Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by ANTIPODES PARTNERS Ltd

ANTIPODES PARTNERS Ltd lessened its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 9.9% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 69,923 shares of the semiconductor company’s stock after selling 7,713 shares during the quarter. ANTIPODES PARTNERS Ltd’s holdings in Taiwan Semiconductor Manufacturing were worth $19,530,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently modified their holdings of TSM. Heartwood Wealth Advisors LLC purchased a new position in Taiwan Semiconductor Manufacturing in the 3rd quarter worth approximately $32,000. Resources Management Corp CT ADV purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at approximately $32,000. First Command Advisory Services Inc. lifted its position in shares of Taiwan Semiconductor Manufacturing by 174.1% during the second quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock worth $36,000 after purchasing an additional 101 shares in the last quarter. Fairman Group LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 171.2% during the third quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock worth $39,000 after purchasing an additional 89 shares in the last quarter. Finally, Riggs Asset Managment Co. Inc. purchased a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at $41,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the stock. Barclays lifted their price target on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an “overweight” rating in a research note on Friday, January 16th. UBS Group set a $330.00 target price on Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. DA Davidson upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Friday, February 13th. Needham & Company LLC raised their price objective on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a research note on Thursday, January 15th. Finally, Zacks Research upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 3rd. Four equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and an average target price of $391.43.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM opened at $370.54 on Friday. The stock has a market capitalization of $1.92 trillion, a PE ratio of 34.79, a price-to-earnings-growth ratio of 1.01 and a beta of 1.31. The business’s fifty day moving average price is $328.02 and its 200 day moving average price is $292.76. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $380.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Friday, November 14th. The semiconductor company reported $14.32 EPS for the quarter. The business had revenue of $32.50 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 36.18%. Equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced 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 of this dividend is Thursday, June 11th. This represents a $3.80 annualized dividend and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 23.57%.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: DA Davidson started coverage with a Buy and a $450 price target, citing TSMC’s execution and AI-driven demand — a direct analyst catalyst supporting further upside. DA Davidson Assigns TSMC (TSM) a Buy Rating Amid AI Demand Growth
• Positive Sentiment: Company packaging advances plus a new Taiwan–U.S. trade agreement were reported as reframing TSMC’s growth outlook — this supports longer-term revenue from high‑performance and AI chips and bolsters capex visibility. Taiwan Semiconductor Packaging Breakthrough And Trade Deal Reframe Growth Outlook
• Positive Sentiment: Social and data platforms flagged a sharp January revenue surge and sustained AI infrastructure demand, reinforcing the narrative of multi‑year secular growth and supporting lofty analyst price targets. TSMC Stock (TSM) Opinions on January Revenue Surge
• Positive Sentiment: Notable hedge fund/investor activity (Druckenmiller, Tepper/Appaloosa, 13F interest from other big managers) shows continued institutional conviction, which can amplify momentum. 13F: What Druckenmiller, Dalio, Tepper, & NVIDIA are Buying Appaloosa’s David Tepper Boosts 70,000 Shares in TSMC
• Neutral Sentiment: Patent and co‑packaged optics analyses note TSMC as a leading IP player in advanced packaging/optical interconnects — strategic but longer‑term in impact. Co-Packaged Optics & Optical Interconnects Patent Landscape Analysis 2026
• Neutral Sentiment: TSMC is repeatedly featured in “best stocks” and investment‑idea roundups (Fool, Zacks). Useful for retail interest but less of an immediate price driver than corporate/earnings news. The Best Stocks to Buy With $10,000 Right Now Zacks Investment Ideas feature highlights Nvidia, Taiwan, Bloom Energy…
• Neutral Sentiment: Competitive development — startups (e.g., Taalas) and peer advancements (Micron debates) attract attention but so far don’t displace TSMC’s foundry scale; monitor as a medium‑term watch item. Chip startup Taalas raises $169 million… Is Micron Technology the Next Taiwan Semiconductor Manufacturing?
• Negative Sentiment: Geopolitical and “replacement anxiety” concerns (trade frictions, Taiwan‑China tensions) remain a persistent downside risk that can trigger volatility or disrupt supply chains. Replacement Anxiety
• Negative Sentiment: Valuation worries and articles asking whether TSMC is “too expensive” could cap near‑term gains if growth expectations cool. Is Taiwan Semiconductor Too Expensive Now?

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.