TIAA Trust National Association Has $21.29 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

TIAA Trust National Association decreased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 25.4% during the 3rd quarter, Holdings Channel reports. The fund owned 76,245 shares of the semiconductor company’s stock after selling 26,019 shares during the quarter. TIAA Trust National Association’s holdings in Taiwan Semiconductor Manufacturing were worth $21,294,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of TSM. Brighton Jones LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after acquiring an additional 1,892 shares in the last quarter. Ignite Planners LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 4.7% in the 2nd quarter. Ignite Planners LLC now owns 2,610 shares of the semiconductor company’s stock valued at $627,000 after purchasing an additional 116 shares during the period. Advisory Alpha LLC bought a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter worth approximately $251,000. Daymark Wealth Partners LLC raised its holdings in Taiwan Semiconductor Manufacturing by 8.0% during the 2nd quarter. Daymark Wealth Partners LLC now owns 5,169 shares of the semiconductor company’s stock worth $1,171,000 after buying an additional 382 shares during the period. Finally, Flagship Harbor Advisors LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 1.2% in the second quarter. Flagship Harbor Advisors LLC now owns 3,621 shares of the semiconductor company’s stock valued at $820,000 after buying an additional 43 shares during the period. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Down 0.6%

NYSE TSM opened at $374.48 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $390.20. The company has a current ratio of 2.69, a quick ratio of 2.47 and a debt-to-equity ratio of 0.19. The stock has a 50 day moving average of $337.40 and a 200-day moving average of $297.66. The company has a market cap of $1.94 trillion, a PE ratio of 35.16, a PEG ratio of 1.05 and a beta of 1.31.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share for the quarter. The business had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 36.18%. On average, equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be issued a dividend of $0.9503 per share. The ex-dividend date is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 23.57%.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Apple confirmed it will buy more than 100 million advanced chips from TSM’s Arizona facility, a large, near‑term revenue and capacity-visibility win that validates TSM’s U.S. fab strategy and long-term customer demand. Apple to Purchase 100M Chips from Taiwan Semiconductor Manufacturing (TSM) Arizona Facility
• Positive Sentiment: ASML says its high‑NA EUV tools are ready for mass production — this accelerator in lithography technology lowers a key manufacturing constraint for next‑generation AI chips and supports TSM’s ability to scale advanced-node capacity. ASML Says High-NA EUV Tools Ready for Mass Production
• Positive Sentiment: Hyperscalers plan to spend roughly $700 billion on AI infrastructure this year — a macro demand tailwind that should lift orders for advanced logic and AI accelerators that TSM manufactures. Hyperscalers Plan to Spend $700 Billion on AI This Year. These 2 Stocks Are the Biggest Beneficiaries.
• Positive Sentiment: TSM reported the quarter with $3.11 EPS and $30.65B revenue, showing strong margins and ROE — results that underpin analyst confidence and institutional buying cited in recent filings. Taiwan Semiconductor Manufacturing (NYSE:TSM)
• Neutral Sentiment: Market commentary comparing Nvidia and TSM frames TSM as a long-term play on foundry exposure versus Nvidia’s pure-play AI GPU story — useful for portfolio positioning but not an immediate catalyst. Better Semiconductor Stock: Nvidia vs. TSMC
• Negative Sentiment: Geopolitical coverage highlights concentration risk: analysts warn that Taiwan’s central role in advanced chipmaking (and TSM’s footprint there) creates a systemic risk that could sharply disrupt supply and re‑rate multiples if tensions escalate. Washington’s Nightmare: Why America’s AI Future Is Stuck On A Small Island Near China
• Negative Sentiment: Near-term macro/legal/market headwinds: futures weakness on renewed AI fears and analyst notes about rich valuation after TSM’s sharp run create downside risk for the stock despite strong fundamentals. Dow Jones Futures Fall, S&P 500 To Test Support On AI Fears; Block, Netflix, Applied Opto Lead Big Movers

Wall Street Analysts Forecast Growth

TSM has been the topic of a number of research analyst reports. Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 3rd. Sanford C. Bernstein reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd. TD Cowen upped their price objective on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a research report on Friday, January 16th. Freedom Capital upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Finally, Barclays raised their price target on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an “overweight” rating in a research note on Friday, January 16th. Four analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $391.43.

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.