Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stake Lifted by OLD Second National Bank of Aurora

Key Points

• OLD Second National Bank of Aurora increased its TSMC stake by 1,313.3% in the third quarter, bringing its holdings to 5,823 shares valued at approximately $2.66 million. Institutional investors collectively own 16.51% of the company.
• TSMC shares were trading at $412.35, down 4.5%, while the company reported quarterly EPS of $4.62 on revenue of $46.87 billion. The quarterly dividend was reduced to $1.0854 per share, representing a 1.1% yield.
• Analysts remain broadly positive, with a consensus “Buy” rating and an average price target of $528.78, supported by TSMC’s strong profitability, AI-related chip demand and leading foundry position.

OLD Second National Bank of Aurora boosted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 1,313.3% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 5,823 shares of the semiconductor company's stock after purchasing an additional 5,411 shares during the period. OLD Second National Bank of Aurora's holdings in Taiwan Semiconductor Manufacturing were worth $2,656,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Fiduciary Advisors Inc. raised its position in shares of Taiwan Semiconductor Manufacturing by 200.0% in the 3rd quarter. Fiduciary Advisors Inc. now owns 60 shares of the semiconductor company's stock valued at $27,000 after purchasing an additional 40 shares in the last quarter. Cedar Mountain Advisors LLC boosted 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 valued at $31,000 after buying an additional 30 shares during the last quarter. Markowski Investments purchased a new position in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter valued at approximately $33,000. Curry Webb Wealth Management LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the third quarter worth approximately $39,000. Finally, Evolution Wealth Management Inc. grew its position in shares of Taiwan Semiconductor Manufacturing by 257.7% during the first quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company's stock worth $31,000 after buying an additional 67 shares in the last quarter. Hedge funds and other institutional investors own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Trading Down 4.5%

Shares of NYSE TSM opened at $412.35 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 50 day moving average price is $434.47 and its two-hundred day moving average price is $420.16. 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 $2.14 trillion, a P/E ratio of 26.53, a PEG ratio of 0.88 and a beta of 1.37.

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 company had revenue of $46.87 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 42.84% and a net margin of 51.51%. On average, analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.03 earnings per share for the current fiscal 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 paid a dividend of $1.0854 per share. This represents a $4.34 annualized dividend and a yield of 1.1%. This is a drop from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $1.1136. The ex-dividend date is Thursday, December 10th. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is 22.27%.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan acquired 1,000 shares of the firm's stock in a transaction on Tuesday, August 18th. The stock was purchased at an average price of $74.50 per share, with a total value of $74,500.00. Following the completion of the acquisition, the vice president directly owned 6,000 shares in the company, valued at $447,000. This trade represents a 20.00% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, VP Bor-Zen Tien acquired 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 acquisition, the vice president owned 14,051 shares of the company's stock, valued at $1,026,566.06. This trade represents a 7.66% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have purchased 8,043 shares of company stock worth $598,956 over the last 90 days. 1.11% of the stock is currently owned by company insiders.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

A number of analysts recently issued reports on the stock. DA Davidson restated a "buy" rating and issued a $500.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 16th. Wall Street Zen downgraded shares of Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "buy" rating in a research note on Saturday, August 8th. Citigroup reissued a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, October 7th. TD Cowen raised their price objective on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a "hold" rating in a report on Friday, July 17th. Finally, Stifel Nicolaus initiated coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, September 1st. They issued a "buy" rating and a $515.00 target price for the company. Three research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of "Buy" and an average target price of $528.78.

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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