Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Verde Servicos Internacionais S.A.

Verde Servicos Internacionais S.A. reduced its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 6.4% in the 3rd quarter, HoldingsChannel reports. The fund owned 20,774 shares of the semiconductor company’s stock after selling 1,411 shares during the period. Taiwan Semiconductor Manufacturing comprises approximately 3.2% of Verde Servicos Internacionais S.A.’s holdings, making the stock its 10th biggest position. Verde Servicos Internacionais S.A.’s holdings in Taiwan Semiconductor Manufacturing were worth $9,477,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. Brookstone Capital Management raised its position in Taiwan Semiconductor Manufacturing by 87.3% during the 2nd quarter. Brookstone Capital Management now owns 25,143 shares of the semiconductor company’s stock worth $12,008,000 after purchasing an additional 11,719 shares during the last quarter. Y Intercept Hong Kong Ltd lifted its holdings in Taiwan Semiconductor Manufacturing by 273.2% during the 1st quarter. Y Intercept Hong Kong Ltd now owns 81,189 shares of the semiconductor company’s stock worth $27,438,000 after buying an additional 59,435 shares during the period. Opal Capital LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 72.5% during the 1st quarter. Opal Capital LLC now owns 27,767 shares of the semiconductor company’s stock worth $9,384,000 after buying an additional 11,666 shares during the period. Western Wealth Management LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 27.4% in the 1st quarter. Western Wealth Management LLC now owns 27,954 shares of the semiconductor company’s stock valued at $9,447,000 after buying an additional 6,013 shares during the last quarter. Finally, Elevation Point Wealth Partners LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 306.7% in the 1st quarter. Elevation Point Wealth Partners LLC now owns 52,397 shares of the semiconductor company’s stock valued at $17,728,000 after buying an additional 39,514 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Insider Activity

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan acquired 1,000 shares of the company’s stock in a transaction dated Tuesday, August 18th. The shares were bought at an average cost of $74.50 per share, with a total value of $74,500.00. Following the purchase, the vice president directly owned 6,000 shares of the company’s stock, valued at $447,000. This trade represents a 20.00% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Bor-Zen Tien bought 1,000 shares of the business’s stock in a transaction that occurred on Monday, August 3rd. The shares were acquired at an average price of $73.06 per share, for a total transaction of $73,060.00. Following the transaction, the vice president owned 14,051 shares in the company, valued at $1,026,566.06. This represents a 7.66% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last three months, insiders bought 7,043 shares of company stock valued at $530,986. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $437.12 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $266.82 and a twelve month high of $487.47. The firm has a fifty day simple moving average of $434.34 and a 200 day simple moving average of $397.98.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Thursday, October 15th. The semiconductor company reported $4.60 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.45 by $0.15. The firm 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 in the previous year, the firm earned $2.92 EPS. As a group, research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 EPS for the current fiscal 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 given a $1.0854 dividend. 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. This represents a $4.34 annualized dividend and a dividend yield of 1.0%.

Taiwan Semiconductor Manufacturing News Roundup

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 several recent research reports. DA Davidson reissued a “buy” rating and issued a $500.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 16th. Wall Street Zen lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 8th. Barclays lifted their price objective on Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the stock an “overweight” rating in a research note on Friday, October 16th. TD Cowen upped their target price on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a report on Friday, July 17th. Finally, Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Three research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $528.78.

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.