Sapient Capital LLC Has $70.56 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Sapient Capital LLC cut its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 19.6% in the first quarter, Holdings Channel reports. The fund owned 208,373 shares of the semiconductor company’s stock after selling 50,718 shares during the period. Taiwan Semiconductor Manufacturing comprises approximately 1.1% of Sapient Capital LLC’s holdings, making the stock its 14th biggest position. Sapient Capital LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $70,560,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Brighton Jones LLC boosted its position in Taiwan Semiconductor Manufacturing by 20.9% in the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after buying an additional 1,892 shares in the last quarter. Gamco Investors INC. ET AL bought a new stake in Taiwan Semiconductor Manufacturing during the second quarter worth about $701,000. Bank of Nova Scotia increased its holdings in shares of Taiwan Semiconductor Manufacturing by 12.8% during the second quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock worth $3,556,000 after buying an additional 1,784 shares in the last quarter. FWL Investment Management LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 26.5% during the second quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock worth $57,000 after buying an additional 53 shares in the last quarter. Finally, Main Street Financial Solutions LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the second quarter worth approximately $270,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien acquired 1,000 shares of the company’s stock in a transaction on Tuesday, July 28th. The stock was purchased at an average cost of $67.97 per share, with a total value of $67,970.00. Following the acquisition, the vice president owned 5,000 shares of the company’s stock, valued at $339,850. This trade represents a 25.00% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Shyue-Shyh Lin bought 1,000 shares of the business’s stock in a transaction on Tuesday, July 21st. The shares were acquired at an average price of $74.13 per share, for a total transaction of $74,130.00. Following the completion of the transaction, the vice president owned 30,269 shares in the company, valued at approximately $2,243,840.97. This trade represents a 3.42% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last quarter, insiders bought 15,857 shares of company stock valued at $1,167,094. 1.11% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several research analysts have recently commented on the company. Barclays boosted their target price on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the stock an “overweight” rating in a report on Friday, July 17th. TD Cowen lifted their price objective on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a research report on Friday, July 17th. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, July 28th. Bank of America boosted their price objective on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Finally, DA Davidson increased their target price on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a “buy” rating in a report on Friday, July 17th. Three equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus target price of $496.25.

Taiwan Semiconductor Manufacturing Trading Down 0.0%

Shares of NYSE TSM opened at $404.21 on Monday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $223.70 and a 1-year high of $479.00. The company has a 50-day moving average of $427.14 and a two-hundred day moving average of $384.64. The company has a market cap of $2.10 trillion, a PE ratio of 29.16, a P/E/G ratio of 0.93 and a beta of 1.39. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.13.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. The business had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.37%. As a group, equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be issued a $1.1136 dividend. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 annualized dividend and a yield of 1.1%. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 21.43%.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC reported approximately $40.20 billion in second-quarter 2026 revenue, up 36% year over year, while net income rose 77.41%. The strong results reinforce expectations for continued demand for advanced AI chips and foundry capacity. TSMC AI Stock Article
• Positive Sentiment: Strong technology earnings and better-than-expected forecasts from Lam Research helped lift the broader chip sector and attracted fresh money to semiconductor ETFs, creating a supportive backdrop for TSMC shares. Semiconductor ETFs Draw Cash
• Positive Sentiment: Analysts raised TSMC’s earnings forecasts, including Erste Group’s increases to $16.69 per share for fiscal 2026 and $21.25 for fiscal 2027. The consensus analyst rating remains “Buy,” with an average price target of $496.25. TSMC Analyst Estimates
• Positive Sentiment: TSMC’s advanced-chip packaging expansion, including a reported Arizona partnership with Amkor, could strengthen its position in the AI supply chain and support U.S. customer demand. TSMC Advanced Packaging Expansion
• Positive Sentiment: Vice President Bor-Zen Tien purchased 1,000 shares, increasing his direct ownership by 25%. The insider buying offers a modest vote of confidence, though the transaction is small relative to TSMC’s market value. TSMC Insider Purchase
• Neutral Sentiment: TSMC increased its quarterly dividend to $1.1136 per share, or $4.45 annualized, but its roughly 1.1% yield means the change is secondary to the company’s AI-growth outlook. TSMC Dividend Announcement
• Negative Sentiment: Investors continue to monitor Samsung’s proposed Broadcom partnership, which could create a stronger alternative in AI foundry and packaging, as well as restrictions on China-related equipment and concerns about the sustainability of AI spending. Samsung Broadcom Foundry Partnership

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.