Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Purchased by Cyndeo Wealth Partners LLC

Cyndeo Wealth Partners LLC raised its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 17.8% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 73,273 shares of the semiconductor company’s stock after purchasing an additional 11,051 shares during the period. Taiwan Semiconductor Manufacturing comprises about 1.5% of Cyndeo Wealth Partners LLC’s investment portfolio, making the stock its 10th largest position. Cyndeo Wealth Partners LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $33,426,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of TSM. Tiger Global Management LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 49.4% during the 1st quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company’s stock worth $1,880,717,000 after purchasing an additional 1,839,600 shares during the period. Invesco Ltd. boosted its stake in shares of Taiwan Semiconductor Manufacturing by 1.1% during the 4th quarter. Invesco Ltd. now owns 3,721,823 shares of the semiconductor company’s stock valued at $1,131,025,000 after buying an additional 40,842 shares during the last quarter. Sei Investments Co. grew its holdings in Taiwan Semiconductor Manufacturing by 11.8% during the 1st quarter. Sei Investments Co. now owns 2,591,510 shares of the semiconductor company’s stock worth $875,802,000 after acquiring an additional 274,389 shares in the last quarter. T. Rowe Price Investment Management Inc. lifted its holdings in Taiwan Semiconductor Manufacturing by 168.6% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 2,093,115 shares of the semiconductor company’s stock worth $636,077,000 after buying an additional 1,313,917 shares during the last quarter. Finally, Hsbc Holdings PLC boosted its holdings in Taiwan Semiconductor Manufacturing by 40.5% in the fourth quarter. Hsbc Holdings PLC now owns 1,865,064 shares of the semiconductor company’s stock worth $569,227,000 after purchasing an additional 537,539 shares during the period. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Trading Down 2.2%

Shares of TSM stock opened at $413.15 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $266.82 and a 12 month high of $487.47. The company has a market cap of $2.14 trillion, a PE ratio of 26.59, a price-to-earnings-growth ratio of 0.87 and a beta of 1.37. 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 business’s 50 day moving average is $434.71 and its two-hundred day moving average is $417.11.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Tuesday, September 8th. The semiconductor company reported $4.62 earnings per share for the quarter. The business had revenue of $46.87 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 51.51% and a return on equity of 42.84%. Equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.65 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be given a dividend of $1.0854 per share. The ex-dividend date of this dividend is Thursday, December 10th. This represents a $4.34 dividend on an annualized basis and a yield of 1.1%. This is a negative change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 24.96%.

Wall Street Analyst Weigh In

TSM has been the topic of a number of recent research reports. Susquehanna raised their target price on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research note on Thursday, July 16th. TD Cowen upped their price objective on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a report on Friday, July 17th. Stifel Nicolaus began coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, September 1st. They issued a “buy” rating and a $515.00 price target on the stock. Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Finally, Bank of America upped their price target on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research report on Wednesday, June 24th. Three research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and a consensus target price of $528.78.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Record results and strong guidance support the long-term outlook. Third-quarter net income rose 68.7% year over year to NT$763.1 billion, while revenue increased about 51% and exceeded analyst estimates. TSMC also forecast fourth-quarter revenue of $52.3 billion to $54.3 billion, well above the consensus estimate. TSMC posts record profit for a sixth straight quarter
• Positive Sentiment: AI demand remains the key growth driver. Advanced technologies represented 79% of wafer revenue, and management reported no signs of a slowdown in demand for AI and high-performance-computing chips. Full-year 2026 revenue growth is expected to be approximately 44%, while annual 2-nanometer capacity is projected to more than double in 2027. Three key takeaways for long-term investors
• Positive Sentiment: Analysts remain bullish. DA Davidson reaffirmed its Buy rating with a $500 target, while Needham raised its target to $560. Articles also highlight TSMC’s manufacturing scale and competitive moat as potential benefits from continued AI infrastructure investment. TSMC long-term investment outlook
• Neutral Sentiment: Capacity expansion is both an opportunity and a concern. TSMC is considering additional U.S. expansion, including potential involvement in Elon Musk’s proposed Texas “Terafab,” while Taiwan is planning Texas industrial parks for Nvidia suppliers. These projects could improve customer access and supply-chain resilience but increase execution and investment requirements. TSMC talks with Elon Musk’s Terafab
• Negative Sentiment: Large capital expenditures are weighing on sentiment. TSMC’s roughly $64 billion spending plan has prompted questions about returns, potential overcapacity and whether AI demand can justify the industry’s investment pace. Investors also remain concerned about AI companies’ debt financing and profitability. Why TSMC’s spending plan concerns investors
• Negative Sentiment: Sector-wide risk aversion is overpowering the earnings beat. Chip stocks are selling off amid inflation, higher interest rates, concerns about AI financing and questions about whether the AI boom has already been priced into valuations. Commentary also notes that TSMC’s strong results may have raised expectations too high. Chip stocks tumble on AI investment worries

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien purchased 3,000 shares of the business’s stock in a transaction dated Tuesday, July 21st. The stock was bought at an average cost of $74.39 per share, for a total transaction of $223,170.00. Following the completion of the acquisition, the vice president directly owned 4,000 shares in the company, valued at $297,560. This represents a 300.00% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Shyue-Shyh Lin acquired 2,000 shares of the stock in a transaction dated Sunday, July 19th. The stock was bought at an average price of $71.71 per share, for a total transaction of $143,420.00. Following the purchase, the vice president owned 28,269 shares of the company’s stock, valued at $2,027,169.99. The trade was a 7.61% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders bought a total of 16,043 shares of company stock valued at $1,185,746 in the last quarter. Insiders own 1.11% of the company’s stock.

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.