Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Capital International Sarl

Capital International Sarl boosted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1.3% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 156,291 shares of the semiconductor company’s stock after acquiring an additional 2,056 shares during the period. Capital International Sarl’s holdings in Taiwan Semiconductor Manufacturing were worth $47,495,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Mitchell Sinkler & Starr PA boosted its holdings in Taiwan Semiconductor Manufacturing by 1.9% in the 4th 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 in the last quarter. Thompson Siegel & Walmsley LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 3.6% in the 4th quarter. Thompson Siegel & Walmsley LLC now owns 868 shares of the semiconductor company’s stock valued at $264,000 after purchasing an additional 30 shares in the last quarter. Oak Harvest Investment Services boosted its holdings in Taiwan Semiconductor Manufacturing by 2.9% in the 4th quarter. Oak Harvest Investment Services now owns 1,106 shares of the semiconductor company’s stock valued at $336,000 after purchasing an additional 31 shares in the last quarter. Falcon Wealth Planning boosted its holdings in Taiwan Semiconductor Manufacturing by 4.4% in the 4th quarter. Falcon Wealth Planning now owns 780 shares of the semiconductor company’s stock valued at $237,000 after purchasing an additional 33 shares in the last quarter. Finally, Drive Wealth Management LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 0.7% in the 4th quarter. Drive Wealth Management LLC now owns 4,997 shares of the semiconductor company’s stock valued at $1,522,000 after purchasing an additional 33 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Insider Activity at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien purchased 2,000 shares of the firm’s stock in a transaction dated Tuesday, May 19th. The shares were acquired at an average price of $69.91 per share, with a total value of $139,820.00. Following the purchase, the vice president directly owned 11,051 shares of the company’s stock, valued at $772,575.41. The trade was a 22.10% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through this link. Also, VP Tzu-Sou Chuang sold 200,000 shares of the business’s stock in a transaction that occurred on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total value of $13,966,000.00. Following the sale, 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 position. The SEC filing for this sale provides additional information. Insiders have bought a total of 3,346 shares of company stock worth $218,005 in the last three months. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE:TSM opened at $415.62 on Friday. The business’s 50 day simple moving average is $387.89 and its 200-day simple moving average is $347.72. The firm has a market capitalization of $2.16 trillion, a price-to-earnings ratio of 34.58, a price-to-earnings-growth ratio of 1.21 and a beta of 1.38. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $203.23 and a 12 month high of $450.16.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The business had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%. As a group, equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.29 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be paid a dividend of $1.1136 per share. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $4.45 annualized dividend and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 24.71%.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC is being praised as a top AI stock because rising demand, a stronger 2026 outlook, and ongoing capacity expansion support earnings growth. Why TSMC Is a Better AI Stock to Hold Right Now Than Broadcom
• Positive Sentiment: CEO C.C. Wei’s comments about robust AI demand and the possibility of higher chip prices reinforced the company’s long-term growth narrative. TSMC CEO Issues Stark AI Supply Warning — Wedbush Sees Big Opportunity
• Positive Sentiment: Brokerage coverage remains favorable, with TSMC receiving an average “Buy” rating, underscoring Wall Street confidence in the stock. Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) Given Average Rating of “Buy” by Brokerages
• Positive Sentiment: Investors continue to focus on TSMC’s central role in the AI compute supply chain, which helps support the stock’s premium valuation. Taiwan Semiconductor Manufacturing (TSM) Sits at the Absolute Center of the AI Compute Supply Chain
• Neutral Sentiment: TSMC is attracting heavy investor attention, which reflects elevated interest but does not by itself change the fundamentals. Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Shareholders approved 2025 results and charter changes at the annual meeting, a routine governance update with limited near-term stock impact. TSMC Shareholders Approve 2025 Results and Charter Changes at June 4 Meeting
• Negative Sentiment: Some traders are selling on warnings that AI chip supply shortages may persist for years, raising concerns about production bottlenecks, cost pressure, and the pace of revenue conversion. TSMC Stock Price Drops as CEO Warns Chip Supply Struggles to Meet AI Demand

Wall Street Analyst Weigh In

A number of brokerages have weighed in on TSM. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Zacks Research lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Wedbush reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Needham & Company LLC lifted their price objective on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Finally, DA Davidson reaffirmed a “buy” rating and issued a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and an average price target of $404.29.

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.