Public Employees Retirement System of Ohio Sells 74,798 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Public Employees Retirement System of Ohio trimmed its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 8.3% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 831,668 shares of the semiconductor company’s stock after selling 74,798 shares during the period. Taiwan Semiconductor Manufacturing makes up about 0.9% of Public Employees Retirement System of Ohio’s investment portfolio, making the stock its 15th biggest position. Public Employees Retirement System of Ohio’s holdings in Taiwan Semiconductor Manufacturing were worth $281,062,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in TSM. Twin City Private Wealth LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 0.3% during the first quarter. Twin City Private Wealth LLC now owns 7,315 shares of the semiconductor company’s stock valued at $2,479,000 after acquiring an additional 25 shares in the last quarter. Financial Life Planners boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 3.4% in the first quarter. Financial Life Planners now owns 786 shares of the semiconductor company’s stock valued at $266,000 after purchasing an additional 26 shares during the period. Corus Family Wealth Advisors grew its stake in Taiwan Semiconductor Manufacturing by 1.1% in the first quarter. Corus Family Wealth Advisors now owns 2,401 shares of the semiconductor company’s stock worth $811,000 after purchasing an additional 26 shares in the last quarter. Lodestar Private Asset Management LLC grew its stake in Taiwan Semiconductor Manufacturing by 0.9% in the first quarter. Lodestar Private Asset Management LLC now owns 2,896 shares of the semiconductor company’s stock worth $979,000 after purchasing an additional 27 shares in the last quarter. Finally, Mitchell Sinkler & Starr PA grew its stake in Taiwan Semiconductor Manufacturing by 1.9% in the fourth quarter. Mitchell Sinkler & Starr PA now owns 1,482 shares of the semiconductor company’s stock worth $450,000 after purchasing an additional 28 shares in the last quarter. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $415.36 on Friday. The firm has a market cap of $2.15 trillion, a price-to-earnings ratio of 29.97, a PEG ratio of 0.97 and a beta of 1.36. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $223.70 and a 52-week high of $479.00. 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 company’s 50 day moving average is $427.71 and its 200 day moving average is $381.57.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. The company had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 40.88% and a net margin of 50.31%. On average, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.34 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be given a $1.1136 dividend. This represents a $4.45 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend is Wednesday, September 16th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 21.43%.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on TSM shares. Weiss Ratings lowered Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, July 13th. DA Davidson increased their price target on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a “buy” rating in a research report on Friday, July 17th. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a research note on Saturday, July 18th. Barclays raised their price target on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the company an “overweight” rating in a research note on Friday, July 17th. Finally, Susquehanna lifted their price objective on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a report on Thursday, July 16th. Three analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Buy” and an average target price of $490.00.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC raised its 2026 revenue growth outlook to above 40%, citing strong AI-related demand and a rapid ramp in 2-nanometer production, reinforcing expectations for continued growth. Article Title
• Positive Sentiment: Reports that TSMC plans wafer price increases of up to 10% beginning in 2027 suggest it has real pricing power, which could support margins even as costs rise. Article Title
• Positive Sentiment: Multiple articles highlighted TSMC as a key winner in the AI infrastructure buildout, with demand still running hot and customers like Nvidia and Broadcom securing advanced packaging capacity. Article Title
• Neutral Sentiment: Intel’s strong quarterly results and broader semiconductor ETF strength may lift sentiment across the chip sector, but they do not directly change TSMC’s fundamental outlook. Article Title
• Negative Sentiment: Some reports warned that TSMC’s massive U.S. expansion and push to onshore AI chip production could pressure margins for years, creating a near-term overhang on the stock. Article Title
• Negative Sentiment: Geopolitical headlines and concerns about valuation have also contributed to recent weakness, even though operating results remain strong. Article Title

Insider Buying and Selling

In related news, VP Bor-Zen Tien bought 1,000 shares of the business’s stock in a transaction on Monday, June 29th. The shares were bought at an average price of $76.64 per share, for a total transaction of $76,640.00. Following the completion of the purchase, the vice president directly owned 12,051 shares of the company’s stock, valued at approximately $923,588.64. This trade represents a 9.05% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Lipen Yuan bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Monday, June 22nd. The stock was purchased at an average price of $79.19 per share, with a total value of $79,190.00. Following the completion of the acquisition, the vice president directly owned 5,000 shares of the company’s stock, valued at $395,950. This represents a 25.00% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders purchased 6,857 shares of company stock worth $512,334 in the last three months. 1.11% of the stock is owned by insiders.

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.