Teacher Retirement System of Texas Acquires New Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Teacher Retirement System of Texas bought a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the fourth quarter, HoldingsChannel reports. The fund bought 93,243 shares of the semiconductor company’s stock, valued at approximately $28,336,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in TSM. Brighton Jones LLC grew its stake 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 acquiring an additional 1,892 shares during the period. Gamco Investors INC. ET AL acquired a new position in Taiwan Semiconductor Manufacturing in the second quarter valued at about $701,000. Bank of Nova Scotia grew its stake in Taiwan Semiconductor Manufacturing by 12.8% in the second quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock valued at $3,556,000 after acquiring an additional 1,784 shares during the period. FWL Investment Management LLC grew its stake in Taiwan Semiconductor Manufacturing by 26.5% in the second quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock valued at $57,000 after acquiring an additional 53 shares during the period. Finally, Main Street Financial Solutions LLC acquired a new position in Taiwan Semiconductor Manufacturing in the second quarter valued at about $270,000. 16.51% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, VP Bor-Zen Tien acquired 1,000 shares of the company’s stock in a transaction dated Sunday, March 22nd. The shares were bought at an average price of $55.93 per share, for a total transaction of $55,930.00. Following the purchase, the vice president directly owned 9,051 shares in the company, valued at approximately $506,222.43. This trade represents a 12.42% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 1.11% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of research firms have issued reports on TSM. The Goldman Sachs Group reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, January 5th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 9th. Sanford C. Bernstein reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd. Zacks Research lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Finally, Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 20th. Two analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus target price of $404.29.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE TSM opened at $382.51 on Friday. The stock has a 50 day moving average price of $355.66 and a 200 day moving average price of $324.14. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $157.39 and a 52 week high of $390.20. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.32 and a current ratio of 2.51. The stock has a market capitalization of $1.98 trillion, a PE ratio of 31.82, a price-to-earnings-growth ratio of 1.15 and a beta of 1.35.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 38.17% and a net margin of 46.97%.The firm had revenue of $30.65 billion for the quarter. Analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.03 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be paid a dividend of $0.9503 per share. The ex-dividend date is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 24.71%.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC unveiled its A13 and N2U process advances, saying it can deliver smaller, faster chips (A13 geared for AI/HPC; N2U a more cost‑effective option) while avoiding immediate reliance on ASML’s costlier high‑NA machines — a potential margin and roadmap positive. TSMC shows smaller, faster chips without pricey new tool from ASML
• Positive Sentiment: TSMC plans to open an advanced packaging plant in Arizona by 2029, addressing a known packaging bottleneck for AI chips and supporting customer localization — a strategic expansion that reduces supply‑chain risk. TSMC plans to open chip packaging plant in Arizona by 2029, executive says
• Positive Sentiment: Synopsys announced deeper collaboration and EDA/IP enablement across TSMC’s advanced nodes (3nm/2nm and packaging), which should speed customer tape‑outs and strengthen TSMC’s ecosystem moat. Synopsys Partners with TSMC to Power Next-Generation AI Systems
• Positive Sentiment: Analyst and market positive signals: Barclays raised its TSMC price target to $470 (overweight), and coverage pieces highlight record margins and strong Q1 results driven by AI demand — supportive for medium‑term upside. Barclays raises price target
• Neutral Sentiment: Market commentators (including Jim Cramer) signaled they aren’t worried about near‑term weakness in TSMC’s share price, which can temper panic selling. Jim Cramer Isn’t Worried
• Neutral Sentiment: TSMC says it has little immediate need for ASML’s priciest high‑NA tools and has only used a small number for R&D — this reduces near‑term capex risk but raises questions about the pace of next‑generation cadence. TSMC says ASML’s chipmaking too pricey
• Negative Sentiment: The semiconductor group is extremely overbought — the PHLX SOX index is on a historic winning streak and described as the most overextended since 2000, making profit‑taking and short‑term pullbacks likelier across large caps including TSMC. Chip stocks just added $3 trillion in market value
• Negative Sentiment: Competitive/strategic headlines (e.g., commentary about Elon Musk’s chip plans for Tesla/SpaceX) raise the prospect of new entrants or alternative supply strategies that could change chip demand dynamics over time. Will Elon Musk’s New SpaceX and Tesla Joint Venture Disrupt This AI Semiconductor Giant?

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.