Partners Wealth Management LLC Acquires 24,326 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Partners Wealth Management LLC acquired 24,326 TSMC shares worth approximately $11.1 million in the third quarter, making TSM its 15th-largest holding at roughly 1.2% of the portfolio.
• TSMC reported strong quarterly results, with revenue up 41.2% year over year to $46.72 billion and EPS of $4.60, supported by demand for AI chips and advanced 2-nanometer production.
• Analysts remain broadly bullish, with the stock carrying a consensus “Buy” rating and an average price target of $528.78, although investors remain attentive to elevated spending, valuation, and semiconductor-sector volatility.

Partners Wealth Management LLC purchased a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 24,326 shares of the semiconductor company's stock, valued at approximately $11,116,000. Taiwan Semiconductor Manufacturing makes up approximately 1.2% of Partners Wealth Management LLC's investment portfolio, making the stock its 15th largest holding.

Other hedge funds have also modified their holdings of the company. Tiger Global Management LLC raised its holdings in shares of 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 purchasing an additional 1,839,600 shares during the last quarter. Sei Investments Co. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 11.8% in the 1st quarter. Sei Investments Co. now owns 2,591,510 shares of the semiconductor company's stock valued at $875,802,000 after acquiring an additional 274,389 shares in the last quarter. Bessemer Group Inc. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 7.9% in the 1st quarter. Bessemer Group Inc. now owns 1,781,764 shares of the semiconductor company's stock valued at $602,147,000 after acquiring an additional 130,602 shares in the last quarter. Assenagon Asset Management S.A. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 67.2% in the 3rd quarter. Assenagon Asset Management S.A. now owns 1,717,515 shares of the semiconductor company's stock valued at $783,513,000 after acquiring an additional 690,523 shares in the last quarter. Finally, AMF Tjanstepension AB increased its position in shares of Taiwan Semiconductor Manufacturing by 6.4% in the first quarter. AMF Tjanstepension AB now owns 1,632,738 shares of the semiconductor company's stock valued at $551,784,000 after acquiring an additional 98,123 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Strong quarterly results reinforce the AI-growth thesis. TSMC reported quarterly revenue of $46.72 billion, up 41.2% year over year, and earnings of $4.60 per share, exceeding analyst expectations. Demand for AI chips and the ramp of 2-nanometer production are cited as key drivers of the 2026 outlook. Beyond NVIDIA: Why TSMC Stock Looks Attractive After Q3 Earnings
• Positive Sentiment: Advanced-packaging pricing could improve margins. Reports say TSMC may raise CoWoS AI-chip packaging prices by as much as 20%, with broader advanced-packaging increases of 10% to 20% and wafer pricing increases of 3% to 6%. The moves indicate demand exceeds available capacity and give TSMC an opportunity to offset rising capital expenditures. Taiwan Semiconductor Flexes Pricing Power on AI's Frontline
• Positive Sentiment: Institutional investors continue to favor TSM. Bell Global Equities Fund highlighted Taiwan Semiconductor in its third-quarter investor letter after delivering strong relative performance, supporting the view that TSMC remains a preferred way to gain exposure to the AI-infrastructure buildout. Why Bell Global Equities Fund Continues to Favor Taiwan Semiconductor Manufacturing Company
• Neutral Sentiment: Energy availability is a strategic issue. Taiwan’s semiconductor industry association backed a government review of potentially restarting nuclear plants, citing the industry’s need for reliable electricity. A restart could improve long-term energy security, but the timing and outcome remain uncertain. Taiwan semiconductor industry group backs government review of nuclear power restart
• Negative Sentiment: Investors remain concerned about spending and valuation. Commentary questioning whether “cracks” are emerging, along with the need to spend heavily to preserve TSMC’s technology lead, may be encouraging profit-taking after the stock’s substantial rally. Broader volatility in semiconductor and AI stocks is adding pressure. TSMC: The Cracks Are Showing

Insider Activity

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

Wall Street Analyst Weigh In

A number of research firms have weighed in on TSM. Sanford C. Bernstein raised their price target on Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an "outperform" rating in a research note on Tuesday, August 11th. Wall Street Zen cut shares of Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "buy" rating in a research note on Saturday, August 8th. TD Cowen boosted their target price on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a "hold" rating in a report on Friday, July 17th. Susquehanna boosted their target price on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a "positive" rating in a report on Thursday, July 16th. Finally, Needham & Company LLC increased their price target on shares of Taiwan Semiconductor Manufacturing from $530.00 to $560.00 and gave the company a "buy" rating in a research note on Thursday, October 15th. Three 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 data from MarketBeat, the stock presently has an average rating of "Buy" and a consensus price target of $528.78.

Taiwan Semiconductor Manufacturing Stock Performance

Taiwan Semiconductor Manufacturing stock opened at $431.18 on Friday. The business's 50-day moving average price is $435.22 and its two-hundred day moving average price is $399.12. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $266.82 and a 12-month high of $487.47. The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.14. The stock has a market cap of $2.24 trillion, a PE ratio of 27.75, a P/E/G ratio of 0.89 and a beta of 1.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its earnings results on Thursday, October 15th. The semiconductor company reported $4.60 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.45 by $0.15. Taiwan Semiconductor Manufacturing had a return on equity of 42.84% and a net margin of 51.51%. The business had revenue of $46.72 billion during the quarter, compared to analysts' expectations of $45.67 billion. During the same quarter in the prior year, the firm earned $2.92 EPS. The business's revenue for the quarter was up 41.2% compared to the same quarter last year. As a group, analysts expect 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 declared a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be issued a $1.0854 dividend. The ex-dividend date is Thursday, December 10th. This is a negative change from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $1.1136. This represents a $4.34 dividend on an annualized basis and a yield of 1.0%. Taiwan Semiconductor Manufacturing's dividend payout ratio is 22.07%.

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.

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