Taiwan Semiconductor Manufacturing Company Ltd. $TSM Position Boosted by Oakmont Investment Advisors Inc.

Key Points

• Oakmont Investment Advisors increased its TSMC stake by 244.7% in the third quarter, acquiring 3,091 additional shares and bringing its holdings to 4,354 shares valued at approximately $1.99 million.
• Analyst sentiment remains positive, with a consensus “Buy” rating and an average price target of $528.78; institutional investors own 16.51% of TSMC’s shares.
• TSMC reported $4.62 in quarterly EPS, $46.87 billion in revenue and a 51.51% net margin, while announcing a reduced quarterly dividend of $1.0854, equivalent to a 1.0% annualized yield.

Oakmont Investment Advisors Inc. increased its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 244.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,354 shares of the semiconductor company's stock after purchasing an additional 3,091 shares during the quarter. Taiwan Semiconductor Manufacturing makes up 1.3% of Oakmont Investment Advisors Inc.'s portfolio, making the stock its 19th biggest position. Oakmont Investment Advisors Inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $1,986,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in TSM. Foster Victor Wealth Advisors LLC boosted its stake in Taiwan Semiconductor Manufacturing by 3.3% in the third quarter. Foster Victor Wealth Advisors LLC now owns 3,725 shares of the semiconductor company's stock valued at $1,565,000 after acquiring an additional 119 shares during the last quarter. Vest Financial LLC grew its holdings in Taiwan Semiconductor Manufacturing by 17.3% during the 3rd quarter. Vest Financial LLC now owns 60,453 shares of the semiconductor company's stock worth $27,578,000 after acquiring an additional 8,922 shares during the period. Cantor Fitzgerald Investment Advisors L.P. acquired a new stake in Taiwan Semiconductor Manufacturing during the 3rd quarter worth $6,129,000. Sage Private Wealth Group LLC grew its holdings in Taiwan Semiconductor Manufacturing by 8.6% during the 3rd quarter. Sage Private Wealth Group LLC now owns 787 shares of the semiconductor company's stock worth $359,000 after acquiring an additional 62 shares during the period. Finally, Signature Wealth Management Partners LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 8.5% during the 3rd quarter. Signature Wealth Management Partners LLC now owns 523 shares of the semiconductor company's stock valued at $239,000 after acquiring an additional 41 shares during the last quarter. 16.51% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several analysts have commented on the stock. 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. Zacks Research upgraded Taiwan Semiconductor Manufacturing from a "hold" rating to a "strong-buy" rating in a research report on Thursday, July 16th. Citigroup reaffirmed a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, October 7th. Barclays lifted their price objective on Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the stock an "overweight" rating in a research note on Friday, October 16th. Finally, Susquehanna upped their price objective on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a "positive" rating in a report on Thursday, July 16th. Three equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has assigned 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 $528.78.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE:TSM opened at $431.87 on Thursday. The company has a market capitalization of $2.24 trillion, a price-to-earnings ratio of 27.79, a P/E/G ratio of 0.86 and a beta of 1.37. The firm's 50 day simple moving average is $434.84 and its 200 day simple moving average is $419.64. 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.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its earnings results on Tuesday, September 8th. The semiconductor company reported $4.62 EPS for the quarter. The firm had revenue of $46.87 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 51.51% and a return on equity of 42.84%. As a group, sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.03 earnings per share for the current 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 given a $1.0854 dividend. The ex-dividend date is Thursday, December 10th. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.0%. This is a decrease from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $1.1136. Taiwan Semiconductor Manufacturing's dividend payout ratio is currently 22.27%.

More Taiwan Semiconductor Manufacturing News

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.

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan bought 350 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Tuesday, August 18th. The shares were purchased at an average cost of $73.58 per share, for a total transaction of $25,753.00. Following the completion of the acquisition, the vice president owned 2,000 shares in the company, valued at approximately $147,160. The trade was a 21.21% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at the SEC website. Also, VP Bor-Zen Tien bought 1,000 shares of the firm's stock in a transaction on Monday, August 3rd. The stock was acquired at an average cost of $73.06 per share, with a total value of $73,060.00. Following the completion of the purchase, the vice president owned 14,051 shares of the company's stock, valued at approximately $1,026,566.06. This trade represents a 7.66% increase in their position. The SEC filing for this purchase provides additional information. In the last 90 days, insiders purchased 8,043 shares of company stock valued at $598,956. 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 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.