24,326 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Bought by Partners Wealth Management LLC

Partners Wealth Management LLC acquired a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 24,326 shares of the semiconductor company’s stock, valued at approximately $11,116,000. Taiwan Semiconductor Manufacturing makes up 1.2% of Partners Wealth Management LLC’s holdings, making the stock its 15th largest holding.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Brookstone Capital Management lifted its stake in shares of Taiwan Semiconductor Manufacturing by 87.3% in the 2nd quarter. Brookstone Capital Management now owns 25,143 shares of the semiconductor company’s stock valued at $12,008,000 after acquiring an additional 11,719 shares during the last quarter. Y Intercept Hong Kong Ltd increased its position in shares of Taiwan Semiconductor Manufacturing by 273.2% in the first quarter. Y Intercept Hong Kong Ltd now owns 81,189 shares of the semiconductor company’s stock valued at $27,438,000 after acquiring an additional 59,435 shares during the period. Opal Capital LLC raised its position in Taiwan Semiconductor Manufacturing by 72.5% during the 1st quarter. Opal Capital LLC now owns 27,767 shares of the semiconductor company’s stock valued at $9,384,000 after purchasing an additional 11,666 shares during the last quarter. Western Wealth Management LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 27.4% during the first quarter. Western Wealth Management LLC now owns 27,954 shares of the semiconductor company’s stock valued at $9,447,000 after acquiring an additional 6,013 shares in the last quarter. Finally, Elevation Point Wealth Partners LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 306.7% in the 1st quarter. Elevation Point Wealth Partners LLC now owns 52,397 shares of the semiconductor company’s stock worth $17,728,000 after purchasing an additional 39,514 shares during the period. Hedge funds and other institutional investors own 16.51% of the company’s stock.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Strong quarterly results reinforce the AI-growth thesis. TSMC reported quarterly revenue of $46.72 billion, up 41.2% year over year, and earnings of $4.60 per share, exceeding analyst expectations. Demand for AI chips and the ramp of 2-nanometer production are cited as key drivers of the 2026 outlook. Beyond NVIDIA: Why TSMC Stock Looks Attractive After Q3 Earnings
• Positive Sentiment: Advanced-packaging pricing could improve margins. Reports say TSMC may raise CoWoS AI-chip packaging prices by as much as 20%, with broader advanced-packaging increases of 10% to 20% and wafer pricing increases of 3% to 6%. The moves indicate demand exceeds available capacity and give TSMC an opportunity to offset rising capital expenditures. Taiwan Semiconductor Flexes Pricing Power on AI’s Frontline
• Positive Sentiment: Institutional investors continue to favor TSM. Bell Global Equities Fund highlighted Taiwan Semiconductor in its third-quarter investor letter after delivering strong relative performance, supporting the view that TSMC remains a preferred way to gain exposure to the AI-infrastructure buildout. Why Bell Global Equities Fund Continues to Favor Taiwan Semiconductor Manufacturing Company
• Neutral Sentiment: Energy availability is a strategic issue. Taiwan’s semiconductor industry association backed a government review of potentially restarting nuclear plants, citing the industry’s need for reliable electricity. A restart could improve long-term energy security, but the timing and outcome remain uncertain. Taiwan semiconductor industry group backs government review of nuclear power restart
• Negative Sentiment: Investors remain concerned about spending and valuation. Commentary questioning whether “cracks” are emerging, along with the need to spend heavily to preserve TSMC’s technology lead, may be encouraging profit-taking after the stock’s substantial rally. Broader volatility in semiconductor and AI stocks is adding pressure. TSMC: The Cracks Are Showing

Insiders Place Their Bets

In other news, VP Bor-Zen Tien acquired 1,000 shares of the firm’s stock in a transaction dated Monday, August 3rd. The shares were purchased at an average cost of $73.06 per share, for a total transaction of $73,060.00. Following the transaction, the vice president directly owned 14,051 shares of the company’s stock, valued at approximately $1,026,566.06. This trade represents a 7.66% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, VP Lipen Yuan bought 350 shares of the company’s stock in a transaction that occurred on Tuesday, August 18th. The stock was purchased at an average cost of $73.58 per share, with a total value of $25,753.00. Following the acquisition, 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 disclosure for this purchase is available in the SEC filing. Over the last three months, insiders bought 7,043 shares of company stock valued at $530,986. Corporate insiders own 1.11% of the company’s stock.

Analysts Set New Price Targets

TSM has been the subject of a number of research reports. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, October 7th. Susquehanna upped their price target on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a research note on Thursday, July 16th. Needham & Company LLC raised their price objective on Taiwan Semiconductor Manufacturing from $530.00 to $560.00 and gave the company a “buy” rating in a research report on Thursday, October 15th. Stifel Nicolaus started coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday, September 1st. They set a “buy” rating and a $515.00 price objective for the company. Finally, Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b)” rating in a research report on Wednesday, October 21st. 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. According to MarketBeat.com, the stock has a consensus rating of “Buy” and an average target price of $528.78.

Taiwan Semiconductor Manufacturing Stock Down 1.9%

TSM stock opened at $431.18 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $266.82 and a fifty-two week high of $487.47. The company has a market cap of $2.24 trillion, a price-to-earnings ratio of 27.75, a P/E/G ratio of 0.89 and a beta of 1.37. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46. The business’s 50-day moving average is $435.22 and its two-hundred day moving average is $399.12.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Thursday, October 15th. The semiconductor company reported $4.60 earnings per share for the quarter, topping the consensus estimate of $4.45 by $0.15. Taiwan Semiconductor Manufacturing had a net margin of 51.51% and a return on equity of 42.84%. The business had revenue of $46.72 billion for the quarter, compared to analysts’ expectations of $45.67 billion. During the same quarter last year, the company posted $2.92 EPS. The company’s revenue was up 41.2% compared to the same quarter last year. As a group, 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 declared a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be given a $1.0854 dividend. The ex-dividend date is Thursday, December 10th. This is a decrease from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 22.07%.

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.