Brandywine Global Investment Management LLC Sells 5,770 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Brandywine Global Investment Management LLC decreased its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 9.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 58,679 shares of the semiconductor company's stock after selling 5,770 shares during the period. Brandywine Global Investment Management LLC's holdings in Taiwan Semiconductor Manufacturing were worth $17,832,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in TSM. Life Cycle Investment Partners Ltd bought a new position in Taiwan Semiconductor Manufacturing in the fourth quarter valued at $495,163,000. SurgoCap Partners LP bought a new position in Taiwan Semiconductor Manufacturing in the third quarter valued at $360,443,000. Capital Research Global Investors grew its position in Taiwan Semiconductor Manufacturing by 66.3% in the fourth quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company's stock valued at $976,821,000 after purchasing an additional 1,281,648 shares in the last quarter. Danica Pension Livsforsikringsaktieselskab bought a new position in Taiwan Semiconductor Manufacturing in the third quarter valued at $232,924,000. Finally, Man Group plc grew its position in Taiwan Semiconductor Manufacturing by 337.1% in the second quarter. Man Group plc now owns 1,053,421 shares of the semiconductor company's stock valued at $238,589,000 after purchasing an additional 812,404 shares in the last quarter. Institutional investors own 16.51% of the company's stock.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC highlighted manufacturing progress at its 2026 Technology Symposium, including accelerated fab expansion, which reinforces confidence in its capacity to support AI and advanced-chip demand. TSMC (TSM) Showcases Manufacturing Excellence at 2026 Technology Symposium
• Positive Sentiment: TSMC’s AI leadership remains a bullish theme, with coverage noting it as a top AI stock in billionaire Ken Fisher’s portfolio, which can attract investor interest in the stock. Taiwan Semiconductor (TSM) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio
• Positive Sentiment: TSMC and Nvidia announced a broader partnership to apply AI across TSMC’s manufacturing operations, underscoring TSMC’s central role in the AI chip ecosystem and potential efficiency gains. TSMC Nvidia AI Partnership Puts Factory Efficiency And Valuation In Focus
• Neutral Sentiment: Broader market strength in technology stocks is also supporting TSMC, with indexes higher as investors rotate back into big tech and AI-related names. Equities Mostly Rise Intraday as Tech Jumps, Markets Monitor Middle East Developments
• Negative Sentiment: Alphabet said it will use Intel for part of its custom AI chip production in 2028, reflecting capacity constraints at TSMC and suggesting some AI hardware demand could shift away from TSMC over time. Alphabet Intel Chip Pact Reshapes AI Supply Chain And Investor Outlook
• Negative Sentiment: One article also warned that a broader AI-stock unwind in Taiwan and Korea has triggered volatility and forced selling in semiconductor-heavy markets, which could weigh on sentiment for TSMC despite strong fundamentals. The AI trade trap: Why successful tech stocks are triggering a trillion-dollar market meltdown in Korea, Taiwan

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $427.11 on Tuesday. The stock has a market cap of $2.22 trillion, a P/E ratio of 35.53, a P/E/G ratio of 1.21 and a beta of 1.39. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31. The company has a fifty day moving average price of $389.92 and a two-hundred day moving average price of $349.23. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $205.87 and a one year high of $450.16.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last announced its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The firm had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. As a group, equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.29 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be paid a dividend of $1.1136 per share. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. This is a boost from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing's dividend payout ratio is 24.71%.

Analysts Set New Price Targets

A number of research analysts recently weighed in on the stock. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research report on Sunday, March 22nd. DA Davidson reaffirmed a "buy" rating and issued a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Zacks Research downgraded shares of Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a research report on Monday, March 16th. Barclays raised their target price on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an "overweight" rating in a research report on Wednesday, April 22nd. Finally, Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Friday, March 20th. Two analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of "Buy" and an average price target of $404.29.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other news, VP Tzu-Sou Chuang sold 200,000 shares of the firm's stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the completion of the sale, the vice president owned 2,495,165 shares in the company, valued at approximately $174,237,371.95. This trade represents a 7.42% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, VP Bor-Zen Tien bought 2,000 shares of the business's stock in a transaction dated Tuesday, May 19th. The shares were bought at an average price of $69.91 per share, with a total value of $139,820.00. Following the purchase, the vice president owned 11,051 shares in the company, valued at $772,575.41. The trade was a 22.10% increase in their position. The SEC filing for this purchase provides additional information. In the last 90 days, insiders have bought 3,346 shares of company stock valued at $218,005. 1.11% of the stock is currently owned by corporate insiders.

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.

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