Greenleaf Trust Sells 1,518 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Greenleaf Trust trimmed its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 108,860 shares of the semiconductor company’s stock after selling 1,518 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for approximately 0.5% of Greenleaf Trust’s portfolio, making the stock its 24th largest holding. Greenleaf Trust’s holdings in Taiwan Semiconductor Manufacturing were worth $49,661,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of TSM. DecisionMap Wealth Management LLC lifted its stake in Taiwan Semiconductor Manufacturing by 15.0% in the third quarter. DecisionMap Wealth Management LLC now owns 620 shares of the semiconductor company’s stock valued at $283,000 after purchasing an additional 81 shares during the last quarter. Bell Investment Advisors Inc raised its holdings in shares of Taiwan Semiconductor Manufacturing by 36.1% in the 3rd quarter. Bell Investment Advisors Inc now owns 558 shares of the semiconductor company’s stock valued at $255,000 after acquiring an additional 148 shares in the last quarter. Hoey Investments Inc. lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 1.5% during the 3rd quarter. Hoey Investments Inc. now owns 3,427 shares of the semiconductor company’s stock worth $1,563,000 after acquiring an additional 50 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. bought a new stake in Taiwan Semiconductor Manufacturing in the 3rd quarter worth approximately $444,923,000. Finally, Aviance Capital Partners LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 4.9% in the 3rd quarter. Aviance Capital Partners LLC now owns 2,535 shares of the semiconductor company’s stock valued at $1,156,000 after acquiring an additional 118 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have weighed in on TSM shares. 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. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b)” rating in a research report on Wednesday, October 21st. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, October 7th. Sanford C. Bernstein raised their price objective on Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an “outperform” rating in a research report on Tuesday, August 11th. Finally, DA Davidson reaffirmed a “buy” rating and issued a $500.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 16th. Three investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus price target of $528.78.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan bought 350 shares of the firm’s stock in a transaction that occurred on 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 purchase, the vice president owned 2,000 shares of the company’s stock, valued at $147,160. This trade represents a 21.21% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Over the last 90 days, insiders purchased 6,043 shares of company stock worth $457,926. 1.11% of the stock is currently owned by company insiders.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC continues to benefit from its position as the world’s leading advanced-chip foundry. Its revenue has consistently exceeded Applied Materials’ over the past eight quarters and has shown a steadier upward trend, supporting the view that demand for leading-edge processors remains strong. Applied Materials vs. Taiwan Semiconductor Manufacturing
• Positive Sentiment: Long-term investor articles continue to identify TSMC as a potential multibagger because of its exposure to AI accelerators, advanced manufacturing and sustained customer demand. The thesis assumes that earnings and cash flow can continue compounding through 2030. What a $10,000 Investment in TSMC Stock Will Be Worth by 2030
• Positive Sentiment: Bell Global Equities Fund continues to hold TSMC, indicating that an institutional investor views the company’s scale, technology leadership and AI exposure as attractive despite the recent volatility. Why Bell Global Equities Fund Continues to Favor TSMC
• Positive Sentiment: Taiwan’s semiconductor industry supports a government review of potentially restarting nuclear power plants. Improved electricity availability and reliability could help address one of TSMC’s key operational risks as chip-fabrication capacity expands. Taiwan Semiconductor Industry Group Backs Nuclear Power Review
• Neutral Sentiment: TSMC remains one of the most closely watched semiconductor stocks, reflecting strong investor interest but also heightened sensitivity to earnings expectations, valuation and news affecting the AI supply chain. TSMC Is Attracting Investor Attention
• Negative Sentiment: Investors are increasingly considering whether AI spending could slow in 2027. A deceleration would pressure the semiconductor sector, although TSMC may hold up better than companies with less differentiated positions because it controls a critical manufacturing bottleneck. If AI Spending Slows in 2027
• Negative Sentiment: Bearish commentary argues that TSMC is spending heavily to defend its lead, raising concerns about capital intensity, execution and whether future returns will justify the investment. Those concerns may be contributing to pressure on the shares after their strong run. TSMC: Spending Its Lead to Keep It

Taiwan Semiconductor Manufacturing Stock Down 0.3%

Shares of TSM stock opened at $405.05 on Monday. 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 $2.10 trillion, a P/E ratio of 26.07, a P/E/G ratio of 0.82 and a beta of 1.37. 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 50 day simple moving average of $435.00 and a two-hundred day simple moving average of $399.49.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Thursday, October 15th. The semiconductor company reported $4.60 earnings per share for the quarter, beating the consensus estimate of $4.45 by $0.15. Taiwan Semiconductor Manufacturing had a return on equity of 42.84% and a net margin of 51.51%. The company had revenue of $46.72 billion for the quarter, compared to the consensus estimate of $45.67 billion. During the same period in the previous year, the business earned $2.92 earnings per share. Taiwan Semiconductor Manufacturing’s quarterly revenue was up 41.2% compared to the same quarter last year. On average, research 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 firm also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Thursday, December 10th will be given a dividend of $1.0854 per share. This is a decrease from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. This represents a $4.34 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 22.07%.

About Taiwan Semiconductor Manufacturing

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.