8,922 Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Vest Financial LLC

Key Points

• Vest Financial increased its TSMC position by 17.3% in the third quarter, purchasing 8,922 additional shares and bringing its holdings to 60,453 shares valued at approximately $27.6 million.
• AI and data-center demand remain key growth drivers for TSMC, supporting strong quarterly results, advanced-chip pricing power and a positive long-term outlook, although capacity investments and 2nm production could temporarily pressure margins.
• TSM shares opened at $431.87, while analysts maintained a consensus “Buy” rating with an average price target of $528.78. The company also reduced its quarterly dividend to $1.0854 from $1.1136.

Vest Financial LLC increased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 17.3% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 60,453 shares of the semiconductor company's stock after buying an additional 8,922 shares during the period. Vest Financial LLC's holdings in Taiwan Semiconductor Manufacturing were worth $27,578,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Cooper Financial Group raised 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 worth $2,880,000 after acquiring an additional 22 shares during the period. Dickmeyer Boyce Financial Management Inc. boosted its stake in shares of 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 acquiring an additional 23 shares in the last quarter. Plan A Wealth LLC boosted its stake in shares of 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 acquiring an additional 24 shares in the last quarter. Twin City Private Wealth LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 0.3% during the 1st quarter. Twin City Private Wealth LLC now owns 7,315 shares of the semiconductor company's stock worth $2,479,000 after acquiring an additional 25 shares in the last quarter. Finally, Graves Light Lenhart Wealth Inc. grew its position in shares of Taiwan Semiconductor Manufacturing by 3.4% during 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 period. Institutional investors and hedge funds own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: AI demand is driving strong growth. Recent coverage highlights TSMC’s better-than-expected quarterly results, record profits and upgraded 2026 outlook. Demand for advanced chips used in data centers and AI systems continues to exceed supply, supporting revenue, earnings and pricing power. TSMC Stock: AI Demand Drives Strong Q3 Results
• Positive Sentiment: Large chip orders reinforce the demand outlook. ByteDance, Alibaba and Tencent reportedly ordered approximately $35 billion of Nvidia chips. Although Nvidia may not be able to fulfill all the orders immediately, the news signals substantial ongoing demand for the advanced chips manufactured by TSMC and its ecosystem partners. ByteDance, Alibaba and Tencent Just Ordered $35 Billion of Nvidia Chips
• Positive Sentiment: Long-term earnings potential remains attractive. Analysts and commentators see TSMC benefiting from AI infrastructure investment through 2030, with one bullish projection suggesting the stock could reach $1,200 by then. The forecast is speculative, but it reflects expectations for strong growth in advanced-node production and AI-related revenue. Prediction: TSMC Stock Is Going to $1,200 by 2030
• Positive Sentiment: Capacity investments could expand future revenue. TSMC is spending billions to increase production, including in the United States, while benefiting from data-center demand. The global FinFET market is also projected to expand substantially through 2030, creating an additional long-term tailwind. A $4 Billion Reason to Buy TSMC Stock Now
• Neutral Sentiment: Market volatility is still elevated. Chip stocks recovered after an early sell-off, but concerns about AI financing, crowded valuations and the sustainability of infrastructure spending could continue to cause short-term swings. Broader semiconductor sentiment may affect TSM even when company-specific fundamentals remain strong.
• Negative Sentiment: Margins may face temporary pressure. The ramp-up of the 2nm process and overseas fabrication plants is increasing costs and could weigh on gross margins. Analysts generally view this as a temporary investment phase rather than evidence of weakening demand, but it remains a near-term earnings risk.

Taiwan Semiconductor Manufacturing Stock Up 1.6%

Shares of NYSE TSM opened at $431.87 on Thursday. The firm has a market cap of $2.24 trillion, a price-to-earnings ratio of 27.79, a price-to-earnings-growth ratio of 0.86 and a beta of 1.37. The company's 50-day simple moving average is $434.84 and its 200-day simple moving average is $419.64. 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 Company Ltd. has a 52-week low of $266.82 and a 52-week high of $487.47.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its quarterly earnings results on Tuesday, September 8th. The semiconductor company reported $4.62 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 51.51% and a return on equity of 42.84%. The firm had revenue of $46.87 billion during the quarter. Equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.03 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Thursday, December 10th will be issued a $1.0854 dividend. This represents a $4.34 annualized dividend and a yield of 1.0%. The ex-dividend date is Thursday, December 10th. This is a negative change from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $1.1136. Taiwan Semiconductor Manufacturing's payout ratio is presently 22.27%.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on TSM. Stifel Nicolaus initiated coverage on Taiwan Semiconductor Manufacturing in a research report on Tuesday, September 1st. They set a "buy" rating and a $515.00 price target on the stock. Barclays raised their price objective on Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the company an "overweight" rating in a report on Friday, October 16th. Citigroup restated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, October 7th. Zacks Research raised Taiwan Semiconductor Manufacturing from a "hold" rating to a "strong-buy" rating in a research note on Thursday, July 16th. Finally, Bank of America increased their target price on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a "buy" rating in a research report on Wednesday, June 24th. 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. Based on data from MarketBeat, the company presently has a consensus rating of "Buy" and an average target price of $528.78.

Insider Activity

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan acquired 350 shares of the company's stock in a transaction that occurred on Tuesday, August 18th. The stock was bought at an average price of $73.58 per share, with a total value of $25,753.00. Following the purchase, the vice president owned 2,000 shares in the company, valued at approximately $147,160. The trade was a 21.21% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Bor-Zen Tien purchased 1,000 shares of the company's stock in a transaction dated Monday, August 3rd. The stock was bought at an average price of $73.06 per share, with a total value of $73,060.00. Following the completion of the transaction, the vice president directly owned 14,051 shares of the company's stock, valued at approximately $1,026,566.06. This represents a 7.66% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last quarter, insiders purchased 8,043 shares of company stock worth $598,956. 1.11% of the stock is currently owned by insiders.

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.

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