2,100 Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Parametrica Management Ltd

Parametrica Management Ltd lessened its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 8.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 22,100 shares of the semiconductor company’s stock after selling 2,100 shares during the quarter. Taiwan Semiconductor Manufacturing comprises 7.1% of Parametrica Management Ltd’s holdings, making the stock its 5th biggest position. Parametrica Management Ltd’s holdings in Taiwan Semiconductor Manufacturing were worth $10,082,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently bought and sold shares of TSM. Cooper Financial Group boosted its position in shares of Taiwan Semiconductor Manufacturing by 0.3% in the 3rd quarter. Cooper Financial Group now owns 6,313 shares of the semiconductor company’s stock worth $2,880,000 after purchasing an additional 22 shares in the last quarter. Dickmeyer Boyce Financial Management Inc. grew its stake in Taiwan Semiconductor Manufacturing by 0.7% during 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. Plan A Wealth LLC grew its stake in 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 worth $1,248,000 after buying an additional 24 shares during the last quarter. Twin City Private Wealth LLC grew its stake in Taiwan Semiconductor Manufacturing by 0.3% during the 1st quarter. Twin City Private Wealth LLC now owns 7,315 shares of the semiconductor company’s stock worth $2,479,000 after buying an additional 25 shares during the last quarter. Finally, Graves Light Lenhart Wealth Inc. increased its position in 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.

Taiwan Semiconductor Manufacturing News Summary

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

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on TSM shares. Barclays increased their price target on Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the company an “overweight” rating in a research note on Friday, October 16th. Sanford C. Bernstein raised their price target on Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an “outperform” rating in a report on Tuesday, August 11th. TD Cowen boosted their price target on 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 restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, October 7th. Finally, Wall Street Zen downgraded shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 8th. Three research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and an average target price of $528.78.

Read Our Latest Research Report on Taiwan Semiconductor Manufacturing

Insider Activity at Taiwan Semiconductor Manufacturing

In other news, VP Lipen Yuan purchased 1,000 shares of the stock in a transaction that occurred on Tuesday, August 18th. The shares were purchased at an average cost of $74.50 per share, with a total value of $74,500.00. Following the completion of the acquisition, the vice president owned 6,000 shares of the company’s stock, valued at approximately $447,000. This represents a 20.00% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, VP Bor-Zen Tien purchased 1,000 shares of the company’s stock in a transaction that occurred on Monday, August 3rd. The shares were purchased at an average price of $73.06 per share, for a total transaction of $73,060.00. Following the transaction, the vice president owned 14,051 shares of the company’s stock, valued at $1,026,566.06. This trade represents a 7.66% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last ninety days, insiders have bought 7,043 shares of company stock valued at $530,986. Insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Up 3.0%

Taiwan Semiconductor Manufacturing stock opened at $437.12 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $266.82 and a 52 week high of $487.47. The business’s 50-day moving average price is $434.34 and its 200 day moving average price is $397.98.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last announced its quarterly 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 during the quarter, compared to analyst estimates of $45.67 billion. During the same period in the previous year, the firm posted $2.92 earnings per share. The company’s revenue was up 41.2% compared to the same quarter last year. Sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company 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. This is a negative change 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 dividend yield of 1.0%.

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.

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Institutional Ownership by Quarter for Taiwan Semiconductor Manufacturing (NYSE:TSM)

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