Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by WINTON GROUP Ltd

WINTON GROUP Ltd reduced its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 43.2% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 6,160 shares of the semiconductor company’s stock after selling 4,680 shares during the period. WINTON GROUP Ltd’s holdings in Taiwan Semiconductor Manufacturing were worth $2,942,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Tiger Global Management LLC raised its stake in Taiwan Semiconductor Manufacturing by 49.4% during the 1st quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company’s stock worth $1,880,717,000 after acquiring an additional 1,839,600 shares in the last quarter. Van ECK Associates Corp increased its position in Taiwan Semiconductor Manufacturing by 11.1% during the fourth quarter. Van ECK Associates Corp now owns 17,464,962 shares of the semiconductor company’s stock worth $5,307,428,000 after buying an additional 1,750,824 shares during the period. Life Cycle Investment Partners Ltd acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the fourth quarter valued at approximately $495,163,000. T. Rowe Price Investment Management Inc. raised its position in Taiwan Semiconductor Manufacturing by 168.6% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 2,093,115 shares of the semiconductor company’s stock valued at $636,077,000 after purchasing an additional 1,313,917 shares during the last quarter. Finally, SurgoCap Partners LP acquired a new stake in Taiwan Semiconductor Manufacturing during the 3rd quarter worth $360,443,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Up 1.2%

Shares of NYSE:TSM opened at $433.09 on Friday. The stock has a 50-day simple moving average of $418.99 and a 200-day simple moving average of $400.34. The stock has a market capitalization of $2.25 trillion, a P/E ratio of 31.25, a PEG ratio of 0.95 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $257.98 and a 1 year high of $479.00. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. The business had revenue of $39.89 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.25% and a net margin of 50.31%. Equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.55 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be paid a $1.0854 dividend. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 21.43%.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on TSM shares. Sanford C. Bernstein increased their price target on Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an “outperform” rating in a report on Tuesday, August 11th. Needham & Company LLC increased their target price on shares of Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the company a “buy” rating in a report on Monday, July 27th. Bank of America raised their price target on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research report on Wednesday, June 24th. DA Davidson lifted their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a “buy” rating in a research report on Friday, July 17th. Finally, Stifel Nicolaus started coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, September 1st. They issued a “buy” rating and a $515.00 target price for the company. Three equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Buy” and an average price target of $523.22.

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien purchased 3,000 shares of the company’s stock in a transaction dated Tuesday, July 21st. The shares were acquired at an average cost of $74.39 per share, for a total transaction of $223,170.00. Following the transaction, the vice president owned 4,000 shares of the company’s stock, valued at $297,560. This trade represents a 300.00% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, VP Shyue-Shyh Lin purchased 2,000 shares of the business’s stock in a transaction dated Sunday, July 19th. The shares were acquired at an average cost of $71.71 per share, for a total transaction of $143,420.00. Following the acquisition, the vice president owned 28,269 shares of the company’s stock, valued at approximately $2,027,169.99. The trade was a 7.61% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last three months, insiders acquired 21,106 shares of company stock worth $1,571,733. 1.11% of the stock is currently owned by company insiders.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC reported August 2026 revenue of NT$514.81 billion, approximately $16.35 billion, up 53.3% year over year and 10.1% from July. The record result, driven by strong orders from hyperscalers and enterprise customers, indicates that AI-chip demand remains robust and TSMC’s production capacity is operating near full utilization. TSMC Revenue Jumps 53% in August, Signaling Strong AI Chip Demand
• Positive Sentiment: The revenue surge is favorable for major customers such as Nvidia because it suggests TSMC can continue supporting high-performance computing and AI-accelerator production. Tight advanced-packaging and foundry capacity also strengthens TSMC’s pricing power and supports its exceptionally high margins. TSMC Just Delivered Fantastic News for Nvidia Shareholders
• Positive Sentiment: TSMC and ASML are collaborating on large-format photomasks for High-NA EUV technology, with potential long-term benefits for advanced-node productivity, manufacturing costs and AI-chip output. TSMC’s Arizona operations and planned global investment may also reduce geographic concentration concerns. TSMC Collaborates to Expand Large-Format Photomasks for High NA EUV
• Positive Sentiment: Analysts remain constructive, with a consensus Buy rating and an average price target of $523.22. Erste Group also modestly raised its fiscal 2027 EPS forecast, while CEO Che-Chia Wei’s recent share purchase provides a small additional signal of management confidence. TSMC CEO Acquires Shares
• Neutral Sentiment: Despite the strong operating data, TSMC shares recently underperformed the broader market because investors may already be pricing in several years of AI growth. Articles identify valuation and future gross-margin performance as key numbers that could determine the stock’s next move. TSMC Price Prediction
• Negative Sentiment: Higher Treasury yields and expectations for a Federal Reserve rate hike are pressuring high-growth technology valuations. The broader retreat in AI-related stocks has limited the market’s response to TSMC’s record sales, while future High-NA EUV benefits will not arrive at scale for several years. Fed Rate Hike Close To A Lock

Taiwan Semiconductor Manufacturing Company Profile

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a Taiwan-based semiconductor manufacturer and the world’s leading dedicated semiconductor foundry. Founded in 1987 and headquartered in Hsinchu, Taiwan, the company pioneered the pure-play foundry business model, producing chips designed by other companies rather than developing and selling branded semiconductor products of its own.

TSMC manufactures semiconductor wafers using advanced and specialty process technologies.