Arrowstreet Capital Limited Partnership Cuts Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Arrowstreet Capital Limited Partnership lessened its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 20.6% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 2,801,140 shares of the semiconductor company’s stock after selling 725,020 shares during the period. Arrowstreet Capital Limited Partnership owned 0.05% of Taiwan Semiconductor Manufacturing worth $782,330,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Heartwood Wealth Advisors LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the third quarter valued at approximately $32,000. Resources Management Corp CT ADV purchased a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at approximately $32,000. Cedar Wealth Management LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 91.4% in the third quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company’s stock worth $37,000 after acquiring an additional 64 shares during the last quarter. Fairman Group LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 171.2% in the third quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock worth $39,000 after acquiring an additional 89 shares during the last quarter. Finally, Riggs Asset Managment Co. Inc. purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the second quarter worth approximately $41,000. 16.51% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of brokerages have weighed in on TSM. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 9th. Freedom Capital raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Dbs Bank upgraded shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research report on Friday, January 23rd. 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. Finally, Barclays increased their price target on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, January 16th. Four analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and an average target price of $391.43.

Trending Headlines about 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 Stock Down 4.9%

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

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share for the quarter. The company 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%. On average, equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

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

Taiwan Semiconductor Manufacturing 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.