Brandywine Global Investment Management LLC Sells 5,770 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Brandywine Global Investment Management LLC trimmed its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 9.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 58,679 shares of the semiconductor company’s stock after selling 5,770 shares during the quarter. Brandywine Global Investment Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $17,832,000 as of its most recent filing with the SEC.

A number of other hedge funds have also bought and sold shares of TSM. Hilton Head Capital Partners LLC bought a new position in Taiwan Semiconductor Manufacturing during the fourth quarter worth about $27,000. Stephens Consulting LLC increased its position in Taiwan Semiconductor Manufacturing by 82.0% during the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 41 shares during the period. Ares Financial Consulting LLC bought a new position in Taiwan Semiconductor Manufacturing during the fourth quarter worth about $29,000. Basepoint Wealth LLC bought a new position in Taiwan Semiconductor Manufacturing during the fourth quarter worth about $31,000. Finally, Resources Management Corp CT ADV bought a new position in Taiwan Semiconductor Manufacturing during the second quarter worth about $32,000. 16.51% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the stock. Barclays raised their price target on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Wedbush reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Needham & Company LLC raised their price target 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. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Finally, Zacks Research lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Buy” and an average price target of $404.29.

Taiwan Semiconductor Manufacturing Price Performance

TSM stock opened at $427.11 on Tuesday. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $205.87 and a 12 month high of $450.16. The firm has a market cap of $2.22 trillion, a P/E ratio of 35.53, a P/E/G ratio of 1.21 and a beta of 1.39. The company’s 50-day moving average price is $389.92 and its two-hundred day moving average price is $349.23.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be issued a dividend of $1.1136 per share. This is a boost 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 1.0%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 24.71%.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC highlighted manufacturing progress at its 2026 Technology Symposium, including accelerated fab expansion, which reinforces confidence in its capacity to support AI and advanced-chip demand. TSMC (TSM) Showcases Manufacturing Excellence at 2026 Technology Symposium
• Positive Sentiment: TSMC’s AI leadership remains a bullish theme, with coverage noting it as a top AI stock in billionaire Ken Fisher’s portfolio, which can attract investor interest in the stock. Taiwan Semiconductor (TSM) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio
• Positive Sentiment: TSMC and Nvidia announced a broader partnership to apply AI across TSMC’s manufacturing operations, underscoring TSMC’s central role in the AI chip ecosystem and potential efficiency gains. TSMC Nvidia AI Partnership Puts Factory Efficiency And Valuation In Focus
• Neutral Sentiment: Broader market strength in technology stocks is also supporting TSMC, with indexes higher as investors rotate back into big tech and AI-related names. Equities Mostly Rise Intraday as Tech Jumps, Markets Monitor Middle East Developments
• Negative Sentiment: Alphabet said it will use Intel for part of its custom AI chip production in 2028, reflecting capacity constraints at TSMC and suggesting some AI hardware demand could shift away from TSMC over time. Alphabet Intel Chip Pact Reshapes AI Supply Chain And Investor Outlook
• Negative Sentiment: One article also warned that a broader AI-stock unwind in Taiwan and Korea has triggered volatility and forced selling in semiconductor-heavy markets, which could weigh on sentiment for TSMC despite strong fundamentals. The AI trade trap: Why successful tech stocks are triggering a trillion-dollar market meltdown in Korea, Taiwan

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Tzu-Sou Chuang sold 200,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the sale, the vice president directly owned 2,495,165 shares of the company’s stock, valued at approximately $174,237,371.95. The trade was a 7.42% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, VP Bor-Zen Tien purchased 2,000 shares of the firm’s stock in a transaction that occurred on Tuesday, May 19th. The shares were bought at an average cost of $69.91 per share, for a total transaction of $139,820.00. Following the completion of the acquisition, the vice president directly owned 11,051 shares in the company, valued at $772,575.41. The trade was a 22.10% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have purchased a total of 3,346 shares of company stock worth $218,005 over the last ninety days. 1.11% of the stock is currently owned by insiders.

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.