Soltis Investment Advisors LLC Buys 3,112 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Soltis Investment Advisors increased its TSMC position by 13.5% in the third quarter, buying 3,112 shares and bringing its holdings to 26,239 shares valued at approximately $11.97 million.
• TSMC reported strong quarterly results, with revenue rising 41.2% year over year to $46.72 billion and EPS of $4.60, exceeding analyst estimates. AI-chip demand, advanced packaging, and the rollout of 2-nanometer production are supporting the growth outlook.
• Analysts remain broadly positive, with the stock carrying an average “Buy” rating and a $528.78 consensus price target, although concerns about elevated valuation, heavy capital spending, and a reduced quarterly dividend remain.

Soltis Investment Advisors LLC boosted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 13.5% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 26,239 shares of the semiconductor company's stock after purchasing an additional 3,112 shares during the period. Soltis Investment Advisors LLC's holdings in Taiwan Semiconductor Manufacturing were worth $11,970,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in the business. Founders Financial Securities LLC raised its position in Taiwan Semiconductor Manufacturing by 5.2% in the third quarter. Founders Financial Securities LLC now owns 8,952 shares of the semiconductor company's stock valued at $4,084,000 after purchasing an additional 444 shares during the period. Harbour Trust & Investment Management Co grew its holdings in shares of Taiwan Semiconductor Manufacturing by 6.0% during the 3rd quarter. Harbour Trust & Investment Management Co now owns 617 shares of the semiconductor company's stock worth $281,000 after purchasing an additional 35 shares during the period. Willner & Heller LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 16.6% during the 3rd quarter. Willner & Heller LLC now owns 2,766 shares of the semiconductor company's stock worth $1,262,000 after purchasing an additional 393 shares during the period. Livelsberger Financial Advisory purchased a new position in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter worth $186,000. Finally, Fonville Wealth Management LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 43.7% during the 3rd quarter. Fonville Wealth Management LLC now owns 1,148 shares of the semiconductor company's stock worth $524,000 after purchasing an additional 349 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Strong quarterly results reinforce the AI-growth thesis. TSMC reported quarterly revenue of $46.72 billion, up 41.2% year over year, and earnings of $4.60 per share, exceeding analyst expectations. Demand for AI chips and the ramp of 2-nanometer production are cited as key drivers of the 2026 outlook. Beyond NVIDIA: Why TSMC Stock Looks Attractive After Q3 Earnings
• Positive Sentiment: Advanced-packaging pricing could improve margins. Reports say TSMC may raise CoWoS AI-chip packaging prices by as much as 20%, with broader advanced-packaging increases of 10% to 20% and wafer pricing increases of 3% to 6%. The moves indicate demand exceeds available capacity and give TSMC an opportunity to offset rising capital expenditures. Taiwan Semiconductor Flexes Pricing Power on AI's Frontline
• Positive Sentiment: Institutional investors continue to favor TSM. Bell Global Equities Fund highlighted Taiwan Semiconductor in its third-quarter investor letter after delivering strong relative performance, supporting the view that TSMC remains a preferred way to gain exposure to the AI-infrastructure buildout. Why Bell Global Equities Fund Continues to Favor Taiwan Semiconductor Manufacturing Company
• Neutral Sentiment: Energy availability is a strategic issue. Taiwan’s semiconductor industry association backed a government review of potentially restarting nuclear plants, citing the industry’s need for reliable electricity. A restart could improve long-term energy security, but the timing and outcome remain uncertain. Taiwan semiconductor industry group backs government review of nuclear power restart
• Negative Sentiment: Investors remain concerned about spending and valuation. Commentary questioning whether “cracks” are emerging, along with the need to spend heavily to preserve TSMC’s technology lead, may be encouraging profit-taking after the stock’s substantial rally. Broader volatility in semiconductor and AI stocks is adding pressure. TSMC: The Cracks Are Showing

Analyst Ratings Changes

Several analysts recently issued reports on the stock. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b)" rating in a report on Wednesday, October 21st. DA Davidson reaffirmed a "buy" rating and issued a $500.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 16th. Stifel Nicolaus initiated coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, September 1st. They set a "buy" rating and a $515.00 target price for the company. Wall Street Zen cut shares of Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "buy" rating in a research report on Saturday, August 8th. Finally, Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "strong-buy" rating in a research note on Thursday, July 16th. Three investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of "Buy" and an average target price of $528.78.

Taiwan Semiconductor Manufacturing Stock Down 1.9%

NYSE:TSM opened at $431.18 on Friday. The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.14. The stock's fifty day moving average is $435.22 and its two-hundred day moving average is $399.12. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $266.82 and a 52 week high of $487.47. The stock has a market capitalization of $2.24 trillion, a price-to-earnings ratio of 27.75, a price-to-earnings-growth ratio of 0.89 and a beta of 1.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its quarterly earnings data on Thursday, October 15th. The semiconductor company reported $4.60 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $46.72 billion for the quarter, compared to the consensus estimate of $45.67 billion. During the same quarter in the previous year, the business earned $2.92 EPS. The company's quarterly revenue was up 41.2% compared to the same quarter last year. Research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be given 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 dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, December 10th. Taiwan Semiconductor Manufacturing's dividend payout ratio is currently 22.07%.

Insider Activity

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien bought 1,000 shares of the business's stock in a transaction that occurred on Monday, August 3rd. The shares were purchased at an average cost of $73.06 per share, with a total value of $73,060.00. Following the purchase, the vice president directly 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. The acquisition was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, VP Lipen Yuan bought 350 shares of the business's stock in a transaction that occurred on Tuesday, August 18th. The shares were acquired at an average cost of $73.58 per share, for a total transaction of $25,753.00. Following the completion of the purchase, the vice president owned 2,000 shares in the company, valued at $147,160. This trade represents a 21.21% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have bought 7,043 shares of company stock worth $530,986 in the last three months. Corporate insiders own 1.11% of the company's stock.

About Taiwan Semiconductor Manufacturing

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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