Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by TD Waterhouse Canada Inc.

Key Points

• TD Waterhouse Canada increased its TSMC stake by 1.2% in the second quarter, adding 2,955 shares to reach 242,029 shares valued at approximately $107.6 million. Institutional investors collectively own 16.51% of TSMC.
• Analyst sentiment remains positive, with TSMC carrying an overall “Buy” rating and an average price target of $523.22; recent targets ranged as high as $554.
• TSMC reported $4.28 in quarterly EPS on $39.89 billion in revenue, while insiders bought shares recently. The stock traded at $417.08, and its 1% dividend yield reflected a $1.0854 quarterly payout.

TD Waterhouse Canada Inc. raised its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 1.2% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 242,029 shares of the semiconductor company's stock after acquiring an additional 2,955 shares during the quarter. TD Waterhouse Canada Inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $107,572,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in TSM. Twin City Private Wealth LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 0.3% in the first quarter. Twin City Private Wealth LLC now owns 7,315 shares of the semiconductor company's stock valued at $2,479,000 after purchasing an additional 25 shares during the last quarter. Graves Light Lenhart Wealth Inc. raised 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 worth $359,000 after purchasing an additional 25 shares during the last quarter. OFS Enterprise LLC lifted its stake in Taiwan Semiconductor Manufacturing by 4.0% in the 2nd quarter. OFS Enterprise LLC now owns 653 shares of the semiconductor company's stock valued at $312,000 after buying an additional 25 shares in the last quarter. Wealthcare Capital Partners LLC lifted its stake in Taiwan Semiconductor Manufacturing by 1.0% in the 2nd quarter. Wealthcare Capital Partners LLC now owns 2,606 shares of the semiconductor company's stock valued at $1,244,000 after buying an additional 25 shares in the last quarter. Finally, Elser Financial Planning Inc grew its holdings in Taiwan Semiconductor Manufacturing by 2.4% during the 2nd quarter. Elser Financial Planning Inc now owns 1,081 shares of the semiconductor company's stock valued at $516,000 after buying an additional 25 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company's stock.

Analyst Ratings Changes

Several research firms have weighed in on TSM. Zacks Research raised Taiwan Semiconductor Manufacturing from a "hold" rating to a "strong-buy" rating in a research report on Thursday, July 16th. TD Cowen raised their price target on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a "hold" rating in a research note on Friday, July 17th. Wall Street Zen lowered shares of Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "buy" rating in a research report on Saturday, August 8th. Sanford C. Bernstein upped their price objective on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an "outperform" rating in a research note on Tuesday, August 11th. Finally, Stifel Nicolaus assumed coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday. They set a "buy" rating and a $515.00 target price on the stock. Three analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, Taiwan Semiconductor Manufacturing presently has an average rating of "Buy" and an average price target of $523.22.

Insider Activity

In other news, VP Shyue-Shyh Lin bought 1,000 shares of the business's stock in a transaction that occurred on Tuesday, July 21st. The shares were acquired at an average cost of $74.13 per share, with a total value of $74,130.00. Following the transaction, the vice president owned 30,269 shares of the company's stock, valued at $2,243,840.97. This represents a 3.42% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, VP Lipen Yuan bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Tuesday, August 18th. The stock was purchased at an average price of $74.50 per share, for a total transaction of $74,500.00. Following the acquisition, the vice president directly owned 6,000 shares of the company's stock, valued at $447,000. The trade was a 20.00% increase in their position. The SEC filing for this purchase provides additional information. Insiders purchased 17,512 shares of company stock valued at $1,296,090 in the last ninety days. Company insiders own 1.11% of the company's stock.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE TSM opened at $417.08 on Friday. The business's 50-day moving average price is $420.70 and its 200 day moving average price is $397.74. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $230.30 and a twelve month high of $479.00. The company has a market capitalization of $2.16 trillion, a PE ratio of 30.09, a price-to-earnings-growth ratio of 0.95 and a beta of 1.39. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.14.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. The company had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.25% and a net margin of 50.31%. On average, research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.45 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be issued a $1.0854 dividend. 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. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is 21.43%.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC’s planned global capacity expansion is designed to capture sustained AI and semiconductor demand. Its roughly $265 billion Arizona investment and approximately $4.06 billion European factory would strengthen its manufacturing footprint and improve supply-chain diversification. Taiwan Semiconductor Manufacturing Could Be 9% Above Fair Value As Capex Plans Grow
• Positive Sentiment: Industry forecasts point to approximately $1.4 trillion in annual AI infrastructure spending by 2030, positioning leading chip manufacturers such as TSMC to benefit from tight silicon capacity and continued investment in AI systems. AI Infrastructure Spending Is Set to Hit $1.4 Trillion by 2030
• Neutral Sentiment: Investment commentary from Artisan Partners highlighted resilient global equities, strong corporate earnings and enthusiasm around AI—factors supportive of TSMC’s long-term investment case, though it did not represent a new company-specific catalyst. TSMC: The Powerhouse of Advanced Semiconductor Manufacturing
• Neutral Sentiment: Reports about additional Taiwanese companies planning roughly $20 billion of U.S. investment reinforce the broader trend toward localized chip production, but the unnamed backers and lack of specific TSMC commitments make the direct stock impact uncertain. Why Is Taiwan Hiding the Backers of Its $20B US Pledge?
• Negative Sentiment: Analysts caution that TSMC’s Arizona expansion and broader overseas fab buildout will carry higher operating and construction costs than its Taiwan base, potentially pressuring margins even as AI demand drives revenue growth. TSMC’s Global Expansion Pressures Margins Amid AI-Driven Growth
• Negative Sentiment: One valuation analysis suggested TSM shares could be about 9% above fair value, indicating that strong AI expectations and an approximately 30-times earnings valuation may already reflect substantial future growth. Taiwan Semiconductor Manufacturing Could Be 9% Above Fair Value As Capex Plans Grow
• Negative Sentiment: Reports that an ETF sponsor filed for a leveraged bearish TSM product highlight the presence of short-term skepticism and elevated volatility, although the same sponsor later introduced a fund focused on the foundry sector’s growth. The Firm That Filed a Bet Against Taiwan Semiconductor Then Launched a Foundry Fund

Taiwan Semiconductor Manufacturing Profile

Taiwan Semiconductor Manufacturing Company (TSMC) is a leading pure-play semiconductor foundry that provides wafer fabrication and related services to the global semiconductor industry. Founded in 1987 by Morris Chang and headquartered in Hsinchu, Taiwan, TSMC manufactures integrated circuits on behalf of fabless and integrated device manufacturers, offering contract chip production across a broad set of technologies and products.

TSMC's service offering covers logic and mixed-signal process technologies, specialty processes for radio-frequency, power management and embedded memory, and advanced nodes used in mobile, high-performance computing and AI applications.

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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.

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