Leo Wealth LLC Acquires 3,959 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Leo Wealth LLC acquired a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the 3rd quarter, HoldingsChannel.com reports. The fund acquired 3,959 shares of the semiconductor company’s stock, valued at approximately $1,806,000.

Other large investors have also bought and sold shares of the company. Davidson Kahn Capital Management LLC grew its holdings in Taiwan Semiconductor Manufacturing by 9.0% during the third quarter. Davidson Kahn Capital Management LLC now owns 570 shares of the semiconductor company’s stock worth $260,000 after acquiring an additional 47 shares during the period. Apollon Wealth Management LLC raised its position in Taiwan Semiconductor Manufacturing by 1.8% in the third quarter. Apollon Wealth Management LLC now owns 46,840 shares of the semiconductor company’s stock worth $21,368,000 after acquiring an additional 821 shares in the last quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA raised its position in Taiwan Semiconductor Manufacturing by 421.2% in the third quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 24,208 shares of the semiconductor company’s stock worth $11,043,000 after acquiring an additional 19,563 shares in the last quarter. Tower View Wealth Management LLC raised its position in Taiwan Semiconductor Manufacturing by 4.7% in the third quarter. Tower View Wealth Management LLC now owns 37,780 shares of the semiconductor company’s stock worth $17,235,000 after acquiring an additional 1,713 shares in the last quarter. Finally, Slow Capital Inc. lifted its holdings in Taiwan Semiconductor Manufacturing by 1.0% in the 3rd quarter. Slow Capital Inc. now owns 11,712 shares of the semiconductor company’s stock valued at $5,346,000 after acquiring an additional 113 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Insider Activity

In other news, VP Lipen Yuan bought 1,000 shares of the firm’s stock in a transaction on Tuesday, August 18th. The stock was bought at an average cost of $74.50 per share, for a total transaction 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 represents a 20.00% increase in their position. The purchase was disclosed in a filing with the SEC, which is available at this hyperlink. Also, VP Bor-Zen Tien bought 1,000 shares of the company’s stock in a transaction dated Monday, August 3rd. The stock was purchased at an average cost of $73.06 per share, for a total transaction of $73,060.00. Following the completion of the transaction, the vice president owned 14,051 shares of the company’s stock, valued at $1,026,566.06. This represents a 7.66% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last quarter, insiders acquired 7,043 shares of company stock valued at $530,986. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Up 1.4%

NYSE:TSM opened at $424.33 on Tuesday. The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.14. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $266.82 and a 1-year high of $487.47. The firm has a market capitalization of $2.20 trillion, a price-to-earnings ratio of 27.31, a price-to-earnings-growth ratio of 0.85 and a beta of 1.37. The stock has a fifty day simple moving average of $434.25 and a 200 day simple moving average of $396.90.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Tuesday, September 8th. The semiconductor company reported $4.62 earnings per share for the quarter. The firm had revenue of $46.87 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 42.84% and a net margin of 51.51%. Sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently disclosed 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 is a drop 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 1.0%. The ex-dividend date of this dividend is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s payout ratio is currently 22.07%.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on TSM shares. DA Davidson reissued a “buy” rating and issued a $500.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 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. Sanford C. Bernstein boosted their target price on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an “outperform” rating in a report on Tuesday, August 11th. Needham & Company LLC increased their target price on shares of Taiwan Semiconductor Manufacturing from $530.00 to $560.00 and gave the company a “buy” rating in a research note on Thursday, October 15th. Finally, 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. Three 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 company’s stock. According to MarketBeat.com, the company currently has an average rating of “Buy” and a consensus price target of $528.78.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC is positioned to benefit from continued growth in artificial intelligence and advanced-chip demand. The company is investing to expand production capacity, while its valuation is described as reasonable relative to its growth prospects through 2030. Taiwan Semiconductor Is Set to Cash in on AI
• Positive Sentiment: Wall Street analysts remain optimistic about TSM, which may support investor confidence and buying interest. Analyst recommendations are particularly influential for closely followed semiconductor stocks. Is TSMC a Buy as Wall Street Analysts Look Optimistic?
• Positive Sentiment: TSMC continues to deliver solid operating results and maintains a dominant position in the global foundry market, with profit margins above 50%. These fundamentals reinforce its appeal as an AI infrastructure investment. Intel and TSMC Are Vying for Chip Fabrication Supremacy
• Neutral Sentiment: TSMC is being compared with Apple as a leading technology investment. Apple offers a broad consumer ecosystem and substantial revenue, while TSMC offers specialized exposure to semiconductor manufacturing and higher margins. Apple vs. Taiwan Semiconductor
• Neutral Sentiment: An earnings estimate from Erste Group Bank provides additional visibility into expectations for TSM’s fiscal 2026 performance, although the report does not identify a major change to the company’s outlook. Erste Group Bank’s Estimate for TSM FY2026 Earnings
• Negative Sentiment: After roughly quadrupling over three years, TSM shares appear expensive relative to projected free cash flow. This raises the risk that strong future growth may already be reflected in the stock price. TSM Stock Looks Pricey Against Cash Flow
• Negative Sentiment: Although TSMC is producing solid results, investors currently favor Intel’s turnaround narrative and see Intel as offering superior value. That relative preference could weigh on TSM’s near-term performance. Intel and TSMC Are Vying for Chip Fabrication Supremacy

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.