Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Position Boosted by Equitable Trust Co.

Equitable Trust Co. raised its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 3.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 45,349 shares of the semiconductor company’s stock after buying an additional 1,615 shares during the period. Equitable Trust Co.’s holdings in Taiwan Semiconductor Manufacturing were worth $15,326,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Quattro Advisors LLC bought a new position in shares of Taiwan Semiconductor Manufacturing in the fourth quarter valued at approximately $25,000. Hilton Head Capital Partners LLC bought a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter worth approximately $27,000. Stephens Consulting LLC raised its holdings in Taiwan Semiconductor Manufacturing by 82.0% during the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 41 shares in the last quarter. Evolution Wealth Management Inc. lifted its position in Taiwan Semiconductor Manufacturing by 257.7% in the first quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company’s stock worth $31,000 after purchasing an additional 67 shares during the period. Finally, Strategic Advocates LLC lifted its position in Taiwan Semiconductor Manufacturing by 62.1% in the fourth quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 36 shares during the period. 16.51% of the stock is currently owned by institutional investors.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Multiple analysts and market commentators highlighted TSMC as a strong momentum stock and a key AI beneficiary, with Citi previously saying the company is well positioned to raise its 2026 revenue growth outlook and long-term targets. Revenue and Growth Outlook Affirm Why Taiwan Semiconductor Manufacturing Co. (TSM) is a Top AI Stock on Wall Street’s Radar
• Positive Sentiment: TSMC’s leadership bought shares across many roles, including the CEO, CFO, several VPs, and multiple SVPs, which investors often read as a sign that insiders see more upside ahead. Taiwan Semiconductor Manufacturing Company Ltd. insider trading report
• Positive Sentiment: Investor attention is building around TSMC’s next earnings release, with recent coverage suggesting results could be the catalyst that pushes the stock higher if the company confirms strong AI and advanced-chip demand. Will earnings be the catalyst to lift TSM stock higher?
• Neutral Sentiment: Several pieces were largely watchlist-style or educational, including momentum-stock articles and broad market roundup items, offering limited new company-specific news for valuation. What Makes TSMC (TSM) a Strong Momentum Stock: Buy Now?
• Neutral Sentiment: Broader AI spending headlines from companies like Meta and Amazon may indirectly support TSMC by reinforcing demand for chips, but they do not directly change TSMC’s near-term fundamentals. Meta falls as massive AI infrastructure spending plans overshadow chip progress

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE TSM opened at $437.27 on Friday. 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 stock has a market capitalization of $2.27 trillion, a price-to-earnings ratio of 36.38, a PEG ratio of 1.10 and a beta of 1.36. The stock’s fifty day simple moving average is $425.31 and its 200 day simple moving average is $373.47. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $223.70 and a 52-week high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Wednesday, April 15th. The semiconductor company reported $3.49 EPS for the quarter, beating the consensus estimate of $3.31 by $0.18. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The business had revenue of $35.49 billion during the quarter, compared to the consensus estimate of $35.47 billion. During the same period in the prior year, the business posted $2.12 earnings per share. Taiwan Semiconductor Manufacturing’s revenue was up 40.6% compared to the same quarter last year. As a group, sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.39 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company 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 dividend of $1.1136 per share. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s payout ratio is currently 24.71%.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien purchased 1,000 shares of the business’s stock in a transaction dated Monday, June 29th. The shares were acquired at an average price 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 $923,588.64. The trade was a 9.05% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, VP Lipen Yuan purchased 1,000 shares of the business’s stock in a transaction dated Monday, June 22nd. The shares were purchased 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 $395,950. This trade represents a 25.00% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last ninety days, insiders bought 6,857 shares of company stock valued at $512,334. 1.11% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

TSM has been the subject of a number of research reports. Susquehanna increased their price target on Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the company a “positive” rating in a research note on Monday, June 22nd. 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 research note on Wednesday, June 24th. Needham & Company LLC upped their price objective on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday. Finally, 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. Two research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Buy” and a consensus target price of $449.38.

Taiwan Semiconductor Manufacturing 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.