Sei Investments Co. Has $543.64 Million Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Sei Investments Co. lowered its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 17.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,946,496 shares of the semiconductor company’s stock after selling 418,064 shares during the quarter. Taiwan Semiconductor Manufacturing comprises about 0.6% of Sei Investments Co.’s investment portfolio, making the stock its 27th biggest position. Sei Investments Co.’s holdings in Taiwan Semiconductor Manufacturing were worth $543,637,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the business. Fisher Asset Management LLC increased its position in Taiwan Semiconductor Manufacturing by 1.0% during the third quarter. Fisher Asset Management LLC now owns 17,833,127 shares of the semiconductor company’s stock worth $4,980,614,000 after buying an additional 168,171 shares during the last quarter. Massachusetts Financial Services Co. MA lifted its position in shares of Taiwan Semiconductor Manufacturing by 3.6% in the third quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company’s stock worth $4,401,448,000 after buying an additional 541,047 shares during the last quarter. Bank of America Corp DE lifted its position in shares of Taiwan Semiconductor Manufacturing by 0.8% in the second quarter. Bank of America Corp DE now owns 14,805,720 shares of the semiconductor company’s stock worth $3,353,348,000 after buying an additional 115,158 shares during the last quarter. Jennison Associates LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 4.5% during the 3rd quarter. Jennison Associates LLC now owns 12,591,542 shares of the semiconductor company’s stock worth $3,516,692,000 after acquiring an additional 544,750 shares in the last quarter. Finally, Alliancebernstein L.P. boosted its stake in shares of Taiwan Semiconductor Manufacturing by 18.0% during the 2nd quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock worth $2,368,587,000 after acquiring an additional 1,593,786 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Bank of America reiterated a Buy on TSM with a $470 price target, signaling analyst conviction in TSM’s medium-term upside and technology leadership. Read More.
• Positive Sentiment: Multiple bullish write-ups argue TSM is a “buy-the-dip” given accelerating AI infrastructure demand, >60% gross margins, strong cash generation and expected revenue acceleration into 2026. Those narratives support medium-to-long-term upside even as short-term volatility continues. Read More.
• Positive Sentiment: Zacks and other outlets highlight that TSM has surged ~34% over six months on AI-driven sales and expects strong 2026 growth, reinforcing the growth narrative behind current analyst bullishness. Read More.
• Neutral Sentiment: Zacks noted TSM finished a recent session up modestly as the broader market dipped, indicating short-term intraday swings can reverse quickly and that headline-driven moves may not reflect fundamentals. Read More.
• Neutral Sentiment: Zacks’ analyst blog highlights the broader semiconductor cycle — global chip sales jumped in January — which is supportive for TSM but ties TSM’s performance to cyclical industry dynamics. Read More.
• Negative Sentiment: An afternoon sell-off in other chip stocks followed a report that TSM’s sales growth came in below some expectations, which prompted broader concern around near-term demand and helped push the sector lower. Read More.
• Negative Sentiment: Geopolitical and energy shocks tied to the Iran war are pressuring foreign markets in Europe and Asia; that risk-off backdrop can amplify selling in large-cap exporters and tech names like TSM even if long-term growth drivers remain intact. Read More.

Analysts Set New Price Targets

A number of brokerages recently weighed in on TSM. Dbs Bank raised Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research note on Friday, January 23rd. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 2nd. Weiss Ratings downgraded Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, March 5th. Needham & Company LLC lifted their price target on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a research report on Thursday, January 15th. Finally, DA Davidson upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Friday, February 13th. Four equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Buy” and an average price target of $391.43.

Taiwan Semiconductor Manufacturing Trading Down 4.9%

Taiwan Semiconductor Manufacturing stock opened at $337.03 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $390.20. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.42 and a current ratio of 2.62. The firm has a market capitalization of $1.75 trillion, a PE ratio of 31.65, a PEG ratio of 0.97 and a beta of 1.29. The business’s 50-day simple moving average is $346.62 and its 200-day simple moving average is $304.81.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share for the quarter. The firm had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%. Equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be given 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 currently 23.57%.

Taiwan Semiconductor Manufacturing Company 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.