Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock: Brighton Jones LLC Increases Position

Posted by Brian Himes on Nov 8th, 2026

Brighton Jones LLC increased its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 31.0% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 24,527 shares of the semiconductor company’s stock after acquiring an additional 5,807 shares during the period. Brighton Jones LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $11,189,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Candriam S.C.A. grew its position in Taiwan Semiconductor Manufacturing by 2.5% in the third quarter. Candriam S.C.A. now owns 620,955 shares of the semiconductor company’s stock valued at $284,308,000 after acquiring an additional 15,283 shares in the last quarter. Point Nemo Capital LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 5.8% during the third quarter. Point Nemo Capital LLC now owns 5,545 shares of the semiconductor company’s stock valued at $2,529,000 after purchasing an additional 304 shares during the period. Cullinan Associates Inc. purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the third quarter valued at approximately $754,000. Ethic Inc. lifted its position in shares of Taiwan Semiconductor Manufacturing by 7.7% during the third quarter. Ethic Inc. now owns 108,309 shares of the semiconductor company’s stock worth $49,409,000 after purchasing an additional 7,756 shares in the last quarter. Finally, StoneX Group Inc. lifted its position in shares of Taiwan Semiconductor Manufacturing by 27.6% during the third quarter. StoneX Group Inc. now owns 7,895 shares of the semiconductor company’s stock worth $3,496,000 after purchasing an additional 1,708 shares in the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

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

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on TSM shares. Stifel Nicolaus started coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, September 1st. They issued a “buy” rating and a $515.00 target price for the company. TD Cowen lifted their price target on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a research note on Friday, July 17th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, October 7th. Needham & Company LLC boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $530.00 to $560.00 and gave the stock a “buy” rating in a report on Thursday, October 15th. Finally, Barclays upped their price objective on shares of Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the company an “overweight” rating in a research report on Friday, October 16th. Three equities research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and a consensus target price of $533.89.

View Our Latest Research Report on Taiwan Semiconductor Manufacturing

Insider Activity

In related news, VP Lipen Yuan purchased 1,000 shares of the business’s stock in a transaction that occurred on Sunday, November 1st. The shares were purchased at an average cost of $71.49 per share, with a total value of $71,490.00. Following the completion of the acquisition, the vice president directly owned 8,000 shares of the company’s stock, valued at approximately $571,920. The trade was a 14.29% increase in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders have acquired a total of 5,428 shares of company stock valued at $411,021 in the last three months. 1.11% of the stock is currently owned by insiders.

Taiwan Semiconductor Manufacturing Price Performance

TSM stock opened at $375.15 on Friday. The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.14. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $266.82 and a 52-week high of $487.47. The stock’s 50 day moving average is $431.68 and its two-hundred day moving average is $400.77. The company has a market capitalization of $1.95 trillion, a PE ratio of 24.14, a P/E/G ratio of 0.76 and a beta of 1.44.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last announced its earnings results on Thursday, October 15th. The semiconductor company reported $4.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.45 by $0.15. The company had revenue of $46.72 billion for the quarter, compared to analyst estimates of $45.67 billion. Taiwan Semiconductor Manufacturing had a return on equity of 42.84% and a net margin of 51.51%. Taiwan Semiconductor Manufacturing’s quarterly revenue was up 41.2% on a year-over-year basis. During the same period in the prior year, the company posted $2.92 EPS. Analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Thursday, December 10th will be paid a $1.0854 dividend. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.2%. This is a drop from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. The ex-dividend date is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 22.07%.

Taiwan Semiconductor Manufacturing Company 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.