10,507 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Purchased by Robbins Farley

Robbins Farley acquired a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the third quarter, HoldingsChannel reports. The institutional investor acquired 10,507 shares of the semiconductor company’s stock, valued at approximately $4,793,000. Taiwan Semiconductor Manufacturing comprises about 1.7% of Robbins Farley’s investment portfolio, making the stock its 24th biggest holding.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Bell Bank boosted its stake in Taiwan Semiconductor Manufacturing by 5.9% in the 3rd quarter. Bell Bank now owns 14,854 shares of the semiconductor company’s stock worth $6,776,000 after buying an additional 823 shares during the last quarter. Innova Wealth Partners grew its holdings in Taiwan Semiconductor Manufacturing by 5.1% in the 3rd quarter. Innova Wealth Partners now owns 1,403 shares of the semiconductor company’s stock valued at $640,000 after buying an additional 68 shares during the period. Sulzberger Capital Advisors Inc. grew its holdings in Taiwan Semiconductor Manufacturing by 39.2% in the 3rd quarter. Sulzberger Capital Advisors Inc. now owns 2,695 shares of the semiconductor company’s stock valued at $1,229,000 after buying an additional 759 shares during the period. Ironwood Financial llc acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter valued at about $224,000. Finally, Harfst & Associates Inc. increased its stake in shares of Taiwan Semiconductor Manufacturing by 6.1% during the 3rd quarter. Harfst & Associates Inc. now owns 1,194 shares of the semiconductor company’s stock valued at $545,000 after acquiring an additional 69 shares during the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on TSM. Barclays increased their price objective on shares of Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the stock an “overweight” rating in a report on Friday. Susquehanna boosted their target price on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a report on Thursday, July 16th. DA Davidson reaffirmed a “buy” rating and set a $500.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 16th. TD Cowen increased their price target on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a research note on Friday, July 17th. Finally, Bank of America lifted their price target on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a report on Wednesday, June 24th. Three analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and a consensus target price of $528.78.

Taiwan Semiconductor Manufacturing Price Performance

TSM stock opened at $425.10 on Wednesday. The company has a market cap of $2.20 trillion, a PE ratio of 27.35, a price-to-earnings-growth ratio of 0.85 and a beta of 1.37. 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 stock has a 50-day moving average price of $434.78 and a two-hundred day moving average price of $418.99. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $266.82 and a 12-month high of $487.47.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Tuesday, September 8th. The semiconductor company reported $4.62 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 42.84% and a net margin of 51.51%. The company had revenue of $46.87 billion for the quarter. As a group, research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.03 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be given a $1.0854 dividend. The ex-dividend date of this dividend is Thursday, December 10th. This is a decrease from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. This represents a $4.34 annualized dividend and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 22.07%.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan bought 350 shares of the business’s stock in a transaction dated Tuesday, August 18th. The shares were acquired at an average price of $73.58 per share, with a total value of $25,753.00. Following the purchase, the vice president owned 2,000 shares in the company, valued at approximately $147,160. The trade was a 21.21% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, VP Bor-Zen Tien acquired 1,000 shares of the business’s stock in a transaction on Monday, August 3rd. The stock was bought at an average cost of $73.06 per share, for a total transaction of $73,060.00. Following the completion of the transaction, 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. Insiders bought 8,043 shares of company stock valued at $598,956 in the last three months. Company insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC reported record profits, raised its full-year outlook and said demand continues to exceed available capacity. High-performance computing represented about 68% of quarterly revenue, highlighting the company’s direct exposure to AI and data-center growth. The Most Important Number in Taiwan Semiconductor’s Earnings Report Was 68%
• Positive Sentiment: Analysts view the current gross-margin pressure as temporary, reflecting the ramp-up of the 2-nanometer process and new overseas fabs rather than weakening demand. These investments could support stronger earnings growth into 2027. Taiwan Semiconductor: The Margin Peak That Isn’t
• Positive Sentiment: AI infrastructure remains a major long-term catalyst. TSMC is benefiting from booming data-center demand, expanding U.S. production and potentially gaining additional business as Nvidia encourages memory makers to use TSMC’s advanced processes for next-generation HBM base dies. A $4 Billion Reason to Buy TSMC Stock Now
• Neutral Sentiment: Industry reports project rapid expansion in foundry, FinFET and 3D-chip markets as AI, high-performance computing and data centers drive demand. The forecasts support TSMC’s growth opportunity, but they are broad industry projections rather than new company guidance. FinFET Technology Global Strategic Business Report
• Negative Sentiment: Investor concerns about AI financing, stretched technology valuations and an unwinding of the semiconductor “crowded trade” triggered recent volatility. A broader chip-market shakeout may not be finished even though shares recovered from an early selloff. Chip Stocks Shrug Off a Scary Morning

Taiwan Semiconductor Manufacturing Company 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.