Overbrook Management Corp Acquires 7,947 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Overbrook Management Corp increased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 12.4% during the third quarter, Holdings Channel reports. The fund owned 72,053 shares of the semiconductor company’s stock after purchasing an additional 7,947 shares during the period. Taiwan Semiconductor Manufacturing makes up about 5.2% of Overbrook Management Corp’s portfolio, making the stock its 7th biggest position. Overbrook Management Corp’s holdings in Taiwan Semiconductor Manufacturing were worth $32,870,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Sapient Capital LLC grew its holdings in Taiwan Semiconductor Manufacturing by 26.4% during the 3rd quarter. Sapient Capital LLC now owns 323,222 shares of the semiconductor company’s stock worth $147,809,000 after acquiring an additional 67,546 shares during the last quarter. CoreCap Advisors LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 224.1% during the 3rd quarter. CoreCap Advisors LLC now owns 22,398 shares of the semiconductor company’s stock worth $10,218,000 after buying an additional 15,487 shares in the last quarter. Atwood & Palmer Inc. bought a new position in Taiwan Semiconductor Manufacturing in the 3rd quarter valued at $246,000. Zevenbergen Capital Investments LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 15.5% in the 3rd quarter. Zevenbergen Capital Investments LLC now owns 125,498 shares of the semiconductor company’s stock valued at $57,251,000 after buying an additional 16,833 shares during the period. Finally, Artemis Investment Management LLP lifted its stake in shares of Taiwan Semiconductor Manufacturing by 8.5% during the third quarter. Artemis Investment Management LLP now owns 92,112 shares of the semiconductor company’s stock valued at $42,021,000 after acquiring an additional 7,235 shares during the period. 16.51% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of analysts recently commented on TSM shares. TD Cowen lifted their price objective on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a research report on Friday, July 17th. Weiss Ratings downgraded shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday. Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Stifel Nicolaus started coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, September 1st. They issued a “buy” rating and a $515.00 price objective on the stock. Finally, Sanford C. Bernstein upped their target price on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an “outperform” rating in a research report on Tuesday, August 11th. Three research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and a consensus price target of $524.89.

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan purchased 350 shares of the company’s stock in a transaction dated Tuesday, August 18th. The shares were bought at an average price of $73.58 per share, with a total value of $25,753.00. Following the completion of the transaction, the vice president directly owned 2,000 shares in the company, valued at $147,160. This trade represents a 21.21% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP Shyue-Shyh Lin acquired 1,000 shares of the business’s stock in a transaction dated Tuesday, July 21st. The shares were acquired at an average price of $74.13 per share, for a total transaction of $74,130.00. Following the acquisition, the vice president directly owned 30,269 shares in the company, valued at $2,243,840.97. This represents a 3.42% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders acquired 16,043 shares of company stock worth $1,185,746 over the last ninety days. 1.11% of the stock is currently owned by corporate insiders.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Record quarterly revenue beat expectations. TSMC reported third-quarter revenue of NT$1.494 trillion, up 50.9% year over year and ahead of both consensus and Wedbush estimates by roughly 3%. September sales rose 54.6% year over year to NT$511.86 billion, reinforcing that demand for AI accelerators and advanced chips remains robust. TSMC’s third-quarter revenue surges to record, beating market forecast
• Positive Sentiment: AI demand and capacity expansion remain key growth drivers. Reports say TSMC is considering capital spending of up to $64 billion, while its broader U.S. expansion—including the Arizona buildout—supports long-term supply for high-performance computing and AI customers. Industry commentary suggests demand may still exceed available capacity. TSMC Plans Up to $64 Billion in Capex
• Positive Sentiment: TSMC is partnering with GlobalFoundries on U.S. advanced packaging. The multiyear, $2 billion agreement will establish a U.S. supply of silicon interposers for TSMC’s CoWoS packaging ecosystem, helping expand capacity for AI and high-performance computing while strengthening supply-chain resilience. Production is expected to ramp in 2028. GlobalFoundries Lands $2 Billion TSMC Deal
• Neutral Sentiment: Insider buying provides a modest confidence signal. CEO C.C. Wei, the CFO, and multiple senior executives reported small open-market purchases. The transactions are collectively limited in size relative to TSMC’s market capitalization, so they are unlikely to materially affect the stock.
• Negative Sentiment: Strong results were not enough to overcome market and valuation concerns. TSM shares have decreased as investors took profits near record highs and broader technology stocks weakened. Higher oil prices and Treasury yields have pressured growth-stock valuations, while TSMC’s premium earnings multiple increases sensitivity to any slowdown in AI spending.
• Negative Sentiment: The Terafab opportunity appears limited. Elon Musk said Tesla and SpaceX intend to build and operate their planned Texas AI-chip facility themselves; TSMC could potentially sublease space but is not expected to run the project. This reduces expectations for a major near-term TSMC role. Elon Musk Rules Out Potential TSMC Role in Terafab Operations

Taiwan Semiconductor Manufacturing Trading Down 3.0%

Shares of NYSE:TSM traded down $14.27 during mid-day trading on Thursday, reaching $457.94. The stock had a trading volume of 13,394,533 shares, compared to its average volume of 13,087,001. The firm has a 50 day simple moving average of $432.16 and a two-hundred day simple moving average of $413.53. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $266.82 and a twelve month high of $487.47. The firm has a market cap of $2.38 trillion, a PE ratio of 33.04, a price-to-earnings-growth ratio of 1.07 and a beta of 1.37. 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) last issued its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.25%. The firm had revenue of $39.89 billion during the quarter. On average, research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.56 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be paid a $1.0854 dividend. The ex-dividend date of this dividend is Thursday, December 10th. This is a negative change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. This represents a $4.34 dividend on an annualized basis and a yield of 0.9%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 24.96%.

Taiwan Semiconductor Manufacturing Profile

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a Taiwan-based semiconductor manufacturer and the world’s largest dedicated semiconductor foundry. Founded in 1987 by Morris Chang, the company pioneered the pure-play foundry model, producing chips designed by other companies rather than selling products under its own semiconductor brand.

TSMC manufactures a broad range of integrated circuits, including advanced logic chips used in high-performance computing, smartphones, automotive systems, communications equipment, and consumer electronics.