TIAA Trust National Association Has $27.45 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

TIAA Trust National Association grew its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 18.5% in the fourth quarter, Holdings Channel reports. The institutional investor owned 90,317 shares of the semiconductor company’s stock after purchasing an additional 14,072 shares during the period. TIAA Trust National Association’s holdings in Taiwan Semiconductor Manufacturing were worth $27,446,000 as of its most recent filing with the SEC.

A number of other large investors have also made changes to their positions in the stock. Hilton Head Capital Partners LLC acquired a new position in Taiwan Semiconductor Manufacturing in the fourth quarter worth about $27,000. Stephens Consulting LLC raised its position in Taiwan Semiconductor Manufacturing by 82.0% in 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. Ares Financial Consulting LLC acquired a new position in Taiwan Semiconductor Manufacturing in the fourth quarter worth about $29,000. Basepoint Wealth LLC acquired a new position in Taiwan Semiconductor Manufacturing in the fourth quarter worth about $31,000. Finally, Resources Management Corp CT ADV acquired a new position in Taiwan Semiconductor Manufacturing in the second quarter worth about $32,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien acquired 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Tuesday, May 19th. The shares were bought at an average price of $69.91 per share, with a total value of $139,820.00. Following the completion of the purchase, the vice president owned 11,051 shares in the company, valued at $772,575.41. This trade represents a 22.10% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, VP Tzu-Sou Chuang sold 200,000 shares of the business’s stock in a transaction on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total value of $13,966,000.00. Following the completion of the transaction, the vice president directly owned 2,495,165 shares in the company, valued at approximately $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. In the last three months, insiders acquired 3,496 shares of company stock worth $229,407. Insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $428.11 on Wednesday. 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 stock has a market capitalization of $2.22 trillion, a price-to-earnings ratio of 35.62, a P/E/G ratio of 1.24 and a beta of 1.38. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $206.20 and a 1-year high of $450.16. The firm’s 50-day moving average price is $391.93 and its two-hundred day moving average price is $350.26.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. The firm had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. On average, equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.29 earnings per share 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 is an increase 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 presently 24.71%.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC reported May 2026 consolidated revenue of NT$416.98 billion, about 30% higher than a year earlier, reinforcing confidence in continued AI-driven demand. Article Title
• Positive Sentiment: CEO Che-Chia Wei disclosed a small open-market purchase of TSMC shares, a modest signal of insider confidence. Article Title
• Neutral Sentiment: Analysts continue to debate whether TSMC’s AI growth and valuation are fully priced in, so the stock may react to any sign of earnings momentum slowing or accelerating. Article Title
• Negative Sentiment: Taiwan is weighing stricter controls on advanced AI chip exports to China, which could reduce some future sales opportunities for TSMC. Article Title
• Negative Sentiment: U.S. senators are pushing for tighter export rules on contract chipmakers like TSMC serving Chinese firms’ overseas units, adding another policy headwind. Article Title

Analyst Ratings Changes

Several research firms recently issued reports on TSM. DA Davidson reissued a “buy” rating and issued a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, March 20th. Wedbush reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Barclays increased their price target on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Finally, Wall Street Zen raised shares of 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, eleven have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $404.29.

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.