Arrowstreet Capital Limited Partnership Sells 1,012,854 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Arrowstreet Capital Limited Partnership trimmed its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 46.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,146,708 shares of the semiconductor company’s stock after selling 1,012,854 shares during the quarter. Arrowstreet Capital Limited Partnership’s holdings in Taiwan Semiconductor Manufacturing were worth $387,530,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in the business. Twin City Private Wealth LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 0.3% during the 1st 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. Financial Life Planners increased its position in shares of Taiwan Semiconductor Manufacturing by 3.4% in the first quarter. Financial Life Planners now owns 786 shares of the semiconductor company’s stock worth $266,000 after purchasing an additional 26 shares during the last quarter. Corus Family Wealth Advisors increased its position in shares of Taiwan Semiconductor Manufacturing by 1.1% in the first quarter. Corus Family Wealth Advisors now owns 2,401 shares of the semiconductor company’s stock worth $811,000 after purchasing an additional 26 shares during the last quarter. Lodestar Private Asset Management LLC raised its stake in Taiwan Semiconductor Manufacturing by 0.9% in the first quarter. Lodestar Private Asset Management LLC now owns 2,896 shares of the semiconductor company’s stock valued at $979,000 after purchasing an additional 27 shares in the last quarter. Finally, Mitchell Sinkler & Starr PA lifted its position in Taiwan Semiconductor Manufacturing by 1.9% during the fourth quarter. Mitchell Sinkler & Starr PA now owns 1,482 shares of the semiconductor company’s stock valued at $450,000 after purchasing an additional 28 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing Stock Down 1.4%

Shares of NYSE TSM opened at $415.36 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $223.70 and a one year high of $479.00. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31. The firm’s 50 day simple moving average is $427.71 and its two-hundred day simple moving average is $381.57. The stock has a market capitalization of $2.15 trillion, a P/E ratio of 29.97, a PEG ratio of 0.97 and a beta of 1.36.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 40.88%. The firm had revenue of $39.89 billion during the quarter. As a group, analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.34 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be given a $1.1136 dividend. This represents a $4.45 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Wednesday, September 16th. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 21.43%.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC raised its 2026 revenue growth outlook to above 40%, citing strong AI-related demand and a rapid ramp in 2-nanometer production, reinforcing expectations for continued growth. Article Title
• Positive Sentiment: Reports that TSMC plans wafer price increases of up to 10% beginning in 2027 suggest it has real pricing power, which could support margins even as costs rise. Article Title
• Positive Sentiment: Multiple articles highlighted TSMC as a key winner in the AI infrastructure buildout, with demand still running hot and customers like Nvidia and Broadcom securing advanced packaging capacity. Article Title
• Neutral Sentiment: Intel’s strong quarterly results and broader semiconductor ETF strength may lift sentiment across the chip sector, but they do not directly change TSMC’s fundamental outlook. Article Title
• Negative Sentiment: Some reports warned that TSMC’s massive U.S. expansion and push to onshore AI chip production could pressure margins for years, creating a near-term overhang on the stock. Article Title
• Negative Sentiment: Geopolitical headlines and concerns about valuation have also contributed to recent weakness, even though operating results remain strong. Article Title

Wall Street Analyst Weigh In

A number of equities analysts have commented on the stock. Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Bank of America raised their price objective on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research report on Wednesday, June 24th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a report on Saturday, July 18th. Needham & Company LLC upped their target price on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. Finally, TD Cowen increased their target price on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a research note on Friday, July 17th. Three research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average price target of $490.00.

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan purchased 1,000 shares of the business’s stock in a transaction on Monday, June 22nd. The stock was acquired at an average cost of $79.19 per share, for a total transaction of $79,190.00. Following the completion of the transaction, the vice president directly owned 5,000 shares in the company, valued at approximately $395,950. This represents a 25.00% increase in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, VP Tzu-Sou Chuang sold 200,000 shares of the firm’s stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total value of $13,966,000.00. Following the transaction, the vice president directly owned 2,495,165 shares in the company, valued at $174,237,371.95. This trade represents a 7.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders acquired 6,857 shares of company stock valued at $512,334 over the last three months. Insiders own 1.11% of the company’s stock.

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.