Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Loring Wolcott & Coolidge Fiduciary Advisors LLP MA

Key Points

• Loring Wolcott & Coolidge Fiduciary Advisors increased its TSMC position by 421.2% in the third quarter, ending with 24,208 shares valued at approximately $11.04 million. Institutional investors own 16.51% of the company.
• TSMC insiders purchased 8,043 shares worth nearly $599,000 over the past three months, while analysts maintained an overall “Buy” rating with an average price target of $528.78.
• TSMC reported quarterly EPS of $4.62 on $46.87 billion in revenue and is set to pay a quarterly dividend of $1.0854 per share, reduced from $1.1136 previously, for a 1.0% yield.

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA boosted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 421.2% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 24,208 shares of the semiconductor company's stock after buying an additional 19,563 shares during the quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA's holdings in Taiwan Semiconductor Manufacturing were worth $11,043,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently made changes to their positions in TSM. Fiduciary Advisors Inc. lifted its position in shares of Taiwan Semiconductor Manufacturing by 200.0% during the 3rd quarter. Fiduciary Advisors Inc. now owns 60 shares of the semiconductor company's stock valued at $27,000 after buying an additional 40 shares during the last quarter. Evolution Wealth Management Inc. grew its stake in shares of Taiwan Semiconductor Manufacturing by 257.7% during the 1st quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company's stock worth $31,000 after acquiring an additional 67 shares during the period. Cedar Mountain Advisors LLC grew its stake 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 acquiring an additional 30 shares during the period. Financial Freedom LLC purchased a new stake in Taiwan Semiconductor Manufacturing in the 1st quarter worth about $32,000. Finally, Markowski Investments purchased a new stake in Taiwan Semiconductor Manufacturing in the 2nd quarter worth about $33,000. 16.51% of the stock is currently owned by institutional investors.

Insider Transactions at Taiwan Semiconductor Manufacturing

In related news, VP Lipen Yuan bought 350 shares of the business's stock in a transaction on Tuesday, August 18th. The stock was acquired at an average price of $73.58 per share, for a total transaction of $25,753.00. Following the purchase, the vice president directly 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 purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Bor-Zen Tien bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Monday, August 3rd. The shares were bought at an average cost of $73.06 per share, with a total value of $73,060.00. Following the acquisition, 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 SEC filing for this purchase provides additional information. Insiders have purchased a total of 8,043 shares of company stock worth $598,956 in the last three months. 1.11% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on TSM shares. Wall Street Zen cut Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "buy" rating in a research note on Saturday, August 8th. DA Davidson reiterated a "buy" rating and set a $500.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 16th. Susquehanna increased their target price on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a "positive" rating in a research report on Thursday, July 16th. Stifel Nicolaus assumed coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, September 1st. They issued a "buy" rating and a $515.00 target price for the company. Finally, Citigroup reissued a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, October 7th. 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. According to MarketBeat, the stock has an average rating of "Buy" and an average price target of $528.78.

Taiwan Semiconductor Manufacturing Trading Down 0.2%

NYSE:TSM opened at $417.74 on Monday. The company has a market cap of $2.17 trillion, a P/E ratio of 26.88, a P/E/G ratio of 0.85 and a beta of 1.37. The stock's fifty day moving average price is $434.30 and its two-hundred day moving average price is $420.70. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $266.82 and a 1 year high of $487.47. 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 posted its quarterly earnings results on Tuesday, September 8th. The semiconductor company reported $4.62 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 42.84% and a net margin of 51.51%. The firm had revenue of $46.87 billion during the quarter. As a group, analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Thursday, December 10th will be paid a dividend of $1.0854 per share. This represents a $4.34 dividend on an annualized basis and a dividend 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 dividend payout ratio is presently 22.27%.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Moody’s upgraded TSMC’s issuer rating to Aa2 from Aa3, citing its dominant foundry position, robust balance sheet and sustained AI-related demand. The stable outlook and upgraded ratings for financing subsidiaries could lower perceived credit risk. Moody’s upgrades TSMC rating
• Positive Sentiment: TSMC reported its sixth consecutive quarter of record profit, while management raised its full-year growth outlook for the third time. Analysts at Erste Group also increased their FY2026 EPS estimate to $17.21 from $16.92 and FY2027 forecast to $22.82 from $22.26, above the current consensus for the current year. TSMC record profit and market concerns
• Positive Sentiment: Investors continue to view TSMC as a critical supplier for AI accelerators, smartphones and data centers. Its advanced-node manufacturing, packaging capabilities and broad customer base reinforce the company’s competitive position as AI infrastructure spending expands. TSMC as a global computing utility
• Positive Sentiment: TSMC confirmed discussions with SpaceX regarding its proposed Terafab facility. Any agreement could provide additional long-term capacity demand, although the company reportedly wants operational control of the fab. TSMC and SpaceX Terafab discussions
• Neutral Sentiment: TSMC’s results demonstrate powerful demand, but comparisons with ASML highlight a key constraint: AI orders exceed currently available semiconductor manufacturing equipment, fab capacity and advanced packaging. The pace and cost of expanding supply remain important investment questions. ASML versus TSMC and AI demand
• Negative Sentiment: Despite record earnings, a slight decline in gross margin unsettled some investors. The reaction reflects concerns that higher overseas expansion costs, capacity investments or product mix could pressure profitability even while revenue and AI demand remain strong. TSMC margin concerns

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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