Taiwan Semiconductor Manufacturing Company Ltd. $TSM Holdings Boosted by Candriam S.C.A.

Posted by Francis Steltz on Nov 8th, 2026

Candriam S.C.A. increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 2.5% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 620,955 shares of the semiconductor company’s stock after purchasing an additional 15,283 shares during the quarter. Taiwan Semiconductor Manufacturing comprises about 1.3% of Candriam S.C.A.’s holdings, making the stock its 12th largest position. Candriam S.C.A.’s holdings in Taiwan Semiconductor Manufacturing were worth $284,308,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Fiduciary Advisors Inc. boosted its stake in Taiwan Semiconductor Manufacturing by 200.0% in the 3rd quarter. Fiduciary Advisors Inc. now owns 60 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 40 shares during the period. Cedar Mountain Advisors LLC grew its holdings in Taiwan Semiconductor Manufacturing by 88.2% during the 2nd quarter. Cedar Mountain Advisors LLC now owns 64 shares of the semiconductor company’s stock valued at $31,000 after buying an additional 30 shares in the last quarter. Markowski Investments bought a new stake in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at about $33,000. Heritage Family Offices LLP bought a new stake in shares of Taiwan Semiconductor Manufacturing during the third quarter valued at about $37,000. Finally, Curry Webb Wealth Management LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the third quarter worth about $39,000. 16.51% of the stock is currently owned by institutional investors.

Insider Activity

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan acquired 1,000 shares of the business’s stock in a transaction dated Sunday, November 1st. The stock was bought at an average price of $71.49 per share, with a total value of $71,490.00. Following the completion of the acquisition, the vice president owned 8,000 shares of the company’s stock, valued at $571,920. This trade represents a 14.29% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available through this hyperlink. In the last ninety days, insiders bought 5,428 shares of company stock worth $411,021. Company insiders own 1.11% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on TSM. Stifel Nicolaus started coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, September 1st. They issued a “buy” rating and a $515.00 price objective for the company. TD Cowen boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a research note on Friday, July 17th. Weiss Ratings lowered shares of Taiwan Semiconductor Manufacturing from a “buy (b)” rating to a “hold (c+)” rating in a report on Wednesday. Wall Street Zen cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 8th. Finally, Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, October 7th. Three equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and a consensus price target of $533.89.

View Our Latest Analysis on Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Price Performance

NYSE:TSM opened at $375.15 on Friday. The firm has a market capitalization of $1.95 trillion, a price-to-earnings ratio of 24.14, a P/E/G ratio of 0.76 and a beta of 1.44. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $266.82 and a 52-week high of $487.47. The stock has a fifty day moving average of $431.68 and a 200 day moving average of $400.77. 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 (NYSE:TSM – Get Free Report) last posted its earnings results on Thursday, October 15th. The semiconductor company reported $4.60 EPS for the quarter, topping the consensus estimate of $4.45 by $0.15. The business had revenue of $46.72 billion during the quarter, compared to analysts’ expectations 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% on a year-over-year basis. During the same period in the previous year, the business earned $2.92 earnings per share. On average, research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm 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 dividend of $1.0854 per share. This is a drop from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. The ex-dividend date is Thursday, December 10th. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.2%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 22.07%.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

Positive Sentiment: Taiwan tightened short-selling rules and prepared a reported $15 billion fund to support its markets, helping lift TSMC shares in premarket trading after the regional chip rout. Benzinga article
Positive Sentiment: Nvidia reportedly wants TSMC to make advanced memory chips. If TSMC pursues the opportunity, it could broaden its role in AI hardware and deepen ties with a major customer; the report describes a possibility, not a confirmed project. TipRanks article
Positive Sentiment: Sanford C. Bernstein raised its price target to $600 from $554 and reiterated an “outperform” rating, signaling confidence in TSMC’s prospects despite the recent sector weakness. MarketBeat analyst update
Neutral Sentiment: TSMC’s position as a leading manufacturer for Nvidia, AMD and other chip designers supports exposure to AI demand across competing customers. Some coverage also argues the shares trade below their usual valuation range, though that does not ensure a near-term recovery. The Motley Fool article
Negative Sentiment: The rebound follows a steep regional chip-stock selloff amid worries about AI valuations, spending expectations and growth. That market-wide pressure could keep TSM volatile even as its manufacturing business benefits from AI demand. 24/7 Wall St. article

Taiwan Semiconductor Manufacturing Profile

(Free Report)

Taiwan Semiconductor Manufacturing Company (TSMC) is a semiconductor foundry that manufactures chips designed by other companies. It provides wafer fabrication and related services, including advanced packaging, serving customers across industries such as computing, communications, automotive and consumer electronics.

Founded in 1987 and headquartered in Hsinchu, Taiwan, TSMC helped establish the dedicated foundry model, in which a manufacturer focuses on producing semiconductors for customers rather than selling its own chip designs.