1,544 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Purchased by MRA Advisory Group

Key Points

• MRA Advisory Group purchased 1,544 TSMC shares in the third quarter, worth approximately $704,000. Institutional investors collectively own 16.51% of the company.
• TSMC reported quarterly earnings of $4.28 per share on $39.89 billion in revenue, with a 50.31% net margin. Shares traded at $473.94, near their 52-week high, and the company’s strong AI-related demand continues to support investor interest.
• Analysts maintain a consensus “Buy” rating with an average price target of $524.89, although TSMC reduced its quarterly dividend to $1.0854 per share from $1.1136.

MRA Advisory Group purchased a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,544 shares of the semiconductor company's stock, valued at approximately $704,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the company. Brookstone Capital Management grew its holdings in Taiwan Semiconductor Manufacturing by 87.3% during the second quarter. Brookstone Capital Management now owns 25,143 shares of the semiconductor company's stock worth $12,008,000 after acquiring an additional 11,719 shares during the period. Y Intercept Hong Kong Ltd lifted its holdings in Taiwan Semiconductor Manufacturing by 273.2% in the first quarter. Y Intercept Hong Kong Ltd now owns 81,189 shares of the semiconductor company's stock valued at $27,438,000 after acquiring an additional 59,435 shares during the period. Opal Capital LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 72.5% during the 1st quarter. Opal Capital LLC now owns 27,767 shares of the semiconductor company's stock worth $9,384,000 after purchasing an additional 11,666 shares in the last quarter. Western Wealth Management LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 27.4% during the 1st quarter. Western Wealth Management LLC now owns 27,954 shares of the semiconductor company's stock worth $9,447,000 after purchasing an additional 6,013 shares during the period. Finally, Elevation Point Wealth Partners LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 306.7% during the 1st quarter. Elevation Point Wealth Partners LLC now owns 52,397 shares of the semiconductor company's stock worth $17,728,000 after purchasing an additional 39,514 shares during the period. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Price Performance

Shares of Taiwan Semiconductor Manufacturing stock traded down $8.36 on Wednesday, hitting $473.94. The company's stock had a trading volume of 4,333,034 shares, compared to its average volume of 13,068,888. The company has a market capitalization of $2.46 trillion, a P/E ratio of 34.17, a price-to-earnings-growth ratio of 1.08 and a beta of 1.37. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $266.82 and a 52-week high of $487.47. The firm has a fifty day moving average price of $429.10 and a 200-day moving average price of $411.68. The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.14.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. The firm had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.25%. On average, equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.56 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. Investors of record on Thursday, December 10th will be given a dividend of $1.0854 per share. The ex-dividend date is Thursday, December 10th. This represents a $4.34 annualized dividend and a dividend yield of 0.9%. This is a decrease from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $1.1136. Taiwan Semiconductor Manufacturing's payout ratio is presently 24.96%.

Analysts Set New Price Targets

Several brokerages recently commented on TSM. Bank of America raised their price objective on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a "buy" rating in a research note on Wednesday, June 24th. Sanford C. Bernstein increased their target price on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an "outperform" rating in a report on Tuesday, August 11th. TD Cowen lifted their price target on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a "hold" rating in a research report on Friday, July 17th. Susquehanna boosted their price target on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a "positive" rating in a research note on Thursday, July 16th. Finally, Stifel Nicolaus assumed coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, September 1st. They issued a "buy" rating and a $515.00 price target on the stock. Three equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has issued a Hold rating to the company's stock. According to data from MarketBeat, Taiwan Semiconductor Manufacturing currently has a consensus rating of "Buy" and a consensus target price of $524.89.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Analysts remain bullish. Goldman Sachs raised its TSMC target to TWD 3,300, while Barclays increased its U.S.-listed target to $665 and maintained an “overweight” rating. Goldman Sachs raises target for TSM stock
• Positive Sentiment: AI demand continues to support the investment case. TSMC is being highlighted among leading AI-related semiconductor stocks, with strong earnings consistency, rising estimates, and expected demand for advanced nodes—including the 2-nanometer technology ramp. Expectations are building ahead of the company’s October 15 earnings report. TSMC Q3 Earnings
• Neutral Sentiment: TSMC could still have a limited Terafab connection. Musk said TSMC might sublease part of the Texas site, but Tesla and SpaceX would own and operate the project. This preserves a potential commercial relationship, but offers less strategic significance than running the facility. Elon Musk rules out TSMC operational role
• Negative Sentiment: The loss of an expected operating role triggered selling. Musk said there is “zero doubt” that TSMC will not run Terafab, removing a potential high-profile customer and partnership catalyst for TSMC. TSM Stock Falls After Musk’s Terafab Comments
• Negative Sentiment: TSMC’s premium valuation raises the bar for upcoming results. The stock recently reached a record high and trades at a premium reflecting its foundry dominance and roughly 45% net margin, leaving investors particularly sensitive to earnings, margins, and signs that new capacity can meet AI demand. TSMC stock hit a record

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Lipen Yuan bought 350 shares of the stock in a transaction on Tuesday, August 18th. The shares were purchased at an average price of $73.58 per share, for a total transaction of $25,753.00. Following the acquisition, the vice president owned 2,000 shares in the company, valued at $147,160. This represents a 21.21% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, VP Bor-Zen Tien purchased 1,000 shares of the business's stock in a transaction dated Monday, August 3rd. The stock was bought at an average cost of $73.06 per share, with a total value of $73,060.00. Following the completion of the acquisition, the vice president owned 14,051 shares of the company's stock, valued at approximately $1,026,566.06. The trade was a 7.66% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last 90 days, insiders have purchased 14,559 shares of company stock valued at $1,067,931. 1.11% of the stock is owned by corporate insiders.

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.

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