Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Insight Holdings Group LLC

Insight Holdings Group LLC lowered its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 13.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 213,030 shares of the semiconductor company’s stock after selling 33,900 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for about 3.7% of Insight Holdings Group LLC’s portfolio, making the stock its 8th biggest position. Insight Holdings Group LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $59,497,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of TSM. Heartwood Wealth Advisors LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the 3rd quarter worth approximately $32,000. Resources Management Corp CT ADV acquired a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at approximately $32,000. Cedar Wealth Management LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 91.4% during 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 in the last quarter. Fairman Group LLC raised its holdings 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 acquiring an additional 89 shares during the period. Finally, Riggs Asset Managment Co. Inc. acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the second quarter worth $41,000. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Trading Up 0.4%

Taiwan Semiconductor Manufacturing stock opened at $338.22 on Monday. The company has a market cap of $1.75 trillion, a price-to-earnings ratio of 31.76, a P/E/G ratio of 0.93 and a beta of 1.29. The firm has a 50-day moving average of $346.99 and a 200-day moving average of $306.46. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.62 and a quick ratio of 2.42. 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 released its earnings results 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 business had revenue of $30.65 billion for the quarter. On average, equities analysts expect 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 disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be issued a $0.9503 dividend. This represents a $3.80 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 23.57%.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Reuters/MSN reports TSMC now commands roughly 70% of the global foundry market — a reminder of its pricing power, scale advantages and strategic importance to chip customers, which supports revenue and margin resilience. Taiwan Semiconductor now commands 70% of global foundry market
• Positive Sentiment: SEC-filing coverage: TSMC has maintained a steady capital structure and disclosed new investments — signaling disciplined allocation of its large capex program and reducing investor concern about dilution or aggressive leverage. That supports confidence in execution of capacity buildouts. Taiwan Semiconductor Keeps Capital Structure Steady And Reveals New Investments
• Positive Sentiment: Valuation note: analysts and commentators are reassessing TSMC after a strong FY performance and a recent share pullback — the narrative that the stock may be more attractively priced after profit-taking is drawing buyer interest. Assessing Taiwan Semiconductor Manufacturing’s Valuation After A Strong Year And Recent Share Price Pullback
• Neutral Sentiment: TSMC released February 2026 revenue data — investors are parsing monthly trends for signs of AI-related capacity demand and seasonal recovery; the print is a short-term data point rather than a directional catalyst by itself. Taiwan Semiconductor Manufacturing (TSM) reports Feb 2026 revenue data
• Neutral Sentiment: Comparative analysis pieces (e.g., AMD vs. TSMC) are keeping investors focused on relative valuation and growth prospects across chip-related names; useful for positioning but not an immediate company-specific catalyst. AMD vs. TSMC: Which Chip Stock Actually Delivers the Smarter Return in 2026?
• Neutral Sentiment: Coverage noting large-manager portfolios and sector capex narratives (e.g., Steven Cohen holdings, AI capex winners) underscores institutional interest and the longer-term demand story for leading foundries, but these are background positives rather than immediate catalysts. Here Are Billionaire Steven Cohen’s 5 Biggest Stock Holdings
• Negative Sentiment: Macro/geopolitical risk: broader coverage flags that foreign markets are reeling from the Iran conflict and energy shock — such risk-off episodes can pressure Asian equities and cyclical chip demand, creating downside risk to TSMC’s near-term multiples. Foreign Stocks Are Reeling From the Iran War. Buying the Dip Could Pay Off.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on TSM. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd. Freedom Capital upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, January 5th. DA Davidson upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Friday, February 13th. Finally, Barclays boosted their target price on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a research note on Friday, January 16th. Four investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and a consensus price target of $391.43.

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.