Capital Insight Partners LLC Buys Shares of 5,894 Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Capital Insight Partners LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 5,894 shares of the semiconductor company’s stock, valued at approximately $1,646,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. Brighton Jones LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 20.9% during the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after buying an additional 1,892 shares in the last quarter. Charles Schwab Investment Management Inc. bought a new position in shares of Taiwan Semiconductor Manufacturing in the first quarter valued at approximately $908,000. CW Advisors LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 0.9% during the first quarter. CW Advisors LLC now owns 24,347 shares of the semiconductor company’s stock valued at $4,056,000 after acquiring an additional 224 shares during the period. Sax Wealth Advisors LLC raised its holdings in Taiwan Semiconductor Manufacturing by 6.9% during the first quarter. Sax Wealth Advisors LLC now owns 2,400 shares of the semiconductor company’s stock worth $398,000 after purchasing an additional 154 shares in the last quarter. Finally, Smartleaf Asset Management LLC lifted its position in Taiwan Semiconductor Manufacturing by 16.5% in the first quarter. Smartleaf Asset Management LLC now owns 2,428 shares of the semiconductor company’s stock worth $401,000 after purchasing an additional 344 shares during the period. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

NYSE TSM opened at $289.41 on Monday. The company has a current ratio of 2.69, a quick ratio of 2.47 and a debt-to-equity ratio of 0.19. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $313.98. The company has a market cap of $1.50 trillion, a PE ratio of 29.68, a PEG ratio of 0.99 and a beta of 1.31. The stock’s 50-day moving average price is $292.52 and its two-hundred day moving average price is $260.28.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share for the quarter, topping the consensus estimate of $2.59 by $0.33. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 34.34%. The business had revenue of $32.36 billion for the quarter, compared to the consensus estimate of $951.89 billion. During the same period last year, the firm posted $1.94 earnings per share. The firm’s quarterly revenue was up 40.1% compared to the same quarter last year. On average, analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be given a dividend of $0.9678 per share. This represents a $3.87 annualized dividend and a yield of 1.3%. The ex-dividend date is Tuesday, March 17th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 25.85%.

Wall Street Analysts Forecast Growth

TSM has been the topic of several research analyst reports. Susquehanna lifted their price target on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a research report on Friday, October 10th. Needham & Company LLC reaffirmed a “buy” rating and set a $360.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, October 27th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, December 15th. Itau BBA Securities began coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They issued an “outperform” rating for the company. Finally, UBS Group set a $330.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Seven equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus target price of $355.00.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Bernstein reiterated an Outperform rating and a $330 price target after monthly sales reportedly tracked ahead of the company’s guidance, supporting expectations for stronger near-term revenue and validating upside case for 2026. Bernstein Asserts Outperform Rating as Taiwan Semiconductor Manufacturing Company Limited (TSM) Monthly Sales Track Ahead of Guidance
• Positive Sentiment: Seeking Alpha upgraded TSMC on the view that the market still underestimates TSMC’s dominance in AI-focused advanced nodes — a narrative that supports multiple years of high-capex customer demand (positive for long-term revenue and margins). TSMC: The Market Is Still Surprisingly Mispricing Its AI Chipmaking Dominance (Rating Upgrade)
• Positive Sentiment: Macro/sector pieces highlight 2026 record capex plans by hyperscalers and broad AI momentum, which boosts visibility into sustained demand for TSMC’s advanced process nodes and supports the bull case. These AI Stocks Could Surge in December as Momentum Builds
• Neutral Sentiment: Corporate housekeeping: TSMC’s U.S. unit, TSMC Arizona Corporation, reaffirmed an unchanged board in a December shareholder action — a governance update that preserves management continuity but is not a material operating catalyst. TSMC Arizona Reaffirms Unchanged Board in December 2025 Shareholder Action
• Neutral Sentiment: Zacks notes increased investor attention to TSMC — useful context for liquidity and sentiment shifts but not a direct fundamental driver. Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
• Negative Sentiment: Near-term volatility: reports highlighted a sharper pullback in TSMC shares after the November revenue update and algorithm-driven selling, which pressured the stock in recent sessions. MarketBeat Week in Review – 12/15 – 12/19 (mentions TSMC pullback)
• Negative Sentiment: Zacks flagged a recent session where TSMC registered a larger-than-market decline, underscoring short-term downside risk as traders reprice guidance and seasonality. TSMC (TSM) Registers a Bigger Fall Than the Market: Important Facts to Note

Taiwan Semiconductor Manufacturing Profile

Taiwan Semiconductor Manufacturing Company (TSMC) is a leading pure-play semiconductor foundry that provides wafer fabrication and related services to the global semiconductor industry. Founded in 1987 by Morris Chang and headquartered in Hsinchu, Taiwan, TSMC manufactures integrated circuits on behalf of fabless and integrated device manufacturers, offering contract chip production across a broad set of technologies and products.

TSMC’s service offering covers logic and mixed-signal process technologies, specialty processes for radio-frequency, power management and embedded memory, and advanced nodes used in mobile, high-performance computing and AI applications.