21,331 Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Mawer Investment Management Ltd.

Mawer Investment Management Ltd. decreased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 17.7% in the third quarter, HoldingsChannel reports. The firm owned 98,997 shares of the semiconductor company’s stock after selling 21,331 shares during the quarter. Mawer Investment Management Ltd.’s holdings in Taiwan Semiconductor Manufacturing were worth $45,161,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently bought and sold shares of the company. Cooper Financial Group increased its holdings in Taiwan Semiconductor Manufacturing by 0.3% in the 3rd quarter. Cooper Financial Group now owns 6,313 shares of the semiconductor company’s stock worth $2,880,000 after buying an additional 22 shares during the period. Dickmeyer Boyce Financial Management Inc. lifted its stake in Taiwan Semiconductor Manufacturing by 0.7% during the 3rd quarter. Dickmeyer Boyce Financial Management Inc. now owns 3,459 shares of the semiconductor company’s stock valued at $1,578,000 after acquiring an additional 23 shares during the period. Whelan Financial lifted its stake in Taiwan Semiconductor Manufacturing by 2.3% during the 3rd quarter. Whelan Financial now owns 1,040 shares of the semiconductor company’s stock valued at $474,000 after acquiring an additional 23 shares during the period. Plan A Wealth LLC lifted its stake in Taiwan Semiconductor Manufacturing by 0.9% during the 3rd quarter. Plan A Wealth LLC now owns 2,735 shares of the semiconductor company’s stock valued at $1,248,000 after acquiring an additional 24 shares during the period. Finally, Graves Light Lenhart Wealth Inc. boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 3.4% in the 2nd quarter. Graves Light Lenhart Wealth Inc. now owns 752 shares of the semiconductor company’s stock valued at $359,000 after acquiring an additional 25 shares during the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Trending Headlines about Taiwan Semiconductor Manufacturing

These are some of the TSM headlines that stood out recently:

• Positive Sentiment: TSMC reported record October revenue of NT$586.89 billion, up 59.7% year over year. The strong growth points to continued demand for AI chips and supports expectations that the company’s capacity investments can sustain expansion. Article: TSMC Just Booked a Record NT$587 Billion Month
• Neutral Sentiment: NVIDIA’s leadership shake-up is adding uncertainty across chip stocks. TSMC may benefit from serving multiple chip designers, but tighter export controls could create broader industry headwinds. NVIDIA’s November 17 earnings report is a near-term test of AI-chip demand. Article: Checkmate for AI Chips? NVIDIA’s Crisis Opens the Board
• Negative Sentiment: TSMC confirmed that current and former employees’ personal data was exposed through a cloud provider. Reports say hackers are demanding 3 bitcoin over about 46,000 records, raising cybersecurity and reputational concerns. Article: TSMC Confirms Employee Data Leak Through Cloud Provider

Taiwan Semiconductor Manufacturing Stock Performance

TSM stock traded down $5.99 during trading on Friday, hitting $399.50. 10,704,547 shares of the company traded hands, compared to its average volume of 14,768,286. The stock’s 50-day simple moving average is $430.12 and its 200 day simple moving average is $402.49. 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 company has a market cap of $2.07 trillion, a PE ratio of 25.71, a P/E/G ratio of 0.81 and a beta of 1.44. 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 released its quarterly earnings data 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 for the quarter, compared to analyst estimates of $45.67 billion. During the same quarter in the prior year, the firm posted $2.92 EPS. The business’s quarterly revenue was up 41.2% compared to the same quarter last year. On average, equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.36 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 8th. Stockholders of record on Thursday, March 11th will be issued a dividend of $1.3663 per share. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.0854. The ex-dividend date of this dividend is Thursday, March 11th. This represents a $5.47 annualized dividend and a dividend yield of 1.4%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 22.07%.

Insider Activity at Taiwan Semiconductor Manufacturing

In other news, VP Lipen Yuan purchased 1,000 shares of the stock in a transaction that occurred on Sunday, November 1st. The shares were purchased at an average cost of $71.49 per share, with a total value of $71,490.00. Following the completion of the acquisition, the vice president owned 8,000 shares of the company’s stock, valued at approximately $571,920. This represents a 14.29% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Michael R. Splinter purchased 840 shares of the company’s stock in a transaction that occurred on Thursday, November 5th. The shares were purchased at an average price of $357.00 per share, for a total transaction of $299,880.00. Following the transaction, the director owned 8,405 shares of the company’s stock, valued at $3,000,585. This trade represents a 11.10% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last ninety days, insiders have bought 7,869 shares of company stock valued at $823,771. Insiders own 1.11% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on TSM shares. DA Davidson reiterated a “buy” rating and issued a $500.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 16th. Stifel Nicolaus assumed coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, September 1st. They set a “buy” rating and a $515.00 target price for the company. Sanford C. Bernstein boosted their target price on shares of Taiwan Semiconductor Manufacturing from $554.00 to $600.00 and gave the company an “outperform” rating in a research report on Wednesday, November 4th. Weiss Ratings lowered shares of Taiwan Semiconductor Manufacturing from a “buy (b)” rating to a “hold (c+)” rating in a report on Wednesday, November 4th. Finally, 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. Three research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Buy” and a consensus price target of $533.89.

About Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Company (TSMC) is a semiconductor foundry that manufactures chips designed by other companies. It provides wafer fabrication and related services, including advanced packaging, serving customers across industries such as computing, communications, automotive and consumer electronics. Founded in 1987 and headquartered in Hsinchu, Taiwan, TSMC helped establish the dedicated foundry model, in which a manufacturer focuses on producing semiconductors for customers rather than selling its own chip designs.