Chicago Partners Investment Group LLC Acquires 1,465 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Posted by Brian Himes on Nov 6th, 2026

Chicago Partners Investment Group LLC increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 19.3% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 9,070 shares of the semiconductor company’s stock after purchasing an additional 1,465 shares during the quarter. Chicago Partners Investment Group LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $3,796,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the business. Richardson Financial Services Inc. increased its holdings in Taiwan Semiconductor Manufacturing by 5.9% in the 3rd quarter. Richardson Financial Services Inc. now owns 597 shares of the semiconductor company’s stock worth $272,000 after acquiring an additional 33 shares in the last quarter. Caldwell Trust Co raised its position in Taiwan Semiconductor Manufacturing by 11.3% during the third quarter. Caldwell Trust Co now owns 24,521 shares of the semiconductor company’s stock worth $11,186,000 after acquiring an additional 2,484 shares during the period. JCIC Asset Management Inc. raised its position in Taiwan Semiconductor Manufacturing by 0.7% during the third quarter. JCIC Asset Management Inc. now owns 17,840 shares of the semiconductor company’s stock worth $8,138,000 after acquiring an additional 118 shares during the period. Third View Private Wealth LLC raised its position in Taiwan Semiconductor Manufacturing by 21.9% during the third quarter. Third View Private Wealth LLC now owns 16,808 shares of the semiconductor company’s stock worth $7,668,000 after acquiring an additional 3,016 shares during the period. Finally, Provenance Wealth Advisors LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 507.0% during the third quarter. Provenance Wealth Advisors LLC now owns 12,777 shares of the semiconductor company’s stock valued at $5,829,000 after purchasing an additional 10,672 shares in the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Insider Activity

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Sunday, November 1st. The stock was acquired at an average cost of $71.49 per share, for a total transaction of $71,490.00. Following the completion of the transaction, the vice president directly owned 8,000 shares of the company’s stock, valued at approximately $571,920. This represents a 14.29% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Insiders have acquired a total of 5,428 shares of company stock worth $411,021 over the last ninety days. 1.11% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several brokerages have recently issued reports on TSM. TD Cowen lifted their target price on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a research report on Friday, July 17th. Stifel Nicolaus assumed coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, September 1st. They set a “buy” rating and a $515.00 target price for the company. DA Davidson restated a “buy” rating and set a $500.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 16th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, October 7th. Finally, Needham & Company LLC raised their price target 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. Three equities research 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 stock. Based on data from MarketBeat, the company has a consensus rating of “Buy” and a consensus target price of $533.89.

Read Our Latest Analysis on TSM

Taiwan Semiconductor Manufacturing Stock Down 11.0%

Shares of TSM opened at $352.19 on Friday. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $266.82 and a one year high of $487.47. The stock has a market capitalization of $1.83 trillion, a price-to-earnings ratio of 22.66, a PEG ratio of 0.80 and a beta of 1.44. The stock has a 50 day moving average price of $432.74 and a 200 day moving average price of $400.53.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last posted its quarterly earnings data 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 firm had revenue of $46.72 billion during the quarter, compared to the consensus estimate of $45.67 billion. Taiwan Semiconductor Manufacturing had a return on equity of 42.84% and a net margin of 51.51%. The firm’s revenue was up 41.2% compared to the same quarter last year. During the same period in the prior year, the company earned $2.92 EPS. Equities research 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 firm also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be issued a dividend of $1.0854 per share. The ex-dividend date of this dividend is Thursday, December 10th. 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 1.2%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 22.27%.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

Positive Sentiment: Bernstein raised its price target to $600 and reiterated an “outperform” rating, signaling confidence in TSMC’s outlook. Article: Bernstein price target
Positive Sentiment: ETFs purchased $146.2 million of TSM shares on Nov. 3, a potential counterpoint to recent market selling. Article: TSM sees ETF buying
Positive Sentiment: Coverage highlights TSMC’s position as a manufacturer for multiple AI-chip designers, giving it exposure to sector growth without depending on one chipmaker. The company has also recently posted a third consecutive earnings beat, while AI-chip demand reportedly continues to outstrip supply. Article: AMD vs. TSMC and the AI sell-off
Neutral Sentiment: Investors are awaiting TSMC’s next monthly sales reading, due Nov. 10, to gauge whether demand can sustain the growth implied by the company’s recent results. Article: TSMC sales data and quarterly hurdle
Negative Sentiment: The main near-term drag appears to be sector-wide risk aversion: semiconductor shares sold off sharply as investors reassessed AI spending, growth expectations, and valuations. That selling has weighed on TSMC despite positive demand indicators; September global chip-sales data cited in coverage showed strong year-over-year growth. Article: Global chip sales and semiconductor sell-off

Taiwan Semiconductor Manufacturing Company Profile

(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.