Copeland Capital Management LLC Has $19.40 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Copeland Capital Management LLC cut its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 18.8% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 57,405 shares of the semiconductor company’s stock after selling 13,304 shares during the period. Copeland Capital Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $19,400,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Van ECK Associates Corp lifted its stake in Taiwan Semiconductor Manufacturing by 11.1% in the fourth quarter. Van ECK Associates Corp now owns 17,464,962 shares of the semiconductor company’s stock valued at $5,307,428,000 after buying an additional 1,750,824 shares during the period. Life Cycle Investment Partners Ltd bought a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $495,163,000. T. Rowe Price Investment Management Inc. grew its position in shares of Taiwan Semiconductor Manufacturing by 168.6% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 2,093,115 shares of the semiconductor company’s stock worth $636,077,000 after buying an additional 1,313,917 shares during the period. SurgoCap Partners LP acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter worth approximately $360,443,000. Finally, Capital Research Global Investors increased its stake in shares of Taiwan Semiconductor Manufacturing by 66.3% in the 4th quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company’s stock valued at $976,821,000 after acquiring an additional 1,281,648 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts recently issued reports on TSM shares. Susquehanna boosted their target price on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research report on Thursday. Weiss Ratings cut shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday. TD Cowen lifted 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 note on Friday. DA Davidson upped their price objective on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a report on Friday. Finally, Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a report on Saturday. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $490.00.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan bought 1,000 shares of the stock in a transaction that occurred on Monday, June 22nd. The shares were bought at an average price of $79.19 per share, for a total transaction of $79,190.00. Following the acquisition, the vice president directly owned 5,000 shares of the company’s stock, valued at approximately $395,950. The trade was a 25.00% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Tzu-Sou Chuang sold 200,000 shares of the company’s stock in a transaction dated Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the completion of the sale, the vice president owned 2,495,165 shares in the company, valued at $174,237,371.95. This represents a 7.42% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have acquired 6,857 shares of company stock valued at $512,334. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC delivered record Q2 profit and beat expectations, supported by strong demand for advanced AI chips and leading-edge nodes. Reuters article
• Positive Sentiment: The company raised its 2026 revenue growth outlook to above 40% and signaled continued AI-driven expansion, reinforcing the long-term growth story. MarketBeat article
• Neutral Sentiment: TSMC also announced an extra $100 billion investment in Arizona, expanding its U.S. manufacturing footprint but raising questions about capital intensity and margin pressure. Yahoo Finance article
• Negative Sentiment: The stock is being caught in a broader chip rout, with investors rotating out of semiconductor names amid worries that AI spending enthusiasm is cooling. Yahoo Finance article
• Negative Sentiment: Analysts and traders are flagging capex concerns, saying the surge in spending could compress free cash flow and keep the stock volatile in the near term. Benzinga article

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE:TSM opened at $397.59 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $223.70 and a twelve month high of $479.00. The stock’s 50 day moving average is $426.79 and its 200-day moving average is $377.94. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16. The firm has a market capitalization of $2.06 trillion, a price-to-earnings ratio of 28.69, a PEG ratio of 1.02 and a beta of 1.36.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) 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 40.88%. Sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.51 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be paid a $1.1136 dividend. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.1%. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s payout ratio is 24.71%.

About Taiwan Semiconductor Manufacturing

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.