NBT Bank N.A. Purchases 2,829 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

NBT Bank N.A. acquired a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the third quarter, according to its most recent filing with the SEC. The fund acquired 2,829 shares of the semiconductor company’s stock, valued at approximately $1,291,000.

A number of other institutional investors have also added to or reduced their stakes in the stock. Tiger Global Management LLC grew its stake in Taiwan Semiconductor Manufacturing by 49.4% during the first quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company’s stock valued at $1,880,717,000 after acquiring an additional 1,839,600 shares in the last quarter. Fundsmith LLP bought a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter worth approximately $548,465,000. Assenagon Asset Management S.A. purchased a new stake in Taiwan Semiconductor Manufacturing in the 2nd quarter worth approximately $490,461,000. Perseverance Asset Management International lifted its stake in Taiwan Semiconductor Manufacturing by 1,453.9% in the 1st quarter. Perseverance Asset Management International now owns 446,505 shares of the semiconductor company’s stock worth $150,896,000 after purchasing an additional 417,771 shares in the last quarter. Finally, DJE Kapital AG purchased a new stake in Taiwan Semiconductor Manufacturing in the 1st quarter worth approximately $118,389,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE:TSM opened at $417.74 on Friday. The company’s fifty day moving average price is $434.30 and its 200-day moving average price is $420.15. The firm has a market capitalization of $2.17 trillion, a price-to-earnings ratio of 26.88, a PEG ratio of 0.84 and a beta of 1.37. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $266.82 and a one year high of $487.47. The company has a debt-to-equity ratio of 0.14, a current ratio of 2.46 and a quick ratio of 2.25.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Tuesday, September 8th. The semiconductor company reported $4.62 earnings per share (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 during the quarter. On average, equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders 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 1.0%. This is a decrease 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 presently 22.07%.

Taiwan Semiconductor Manufacturing News Summary

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 Ratings Changes

TSM has been the subject of several analyst reports. Sanford C. Bernstein raised their price target on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an “outperform” rating in a report on Tuesday, August 11th. Stifel Nicolaus started coverage on shares of 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 upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Barclays lifted their price objective on Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the company an “overweight” rating in a research note on Friday, October 16th. Finally, Susquehanna boosted their target price on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a research report on Thursday, July 16th. Three analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and a consensus price target of $528.78.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other news, VP Lipen Yuan bought 1,000 shares of the company’s stock in a transaction that occurred on Tuesday, August 18th. The stock was bought at an average price of $74.50 per share, for a total transaction of $74,500.00. Following the transaction, the vice president directly owned 6,000 shares of the company’s stock, valued at $447,000. This represents a 20.00% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Bor-Zen Tien acquired 1,000 shares of the business’s stock in a transaction dated 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 purchase, the vice president directly owned 14,051 shares in the company, valued at $1,026,566.06. This represents a 7.66% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders bought a total of 8,043 shares of company stock valued at $598,956 over the last quarter. Company insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Company 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.