2,793 Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Noesis Capital Mangement Corp

Noesis Capital Mangement Corp raised its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 2.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 117,403 shares of the semiconductor company’s stock after buying an additional 2,793 shares during the period. Taiwan Semiconductor Manufacturing comprises approximately 6.4% of Noesis Capital Mangement Corp’s holdings, making the stock its 3rd largest position. Noesis Capital Mangement Corp’s holdings in Taiwan Semiconductor Manufacturing were worth $53,558,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Tiger Global Management LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 49.4% in the 1st quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company’s stock worth $1,880,717,000 after buying an additional 1,839,600 shares during the last quarter. Sei Investments Co. increased its position in Taiwan Semiconductor Manufacturing by 11.8% during the first quarter. Sei Investments Co. now owns 2,591,510 shares of the semiconductor company’s stock valued at $875,802,000 after acquiring an additional 274,389 shares during the last quarter. Bessemer Group Inc. increased its position in Taiwan Semiconductor Manufacturing by 7.9% during the first quarter. Bessemer Group Inc. now owns 1,781,764 shares of the semiconductor company’s stock valued at $602,147,000 after acquiring an additional 130,602 shares during the last quarter. Assenagon Asset Management S.A. increased its position in Taiwan Semiconductor Manufacturing by 67.2% during the third quarter. Assenagon Asset Management S.A. now owns 1,717,515 shares of the semiconductor company’s stock valued at $783,513,000 after acquiring an additional 690,523 shares during the last quarter. Finally, AMF Tjanstepension AB lifted its holdings in Taiwan Semiconductor Manufacturing by 6.4% in the first quarter. AMF Tjanstepension AB now owns 1,632,738 shares of the semiconductor company’s stock valued at $551,784,000 after acquiring an additional 98,123 shares during the period. 16.51% of the stock is owned by institutional investors.

Insider Transactions at Taiwan Semiconductor Manufacturing

In related news, VP Lipen Yuan acquired 350 shares of the stock in a transaction dated Tuesday, August 18th. The shares were purchased at an average cost of $73.58 per share, with a total value of $25,753.00. Following the transaction, the vice president directly owned 2,000 shares in the company, valued at approximately $147,160. This represents a 21.21% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, VP Bor-Zen Tien acquired 1,000 shares of the stock in a transaction dated Monday, August 3rd. The shares were 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 owned 14,051 shares in the company, valued at approximately $1,026,566.06. This represents a 7.66% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders acquired 7,043 shares of company stock valued at $530,986. Company insiders own 1.11% of the company’s stock.

Wall Street Analysts Forecast Growth

TSM has been the topic of several research reports. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b)” rating in a research report on Wednesday, October 21st. Zacks Research upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Wall Street Zen lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, August 8th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, October 7th. Finally, Stifel Nicolaus began coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, September 1st. They issued a “buy” rating and a $515.00 price objective on the stock. Three research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus price target of $528.78.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC is positioned to benefit from continued growth in artificial intelligence and advanced-chip demand. The company is investing to expand production capacity, while its valuation is described as reasonable relative to its growth prospects through 2030. Taiwan Semiconductor Is Set to Cash in on AI
• Positive Sentiment: Wall Street analysts remain optimistic about TSM, which may support investor confidence and buying interest. Analyst recommendations are particularly influential for closely followed semiconductor stocks. Is TSMC a Buy as Wall Street Analysts Look Optimistic?
• Positive Sentiment: TSMC continues to deliver solid operating results and maintains a dominant position in the global foundry market, with profit margins above 50%. These fundamentals reinforce its appeal as an AI infrastructure investment. Intel and TSMC Are Vying for Chip Fabrication Supremacy
• Neutral Sentiment: TSMC is being compared with Apple as a leading technology investment. Apple offers a broad consumer ecosystem and substantial revenue, while TSMC offers specialized exposure to semiconductor manufacturing and higher margins. Apple vs. Taiwan Semiconductor
• Neutral Sentiment: An earnings estimate from Erste Group Bank provides additional visibility into expectations for TSM’s fiscal 2026 performance, although the report does not identify a major change to the company’s outlook. Erste Group Bank’s Estimate for TSM FY2026 Earnings
• Negative Sentiment: After roughly quadrupling over three years, TSM shares appear expensive relative to projected free cash flow. This raises the risk that strong future growth may already be reflected in the stock price. TSM Stock Looks Pricey Against Cash Flow
• Negative Sentiment: Although TSMC is producing solid results, investors currently favor Intel’s turnaround narrative and see Intel as offering superior value. That relative preference could weigh on TSM’s near-term performance. Intel and TSMC Are Vying for Chip Fabrication Supremacy

Taiwan Semiconductor Manufacturing Trading Up 1.4%

Shares of TSM stock opened at $424.33 on Tuesday. 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 $2.20 trillion, a price-to-earnings ratio of 27.31, a PEG ratio of 0.85 and a beta of 1.37. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $266.82 and a 1 year high of $487.47. The firm has a fifty day moving average price of $434.25 and a 200-day moving average price of $396.90.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results 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, equities 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 declared 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. This represents a $4.34 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 22.07%.

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.