Man Group plc Cuts Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Posted by Lindsey Winhoffer on Jun 18th, 2026

Man Group plc lowered its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 5.5% in the 4th quarter, HoldingsChannel.com reports. The firm owned 1,097,577 shares of the semiconductor company’s stock after selling 63,675 shares during the period. Taiwan Semiconductor Manufacturing comprises approximately 0.6% of Man Group plc’s portfolio, making the stock its 21st biggest holding. Man Group plc’s holdings in Taiwan Semiconductor Manufacturing were worth $333,543,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in TSM. Shannon River Fund Management LLC bought a new stake in Taiwan Semiconductor Manufacturing during the third quarter worth approximately $2,430,000. Capital Research Global Investors increased its stake in Taiwan Semiconductor Manufacturing by 66.3% during the fourth quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company’s stock worth $976,821,000 after acquiring an additional 1,281,648 shares during the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. bought a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter worth approximately $961,000. Meridian Wealth Management LLC increased its stake in Taiwan Semiconductor Manufacturing by 27.9% during the fourth quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company’s stock worth $20,049,000 after acquiring an additional 14,406 shares during the last quarter. Finally, Boyer Financial Services Inc. bought a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter worth approximately $648,000. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, VP Tzu-Sou Chuang sold 200,000 shares of the company’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 transaction of $13,966,000.00. Following the transaction, the vice president owned 2,495,165 shares of the company’s stock, valued at approximately $174,237,371.95. This represents a 7.42% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, VP Lipen Yuan acquired 1,000 shares of the company’s stock in a transaction that occurred on Monday, June 15th. The stock was purchased at an average cost of $75.26 per share, for a total transaction of $75,260.00. Following the purchase, the vice president owned 4,000 shares of the company’s stock, valued at $301,040. This represents a 33.33% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last 90 days, insiders have acquired 4,496 shares of company stock valued at $304,667. 1.11% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

TSM has been the topic of several analyst reports. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 20th. Barclays boosted their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. DA Davidson reissued a “buy” rating and set a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Zacks Research cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Finally, Needham & Company LLC boosted their price objective on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average price target of $404.29.

Get Our Latest Stock Analysis on TSM

Taiwan Semiconductor Manufacturing News Summary

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

Positive Sentiment: Strong AI demand, tight capacity, and a bullish 2026 revenue outlook that suggest TSMC remains one of the most important beneficiaries of the AI buildout. TSM at $426: Bubble Territory or a Buy for the Next AI Supercycle?
Positive Sentiment: Insider buying by TSMC Vice President Lipen Yuan, which can be read as management confidence in the company’s outlook. Taiwan Semiconductor Manufacturing Company Ltd. stock information
Positive Sentiment: Continued analyst and investor bullishness around TSMC’s moat and its central role in the AI supply chain. 3 AI Stocks With Moats That Could Outlast Summer Volatility (TSM)

Taiwan Semiconductor Manufacturing Trading Up 1.6%

TSM opened at $432.73 on Thursday. The stock has a market cap of $2.24 trillion, a price-to-earnings ratio of 36.00, a P/E/G ratio of 1.24 and a beta of 1.38. The stock’s 50 day moving average price is $402.64 and its 200-day moving average price is $356.22. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $206.20 and a one year high of $450.16. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last released its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The firm 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%. On average, equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced 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. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s payout ratio is currently 25.12%.

About Taiwan Semiconductor Manufacturing

(Free Report)

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.