1,478 Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Generali Asset Management SPA SGR

Generali Asset Management SPA SGR raised its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 2.1% during the third quarter, Holdings Channel reports. The firm owned 70,866 shares of the semiconductor company’s stock after purchasing an additional 1,478 shares during the period. Generali Asset Management SPA SGR’s holdings in Taiwan Semiconductor Manufacturing were worth $32,328,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in the stock. Cooper Financial Group increased its holdings in shares of Taiwan Semiconductor Manufacturing by 0.3% during the 3rd quarter. Cooper Financial Group now owns 6,313 shares of the semiconductor company’s stock worth $2,880,000 after buying an additional 22 shares during the last quarter. Dickmeyer Boyce Financial Management Inc. raised its position in shares of Taiwan Semiconductor Manufacturing by 0.7% in the 3rd quarter. Dickmeyer Boyce Financial Management Inc. now owns 3,459 shares of the semiconductor company’s stock worth $1,578,000 after buying an additional 23 shares during the period. Plan A Wealth LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 0.9% in the third quarter. Plan A Wealth LLC now owns 2,735 shares of the semiconductor company’s stock valued at $1,248,000 after acquiring an additional 24 shares during the last quarter. Twin City Private Wealth LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 0.3% in the first quarter. Twin City Private Wealth LLC now owns 7,315 shares of the semiconductor company’s stock valued at $2,479,000 after acquiring an additional 25 shares during the last quarter. Finally, Graves Light Lenhart Wealth Inc. boosted its holdings in Taiwan Semiconductor Manufacturing by 3.4% in the second quarter. Graves Light Lenhart Wealth Inc. now owns 752 shares of the semiconductor company’s stock valued at $359,000 after acquiring an additional 25 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the company. Stifel Nicolaus initiated coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday, September 1st. They issued a “buy” rating and a $515.00 price objective on the stock. Wall Street Zen downgraded shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, August 8th. Sanford C. Bernstein raised their price target on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an “outperform” rating in a report on Tuesday, August 11th. DA Davidson reaffirmed a “buy” rating and set a $500.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 16th. Finally, Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Three analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and an average target price of $528.78.

Taiwan Semiconductor Manufacturing Stock Up 3.0%

Taiwan Semiconductor Manufacturing stock opened at $437.12 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $266.82 and a 12-month high of $487.47. The firm’s fifty day moving average price is $434.34 and its 200 day moving average price is $397.98.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Thursday, October 15th. The semiconductor company reported $4.60 earnings per share for the quarter, beating analysts’ consensus estimates of $4.45 by $0.15. The firm had revenue of $46.72 billion during the quarter, compared to analysts’ expectations of $45.67 billion. The business’s quarterly revenue was up 41.2% on a year-over-year basis. During the same period in the previous year, the company earned $2.92 earnings per share. Equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Thursday, December 10th will be paid a $1.0854 dividend. This represents a $4.34 annualized dividend and a dividend yield of 1.0%. This is a negative change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. The ex-dividend date is Thursday, December 10th.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

Insider Activity

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan acquired 1,000 shares of the stock in a transaction on Tuesday, August 18th. The stock was purchased at an average price of $74.50 per share, for a total transaction of $74,500.00. Following the purchase, the vice president directly owned 6,000 shares in the company, valued at $447,000. This trade represents a 20.00% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP Bor-Zen Tien acquired 1,000 shares of the company’s stock in a transaction 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 completion of the acquisition, the vice president directly 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 SEC filing for this purchase provides additional information. In the last quarter, insiders purchased 7,043 shares of company stock worth $530,986. Insiders own 1.11% of the company’s stock.

About Taiwan Semiconductor Manufacturing

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.