Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Purchased by Norris Perne & French LLP MI

Norris Perne & French LLP MI boosted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 95.1% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 116,176 shares of the semiconductor company’s stock after purchasing an additional 56,632 shares during the period. Taiwan Semiconductor Manufacturing makes up about 2.4% of Norris Perne & French LLP MI’s portfolio, making the stock its 7th largest holding. Norris Perne & French LLP MI’s holdings in Taiwan Semiconductor Manufacturing were worth $52,998,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in TSM. Tiger Global Management LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 49.4% during the 1st quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company’s stock valued at $1,880,717,000 after purchasing an additional 1,839,600 shares during the period. Sei Investments Co. lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 11.8% in the first quarter. Sei Investments Co. now owns 2,591,510 shares of the semiconductor company’s stock valued at $875,802,000 after buying an additional 274,389 shares during the period. Assenagon Asset Management S.A. lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 67.2% in the third quarter. Assenagon Asset Management S.A. now owns 1,717,515 shares of the semiconductor company’s stock valued at $783,513,000 after buying an additional 690,523 shares during the period. Bessemer Group Inc. boosted its stake in Taiwan Semiconductor Manufacturing by 7.9% during the first quarter. Bessemer Group Inc. now owns 1,781,764 shares of the semiconductor company’s stock valued at $602,147,000 after buying an additional 130,602 shares in the last quarter. Finally, AMF Tjanstepension AB boosted its stake in Taiwan Semiconductor Manufacturing by 6.4% during the first quarter. AMF Tjanstepension AB now owns 1,632,738 shares of the semiconductor company’s stock valued at $551,784,000 after buying an additional 98,123 shares in the last quarter. 16.51% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, VP Lipen Yuan purchased 350 shares of the firm’s stock in a transaction that occurred on Tuesday, August 18th. The stock was acquired at an average price of $73.58 per share, for a total transaction of $25,753.00. Following the transaction, the vice president directly owned 2,000 shares of the company’s stock, valued at $147,160. This trade represents a 21.21% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, VP Bor-Zen Tien purchased 1,000 shares of the company’s stock in a transaction that occurred on Monday, August 3rd. The stock was bought at an average cost of $73.06 per share, for a total transaction of $73,060.00. Following the purchase, the vice president directly owned 14,051 shares in the company, valued at $1,026,566.06. This represents a 7.66% increase in their position. The SEC filing for this purchase provides additional information. Insiders have bought 8,043 shares of company stock worth $598,956 over the last ninety days. 1.11% of the stock is owned by insiders.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Moody’s upgraded TSMC’s issuer rating to Aa2 from Aa3, citing its dominant foundry position, robust balance sheet and sustained AI-related demand. The stable outlook and upgraded ratings for financing subsidiaries could lower perceived credit risk. Moody’s upgrades TSMC rating
• Positive Sentiment: TSMC reported its sixth consecutive quarter of record profit, while management raised its full-year growth outlook for the third time. Analysts at Erste Group also increased their FY2026 EPS estimate to $17.21 from $16.92 and FY2027 forecast to $22.82 from $22.26, above the current consensus for the current year. TSMC record profit and market concerns
• Positive Sentiment: Investors continue to view TSMC as a critical supplier for AI accelerators, smartphones and data centers. Its advanced-node manufacturing, packaging capabilities and broad customer base reinforce the company’s competitive position as AI infrastructure spending expands. TSMC as a global computing utility
• Positive Sentiment: TSMC confirmed discussions with SpaceX regarding its proposed Terafab facility. Any agreement could provide additional long-term capacity demand, although the company reportedly wants operational control of the fab. TSMC and SpaceX Terafab discussions
• Neutral Sentiment: TSMC’s results demonstrate powerful demand, but comparisons with ASML highlight a key constraint: AI orders exceed currently available semiconductor manufacturing equipment, fab capacity and advanced packaging. The pace and cost of expanding supply remain important investment questions. ASML versus TSMC and AI demand
• Negative Sentiment: Despite record earnings, a slight decline in gross margin unsettled some investors. The reaction reflects concerns that higher overseas expansion costs, capacity investments or product mix could pressure profitability even while revenue and AI demand remain strong. TSMC margin concerns

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the company. Susquehanna lifted their target price on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a report on Thursday, July 16th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, October 7th. Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Barclays raised 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. Finally, Needham & Company LLC lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $530.00 to $560.00 and gave the stock 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 given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Buy” and an average target price of $528.78.

Taiwan Semiconductor Manufacturing Price Performance

NYSE TSM opened at $417.74 on Friday. The stock has a market capitalization of $2.17 trillion, a P/E ratio of 26.88, a P/E/G ratio of 0.85 and a beta of 1.37. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $266.82 and a 1 year high of $487.47. The business’s fifty day moving average is $434.30 and its two-hundred day moving average is $420.15. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Tuesday, September 8th. The semiconductor company reported $4.62 EPS for the quarter. The company had revenue of $46.87 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 42.84% and a net margin of 51.51%. On average, research analysts forecast 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 announced a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be given a dividend of $1.0854 per share. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.0%. This is a drop from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. The ex-dividend date of this dividend is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 22.27%.

Taiwan Semiconductor Manufacturing Company 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.