Blue Trust Inc. Sells 2,018 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Blue Trust Inc. lowered its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 4.7% during the 1st quarter, HoldingsChannel reports. The fund owned 41,150 shares of the semiconductor company’s stock after selling 2,018 shares during the period. Blue Trust Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $13,906,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

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

Wall Street Analyst Weigh In

Several research analysts have recently commented on the company. Weiss Ratings reissued a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, June 17th. Bank of America raised their target price on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research note on Wednesday. Barclays upped their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. Finally, Susquehanna boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the stock a “positive” rating in a report on Monday. Two investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus target price of $449.38.

Insider Activity

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien bought 2,000 shares of the business’s stock in a transaction that occurred on Tuesday, May 19th. The shares were bought at an average cost of $69.91 per share, with a total value of $139,820.00. Following the completion of the purchase, the vice president directly owned 11,051 shares of the company’s stock, valued at $772,575.41. This trade represents a 22.10% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, VP Lipen Yuan purchased 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Monday, June 22nd. The shares were acquired at an average price of $79.19 per share, for a total transaction of $79,190.00. Following the acquisition, the vice president owned 5,000 shares in the company, 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 4,496 shares of company stock valued at $327,927. Insiders own 1.11% of the company’s stock.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Bank of America raised its price target on TSM to $590 from $490 and reiterated a buy rating, signaling strong analyst confidence in further upside.
• Positive Sentiment: Recent coverage highlighted TSMC’s AI chip advances in CoWoS advanced packaging and 2D transistor technology, reinforcing its role as a key supplier in the AI infrastructure buildout. Taiwan Semiconductor Manufacturing (NYSE:TSM) Unveils AI Chip Advances In CoWoS And 2D Transistors
• Positive Sentiment: TSMC’s May 2026 revenue rose 30.1% year over year, and management said full-year 2026 revenue should grow by above 30% in U.S. dollar terms, pointing to continued strong demand from AI and advanced semiconductors. Can Taiwan Semiconductor Shares Hit $500 Before 2026 Ends?
• Positive Sentiment: Vice President Lipen Yuan bought 1,000 shares in a recent insider purchase, a small but constructive sign of management confidence. Taiwan Semiconductor Manufacturing (NYSE:TSM) VP Buys $79,190.00 in Stock
• Neutral Sentiment: Some articles frame TSM as a long-term AI winner, emphasizing its dominant foundry position and the widening “AI toll road” around advanced packaging and leading-edge wafers. Taiwan Semiconductor: The AI Toll Road Keeps Widening
• Negative Sentiment: There is also broader market noise around an AI trade cooldown and recent semiconductor selling in Asia, which could temper enthusiasm for chip stocks in the near term. A Top Strategist Says the AI Trade Is Cooling, but Chipmakers Are Quietly Winning

Taiwan Semiconductor Manufacturing Stock Performance

NYSE:TSM opened at $439.44 on Thursday. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $220.80 and a fifty-two week high of $476.79. The firm has a market cap of $2.28 trillion, a PE ratio of 36.56, a price-to-earnings-growth ratio of 1.27 and a beta of 1.38. The business has a 50 day moving average price of $411.75 and a 200-day moving average price of $361.93.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. The company had revenue of $30.65 billion for the quarter. Equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 earnings per share for the current 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 given a $1.1136 dividend. The ex-dividend date is Wednesday, September 16th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 25.12%.

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.