Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stake Lowered by Capital International Sarl

Posted by Jessica Moore on Mar 10th, 2026

Capital International Sarl decreased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 2.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 154,235 shares of the semiconductor company’s stock after selling 3,433 shares during the period. Capital International Sarl’s holdings in Taiwan Semiconductor Manufacturing were worth $43,076,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Brighton Jones LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after buying an additional 1,892 shares during the period. Ignite Planners LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 4.7% during the second quarter. Ignite Planners LLC now owns 2,610 shares of the semiconductor company’s stock valued at $627,000 after purchasing an additional 116 shares in the last quarter. Resona Asset Management Co. Ltd. acquired a new stake in Taiwan Semiconductor Manufacturing in the second quarter worth about $302,000. AE Wealth Management LLC grew its position in Taiwan Semiconductor Manufacturing by 22.9% in the 2nd quarter. AE Wealth Management LLC now owns 13,039 shares of the semiconductor company’s stock valued at $2,953,000 after buying an additional 2,431 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in Taiwan Semiconductor Manufacturing by 0.5% during the 2nd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 23,540 shares of the semiconductor company’s stock valued at $5,296,000 after buying an additional 110 shares during the period. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $348.51 on Tuesday. The company has a market capitalization of $1.81 trillion, a price-to-earnings ratio of 32.72, a P/E/G ratio of 0.95 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $390.20. The company has a current ratio of 2.62, a quick ratio of 2.42 and a debt-to-equity ratio of 0.17. The stock’s fifty day simple moving average is $344.00 and its 200-day simple moving average is $303.43.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last announced its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%.The firm had revenue of $30.65 billion during the quarter. On average, sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

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

Analyst Ratings Changes

A number of analysts have recently weighed in on the stock. Needham & Company LLC upped their price target on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a research note on Thursday, January 15th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, January 5th. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. Freedom Capital raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Four analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Buy” and a consensus price target of $391.43.

Get Our Latest Report on TSM

More Taiwan Semiconductor Manufacturing News

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

Positive Sentiment: February revenue showed strong year‑over‑year growth (reports cite roughly +22% YoY / NT$317.66B), signaling continued demand momentum into Q1 and supporting revenue and EPS outlooks. TSMC Posts Double-Digit February Revenue Growth Year-on-Year Despite Monthly Drop
Positive Sentiment: Analysts and commentators emphasize that AI infrastructure spending is a primary growth driver for TSMC’s advanced-node capacity and pricing power — a structural tailwind for wafer sales and margins. Wall Street Breakfast Podcast: AI Spending Drives TSMC
Positive Sentiment: Broker and media coverage (Zacks, The Motley Fool) is highlighting TSMC as a direct play on AI-driven chip demand and placing it among top semiconductor ideas — this can support investor sentiment and multiple expansion. Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock
Neutral Sentiment: Commentary for retail investors points out TSMC’s role in passive portfolios (ISAs, SIPPs) as exposure to the AI boom — useful context but not a direct catalyst. What TSMC’s 30% sales surge means for your ISA, SIPP and pension
Negative Sentiment: Geopolitical tensions (Iran/Middle East) and rising oil prices are creating supply‑chain risk perceptions across the chip sector; market jitters around fab supply or logistics can pressure shares despite strong demand. Nvidia Stock Is Threatened by War in Iran. Chip Stocks Are Still Rallying Today.
Negative Sentiment: Reports that NVIDIA paused China‑bound H200 production could change near‑term demand patterns and regulatory dynamics for high‑end AI chips — potential timing/volume shifts for TSMC’s foundry orders. NVIDIA Corporation (NVDA) Halts China-bound H200 Output, Reuters Reports

About Taiwan Semiconductor Manufacturing

(Free Report)

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.