Inspire Trust Co. N.A. Sells 10,500 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Posted by Brian Himes on Nov 11th, 2026

Inspire Trust Co. N.A. reduced its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 29.2% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 25,500 shares of the semiconductor company’s stock after selling 10,500 shares during the quarter. Taiwan Semiconductor Manufacturing comprises approximately 1.4% of Inspire Trust Co. N.A.’s investment portfolio, making the stock its 20th largest position. Inspire Trust Co. N.A.’s holdings in Taiwan Semiconductor Manufacturing were worth $11,633,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in TSM. Cooper Financial Group boosted 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 worth $2,880,000 after acquiring an additional 22 shares during 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 valued at $1,578,000 after acquiring an additional 23 shares in the last quarter. Whelan Financial grew its stake in Taiwan Semiconductor Manufacturing by 2.3% during the 3rd quarter. Whelan Financial now owns 1,040 shares of the semiconductor company’s stock valued at $474,000 after acquiring an additional 23 shares in 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 valued at $1,248,000 after acquiring an additional 24 shares in the last quarter. Finally, Graves Light Lenhart Wealth Inc. raised its holdings in Taiwan Semiconductor Manufacturing by 3.4% in the 2nd quarter. Graves Light Lenhart Wealth Inc. now owns 752 shares of the semiconductor company’s stock valued at $359,000 after acquiring an additional 25 shares during the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Insiders Place Their Bets

In related news, VP Lipen Yuan acquired 1,000 shares of the stock in a transaction dated Sunday, November 1st. The stock was acquired at an average cost of $71.49 per share, with a total value of $71,490.00. Following the completion of the transaction, the vice president owned 8,000 shares in the company, valued at $571,920. This represents a 14.29% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director Michael R. Splinter bought 840 shares of the business’s stock in a transaction that occurred on Thursday, November 5th. The shares were purchased at an average price of $357.00 per share, for a total transaction of $299,880.00. Following the completion of the purchase, the director directly owned 8,405 shares of the company’s stock, valued at approximately $3,000,585. This trade represents a 11.10% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have bought 7,869 shares of company stock worth $823,771 in the last ninety days. Corporate insiders own 1.11% of the company’s stock.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

Positive Sentiment: TSMC reported October revenue of NT$586.89 billion, up 59.7% year over year and 14.7% from September. The strong result, attributed to demand for advanced chips, points to solid momentum heading into the fourth quarter; the company has guided for quarterly revenue of up to $54.3 billion. TSMC’s October sales jump as global chip boom rolls on
Positive Sentiment: Analyst and investing coverage highlighted TSMC’s position as a key supplier for AI chips, with demand from customers including Nvidia and Apple. Some commentary also described the shares as undervalued following the semiconductor sell-off, which could attract investors if growth continues. TSMC Sales Jump Again as Nvidia and Apple Orders Keep the AI Chip Boom Going
Positive Sentiment: Reports say TSMC plans to invest up to $1 billion, split between Anthropic and OpenAI. The move signals confidence in AI’s growth, though the investment’s direct financial contribution to TSMC is not yet clear. TSMC to invest up to $1 billion in Anthropic and OpenAI
Neutral Sentiment: Some coverage suggests TSMC shares could be about 7% undervalued, while another notes the company’s fab expansion plans. Such expansion supports future capacity but also requires substantial investment. TSM Stock Could Be 7% Undervalued Despite Fab Expansion Plans
Negative Sentiment: Recent AI-stock volatility remains a risk, and Wedbush reportedly says the strong sales update sets a high bar for TSMC. Shares may be vulnerable if future results or guidance fail to match elevated growth expectations. Wedbush Has a Strong Message for TSMC Stock Fans

Analysts Set New Price Targets

A number of research firms have weighed in on TSM. Stifel Nicolaus assumed 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 on the stock. Weiss Ratings lowered Taiwan Semiconductor Manufacturing from a “buy (b)” rating to a “hold (c+)” rating in a research report on Wednesday, November 4th. Barclays upped their price target on Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the company an “overweight” rating in a research report on Friday, October 16th. Sanford C. Bernstein raised their target price on Taiwan Semiconductor Manufacturing from $554.00 to $600.00 and gave the stock an “outperform” rating in a research note on Wednesday, November 4th. Finally, Susquehanna increased their price objective on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a research report on Thursday, July 16th. Three research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and an average target price of $533.89.

View Our Latest Report on TSM

Taiwan Semiconductor Manufacturing Price Performance

TSM stock opened at $396.56 on Wednesday. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.14. The company has a market capitalization of $2.06 trillion, a PE ratio of 25.52, a P/E/G ratio of 0.77 and a beta of 1.44. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $266.82 and a 12-month high of $487.47. The business’s fifty day moving average price is $430.71 and its 200 day moving average price is $401.43.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last released its earnings results on Thursday, October 15th. The semiconductor company reported $4.60 earnings per share for the quarter, beating the consensus estimate of $4.45 by $0.15. The company 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%. Taiwan Semiconductor Manufacturing’s revenue was up 41.2% compared to the same quarter last year. During the same period in the previous year, the company posted $2.92 EPS. On average, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.46 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 8th. Shareholders of record on Thursday, March 11th will be paid a $1.3663 dividend. This represents a $5.47 annualized dividend and a dividend yield of 1.4%. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.0854. The ex-dividend date is Thursday, March 11th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 22.07%.

About Taiwan Semiconductor Manufacturing

(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.