1,769 Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by XML Financial LLC

XML Financial LLC lowered its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 27.4% in the third quarter, Holdings Channel reports. The fund owned 4,678 shares of the semiconductor company’s stock after selling 1,769 shares during the quarter. XML Financial LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $2,134,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the company. Summit Wealth Group LLC Co. increased its stake in shares of Taiwan Semiconductor Manufacturing by 54.1% in the third quarter. Summit Wealth Group LLC Co. now owns 6,619 shares of the semiconductor company’s stock valued at $3,020,000 after buying an additional 2,323 shares during the period. One Way Holdings LLC raised its holdings in Taiwan Semiconductor Manufacturing by 39.7% in the 3rd quarter. One Way Holdings LLC now owns 1,792 shares of the semiconductor company’s stock valued at $817,000 after buying an additional 509 shares during the last quarter. Woodmont Investment Counsel LLC increased its position in Taiwan Semiconductor Manufacturing by 17.1% in the 3rd quarter. Woodmont Investment Counsel LLC now owns 931 shares of the semiconductor company’s stock valued at $425,000 after acquiring an additional 136 shares during the period. Bank Julius Baer & Co. Ltd Zurich increased its position in Taiwan Semiconductor Manufacturing by 25.1% in the 3rd quarter. Bank Julius Baer & Co. Ltd Zurich now owns 1,210,323 shares of the semiconductor company’s stock valued at $552,116,000 after acquiring an additional 242,640 shares during the period. Finally, DecisionMap Wealth Management LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 15.0% during the third quarter. DecisionMap Wealth Management LLC now owns 620 shares of the semiconductor company’s stock valued at $283,000 after acquiring an additional 81 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Strong demand for advanced chips and AI infrastructure continues to support TSMC’s outlook. Recent coverage highlights a 33.2% one-year gain, advanced technology leadership, global manufacturing expansion and third-quarter revenue growth of 41.2%. TSM Soars 33% in the Past Year: Is It a Solid Investment Proposition?
• Positive Sentiment: Analysts’ average price target of $528.78 implies further upside from the reported trading level, reinforcing the bullish view based on TSMC’s earnings power and AI exposure. Taiwan Semiconductor Manufacturing Company Ltd. Stock Has Average Price Target of $528.78 According to Analysts
• Positive Sentiment: TSMC could gain a larger role in Elon Musk’s proposed Terafab venture if Musk softens his reported demand for control, potentially creating an additional strategic opportunity for the chipmaker. Musk may soften Terafab control stance in fresh TSMC talks
• Neutral Sentiment: Investors are also assessing TSMC’s continued investment in Taiwan and its expanding overseas manufacturing footprint, which may strengthen supply-chain resilience but require substantial capital spending. What’s Going on With Taiwan Semiconductor Stock on Monday?
• Negative Sentiment: Eight ETFs sold a net $81 million of TSMC shares, adding near-term supply and potentially weighing on the stock despite its strong long-term fundamentals. 8 ETFs Cut Taiwan Semiconductor Holdings

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Lipen Yuan acquired 1,000 shares of the business’s stock in a transaction dated Tuesday, August 18th. The shares were bought at an average price of $74.50 per share, with a total value of $74,500.00. Following 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 transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Insiders have bought a total of 6,043 shares of company stock worth $457,926 in the last quarter. 1.11% of the stock is currently owned by corporate insiders.

Taiwan Semiconductor Manufacturing Stock Down 1.8%

Shares of NYSE:TSM opened at $398.71 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $266.82 and a 1 year high of $487.47. 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 business’s 50-day moving average is $434.60 and its 200-day moving average is $399.83. The company has a market capitalization of $2.07 trillion, a price-to-earnings ratio of 25.66, a P/E/G ratio of 0.89 and a beta of 1.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Thursday, October 15th. The semiconductor company reported $4.60 EPS for the quarter, topping the consensus estimate of $4.45 by $0.15. Taiwan Semiconductor Manufacturing had a return on equity of 42.84% and a net margin of 51.51%. The business had revenue of $46.72 billion during the quarter, compared to analysts’ expectations of $45.67 billion. During the same quarter last year, the firm posted $2.92 earnings per share. The firm’s revenue was up 41.2% on a year-over-year basis. Equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business 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 dividend of $1.0854 per share. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Thursday, December 10th. This is a drop from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 22.27%.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on TSM shares. Wall Street Zen lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 8th. Barclays increased their price objective on Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the company an “overweight” rating in a report on Friday, October 16th. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, October 7th. TD Cowen raised their target price on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a research report on Friday, July 17th. Finally, Needham & Company LLC lifted their target price on Taiwan Semiconductor Manufacturing from $530.00 to $560.00 and gave the stock a “buy” rating in a report on Thursday, October 15th. 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 company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average price target of $528.78.

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.