Eurizon Capital SGR S.p.A. reduced its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 6.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 108,833 shares of the semiconductor company's stock after selling 7,385 shares during the quarter. Eurizon Capital SGR S.p.A.'s holdings in Taiwan Semiconductor Manufacturing were worth $49,742,000 at the end of the most recent quarter.
Several other institutional investors have also recently added to or reduced their stakes in TSM. Fiduciary Advisors Inc. increased its holdings in Taiwan Semiconductor Manufacturing by 200.0% in the third quarter. Fiduciary Advisors Inc. now owns 60 shares of the semiconductor company's stock valued at $27,000 after purchasing an additional 40 shares during the last quarter. Cedar Mountain Advisors LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 88.2% during the 2nd quarter. Cedar Mountain Advisors LLC now owns 64 shares of the semiconductor company's stock worth $31,000 after purchasing an additional 30 shares during the last quarter. Markowski Investments acquired a new stake in Taiwan Semiconductor Manufacturing in the 2nd quarter valued at about $33,000. Heritage Family Offices LLP acquired a new position in shares of Taiwan Semiconductor Manufacturing in the third quarter valued at $37,000. Finally, Curry Webb Wealth Management LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the 3rd quarter worth approximately $39,000. 16.51% of the stock is owned by institutional investors.
Insiders Place Their Bets
In other Taiwan Semiconductor Manufacturing news, Director Michael R. Splinter acquired 840 shares of the stock in a transaction dated Thursday, November 5th. The stock was purchased at an average cost of $357.00 per share, for a total transaction of $299,880.00. Following the acquisition, the director owned 8,405 shares in the company, valued at $3,000,585. The trade was a 11.10% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at this link. Also, VP Lipen Yuan bought 1,000 shares of the company's stock in a transaction dated Sunday, November 1st. The shares were purchased at an average price 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 $571,920. This trade represents a 14.29% increase in their position. The SEC filing for this purchase provides additional information. Insiders have bought a total of 7,869 shares of company stock valued at $823,771 over the last ninety days. 1.11% of the stock is currently owned by insiders.
Latest Taiwan Semiconductor Manufacturing News
These are some of the TSM news items 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
- Positive Sentiment: The company announced an approximately 41% year-over-year increase in its quarterly dividend to about $1.37 per ADS, a positive signal for shareholder returns, though the higher payout is not expected to be reflected immediately in distributions. TSMC dividend information
- 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
Taiwan Semiconductor Manufacturing Trading Down 1.5%
TSM opened at $399.50 on Friday. The firm has a market capitalization of $2.07 trillion, a PE ratio of 25.71, a P/E/G ratio of 0.81 and a beta of 1.44. 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 Company Ltd. has a fifty-two week low of $266.82 and a fifty-two week high of $487.47. The company's 50-day moving average is $430.12 and its 200 day moving average is $402.49.
Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last announced its quarterly earnings results on Thursday, October 15th. The semiconductor company reported $4.60 earnings per share (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 during the quarter, compared to the consensus estimate of $45.67 billion. During the same quarter in the prior year, the company posted $2.92 earnings per share. Taiwan Semiconductor Manufacturing's revenue was up 41.2% compared to the same quarter last year. As a group, research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.36 earnings per share for the current fiscal year.
Taiwan Semiconductor Manufacturing Increases Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 8th. Investors of record on Thursday, March 11th will be given a $1.3663 dividend. This represents a $5.47 dividend on an annualized basis and a dividend yield of 1.4%. This is a boost from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $1.0854. The ex-dividend date is Thursday, March 11th. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is 22.27%.
Analysts Set New Price Targets
A number of research analysts recently commented on TSM shares. Needham & Company LLC boosted their price target on Taiwan Semiconductor Manufacturing from $530.00 to $560.00 and gave the company a "buy" rating in a research note on Thursday, October 15th. 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. TD Cowen increased their price target on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a "hold" rating in a research report on Friday, July 17th. Sanford C. Bernstein upped their price objective on Taiwan Semiconductor Manufacturing from $554.00 to $600.00 and gave the stock an "outperform" rating in a research report on Wednesday, November 4th. Finally, Stifel Nicolaus initiated coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, September 1st. They set a "buy" rating and a $515.00 price objective for the company. Three analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Buy" and an average price target of $533.89.
View Our Latest Report on TSM
Taiwan Semiconductor Manufacturing Profile
(
Free Report)
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.
Further Reading
Want to see what other hedge funds are holding TSM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report).

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