Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Walter Public Investments Inc.

Posted by Francis Steltz on Nov 12th, 2026

Walter Public Investments Inc. reduced its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 3.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 48,046 shares of the semiconductor company’s stock after selling 1,743 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for approximately 5.3% of Walter Public Investments Inc.’s holdings, making the stock its 2nd biggest position. Walter Public Investments Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $21,918,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Tiger Global Management LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 49.4% during the 1st quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company’s stock worth $1,880,717,000 after purchasing an additional 1,839,600 shares during the period. Fundsmith LLP bought a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at about $548,465,000. Assenagon Asset Management S.A. bought a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at about $490,461,000. Mirae Asset Global Investments Co. Ltd. bought a new stake in shares of Taiwan Semiconductor Manufacturing in the third quarter valued at about $444,923,000. Finally, Perseverance Asset Management International grew its position in Taiwan Semiconductor Manufacturing by 1,453.9% during the first quarter. Perseverance Asset Management International now owns 446,505 shares of the semiconductor company’s stock worth $150,896,000 after buying an additional 417,771 shares in the last quarter. 16.51% of the stock is owned by institutional investors.

Taiwan Semiconductor Manufacturing Trading Up 4.1%

Shares of TSM stock opened at $412.74 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $266.82 and a 52-week high of $487.47. The stock has a market cap of $2.14 trillion, a price-to-earnings ratio of 26.56, a P/E/G ratio of 0.79 and a beta of 1.44. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46. The firm has a fifty day moving average of $430.67 and a 200-day moving average of $401.82.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last released its quarterly earnings data on Thursday, October 15th. The semiconductor company reported $4.60 EPS for the quarter, topping analysts’ consensus estimates of $4.45 by $0.15. Taiwan Semiconductor Manufacturing had a net margin of 51.51% and a return on equity of 42.84%. The company had revenue of $46.72 billion during the quarter, compared to the consensus estimate of $45.67 billion. During the same period last year, the firm earned $2.92 EPS. The firm’s revenue for the quarter was up 41.2% compared to the same quarter last year. On average, equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.46 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 8th. Investors of record on Thursday, March 11th will be given a $1.3663 dividend. This represents a $5.47 annualized dividend and a yield of 1.3%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.0854. The ex-dividend date of this dividend is Thursday, March 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 22.27%.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the company. Wall Street Zen lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 8th. Barclays upped their price target on Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the company an “overweight” rating in a report on Friday, October 16th. TD Cowen raised their price objective on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a research report on Friday, July 17th. Sanford C. Bernstein raised their price objective on Taiwan Semiconductor Manufacturing from $554.00 to $600.00 and gave the stock an “outperform” rating in a research report on Wednesday, November 4th. Finally, Zacks Research raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Three equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Buy” and a consensus target price of $533.89.

Check Out Our Latest Stock Analysis on TSM

Insider Activity

In related news, Director Michael R. Splinter acquired 840 shares of the firm’s stock in a transaction on Thursday, November 5th. The shares were bought at an average cost of $357.00 per share, with a total value of $299,880.00. Following the completion of the acquisition, the director owned 8,405 shares of the company’s stock, valued at $3,000,585. This trade represents a 11.10% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, VP Lipen Yuan acquired 1,000 shares of the firm’s stock in a transaction on Sunday, November 1st. The shares were bought at an average cost of $71.49 per share, for a total transaction of $71,490.00. Following the completion of the acquisition, the vice president directly owned 8,000 shares of the company’s stock, valued at approximately $571,920. This represents a 14.29% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders purchased 7,869 shares of company stock valued at $823,771 in the last three months. Company insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing News Roundup

Here’s some of the latest news about TSM:

Positive Sentiment: The board approved investments of up to $1 billion combined in OpenAI and Anthropic. Investors may see the stakes as a way to strengthen ties with major AI customers and broaden TSMC’s exposure to the AI expansion, although the investments are not chip sales. TSMC approves up to $1 billion investment plan in Anthropic and OpenAI
Positive Sentiment: TSMC raised its quarterly dividend, adding a shareholder-return signal alongside its strong operating results. Multiple executives and a director also disclosed recent share purchases, which may be viewed as a modest sign of insider confidence. Taiwan Semiconductor Manufacturing company information
Negative Sentiment: AI stocks remain volatile after a sector sell-off. TSMC’s strong sales may also raise expectations, leaving the stock vulnerable if future demand or guidance falls short of the elevated growth outlook. AI sell-off: Buy ANET, TSM and MU?

About Taiwan Semiconductor Manufacturing

(Free Report)

Taiwan Semiconductor Manufacturing Company (TSMC) is a semiconductor foundry that manufactures chips designed by other companies. It provides wafer fabrication and related services, including advanced packaging, serving customers across industries such as computing, communications, automotive and consumer electronics. Founded in 1987 and headquartered in Hsinchu, Taiwan, TSMC helped establish the dedicated foundry model, in which a manufacturer focuses on producing semiconductors for customers rather than selling its own chip designs.