Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by E. Ohman J or Asset Management AB

E. Ohman J or Asset Management AB increased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 10.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 168,356 shares of the semiconductor company's stock after acquiring an additional 16,465 shares during the quarter. Taiwan Semiconductor Manufacturing makes up approximately 1.7% of E. Ohman J or Asset Management AB's holdings, making the stock its 11th biggest holding. E. Ohman J or Asset Management AB's holdings in Taiwan Semiconductor Manufacturing were worth $76,802,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. SBI Securities Co. Ltd. increased its holdings in shares of Taiwan Semiconductor Manufacturing by 2.5% during the 3rd quarter. SBI Securities Co. Ltd. now owns 71,832 shares of the semiconductor company's stock worth $32,769,000 after buying an additional 1,778 shares during the last quarter. Marion Wealth Management grew its stake in Taiwan Semiconductor Manufacturing by 156.7% during the third quarter. Marion Wealth Management now owns 1,104 shares of the semiconductor company's stock worth $504,000 after buying an additional 674 shares during the period. Crescent Grove Advisors LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 104.9% in the 3rd quarter. Crescent Grove Advisors LLC now owns 1,477 shares of the semiconductor company's stock valued at $675,000 after acquiring an additional 756 shares during the period. Oakmont Investment Advisors Inc. lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 244.7% during the 3rd quarter. Oakmont Investment Advisors Inc. now owns 4,354 shares of the semiconductor company's stock valued at $1,986,000 after acquiring an additional 3,091 shares in the last quarter. Finally, Foster Victor Wealth Advisors LLC boosted its position in Taiwan Semiconductor Manufacturing by 3.3% during the 3rd quarter. Foster Victor Wealth Advisors LLC now owns 3,725 shares of the semiconductor company's stock worth $1,565,000 after purchasing an additional 119 shares during the period. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, VP Lipen Yuan acquired 1,000 shares of the business's stock in a transaction that occurred on Tuesday, August 18th. The stock was acquired at an average cost of $74.50 per share, for a total transaction of $74,500.00. Following the completion of the acquisition, the vice president owned 6,000 shares in the company, valued at approximately $447,000. The trade was a 20.00% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP Bor-Zen Tien purchased 1,000 shares of the business's stock in a transaction dated 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 completion of 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. Additional details regarding this purchase are available in the official SEC disclosure. Insiders purchased a total of 8,043 shares of company stock worth $598,956 over the last 90 days. Insiders own 1.11% of the company's stock.

Taiwan Semiconductor Manufacturing Trading Down 4.5%

Taiwan Semiconductor Manufacturing stock opened at $412.35 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $266.82 and a 12-month high of $487.47. The stock has a market capitalization of $2.14 trillion, a PE ratio of 26.53, a price-to-earnings-growth ratio of 0.88 and a beta of 1.37. The firm has a 50 day simple moving average of $434.47 and a 200-day simple moving average of $420.16. 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 announced its quarterly earnings data on Tuesday, September 8th. The semiconductor company reported $4.62 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 42.84% and a net margin of 51.51%. The business had revenue of $46.87 billion during the quarter. As a group, equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.03 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently disclosed 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. The ex-dividend date is Thursday, December 10th. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing's payout ratio is currently 22.27%.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: AI demand remains a major growth driver. Recent third-quarter earnings commentary indicates that demand for advanced chips, high-performance computing and AI infrastructure continues to exceed available capacity. Analysts view TSMC’s manufacturing scale, leading-edge nodes and advanced packaging capabilities as key competitive advantages. ASML Vs. Taiwan Semiconductor: Who Can More Fully Satisfy AI Demand?
• Positive Sentiment: Moody’s upgraded TSMC’s issuer rating to Aa2 from Aa3 and changed its outlook to stable, citing the company’s dominant foundry position and persistent AI-related demand. The upgrade may reduce financing risk and reinforces confidence in TSMC’s balance sheet and long-term cash-generation ability. Moody’s upgrades TSMC rating to Aa2
• Positive Sentiment: TSMC is reportedly in discussions with SpaceX regarding the proposed Terafab chip plant. TSMC would participate only if it operates the facility, which could create a meaningful long-term customer and capacity opportunity, although the talks remain preliminary. Taiwan Semiconductor Wants In on SpaceX’s Terafab
• Positive Sentiment: Several investment articles argue that strong recent results, raised guidance and the AI infrastructure build-out could support substantial earnings growth through 2030. Executive share purchases and inclusion in new AI-focused ETFs provide additional supportive signals, though neither guarantees future performance. Prediction: TSMC Stock Is Going to $1,200 by 2030
• Neutral Sentiment: The supplied articles do not report a material negative development for TSMC. The share decline therefore appears more consistent with broader semiconductor-sector or valuation-related pressure and profit-taking than with deterioration in the company’s operating outlook.

Wall Street Analysts Forecast Growth

TSM has been the subject of a number of recent research reports. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b)" rating in a research note on Wednesday. Barclays lifted their price objective on Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the stock an "overweight" rating in a report on Friday, October 16th. Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "strong-buy" rating in a research note on Thursday, July 16th. Wall Street Zen lowered Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "buy" rating in a research report on Saturday, August 8th. Finally, Citigroup restated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, October 7th. Three 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 stock. According to MarketBeat.com, the stock currently has a consensus rating of "Buy" and an average target price of $528.78.

Taiwan Semiconductor Manufacturing 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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