 7.66% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have purchased a total of 7,043 shares of company stock valued at $530,986 over the last quarter. 1.11% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

TSM has been the topic of a number of analyst reports. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, October 7th. Needham & Company LLC upped their price target on shares of Taiwan Semiconductor Manufacturing from $530.00 to $560.00 and gave the company a “buy” rating in a research report on Thursday, October 15th. Sanford C. Bernstein upped their price target on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an “outperform” rating in a research report on Tuesday, August 11th. Susquehanna raised their price objective on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research note on Thursday, July 16th. Finally, TD Cowen lifted their price objective on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a report on Friday, July 17th. Three equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and a consensus target price of $528.78.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $424.33 on Tuesday. The company has a market capitalization of $2.20 trillion, a P/E ratio of 27.31, a PEG ratio of 0.85 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. 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 stock has a 50 day moving average price of $434.25 and a two-hundred day moving average price of $396.90.

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 firm had revenue of $46.87 billion for the quarter. Analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Thursday, December 10th will be issued a dividend of $1.0854 per share. The ex-dividend date is Thursday, December 10th. This represents a $4.34 dividend on an annualized basis and a yield of 1.0%. This is a decrease from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 22.07%.

Taiwan Semiconductor Manufacturing News Roundup

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

About Taiwan Semiconductor Manufacturing

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.