Arrowstreet Capital Limited Partnership Sells 641,578 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Arrowstreet Capital Limited Partnership trimmed its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 22.9% in the 4th quarter, HoldingsChannel reports. The fund owned 2,159,562 shares of the semiconductor company’s stock after selling 641,578 shares during the quarter. Arrowstreet Capital Limited Partnership’s holdings in Taiwan Semiconductor Manufacturing were worth $656,269,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Mitchell Sinkler & Starr PA increased its position in Taiwan Semiconductor Manufacturing by 1.9% during the 4th quarter. Mitchell Sinkler & Starr PA now owns 1,482 shares of the semiconductor company’s stock valued at $450,000 after buying an additional 28 shares in the last quarter. Wayfinding Financial LLC increased its position in Taiwan Semiconductor Manufacturing by 2.5% during the 4th quarter. Wayfinding Financial LLC now owns 1,152 shares of the semiconductor company’s stock valued at $350,000 after buying an additional 28 shares in the last quarter. Thompson Siegel & Walmsley LLC increased its position in Taiwan Semiconductor Manufacturing by 3.6% during the 4th quarter. Thompson Siegel & Walmsley LLC now owns 868 shares of the semiconductor company’s stock valued at $264,000 after buying an additional 30 shares in the last quarter. Oak Harvest Investment Services increased its position in Taiwan Semiconductor Manufacturing by 2.9% during the 4th quarter. Oak Harvest Investment Services now owns 1,106 shares of the semiconductor company’s stock valued at $336,000 after buying an additional 31 shares in the last quarter. Finally, Solstein Capital LLC increased its position in Taiwan Semiconductor Manufacturing by 4.8% during the 4th quarter. Solstein Capital LLC now owns 695 shares of the semiconductor company’s stock valued at $211,000 after buying an additional 32 shares in the last quarter. 16.51% of the stock is owned by institutional investors.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien acquired 2,000 shares of the business’s stock in a transaction dated Tuesday, May 19th. The shares were acquired at an average cost of $69.91 per share, with a total value of $139,820.00. Following the completion of the acquisition, the vice president owned 11,051 shares of the company’s stock, valued at approximately $772,575.41. This trade represents a 22.10% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this link. Also, VP Tzu-Sou Chuang sold 200,000 shares of the 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 completion of the transaction, the vice president directly owned 2,495,165 shares in the company, valued at $174,237,371.95. This represents a 7.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders bought 3,496 shares of company stock worth $229,407 over the last three months. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Up 0.5%

Shares of TSM stock opened at $423.00 on Friday. The stock’s 50-day simple moving average is $397.03 and its 200-day simple moving average is $352.69. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49. The firm has a market capitalization of $2.19 trillion, a PE ratio of 35.19, a P/E/G ratio of 1.24 and a beta of 1.38. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $206.20 and a fifty-two week high of $450.16.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share 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%. Equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be issued a $1.1136 dividend. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 29.20%.

Analyst Ratings Changes

Several research analysts recently issued reports on the company. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. DA Davidson reaffirmed a “buy” rating and set a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Zacks Research lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, March 20th. Finally, Needham & Company LLC upped their target price on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and an average target price of $404.29.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Several reports highlighted TSMC as a major beneficiary of Big Tech’s massive AI capital spending, with articles calling it an underappreciated winner in the AI infrastructure buildout. 2 Unsung Heroes of Big Tech’s $725 Billion AI Capex Spend
• Positive Sentiment: Nvidia CEO Jensen Huang’s comments that AI is “insanely profitable” for TSMC added to confidence that the company remains central to the AI chip supply chain. Nvidia CEO Jensen Huang Calls AI ‘Insanely Profitable’ for TSMC. How to Play TSM Stock Here.
• Positive Sentiment: New coverage said TSMC is a top semiconductor stock for 2026, while other pieces noted Harvard Management’s large stake, both reinforcing institutional confidence in the stock. Harvard University’s Favorite AI Stock Pick: Taiwan Semiconductor (TSM)
• Neutral Sentiment: TSMC’s CEO said chip supply is likely to stay tight for years because AI demand is still outpacing capacity, which is positive for pricing power but also underscores how stretched supply remains. Taiwan Semiconductor (TSM) Sees AI Chip Demand Outpacing Supply
• Negative Sentiment: At the same time, CEO C.C. Wei highlighted talent shortages and ongoing concerns about water availability in Taiwan, which could limit production growth and add operational risk. TSMC boss frets about shortages of talent, water in Taiwan
• Negative Sentiment: One report also said Google may look to Samsung for additional AI chip capacity because of a TSMC capacity crunch, suggesting some customers are seeking alternatives. GOOGL Explores Samsung Partnership For Next-Gen AI Chip Amid TSMC Capacity Crunch: Report

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.