Roman Butler Fullerton & Co. grew its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 44.5% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,739 shares of the semiconductor company’s stock after purchasing an additional 1,459 shares during the period. Roman Butler Fullerton & Co.’s holdings in Taiwan Semiconductor Manufacturing were worth $1,992,000 as of its most recent SEC filing.
Other institutional investors have also modified their holdings of the company. Livet Wealth LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 27.5% in the 3rd quarter. Livet Wealth LLC now owns 775 shares of the semiconductor company’s stock valued at $354,000 after purchasing an additional 167 shares in the last quarter. SYM FINANCIAL Corp lifted its position in shares of Taiwan Semiconductor Manufacturing by 3.5% in the 3rd quarter. SYM FINANCIAL Corp now owns 1,531 shares of the semiconductor company’s stock worth $698,000 after buying an additional 52 shares during the last quarter. Total Clarity Wealth Management Inc. boosted its stake in Taiwan Semiconductor Manufacturing by 29.4% in the third quarter. Total Clarity Wealth Management Inc. now owns 5,313 shares of the semiconductor company’s stock valued at $2,424,000 after acquiring an additional 1,206 shares during the period. DMC Group LLC boosted its position in Taiwan Semiconductor Manufacturing by 18.4% during the 3rd quarter. DMC Group LLC now owns 2,518 shares of the semiconductor company’s stock valued at $1,149,000 after purchasing an additional 391 shares during the period. Finally, Penobscot Investment Management Company Inc. boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 12.7% during the third quarter. Penobscot Investment Management Company Inc. now owns 11,742 shares of the semiconductor company’s stock valued at $5,356,000 after acquiring an additional 1,324 shares during the period. Institutional investors and hedge funds own 16.51% of the company’s stock.
Analysts Set New Price Targets
TSM has been the subject of several recent analyst reports. TD Cowen upped their target price on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a research report on Friday, July 17th. DA Davidson reiterated a “buy” rating and issued a $500.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 16th. Stifel Nicolaus initiated coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, September 1st. They set a “buy” rating and a $515.00 price target on the stock. Barclays upped their target price on Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the stock an “overweight” rating in a research report on Friday, October 16th. Finally, Needham & Company LLC raised their price objective on shares of Taiwan Semiconductor Manufacturing from $530.00 to $560.00 and gave the company a “buy” rating in a research report on Thursday, October 15th. 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. According to MarketBeat, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and a consensus target price of $528.78.
View Our Latest Stock Analysis on Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing Price Performance
Shares of Taiwan Semiconductor Manufacturing stock opened at $437.12 on Wednesday. The stock has a 50-day moving average price of $434.34 and a 200 day moving average price of $397.98. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $266.82 and a 1 year high of $487.47.
Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last posted its quarterly earnings results on Thursday, October 15th. The semiconductor company reported $4.60 EPS for the quarter, beating the consensus estimate of $4.45 by $0.15. The company had revenue of $46.72 billion for the quarter, compared to analysts’ expectations of $45.67 billion. The company’s revenue was up 41.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.92 earnings per share. On average, equities analysts forecast 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. Stockholders of record on Thursday, December 10th will be given a $1.0854 dividend. This is a negative change 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%. The ex-dividend date of this dividend is Thursday, December 10th.
Trending Headlines about Taiwan Semiconductor Manufacturing
Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:
- Positive Sentiment: TSMC’s third-quarter 2026 results exceeded expectations, with earnings per share of $4.60 versus the $4.45 consensus and revenue of $46.72 billion, up 41.2% year over year. Management highlighted surging demand for AI accelerators, raised its revenue outlook and continued aggressive expansion of advanced-node and packaging capacity. TSM Q3 Earnings Call Highlights Strong AI Demand and Expansion
- Positive Sentiment: Reports that TSMC may raise prices for advanced CoWoS packaging by as much as 20%, while increasing leading-edge wafer prices by an estimated 3% to 6% in 2027, point to significant pricing power. Strong demand and constrained capacity could help offset the company’s heavy capital spending and support margins. Taiwan Semiconductor Flexes Pricing Power on AI’s Frontline
- Positive Sentiment: Several analyst commentaries view TSMC as a core “toll road” for the AI economy, citing its dominant foundry position, roughly 51.5% net margin and consensus price targets implying further upside. Comparisons with Micron, Intel and Apple also emphasize TSMC’s scale and strategic importance to advanced-chip production. TSMC: The Toll Road of the AI Economy Is on Sale
- Neutral Sentiment: TSMC is maintaining an estimated $60 billion to $64 billion 2026 capital-expenditure plan and targeting substantially higher advanced-packaging capacity. The investment should support long-term growth, but near-term margins may remain pressured as the 2-nanometer process ramps.
- Negative Sentiment: Critics argue that TSMC’s strong results may already be reflected in the stock after a multiyear rally. Concerns include a forward P/E near 28, cash-flow valuation, rising expansion costs and the possibility that AI demand expectations are becoming too optimistic. Taiwan Semiconductor Manufacturing Stock Looks Pricey Against Cash Flow
- Negative Sentiment: Recent pullbacks in TSMC and other AI chip stocks despite record revenue have highlighted crowded-trade and valuation risks. Higher packaging prices could also increase costs for customers such as Nvidia and AMD, potentially creating downstream pressure on hardware demand. The Last Month Exposed the Risk Narrative Between Nvidia and Taiwan Semiconductor
Insider Buying and Selling
In related news, VP Bor-Zen Tien bought 1,000 shares of the business’s stock in a transaction that occurred on 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 purchase, the vice president directly owned 14,051 shares in the company, valued at $1,026,566.06. This trade represents a 7.66% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, VP Lipen Yuan purchased 350 shares of the business’s stock in a transaction on Tuesday, August 18th. The shares were acquired 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 approximately $147,160. This trade represents a 21.21% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders acquired a total of 7,043 shares of company stock worth $530,986 in the last ninety days. 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.
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