Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Provenance Wealth Advisors LLC

Posted by Stanley Muller on Nov 4th, 2026

Provenance Wealth Advisors LLC increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 507.0% during the 3rd quarter, HoldingsChannel reports. The firm owned 12,777 shares of the semiconductor company’s stock after buying an additional 10,672 shares during the period. Provenance Wealth Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $5,829,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Cooper Financial Group lifted its position in Taiwan Semiconductor Manufacturing by 0.3% during the third quarter. Cooper Financial Group now owns 6,313 shares of the semiconductor company’s stock valued at $2,880,000 after purchasing an additional 22 shares during the last quarter. Dickmeyer Boyce Financial Management Inc. increased its holdings in shares of Taiwan Semiconductor Manufacturing by 0.7% in the 3rd quarter. Dickmeyer Boyce Financial Management Inc. now owns 3,459 shares of the semiconductor company’s stock worth $1,578,000 after buying an additional 23 shares during the last quarter. Whelan Financial increased its holdings in shares of Taiwan Semiconductor Manufacturing by 2.3% in the 3rd quarter. Whelan Financial now owns 1,040 shares of the semiconductor company’s stock worth $474,000 after buying an additional 23 shares during the last quarter. Plan A Wealth LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 0.9% during the 3rd quarter. Plan A Wealth LLC now owns 2,735 shares of the semiconductor company’s stock valued at $1,248,000 after buying an additional 24 shares in the last quarter. Finally, Graves Light Lenhart Wealth Inc. raised its position in shares of Taiwan Semiconductor Manufacturing by 3.4% during the 2nd quarter. Graves Light Lenhart Wealth Inc. now owns 752 shares of the semiconductor company’s stock valued at $359,000 after buying an additional 25 shares in the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Key Taiwan Semiconductor Manufacturing News

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

Positive Sentiment: Commentary highlights TSMC’s role as the foundry for chip designers including Nvidia, AMD, Apple and Broadcom. Because it manufactures for multiple competitors, it may benefit broadly from AI-chip demand rather than relying on one designer’s success. Article: Taiwan Semi or Broadcom: If I Could Only Own 1 for the Next 5 Years, It Would Be This
Positive Sentiment: Recent articles point to advanced manufacturing and the anticipated 2-nanometer production ramp as potential long-term supports, alongside continued investment in AI infrastructure and TSMC’s global manufacturing footprint. These are bullish themes, though the supplied coverage does not provide fresh company forecasts. Article: TSMC Is Down 18%: The 2nm Ramp Should Change That
Positive Sentiment: Vice President Lipen Yuan reportedly bought 1,000 shares, increasing his position by 14.29%. Insider buying can signal confidence, although the transaction is modest relative to TSMC’s size. Article: Taiwan Semiconductor insider transaction
Neutral Sentiment: Elon Musk may be softening his position on control of the proposed Terafab project in renewed discussions involving TSMC. A larger TSMC role could offer an opportunity, but talks remain uncertain and no agreement was reported. Article: Musk may soften Terafab control stance in fresh TSMC talks
Negative Sentiment: Broader AI-stock selling could weigh on TSMC sentiment: one report says hedge funds have turned underweight AI stocks, while another reports ETFs collectively sold a net $81 million of TSM shares last Thursday. These are market-positioning signals, not evidence of a change in TSMC’s fundamentals. Article: AI Stocks Lose $5 Trillion in 3 Weeks as Hedge Funds Go Underweight AI for the First Time Since 2023 Article: 8 ETFs Cut Taiwan Semiconductor Holdings

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE:TSM opened at $404.90 on Wednesday. The company has a market capitalization of $2.10 trillion, a price-to-earnings ratio of 26.06, a PEG ratio of 0.81 and a beta of 1.44. The firm’s 50-day moving average is $434.50 and its 200 day moving average is $400.22. 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 current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.14.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) 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 return on equity of 42.84% and a net margin of 51.51%. The firm had revenue of $46.72 billion for the quarter, compared to the consensus estimate of $45.67 billion. During the same period in the prior year, the business posted $2.92 earnings per share. The company’s revenue for the quarter was up 41.2% on a year-over-year basis. Research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently disclosed 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. This is a drop from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. The ex-dividend date of this dividend is Thursday, December 10th. This represents a $4.34 annualized dividend and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 22.27%.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on TSM. Barclays increased their price target on shares of Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the company an “overweight” rating in a report on Friday, October 16th. Needham & Company LLC boosted their price objective on Taiwan Semiconductor Manufacturing from $530.00 to $560.00 and gave the stock a “buy” rating in a research note on Thursday, October 15th. Stifel Nicolaus began coverage on Taiwan Semiconductor Manufacturing in a research report on Tuesday, September 1st. They set a “buy” rating and a $515.00 price objective on the stock. DA Davidson reaffirmed a “buy” rating and issued a $500.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 16th. Finally, Susquehanna lifted their target price on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a report on Thursday, July 16th. Three investment 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. According to data from MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $528.78.

Check Out Our Latest Stock Analysis on Taiwan Semiconductor Manufacturing

Insider Buying and Selling

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Tuesday, August 18th. The shares were acquired at an average price of $74.50 per share, for a total transaction of $74,500.00. Following the completion of the purchase, the vice president directly owned 6,000 shares in the company, valued at approximately $447,000. This trade represents a 20.00% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Over the last 90 days, insiders acquired 7,043 shares of company stock valued at $529,416. Corporate insiders own 1.11% of the company’s stock.

About Taiwan Semiconductor Manufacturing

(Free Report)

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.