Taiwan Semiconductor Manufacturing Company Ltd. $TSM Position Trimmed by Wellington Management Group LLP

Posted by Francis Steltz on Aug 29th, 2026

Wellington Management Group LLP decreased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 16.0% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 6,383,164 shares of the semiconductor company’s stock after selling 1,213,999 shares during the quarter. Wellington Management Group LLP owned 0.12% of Taiwan Semiconductor Manufacturing worth $3,048,408,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of TSM. Cedar Mountain Advisors LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 88.2% during the second quarter. Cedar Mountain Advisors LLC now owns 64 shares of the semiconductor company’s stock worth $31,000 after purchasing an additional 30 shares during the period. Quattro Advisors LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at $25,000. Hilton Head Capital Partners LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at $27,000. Evolution Wealth Management Inc. boosted its position in shares of Taiwan Semiconductor Manufacturing by 257.7% in the 1st quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company’s stock valued at $31,000 after purchasing an additional 67 shares during the period. Finally, Strategic Advocates LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 62.1% in the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock valued at $28,000 after purchasing an additional 36 shares during the period. Institutional investors own 16.51% of the company’s stock.

Insider Transactions at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien acquired 1,000 shares of the stock in a transaction that occurred on Monday, August 3rd. The shares were purchased at an average cost of $73.06 per share, with a total value of $73,060.00. Following the completion of the transaction, the vice president owned 14,051 shares of the company’s stock, valued at approximately $1,026,566.06. This trade represents a 7.66% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through this link. Also, VP Shyue-Shyh Lin acquired 1,000 shares of the company’s stock in a transaction on Tuesday, July 21st. The stock was bought at an average price of $74.13 per share, for a total transaction of $74,130.00. Following the purchase, 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. The disclosure for this purchase is available in the SEC filing. Insiders purchased 17,662 shares of company stock valued at $1,307,491 over the last three months. 1.11% of the stock is owned by corporate insiders.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $418.54 on Friday. The company has a market capitalization of $2.17 trillion, a price-to-earnings ratio of 30.20, a P/E/G ratio of 0.98 and a beta of 1.38. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $225.63 and a 1-year high of $479.00. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.14. The stock’s fifty day simple moving average is $423.00 and its 200-day simple moving average is $396.10.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last announced its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.25% and a net margin of 50.31%.The firm had revenue of $39.89 billion during the quarter. On average, sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be issued a $1.0854 dividend. The ex-dividend date is Thursday, December 10th. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 21.43%.

Analysts Set New Price Targets

TSM has been the topic of several recent analyst reports. 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 report on Wednesday, June 24th. DA Davidson raised their target price on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a “buy” rating in a report on Friday, July 17th. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday. Needham & Company LLC boosted their price target on shares of Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the company a “buy” rating in a report on Monday, July 27th. Finally, TD Cowen upped their price target on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a research report on Friday, July 17th. Three research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and a consensus price target of $524.25.

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: TSMC is advancing its A14 process technology for AI chips, targeting improved performance and power efficiency. The A13 and A12 nodes also extend the company’s next-generation process roadmap, reinforcing its competitive position in leading-edge semiconductor manufacturing. How TSMC is Advancing its A14 Technology Roadmap for AI Transformation
Positive Sentiment: TSMC is reportedly set to manufacture Xiaomi’s Xring O3 processor using its 3-nanometer technology. The order expands TSMC’s advanced-chip customer base beyond major traditional chip designers and supports demand from AI-enabled consumer devices and autonomous-driving applications. Why Is Taiwan Semiconductor Manufacturing Winning More 3nm AI Chip Work?
Positive Sentiment: A $4.7 billion joint venture with Sony to develop and manufacture next-generation smartphone image sensors highlights TSMC’s expansion into sensors for AI-enabled devices. Mass production is expected to begin in 2029, offering a longer-term growth opportunity. Sony Group and Taiwan Semiconductor Are Betting $4.7 Billion on the Eyes of AI Machines
Positive Sentiment: Billionaire investor Stanley Druckenmiller and another hedge fund reportedly bought TSMC shares, signaling continued institutional confidence in the foundry’s role as a leading way to invest in the AI semiconductor trend. Stanley Druckenmiller Just Bought Taiwan Semiconductor Stock
Neutral Sentiment: TSMC’s reported 44.7% revenue growth in July underscores powerful demand, but the strength also raises the performance and guidance bar for the broader AI-chip supply chain. TSMC’s July Surge Raises the Bar for Nvidia’s Foundry
Negative Sentiment: After a substantial run-up and with shares trading at a premium valuation, investors may be taking profits or demanding results that exceed already-strong AI growth expectations. The supplied articles do not identify a new fundamental setback at TSMC.

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.