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

Parametrica Management Ltd reduced its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 8.7% during the 3rd quarter, Holdings Channel reports. The firm owned 22,100 shares of the semiconductor company’s stock after selling 2,100 shares during the quarter. Taiwan Semiconductor Manufacturing makes up about 7.1% of Parametrica Management Ltd’s holdings, making the stock its 5th largest holding. 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 institutional investors and hedge funds have also made changes to their positions in TSM. Victory Financial Group LLC grew its stake in Taiwan Semiconductor Manufacturing by 18.0% in the 3rd quarter. Victory Financial Group LLC now owns 8,007 shares of the semiconductor company’s stock valued at $3,653,000 after acquiring an additional 1,223 shares during the period. Great Lakes Retirement Inc. raised its position in Taiwan Semiconductor Manufacturing by 17.4% during the third quarter. Great Lakes Retirement Inc. now owns 19,657 shares of the semiconductor company’s stock worth $8,989,000 after acquiring an additional 2,914 shares during the period. M & L Capital Management Ltd acquired a new position in Taiwan Semiconductor Manufacturing during the third quarter worth $41,732,000. Generali Asset Management SPA SGR lifted its holdings 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. Finally, Roman Butler Fullerton & Co. lifted its holdings 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. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien purchased 1,000 shares of the company’s stock in a transaction dated Monday, August 3rd. The stock was acquired at an average cost of $73.06 per share, for a total transaction of $73,060.00. Following the completion of the transaction, the vice president directly owned 14,051 shares of the company’s stock, valued at approximately $1,026,566.06. This trade represents a 7.66% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, VP Lipen Yuan purchased 350 shares of the business’s stock in a transaction that occurred on Tuesday, August 18th. The stock was bought at an average cost of $73.58 per share, with a total value of $25,753.00. Following the acquisition, the vice president owned 2,000 shares of the company’s stock, valued at approximately $147,160. The trade was a 21.21% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last quarter, insiders acquired 7,043 shares of company stock valued at $530,986. 1.11% of the stock is owned by insiders.

Analysts Set New Price Targets

Several brokerages have recently issued reports on TSM. Wall Street Zen lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, August 8th. Stifel Nicolaus began coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, September 1st. They set a “buy” rating and a $515.00 price target for the company. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b)” rating in a research note on Wednesday, October 21st. TD Cowen lifted their price objective on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a report on Friday, July 17th. Finally, DA Davidson reiterated a “buy” rating and set a $500.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 16th. Three equities 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. According to MarketBeat, the company has a consensus rating of “Buy” and a consensus target price of $528.78.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

Taiwan Semiconductor Manufacturing Stock Up 3.0%

Shares of TSM 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 firm’s fifty day moving average is $434.34 and its two-hundred day moving average is $397.98.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Thursday, October 15th. The semiconductor company reported $4.60 EPS for the quarter, beating analysts’ consensus estimates of $4.45 by $0.15. The business had revenue of $46.72 billion during the quarter, compared to analyst estimates of $45.67 billion. Taiwan Semiconductor Manufacturing’s quarterly revenue was up 41.2% on a year-over-year basis. During the same quarter last year, the company earned $2.92 earnings per share. As a group, analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 EPS 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. Shareholders of record on Thursday, December 10th will be issued a $1.0854 dividend. This represents a $4.34 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Thursday, December 10th. This is a negative change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136.

About Taiwan Semiconductor Manufacturing

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.