Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Sapient Capital LLC’s 8th Largest Position

Sapient Capital LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 22.7% during the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 255,676 shares of the semiconductor company’s stock after purchasing an additional 47,303 shares during the period. Taiwan Semiconductor Manufacturing accounts for 1.6% of Sapient Capital LLC’s holdings, making the stock its 8th biggest holding. Sapient Capital LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $122,328,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. World Equity Group Inc. lifted its holdings in Taiwan Semiconductor Manufacturing by 88.1% during the second quarter. World Equity Group Inc. now owns 10,230 shares of the semiconductor company’s stock worth $4,885,000 after buying an additional 4,790 shares during the period. Professional Financial Advisors LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 486.2% in the 2nd quarter. Professional Financial Advisors LLC now owns 4,449 shares of the semiconductor company’s stock valued at $2,125,000 after acquiring an additional 3,690 shares during the period. Allied Private Wealth LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter valued at $466,000. StoneCrest Wealth Management Inc. raised its position in shares of Taiwan Semiconductor Manufacturing by 44.6% in the 2nd quarter. StoneCrest Wealth Management Inc. now owns 1,812 shares of the semiconductor company’s stock worth $865,000 after acquiring an additional 559 shares in the last quarter. Finally, Wealth Science Advisors LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 38.3% in the 2nd quarter. Wealth Science Advisors LLC now owns 4,845 shares of the semiconductor company’s stock worth $2,314,000 after acquiring an additional 1,342 shares in the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Tzu-Sou Chuang sold 200,000 shares of the stock in a transaction that occurred on 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 of the company’s stock, valued at $174,237,371.95. This trade represents 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 bought 3,000 shares of the stock in a transaction that occurred on Tuesday, July 21st. The stock was bought at an average price of $74.39 per share, with a total value of $223,170.00. Following the completion of the purchase, the vice president directly owned 4,000 shares in the company, valued at $297,560. This represents a 300.00% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last three months, insiders have bought 16,697 shares of company stock worth $1,228,663. 1.11% of the stock is owned by insiders.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC raised its 2026 outlook as AI-related demand accelerated, reinforcing expectations for stronger revenue and earnings growth. Taiwan Semiconductor Manufacturing Company Raised Its 2026 Outlook as AI Demand Accelerated
• Positive Sentiment: A roughly $64 billion capital-spending plan signals that TSMC expects sustained demand for leading-edge chips; reports that capacity remains insufficient could support pricing power and long-term growth. TSMC’s $64 Billion Investment Signals Mega-Growth
• Positive Sentiment: Investment commentary describes TSMC as a critical bottleneck in the AI-chip supply chain, highlighting its strategic importance to chip designers and cloud companies. Could Taiwan Semiconductor Manufacturing Be the Most Critical Bottleneck in the AI Chip Boom?
• Positive Sentiment: Industry reports continue to point to semiconductor-sales growth driven by AI optimism, placing TSM among the companies positioned to benefit from the trend. Semiconductor Sales Continue to Grow on AI Optimism
• Positive Sentiment: ARK Invest founder Cathie Wood reportedly invested $28.7 million in TSMC, providing a notable vote of confidence from a high-profile technology investor. Cathie Wood Invests in TSMC
• Positive Sentiment: Recent analysis argues that TSMC’s latest results and scale leave Intel facing a widening competitive gap, easing concerns about near-term foundry competition. How Will Intel Really Be Able to Beat TSMC in the Next Year?
• Neutral Sentiment: First Eagle Investment Management trimmed 156,540 TSMC shares, indicating that at least one institutional investor is taking profits or rebalancing, though the transaction does not establish a broader selling trend. First Eagle Trims Shares of TSMC
• Neutral Sentiment: Broader market enthusiasm and heavy ETF inflows are supporting semiconductor valuations, but the same flows could increase volatility if investor sentiment reverses. ETF Inflows and Market Risk

Taiwan Semiconductor Manufacturing Stock Down 0.0%

Taiwan Semiconductor Manufacturing stock opened at $419.94 on Monday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $223.70 and a 1-year high of $479.00. The business has a fifty day moving average price of $427.01 and a 200-day moving average price of $387.40. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.46 and a quick ratio of 2.25. The stock has a market capitalization of $2.18 trillion, a price-to-earnings ratio of 30.30, a PEG ratio of 0.96 and a beta of 1.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.37% and a net margin of 50.31%.The company had revenue of $39.89 billion for the quarter. Equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business 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 dividend of $1.1136 per share. This represents a $4.45 annualized dividend and a dividend yield of 1.1%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 21.43%.

Wall Street Analysts Forecast Growth

TSM has been the subject of a number of analyst reports. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, July 6th. Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Needham & Company LLC increased their price target on shares of Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the company a “buy” rating in a research report on Monday, July 27th. Wall Street Zen cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday. Finally, DA Davidson lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a “buy” rating in a research report on Friday, July 17th. Three research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Buy” and an average target price of $496.25.

Taiwan Semiconductor Manufacturing Company Profile

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.