Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Trust Investment Advisors

Trust Investment Advisors cut its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 9.5% during the 1st quarter, Holdings Channel.com reports. The firm owned 17,292 shares of the semiconductor company’s stock after selling 1,815 shares during the quarter. Taiwan Semiconductor Manufacturing makes up approximately 3.4% of Trust Investment Advisors’ portfolio, making the stock its 6th biggest holding. Trust Investment Advisors’ holdings in Taiwan Semiconductor Manufacturing were worth $5,844,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Quattro Advisors LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the fourth quarter worth $25,000. Hilton Head Capital Partners LLC bought a new position in Taiwan Semiconductor Manufacturing during the 4th quarter valued at $27,000. Stephens Consulting LLC boosted its stake in Taiwan Semiconductor Manufacturing by 82.0% during the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock valued at $28,000 after acquiring an additional 41 shares during the last quarter. Strategic Advocates LLC grew its holdings in Taiwan Semiconductor Manufacturing by 62.1% during the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 36 shares in the last quarter. Finally, Ares Financial Consulting LLC acquired a new position in Taiwan Semiconductor Manufacturing during the 4th quarter worth $29,000. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Multiple reports highlighted TSMC as a key beneficiary of the AI capex boom, with analysts pointing to manufacturing expansion, strong earnings momentum, and broad demand for advanced chips as reasons the stock could still have more upside. TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?
• Positive Sentiment: Erste Group raised its FY2027 earnings estimate for Taiwan Semiconductor Manufacturing, reinforcing confidence that profit growth can keep pace with the company’s AI and capacity-expansion investments. Stocks Surged in Q2 2026, but Is the Market Getting Too Expensive?
• Positive Sentiment: A TSMC vice president bought additional shares, which investors often read as a modest vote of confidence from management. Taiwan Semiconductor Manufacturing (NYSE:TSM) VP Acquires $76,640.00 in Stock
• Positive Sentiment: The company was also featured in a bullish note after reaching a 52-week high, with commentary suggesting the rally could continue if fundamentals remain strong. Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Hit a 52 Week High, Can the Run Continue?
• Neutral Sentiment: TSMC is reportedly accelerating development of next-generation CoPoS packaging for AI chips, a long-term technology initiative that supports the growth story but is unlikely to change near-term results. TSMC targets 2029 for panel-level CoPoS packaging in AI chip push – DigiTimes
• Negative Sentiment: One market update said TSMC fell more sharply than the broader market as investors worried about valuation and “bubble risk” in AI-related semiconductor stocks, suggesting some near-term cooling after a strong run. TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know

Taiwan Semiconductor Manufacturing Stock Performance

TSM opened at $444.62 on Thursday. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16. The business’s 50 day moving average is $419.50 and its 200-day moving average is $367.06. The stock has a market cap of $2.31 trillion, a PE ratio of 36.99, a price-to-earnings-growth ratio of 1.20 and a beta of 1.36. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $223.70 and a twelve month high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The firm had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%. On average, analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.35 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be issued a $1.1136 dividend. The ex-dividend date of this dividend is Wednesday, September 16th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 annualized dividend and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 29.20%.

Wall Street Analysts Forecast Growth

TSM has been the topic of a number of recent analyst reports. Needham & Company LLC upped their target price on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. Susquehanna raised their target price on shares of Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the stock a “positive” rating in a report on Monday, June 22nd. Weiss Ratings restated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, June 17th. DA Davidson reaffirmed a “buy” rating and set a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Finally, Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Two analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $449.38.

Insider Buying and Selling

In related news, VP Bor-Zen Tien acquired 1,000 shares of the firm’s stock in a transaction dated Monday, June 29th. The stock was acquired at an average cost of $76.64 per share, for a total transaction of $76,640.00. Following the completion of the acquisition, the vice president directly owned 12,051 shares of the company’s stock, valued at approximately $923,588.64. The trade was a 9.05% increase in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, VP Tzu-Sou Chuang sold 200,000 shares of the firm’s stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the transaction, 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders purchased 5,496 shares of company stock valued at $404,567 over the last 90 days. 1.11% of the stock is currently owned by company insiders.

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.