Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock: River Street Advisors LLC Raises Position

Key Points

• River Street Advisors increased its TSMC stake by 439.8% in the third quarter, purchasing 2,340 additional shares and ending the period with 2,872 shares valued at approximately $1.31 million. Other institutional investors also raised their positions, with institutions collectively owning 16.51% of the stock.
• TSMC insiders purchased 8,043 shares worth about $598,956 over the past 90 days, while two vice presidents each bought 1,000 shares. The company reported quarterly EPS of $4.62, revenue of $46.87 billion, a 51.51% net margin and a 42.84% return on equity.
• Shares recently traded at $417.74, and analysts maintain a consensus “Buy” rating with an average price target of $528.78. TSMC also announced a reduced quarterly dividend of $1.0854 per share, equivalent to a 1.0% annual yield.

River Street Advisors LLC grew its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 439.8% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,872 shares of the semiconductor company's stock after purchasing an additional 2,340 shares during the period. River Street Advisors LLC's holdings in Taiwan Semiconductor Manufacturing were worth $1,310,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Boomfish Wealth Group LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 1.2% during the 3rd quarter. Boomfish Wealth Group LLC now owns 8,130 shares of the semiconductor company's stock worth $3,709,000 after purchasing an additional 100 shares during the period. MBL Wealth LLC grew its holdings in Taiwan Semiconductor Manufacturing by 5.8% during the 3rd quarter. MBL Wealth LLC now owns 637 shares of the semiconductor company's stock valued at $291,000 after purchasing an additional 35 shares during the last quarter. OLD Second National Bank of Aurora grew its holdings in Taiwan Semiconductor Manufacturing by 1,313.3% during the 3rd quarter. OLD Second National Bank of Aurora now owns 5,823 shares of the semiconductor company's stock valued at $2,656,000 after purchasing an additional 5,411 shares during the last quarter. Demars Financial Group LLC grew its holdings in Taiwan Semiconductor Manufacturing by 4.1% during the 3rd quarter. Demars Financial Group LLC now owns 5,378 shares of the semiconductor company's stock valued at $2,453,000 after purchasing an additional 213 shares during the last quarter. Finally, Titan Investment Management LLC raised its position in Taiwan Semiconductor Manufacturing by 9.3% in the 3rd quarter. Titan Investment Management LLC now owns 21,808 shares of the semiconductor company's stock worth $9,949,000 after purchasing an additional 1,861 shares during the period. Hedge funds and other institutional investors own 16.51% of the company's stock.

Insider Buying and Selling

In other news, VP Bor-Zen Tien purchased 1,000 shares of the stock in a transaction that occurred on Monday, August 3rd. The stock was purchased at an average price of $73.06 per share, for a total transaction of $73,060.00. Following the completion of the acquisition, 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, VP Lipen Yuan acquired 1,000 shares of the company's stock in a transaction that occurred on Tuesday, August 18th. The stock was purchased at an average cost of $74.50 per share, for a total transaction of $74,500.00. Following the purchase, the vice president owned 6,000 shares of the company's stock, valued at $447,000. This represents a 20.00% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last ninety days, insiders have bought 8,043 shares of company stock worth $598,956. Corporate insiders own 1.11% of the company's stock.

Taiwan Semiconductor Manufacturing Trading Up 1.3%

Shares of NYSE TSM traded up $5.38 during mid-day trading on Friday, reaching $417.74. The company had a trading volume of 9,473,088 shares, compared to its average volume of 11,288,281. The business's 50-day moving average is $434.30 and its 200-day moving average is $420.15. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.14. The stock has a market cap of $2.17 trillion, a price-to-earnings ratio of 26.88, a price-to-earnings-growth ratio of 0.84 and a beta of 1.37. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $266.82 and a 52 week high of $487.47.

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 net margin of 51.51% and a return on equity of 42.84%. The company had revenue of $46.87 billion for the quarter. Equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced 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 represents a $4.34 dividend on an annualized basis and a dividend yield of 1.0%. This is a drop from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $1.1136. The ex-dividend date of this dividend is Thursday, December 10th. Taiwan Semiconductor Manufacturing's dividend payout ratio is 22.07%.

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

Analyst Upgrades and Downgrades

Several analysts have issued reports on the stock. Citigroup reissued a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, October 7th. Stifel Nicolaus initiated coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday, September 1st. They set a "buy" rating and a $515.00 target price on the stock. TD Cowen increased their price target on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a "hold" rating in a report on Friday, July 17th. Susquehanna raised their price target on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a "positive" rating in a research note on Thursday, July 16th. Finally, Wall Street Zen cut Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "buy" rating in a report on Saturday, August 8th. Three analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Buy" and a consensus price target 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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