Cantor Fitzgerald Investment Advisors L.P. Makes New Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Cantor Fitzgerald Investment Advisors acquired 13,436 TSMC shares worth approximately $6.1 million during the third quarter. Other institutional investors also increased their positions, with institutions and hedge funds collectively owning 16.51% of the company.
• Analyst sentiment remains positive: TSMC has a consensus “Buy” rating and an average price target of $528.78, supported by expectations for continued growth in advanced chips and AI-related demand.
• TSMC reported quarterly revenue of $46.87 billion and EPS of $4.62, while its upcoming quarterly dividend was reduced to $1.0854 per share from $1.1136, implying an annualized yield of about 1.0%.

Cantor Fitzgerald Investment Advisors L.P. acquired a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 13,436 shares of the semiconductor company's stock, valued at approximately $6,129,000.

Several other hedge funds have also added to or reduced their stakes in the business. Tiger Global Management LLC grew its stake in Taiwan Semiconductor Manufacturing by 49.4% in the first quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company's stock valued at $1,880,717,000 after acquiring an additional 1,839,600 shares during the period. Sei Investments Co. increased 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 worth $875,802,000 after acquiring an additional 274,389 shares in the last quarter. Bessemer Group Inc. raised its position in shares of 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 worth $602,147,000 after purchasing an additional 130,602 shares during the period. Assenagon Asset Management S.A. raised its position in shares of Taiwan Semiconductor Manufacturing by 67.2% during the third quarter. Assenagon Asset Management S.A. now owns 1,717,515 shares of the semiconductor company's stock worth $783,513,000 after purchasing an additional 690,523 shares during the period. Finally, AMF Tjanstepension AB raised its position in shares of 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 worth $551,784,000 after purchasing an additional 98,123 shares during the period. Institutional investors and hedge funds own 16.51% of the company's stock.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on TSM shares. TD Cowen lifted their price objective on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a "hold" rating in a report on Friday, July 17th. Susquehanna increased their target price on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a "positive" rating in a research note on Thursday, July 16th. DA Davidson restated a "buy" rating and set a $500.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 16th. Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "strong-buy" rating in a report on Thursday, July 16th. Finally, Stifel Nicolaus started coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, September 1st. They issued a "buy" rating and a $515.00 price target on the stock. Three equities research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Buy" and a consensus price target of $528.78.

Insider Activity

In other news, VP Bor-Zen Tien acquired 1,000 shares of the firm's stock in a transaction that occurred on 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 acquisition, 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 transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, VP Lipen Yuan acquired 1,000 shares of the firm's stock in a transaction that occurred on Tuesday, August 18th. The shares were purchased at an average price of $74.50 per share, with a total value of $74,500.00. Following the completion of the acquisition, the vice president owned 6,000 shares of the company's stock, valued at $447,000. This represents a 20.00% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have bought 8,043 shares of company stock valued at $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: AI demand is driving strong growth. Recent coverage highlights TSMC’s better-than-expected quarterly results, record profits and upgraded 2026 outlook. Demand for advanced chips used in data centers and AI systems continues to exceed supply, supporting revenue, earnings and pricing power. TSMC Stock: AI Demand Drives Strong Q3 Results
• Positive Sentiment: Large chip orders reinforce the demand outlook. ByteDance, Alibaba and Tencent reportedly ordered approximately $35 billion of Nvidia chips. Although Nvidia may not be able to fulfill all the orders immediately, the news signals substantial ongoing demand for the advanced chips manufactured by TSMC and its ecosystem partners. ByteDance, Alibaba and Tencent Just Ordered $35 Billion of Nvidia Chips
• Positive Sentiment: Long-term earnings potential remains attractive. Analysts and commentators see TSMC benefiting from AI infrastructure investment through 2030, with one bullish projection suggesting the stock could reach $1,200 by then. The forecast is speculative, but it reflects expectations for strong growth in advanced-node production and AI-related revenue. Prediction: TSMC Stock Is Going to $1,200 by 2030
• Positive Sentiment: Capacity investments could expand future revenue. TSMC is spending billions to increase production, including in the United States, while benefiting from data-center demand. The global FinFET market is also projected to expand substantially through 2030, creating an additional long-term tailwind. A $4 Billion Reason to Buy TSMC Stock Now
• Neutral Sentiment: Market volatility is still elevated. Chip stocks recovered after an early sell-off, but concerns about AI financing, crowded valuations and the sustainability of infrastructure spending could continue to cause short-term swings. Broader semiconductor sentiment may affect TSM even when company-specific fundamentals remain strong.
• Negative Sentiment: Margins may face temporary pressure. The ramp-up of the 2nm process and overseas fabrication plants is increasing costs and could weigh on gross margins. Analysts generally view this as a temporary investment phase rather than evidence of weakening demand, but it remains a near-term earnings risk.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $431.87 on Thursday. The firm has a market cap of $2.24 trillion, a PE ratio of 27.79, a PEG ratio of 0.86 and a beta of 1.37. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.14. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $266.82 and a 1-year high of $487.47. The company has a fifty day moving average price of $434.84 and a 200 day moving average price of $419.64.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its earnings results on Tuesday, September 8th. The semiconductor company reported $4.62 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 42.84% and a net margin of 51.51%. The firm had revenue of $46.87 billion during the quarter. Research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.03 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company 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 dividend of $1.0854 per share. This is a decrease from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $1.1136. This represents a $4.34 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, December 10th. Taiwan Semiconductor Manufacturing's payout ratio is currently 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.

Want to see what other hedge funds are holding TSM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.