1,817 Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Stone Summit Wealth LLC

Stone Summit Wealth LLC decreased its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 11.4% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 14,141 shares of the semiconductor company’s stock after selling 1,817 shares during the quarter. Taiwan Semiconductor Manufacturing makes up 1.8% of Stone Summit Wealth LLC’s portfolio, making the stock its 16th biggest holding. Stone Summit Wealth LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $6,451,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in TSM. Tiger Global Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 49.4% during the 1st 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. T. Rowe Price Investment Management Inc. boosted its holdings in Taiwan Semiconductor Manufacturing by 168.6% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 2,093,115 shares of the semiconductor company’s stock worth $636,077,000 after buying an additional 1,313,917 shares during the period. Corient Private Wealth LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 330.0% in the 4th quarter. Corient Private Wealth LLC now owns 1,583,175 shares of the semiconductor company’s stock worth $481,111,000 after buying an additional 1,215,035 shares during the period. Fundsmith LLP purchased a new stake in Taiwan Semiconductor Manufacturing in the 2nd quarter worth $548,465,000. Finally, Assenagon Asset Management S.A. purchased a new stake in Taiwan Semiconductor Manufacturing in the 2nd quarter worth $490,461,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on TSM. DA Davidson boosted their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Weiss Ratings cut Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, October 6th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, October 7th. Bank of America lifted their target price on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Finally, Wall Street Zen cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 8th. Three research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and a consensus price target of $524.89.

Insider Activity

In other news, VP Lipen Yuan acquired 1,000 shares of the business’s stock in a transaction dated Tuesday, August 18th. The stock was purchased at an average price of $74.50 per share, for a total transaction of $74,500.00. Following the completion of the transaction, the vice president directly owned 6,000 shares in the company, valued at approximately $447,000. This trade represents a 20.00% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Shyue-Shyh Lin bought 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Sunday, July 19th. The stock was purchased at an average cost of $71.71 per share, for a total transaction of $143,420.00. Following the completion of the acquisition, the vice president directly owned 28,269 shares of the company’s stock, valued at approximately $2,027,169.99. The trade was a 7.61% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders bought a total of 16,043 shares of company stock worth $1,185,746 over the last 90 days. Corporate insiders own 1.11% of the company’s stock.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Record demand and revenue momentum support the bullish case. TSMC’s latest monthly revenue data point to a strong quarter, driven by accelerating demand for advanced chips used in artificial intelligence applications. The company’s dominant foundry position—particularly in leading-edge production—continues to provide pricing power and support margin expansion. TSMC Revenue Growth Accelerated Faster Than Expected Last Quarter
• Positive Sentiment: Analysts are raising profit expectations. Erste Group lifted its FY2026 EPS forecast to $16.92 from $16.78 and its FY2027 estimate to $22.26 from $21.91, reflecting confidence in continued AI-related growth. Taiwan Semiconductor Manufacturing analyst estimates
• Positive Sentiment: Long-term investor enthusiasm remains strong. Coverage highlights TSMC’s near-monopoly in advanced AI-chip manufacturing, planned capacity expansion and pricing increases as potential drivers of stronger revenue and profitability through 2030. TSMC long-term growth outlook
• Neutral Sentiment: Earnings volatility is likely. Options traders expect a substantial post-earnings move, with the outcome depending heavily on quarterly margins, capital-spending plans and management’s forecast for future AI-chip demand. Expected TSMC earnings move
• Negative Sentiment: Expectations and valuation create downside risk. TSM trades near the upper end of its 52-week range at roughly 32 times earnings, while much of the positive AI narrative may already be reflected in the stock. Any margin shortfall, cautious guidance or heavier-than-expected capital spending could trigger profit-taking. TSMC earnings and valuation risks

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE:TSM opened at $445.34 on Wednesday. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46. The firm has a fifty day moving average price of $434.46 and a 200 day moving average price of $415.74. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $266.82 and a fifty-two week high of $487.47. The firm has a market cap of $2.31 trillion, a price-to-earnings ratio of 32.13, a P/E/G ratio of 0.98 and a beta of 1.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. The company had revenue of $39.89 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.25%. As a group, sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.60 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be issued a dividend of $1.0854 per share. This is a drop from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. The ex-dividend date of this dividend is Thursday, December 10th. This represents a $4.34 annualized dividend and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 24.96%.

About Taiwan Semiconductor Manufacturing

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.