15,487 Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by CoreCap Advisors LLC

Key Points

• CoreCap Advisors increased its TSMC stake by 224.1%. The firm bought 15,487 additional shares in the third quarter, bringing its holdings to 22,398 shares valued at approximately $10.2 million.
• Other institutional investors also modestly increased their positions, with institutions collectively owning 16.51% of TSMC’s stock.
• TSMC maintains a positive analyst outlook, but recently reduced its dividend. Analysts’ average rating is “Buy” with a $524.89 price target, while the quarterly dividend fell to $1.0854 per share, yielding about 0.9%.

CoreCap Advisors LLC boosted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 224.1% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 22,398 shares of the semiconductor company's stock after buying an additional 15,487 shares during the period. CoreCap Advisors LLC's holdings in Taiwan Semiconductor Manufacturing were worth $10,218,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Cooper Financial Group grew its position in shares of Taiwan Semiconductor Manufacturing by 0.3% in the third quarter. Cooper Financial Group now owns 6,313 shares of the semiconductor company's stock valued at $2,880,000 after purchasing an additional 22 shares in the last quarter. Dickmeyer Boyce Financial Management Inc. lifted its holdings 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 worth $1,578,000 after purchasing an additional 23 shares in the last quarter. Plan A Wealth LLC lifted its holdings 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 worth $1,248,000 after purchasing an additional 24 shares in the last quarter. Twin City Private Wealth LLC boosted its stake in Taiwan Semiconductor Manufacturing by 0.3% in the 1st quarter. Twin City Private Wealth LLC now owns 7,315 shares of the semiconductor company's stock worth $2,479,000 after purchasing an additional 25 shares during the period. Finally, Graves Light Lenhart Wealth Inc. boosted its stake in 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 worth $359,000 after purchasing an additional 25 shares during the period. Institutional investors own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Price Performance

NYSE TSM traded down $14.27 during trading on Thursday, reaching $457.94. The company's stock had a trading volume of 13,394,533 shares, compared to its average volume of 13,087,001. The firm has a fifty day moving average of $431.08 and a 200 day moving average of $412.62. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $266.82 and a one year high of $487.47. The stock has a market capitalization of $2.38 trillion, a PE ratio of 33.04, a P/E/G ratio of 1.07 and a beta of 1.37. The company has a debt-to-equity ratio of 0.14, a current ratio of 2.46 and a quick ratio of 2.25.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.25% and a net margin of 50.31%.The firm had revenue of $39.89 billion during the quarter. Analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.56 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders 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 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 0.9%. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is presently 24.96%.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Record quarterly revenue beat expectations. TSMC reported third-quarter revenue of NT$1.494 trillion, up 50.9% year over year and ahead of both consensus and Wedbush estimates by roughly 3%. September sales rose 54.6% year over year to NT$511.86 billion, reinforcing that demand for AI accelerators and advanced chips remains robust. TSMC's third-quarter revenue surges to record, beating market forecast
• Positive Sentiment: AI demand and capacity expansion remain key growth drivers. Reports say TSMC is considering capital spending of up to $64 billion, while its broader U.S. expansion—including the Arizona buildout—supports long-term supply for high-performance computing and AI customers. Industry commentary suggests demand may still exceed available capacity. TSMC Plans Up to $64 Billion in Capex
• Positive Sentiment: TSMC is partnering with GlobalFoundries on U.S. advanced packaging. The multiyear, $2 billion agreement will establish a U.S. supply of silicon interposers for TSMC’s CoWoS packaging ecosystem, helping expand capacity for AI and high-performance computing while strengthening supply-chain resilience. Production is expected to ramp in 2028. GlobalFoundries Lands $2 Billion TSMC Deal
• Neutral Sentiment: Insider buying provides a modest confidence signal. CEO C.C. Wei, the CFO, and multiple senior executives reported small open-market purchases. The transactions are collectively limited in size relative to TSMC’s market capitalization, so they are unlikely to materially affect the stock.
• Negative Sentiment: Strong results were not enough to overcome market and valuation concerns. TSM shares have decreased as investors took profits near record highs and broader technology stocks weakened. Higher oil prices and Treasury yields have pressured growth-stock valuations, while TSMC’s premium earnings multiple increases sensitivity to any slowdown in AI spending.
• Negative Sentiment: The Terafab opportunity appears limited. Elon Musk said Tesla and SpaceX intend to build and operate their planned Texas AI-chip facility themselves; TSMC could potentially sublease space but is not expected to run the project. This reduces expectations for a major near-term TSMC role. Elon Musk Rules Out Potential TSMC Role in Terafab Operations

Insiders Place Their Bets

In related news, VP Shyue-Shyh Lin purchased 2,000 shares of the firm's stock in a transaction dated Sunday, July 19th. The shares were purchased at an average price of $71.71 per share, with a total value of $143,420.00. Following the acquisition, the vice president directly owned 28,269 shares of the company's stock, valued at approximately $2,027,169.99. This represents a 7.61% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Bor-Zen Tien acquired 3,000 shares of the stock in a transaction dated Tuesday, July 21st. The shares were bought at an average price of $74.39 per share, for a total transaction of $223,170.00. Following the transaction, the vice president owned 4,000 shares in the company, valued at approximately $297,560. This represents a 300.00% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders purchased a total of 16,043 shares of company stock valued at $1,185,746 in the last quarter. Corporate insiders own 1.11% of the company's stock.

Analyst Ratings Changes

TSM has been the topic of several analyst reports. Barclays upped their price target on Taiwan Semiconductor Manufacturing from $650.00 to $665.00 and gave the company an "overweight" rating in a research report on Tuesday. DA Davidson raised their price objective on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a "buy" rating in a research report on Friday, July 17th. Susquehanna boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a "positive" 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 report on Saturday, August 8th. 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 target price on the stock. Three research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Buy" and an average price target of $524.89.

Taiwan Semiconductor Manufacturing Company Profile

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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