Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Bought by Maxi Investments CY Ltd

Maxi Investments CY Ltd boosted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 239.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 81,213 shares of the semiconductor company’s stock after acquiring an additional 57,276 shares during the period. Taiwan Semiconductor Manufacturing accounts for about 6.8% of Maxi Investments CY Ltd’s holdings, making the stock its 3rd biggest position. Maxi Investments CY Ltd’s holdings in Taiwan Semiconductor Manufacturing were worth $37,049,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. RD Finance Ltd lifted its stake in Taiwan Semiconductor Manufacturing by 116.1% in the 3rd quarter. RD Finance Ltd now owns 16,685 shares of the semiconductor company’s stock worth $7,612,000 after purchasing an additional 8,965 shares in the last quarter. Deltec Asset Management LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 2.0% in the 3rd quarter. Deltec Asset Management LLC now owns 38,888 shares of the semiconductor company’s stock valued at $17,740,000 after purchasing an additional 750 shares during the period. Noesis Capital Mangement Corp boosted its holdings in Taiwan Semiconductor Manufacturing by 2.4% in the 3rd quarter. Noesis Capital Mangement Corp now owns 117,403 shares of the semiconductor company’s stock valued at $53,558,000 after purchasing an additional 2,793 shares during the period. Westover Capital Advisors LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 8.4% during the 3rd quarter. Westover Capital Advisors LLC now owns 26,033 shares of the semiconductor company’s stock valued at $11,876,000 after purchasing an additional 2,028 shares in the last quarter. Finally, Leo Wealth LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter valued at $1,806,000. Institutional investors own 16.51% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have recently weighed in on the stock. Susquehanna upped their price target on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a report on Thursday, July 16th. TD Cowen lifted their price objective on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a research note on Friday, July 17th. Wall Street Zen cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 8th. Needham & Company LLC lifted their price target on Taiwan Semiconductor Manufacturing from $530.00 to $560.00 and gave the company a “buy” rating in a research report on Thursday, October 15th. Finally, Stifel Nicolaus assumed coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, September 1st. They set a “buy” rating and a $515.00 price objective for the company. Three 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’s stock. Based on data from MarketBeat, the company has an average 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: 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

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE:TSM opened at $424.33 on Tuesday. The company’s fifty day moving average price is $434.25 and its 200-day moving average price is $396.90. 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 $2.20 trillion, a price-to-earnings ratio of 27.31, a PEG ratio of 0.85 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.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data 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 company had revenue of $46.87 billion during the quarter. On average, equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be given a dividend of $1.0854 per share. The ex-dividend date is Thursday, December 10th. This is a negative change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. 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 22.07%.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other news, VP Lipen Yuan purchased 350 shares of the company’s stock in a transaction on Tuesday, August 18th. The stock was purchased at an average price of $73.58 per share, with a total value of $25,753.00. Following the completion of the purchase, the vice president directly owned 2,000 shares in the company, valued at approximately $147,160. This trade represents a 21.21% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, VP Bor-Zen Tien acquired 1,000 shares of the business’s stock in a transaction dated Monday, August 3rd. The stock was purchased at an average price of $73.06 per share, with a total value of $73,060.00. Following the completion of the acquisition, the vice president directly owned 14,051 shares in the company, valued at approximately $1,026,566.06. This represents a 7.66% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have acquired 7,043 shares of company stock worth $530,986 in the last 90 days. Company insiders own 1.11% of the company’s stock.

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.