13,963 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM Acquired by B.A. Schrock Wealth Management Inc.

B.A. Schrock Wealth Management Inc. purchased a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the third quarter, HoldingsChannel reports. The fund purchased 13,963 shares of the semiconductor company’s stock, valued at approximately $6,412,000. Taiwan Semiconductor Manufacturing comprises 2.2% of B.A. Schrock Wealth Management Inc.’s investment portfolio, making the stock its 14th biggest position.

A number of other hedge funds have also bought and sold shares of the business. Janus Henderson Group PLC boosted its holdings in Taiwan Semiconductor Manufacturing by 7.7% in the 4th quarter. Janus Henderson Group PLC now owns 8,291,884 shares of the semiconductor company’s stock valued at $2,497,638,000 after purchasing an additional 594,780 shares during the period. Tiger Global Management LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 49.4% during the first quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company’s stock worth $1,880,717,000 after purchasing an additional 1,839,600 shares during the period. Invesco Ltd. raised its position in shares of Taiwan Semiconductor Manufacturing by 1.1% in the fourth quarter. Invesco Ltd. now owns 3,721,823 shares of the semiconductor company’s stock valued at $1,131,025,000 after buying an additional 40,842 shares in the last quarter. Sei Investments Co. raised its position in shares of Taiwan Semiconductor Manufacturing by 11.8% in the first quarter. Sei Investments Co. now owns 2,591,510 shares of the semiconductor company’s stock valued at $875,802,000 after buying an additional 274,389 shares in the last quarter. Finally, T. Rowe Price Investment Management Inc. raised its position in shares of Taiwan Semiconductor Manufacturing by 168.6% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 2,093,115 shares of the semiconductor company’s stock valued at $636,077,000 after buying an additional 1,313,917 shares in the last quarter. 16.51% of the stock is owned by institutional investors.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Shyue-Shyh Lin purchased 1,000 shares of the firm’s stock in a transaction dated Tuesday, July 21st. The shares were bought at an average price of $74.13 per share, for a total transaction of $74,130.00. Following the purchase, the vice president owned 30,269 shares in the company, valued at approximately $2,243,840.97. This trade represents a 3.42% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Lipen Yuan purchased 350 shares of the stock in a transaction dated Tuesday, August 18th. The shares were acquired at an average cost of $73.58 per share, with a total value of $25,753.00. Following the acquisition, the vice president directly owned 2,000 shares in the company, valued at $147,160. This represents a 21.21% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last quarter, insiders have acquired 16,043 shares of company stock valued at $1,185,746. 1.11% of the stock is currently owned by corporate insiders.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $430.69 on Thursday. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.14. The company has a market cap of $2.23 trillion, a PE ratio of 31.07, a price-to-earnings-growth ratio of 0.92 and a beta of 1.37. The company has a 50 day moving average of $434.77 and a 200-day moving average of $416.47. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $266.82 and a 1-year high of $487.47.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced 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 50.31% and a return on equity of 39.25%. The business had revenue of $46.87 billion for the quarter. As a group, equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.60 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be issued a $1.0854 dividend. The ex-dividend date of this dividend is Thursday, December 10th. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.0%. This is a drop from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 24.75%.

Analysts Set New Price Targets

Several brokerages recently issued reports on TSM. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, October 7th. Zacks Research raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Wall Street Zen downgraded Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, August 8th. TD Cowen upped their target price on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a research report on Friday, July 17th. Finally, DA Davidson increased their target price on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a “buy” rating in a report on Friday, July 17th. Three analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $524.89.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC’s September revenue reportedly increased 54.6% year over year, while July–September revenue exceeded the high end of management’s guidance even after conversion into U.S. dollars. The performance reinforces expectations for continued strength in advanced AI chip manufacturing. TSMC Monthly Revenue Analysis
• Positive Sentiment: Analysts expect robust high-performance computing revenue, driven by hyperscalers and other major customers purchasing AI chips. JPMorgan and Citigroup reportedly see additional revenue growth even after TSMC’s record third-quarter sales. What Analysts Are Watching With TSMC Results
• Positive Sentiment: Several analysts have raised their fiscal 2026 and 2027 EPS estimates, reflecting confidence in TSMC’s pricing power, advanced-node leadership and expanding AI demand. TSM Analyst Estimates
• Neutral Sentiment: The key issue for Thursday’s report is whether gross margins, capital spending and forward guidance can justify TSMC’s elevated AI valuation. Revenue growth is already widely anticipated, so investors may focus more on profitability and capacity expansion plans. TSMC Earnings Swing and AI Premium
• Neutral Sentiment: TSMC is also involved in a roughly $2 billion agreement for GlobalFoundries to manufacture U.S. silicon interposers, supporting AI-chip packaging and supply-chain diversification, although the financial impact for TSMC is not yet clear. GlobalFoundries Secures New York Fab Funding
• Negative Sentiment: Options activity and historical trading patterns suggest investors expect volatility and a possible post-earnings decline. TSMC is testing its 50-day moving average, indicating technical pressure ahead of the catalyst. Barchart TSM Earnings Outlook
• Negative Sentiment: Some investors are taking profits across semiconductor stocks, while bear investor Michael Burry has warned that AI infrastructure spending may leave chip stocks overpriced if customers cannot generate sufficient returns. Michael Burry Bets Against Chip Stocks

Taiwan Semiconductor Manufacturing Profile

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a Taiwan-based semiconductor manufacturer and the world’s largest dedicated semiconductor foundry. Founded in 1987 by Morris Chang, the company pioneered the pure-play foundry model, producing chips designed by other companies rather than selling products under its own semiconductor brand.

TSMC manufactures a broad range of integrated circuits, including advanced logic chips used in high-performance computing, smartphones, automotive systems, communications equipment, and consumer electronics.