Sei Investments Co. Sells 418,064 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Sei Investments Co. trimmed its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 17.7% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 1,946,496 shares of the semiconductor company’s stock after selling 418,064 shares during the period. Taiwan Semiconductor Manufacturing accounts for about 0.6% of Sei Investments Co.’s holdings, making the stock its 27th largest position. Sei Investments Co.’s holdings in Taiwan Semiconductor Manufacturing were worth $543,637,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in TSM. Brown Advisory Inc. grew its position in Taiwan Semiconductor Manufacturing by 43.2% during the second quarter. Brown Advisory Inc. now owns 6,650,983 shares of the semiconductor company’s stock worth $1,506,389,000 after buying an additional 2,006,745 shares in the last quarter. Arrowstreet Capital Limited Partnership increased its stake in Taiwan Semiconductor Manufacturing by 109.5% during the second quarter. Arrowstreet Capital Limited Partnership now owns 3,526,160 shares of the semiconductor company’s stock valued at $798,640,000 after acquiring an additional 1,842,951 shares during the period. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its holdings in Taiwan Semiconductor Manufacturing by 268.2% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,499,677 shares of the semiconductor company’s stock valued at $566,152,000 after acquiring an additional 1,820,852 shares in the last quarter. Alliancebernstein L.P. raised its holdings in Taiwan Semiconductor Manufacturing by 18.0% in the 2nd quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock valued at $2,368,587,000 after acquiring an additional 1,593,786 shares in the last quarter. Finally, Stockbridge Partners LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 135.5% in the 2nd quarter. Stockbridge Partners LLC now owns 2,218,034 shares of the semiconductor company’s stock worth $502,363,000 after acquiring an additional 1,276,373 shares during the period. Institutional investors own 16.51% of the company’s stock.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Bank of America reiterated a Buy on TSM with a $470 price target, signaling analyst conviction in TSM’s medium-term upside and technology leadership. Read More.
• Positive Sentiment: Multiple bullish write-ups argue TSM is a “buy-the-dip” given accelerating AI infrastructure demand, >60% gross margins, strong cash generation and expected revenue acceleration into 2026. Those narratives support medium-to-long-term upside even as short-term volatility continues. Read More.
• Positive Sentiment: Zacks and other outlets highlight that TSM has surged ~34% over six months on AI-driven sales and expects strong 2026 growth, reinforcing the growth narrative behind current analyst bullishness. Read More.
• Neutral Sentiment: Zacks noted TSM finished a recent session up modestly as the broader market dipped, indicating short-term intraday swings can reverse quickly and that headline-driven moves may not reflect fundamentals. Read More.
• Neutral Sentiment: Zacks’ analyst blog highlights the broader semiconductor cycle — global chip sales jumped in January — which is supportive for TSM but ties TSM’s performance to cyclical industry dynamics. Read More.
• Negative Sentiment: An afternoon sell-off in other chip stocks followed a report that TSM’s sales growth came in below some expectations, which prompted broader concern around near-term demand and helped push the sector lower. Read More.
• Negative Sentiment: Geopolitical and energy shocks tied to the Iran war are pressuring foreign markets in Europe and Asia; that risk-off backdrop can amplify selling in large-cap exporters and tech names like TSM even if long-term growth drivers remain intact. Read More.

Taiwan Semiconductor Manufacturing Trading Down 4.9%

TSM stock opened at $337.03 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $390.20. The company has a current ratio of 2.62, a quick ratio of 2.42 and a debt-to-equity ratio of 0.17. The business’s 50 day moving average is $346.62 and its 200-day moving average is $304.81. The firm has a market cap of $1.75 trillion, a P/E ratio of 31.65, a P/E/G ratio of 0.97 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Thursday, February 26th. The semiconductor company reported $3.11 EPS for the quarter. The business had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%. Equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be paid a dividend of $0.9503 per share. This represents a $3.80 annualized dividend and a yield of 1.1%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 23.57%.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on TSM shares. Wedbush reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Freedom Capital upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Barclays raised their target price on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an “overweight” rating in a research report on Friday, January 16th. Needham & Company LLC boosted their price target on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a report on Thursday, January 15th. Finally, Weiss Ratings cut shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, March 5th. Four research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and an average target price of $391.43.

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.