Stanley Laman Group Ltd. Purchases 27,992 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Stanley Laman Group Ltd. grew its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1,028.0% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 30,715 shares of the semiconductor company’s stock after buying an additional 27,992 shares during the period. Taiwan Semiconductor Manufacturing accounts for about 1.2% of Stanley Laman Group Ltd.’s portfolio, making the stock its 14th largest position. Stanley Laman Group Ltd.’s holdings in Taiwan Semiconductor Manufacturing were worth $8,578,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after purchasing an additional 1,892 shares in the last quarter. AQR Capital Management LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 97.5% in the 1st quarter. AQR Capital Management LLC now owns 253,787 shares of the semiconductor company’s stock worth $40,956,000 after purchasing an additional 125,277 shares in the last quarter. Integrated Wealth Concepts LLC grew its stake in Taiwan Semiconductor Manufacturing by 40.0% during the 1st quarter. Integrated Wealth Concepts LLC now owns 44,395 shares of the semiconductor company’s stock worth $7,370,000 after buying an additional 12,681 shares during the last quarter. Plancorp LLC increased its position in Taiwan Semiconductor Manufacturing by 84.8% during the 1st quarter. Plancorp LLC now owns 2,388 shares of the semiconductor company’s stock valued at $396,000 after buying an additional 1,096 shares in the last quarter. Finally, Raab & Moskowitz Asset Management LLC acquired a new position in Taiwan Semiconductor Manufacturing during the 1st quarter valued at about $428,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on the company. Sanford C. Bernstein reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday. Itau BBA Securities assumed coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They issued an “outperform” rating for the company. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 17th. Barclays upped their price target on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a research note on Friday, October 17th. Finally, Needham & Company LLC reaffirmed a “buy” rating and issued a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Monday, October 27th. Eight analysts have rated the stock with a Buy rating, According to MarketBeat, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and a consensus price target of $355.00.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: U.S. export license — Regulators approved a one-year U.S. export license allowing TSMC to continue importing American chipmaking tools for its China operations, reducing a near-term operational/regulatory risk and keeping Chinese capacity online. Taiwan Semiconductor Begins 2026 With US Export Approval
• Positive Sentiment: Continued strong AI demand — Nvidia has asked TSMC to ramp H200 production to meet China demand, signaling sustained orders from the largest AI GPU customer and higher utilization for TSMC’s advanced nodes. Nvidia Asks TSMC To Boost H200 Production Amid China Demand
• Positive Sentiment: Order-flow bullish signal — A Power Inflow alert (order-flow metric) registered for TSMC, attracting short-term trader interest and likely amplifying buying pressure; these technical/trading signals can drive intraday gains. Taiwan Semiconductor Shares Gain Over 2% After Key Trading Signal
• Positive Sentiment: Analyst/market narratives favor TSMC as the AI-foundry backbone — Multiple investor write-ups and buy-lists highlight TSMC’s central role in AI infrastructure and forecast strong revenue growth, supporting investor sentiment and multiple expansion. Is Taiwan Semiconductor Manufacturing Stock a Buy for 2026?
• Neutral Sentiment: Market context — Coverage noting TSMC outperformed a soft broader market reiterates relative-strength narratives but is descriptive rather than catalytic for future moves. Why the Market Dipped But TSMC (TSM) Gained Today
• Negative Sentiment: Potential longer-term competitive / capacity shifts — Reporting on Nvidia’s deals to shore up U.S. packaging capacity (including partnerships with other firms) flags a possible shift to alternate domestic supply-chain arrangements over time, which could reduce some service opportunities for TSMC down the road. Sleeping With the Enemy: Inside the NVIDIA-Intel Deal (TSM)

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE:TSM opened at $319.62 on Monday. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $321.59. The company has a current ratio of 2.69, a quick ratio of 2.47 and a debt-to-equity ratio of 0.19. The company has a market cap of $1.66 trillion, a PE ratio of 32.78, a price-to-earnings-growth ratio of 0.91 and a beta of 1.29. The company’s 50 day moving average is $293.53 and its 200 day moving average is $266.66.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 EPS for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 34.34%. On average, sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 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 9th. Shareholders of record on Tuesday, March 17th will be issued a $0.9678 dividend. The ex-dividend date of this dividend is Tuesday, March 17th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 annualized dividend and a yield of 1.2%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 25.85%.

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.