Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stake Boosted by Victory Financial Group LLC

Victory Financial Group LLC increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 18.0% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 8,007 shares of the semiconductor company’s stock after buying an additional 1,223 shares during the quarter. Victory Financial Group LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $3,653,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in TSM. Great Lakes Retirement Inc. raised its holdings in Taiwan Semiconductor Manufacturing by 17.4% in the 3rd quarter. Great Lakes Retirement Inc. now owns 19,657 shares of the semiconductor company’s stock worth $8,989,000 after purchasing an additional 2,914 shares during the period. M & L Capital Management Ltd purchased a new position in Taiwan Semiconductor Manufacturing during the third quarter valued at $41,732,000. Generali Asset Management SPA SGR lifted its position in Taiwan Semiconductor Manufacturing by 2.1% during the third quarter. Generali Asset Management SPA SGR now owns 70,866 shares of the semiconductor company’s stock valued at $32,328,000 after purchasing an additional 1,478 shares in the last quarter. Roman Butler Fullerton & Co. lifted its position in Taiwan Semiconductor Manufacturing by 44.5% during the third quarter. Roman Butler Fullerton & Co. now owns 4,739 shares of the semiconductor company’s stock valued at $1,992,000 after purchasing an additional 1,459 shares in the last quarter. Finally, Livet Wealth LLC grew its holdings in Taiwan Semiconductor Manufacturing by 27.5% during the third quarter. Livet Wealth LLC now owns 775 shares of the semiconductor company’s stock valued at $354,000 after purchasing an additional 167 shares during the period. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing Stock Up 3.0%

Shares of Taiwan Semiconductor Manufacturing stock opened at $437.12 on Wednesday. The company has a fifty day moving average of $434.34 and a 200 day moving average of $397.98. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $266.82 and a fifty-two week high of $487.47.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Thursday, October 15th. The semiconductor company reported $4.60 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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. The company’s quarterly revenue was up 41.2% on a year-over-year basis. During the same quarter in the previous year, the company posted $2.92 EPS. On average, analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders 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 1.0%. 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.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien bought 1,000 shares of the business’s stock in a transaction that occurred on Monday, August 3rd. The stock was purchased at an average price of $73.06 per share, for a total transaction of $73,060.00. Following the completion of 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. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, VP Lipen Yuan bought 1,000 shares of the firm’s stock in a transaction that occurred on Tuesday, August 18th. The shares were acquired at an average cost of $74.50 per share, for a total transaction of $74,500.00. Following the purchase, the vice president directly owned 6,000 shares in the company, valued at $447,000. This trade represents a 20.00% increase in their position. The SEC filing for this purchase provides additional information. In the last ninety days, insiders bought 7,043 shares of company stock valued at $530,986. Corporate insiders own 1.11% of the company’s stock.

More Taiwan Semiconductor Manufacturing News

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 Analyst Weigh In

TSM has been the subject of a number of analyst reports. Sanford C. Bernstein upped their price target on Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an “outperform” rating in a research report on Tuesday, August 11th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, October 7th. Susquehanna lifted their price objective on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research report on Thursday, July 16th. DA Davidson reaffirmed a “buy” rating and set a $500.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 16th. Finally, Needham & Company LLC boosted their price objective on 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 research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Buy” and an average target price of $528.78.

Taiwan Semiconductor Manufacturing Profile

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.