Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Vest Financial LLC

Vest Financial LLC increased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 17.3% during the 3rd quarter, Holdings Channel.com reports. The fund owned 60,453 shares of the semiconductor company’s stock after acquiring an additional 8,922 shares during the period. Vest Financial LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $27,578,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of TSM. Tiger Global Management LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 49.4% in the first quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company’s stock valued at $1,880,717,000 after purchasing an additional 1,839,600 shares during the period. Sei Investments Co. increased its stake in Taiwan Semiconductor Manufacturing by 11.8% during the 1st quarter. Sei Investments Co. now owns 2,591,510 shares of the semiconductor company’s stock worth $875,802,000 after buying an additional 274,389 shares during the period. Bessemer Group Inc. increased its stake in Taiwan Semiconductor Manufacturing by 7.9% during the 1st quarter. Bessemer Group Inc. now owns 1,781,764 shares of the semiconductor company’s stock worth $602,147,000 after buying an additional 130,602 shares during the period. Assenagon Asset Management S.A. lifted its holdings in Taiwan Semiconductor Manufacturing by 67.2% during the 3rd quarter. Assenagon Asset Management S.A. now owns 1,717,515 shares of the semiconductor company’s stock worth $783,513,000 after buying an additional 690,523 shares in the last quarter. Finally, AMF Tjanstepension AB lifted its holdings in Taiwan Semiconductor Manufacturing by 6.4% during the 1st quarter. AMF Tjanstepension AB now owns 1,632,738 shares of the semiconductor company’s stock worth $551,784,000 after buying an additional 98,123 shares in the last quarter. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $431.87 on Thursday. The stock’s 50-day moving average is $434.84 and its two-hundred day moving average is $419.64. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $266.82 and a 1 year high of $487.47. The firm has a market cap of $2.24 trillion, a price-to-earnings ratio of 27.79, a PEG ratio of 0.86 and a beta of 1.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Tuesday, September 8th. The semiconductor company reported $4.62 earnings per share for the quarter. The business had revenue of $46.87 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 42.84% and a net margin of 51.51%. Analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.03 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. Stockholders of record on Thursday, December 10th will be paid a dividend of $1.0854 per share. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.0%. This is a negative change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. The ex-dividend date is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 22.27%.

Insider Transactions at Taiwan Semiconductor Manufacturing

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

Analysts Set New Price Targets

Several equities analysts have commented on TSM shares. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, October 7th. Wall Street Zen cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 8th. Needham & Company LLC increased their price objective on Taiwan Semiconductor Manufacturing from $530.00 to $560.00 and gave the company a “buy” rating in a research note on Thursday, October 15th. Sanford C. Bernstein lifted their target price on Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an “outperform” rating in a report on Tuesday, August 11th. Finally, DA Davidson reissued a “buy” rating and set a $500.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 16th. Three research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and an average target price of $528.78.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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.

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.