Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by AustralianSuper Pty Ltd

AustralianSuper Pty Ltd trimmed its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 32.2% during the third quarter, HoldingsChannel reports. The firm owned 632,765 shares of the semiconductor company’s stock after selling 300,148 shares during the period. Taiwan Semiconductor Manufacturing comprises about 0.8% of AustralianSuper Pty Ltd’s investment portfolio, making the stock its 25th biggest holding. AustralianSuper Pty Ltd’s holdings in Taiwan Semiconductor Manufacturing were worth $176,725,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also made changes to their positions in the company. Jennison Associates LLC grew its holdings in Taiwan Semiconductor Manufacturing by 26.7% in the 2nd quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company’s stock valued at $2,728,478,000 after buying an additional 2,537,760 shares in the last quarter. Brown Advisory Inc. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 43.2% in the second quarter. Brown Advisory Inc. now owns 6,650,983 shares of the semiconductor company’s stock valued at $1,506,389,000 after purchasing an additional 2,006,745 shares during the period. Arrowstreet Capital Limited Partnership increased its position in Taiwan Semiconductor Manufacturing by 109.5% during the second quarter. Arrowstreet Capital Limited Partnership now owns 3,526,160 shares of the semiconductor company’s stock worth $798,640,000 after purchasing an additional 1,842,951 shares during the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its position in Taiwan Semiconductor Manufacturing by 268.2% during the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,499,677 shares of the semiconductor company’s stock worth $566,152,000 after purchasing an additional 1,820,852 shares during the last quarter. Finally, Alliancebernstein L.P. raised its stake in Taiwan Semiconductor Manufacturing by 18.0% during the second quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock worth $2,368,587,000 after purchasing an additional 1,593,786 shares during the period. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

TSM has been the subject of several analyst reports. Argus upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 9th. Weiss Ratings reissued a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, December 29th. Needham & Company LLC upped their target price on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a research report on Thursday, January 15th. Finally, Dbs Bank raised shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research note on Friday, January 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus target price of $381.67.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Analysts and commentators argue TSMC is positioned for a strong 2026 on sustained AI and advanced computing demand, reinforcing confidence in long-term revenue growth. This Chip Giant Is Set Up for a Strong 2026. Should You Buy the Dip Now?
• Positive Sentiment: Recent rating upgrades and buy recommendations are lifting sentiment — upgrades typically attract fresh inflows into large-cap leaders like TSM. TSMC Has Become A Buy Again (Rating Upgrade)
• Positive Sentiment: Coverage highlighting TSMC as a top AI chip stock and its role supplying leaders (Nvidia, AMD, Broadcom) supports the thesis that TSMC will benefit from increased wafer demand. The Top 3 Artificial Intelligence (AI) Chip Stocks to Buy With $50,000 in 2026
• Positive Sentiment: Product-level momentum: coverage of Microsoft’s Maia 200 highlights cloud/AI chip rollouts that should boost foundry volumes and more efficient cloud economics — a near-term tailwind for TSM’s customers and orders. Microsoft’s Maia 200: The Profit Engine AI Needs (TSM)
• Neutral Sentiment: Macro commentary warns volatility in rates, currencies and data continues to complicate market direction — this increases headline risk but doesn’t change TSMC’s core industry position. Important Stocks, Earnings, and Data Insights: $TSM, $TSLA, $COST
• Negative Sentiment: Bearish analysis claims the AI spending boom may be ending, which could reduce near-term demand growth expectations for foundries and pressure multiples. Taiwan Semiconductor: The AI Boom Is Coming To An End
• Negative Sentiment: Other pieces praise TSMC’s role in the AI boom but caution that current valuation levels may be hard to justify, raising downside risk if macro or demand disappoints. TSMC: Powers America’s AI Boom – Yet, The Valuation Doesn’t Make Sense

Taiwan Semiconductor Manufacturing Price Performance

Taiwan Semiconductor Manufacturing stock opened at $342.18 on Thursday. 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 fifty day simple moving average of $307.38 and a 200-day simple moving average of $279.63. The stock has a market cap of $1.77 trillion, a P/E ratio of 32.13, a price-to-earnings-growth ratio of 0.97 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $351.33.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%.The business had revenue of $32.50 billion for the quarter. Equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be given a $0.9678 dividend. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date is Tuesday, March 17th. This represents a $3.87 annualized dividend and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 23.57%.

About Taiwan Semiconductor Manufacturing

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.