3,584 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Purchased by First Nebraska Trust Co

First Nebraska Trust Co purchased a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 3,584 shares of the semiconductor company’s stock, valued at approximately $1,211,000.

Other institutional investors also recently added to or reduced their stakes in the company. Tiger Global Management LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 49.4% in the 1st quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company’s stock worth $1,880,717,000 after buying an additional 1,839,600 shares in the last quarter. Van ECK Associates Corp boosted its stake in Taiwan Semiconductor Manufacturing by 11.1% in the 4th quarter. Van ECK Associates Corp now owns 17,464,962 shares of the semiconductor company’s stock valued at $5,307,428,000 after buying an additional 1,750,824 shares in the last quarter. Life Cycle Investment Partners Ltd acquired a new stake in Taiwan Semiconductor Manufacturing in the 4th quarter valued at $495,163,000. T. Rowe Price Investment Management Inc. grew its position in Taiwan Semiconductor Manufacturing by 168.6% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 2,093,115 shares of the semiconductor company’s stock valued at $636,077,000 after acquiring an additional 1,313,917 shares during the period. Finally, SurgoCap Partners LP bought a new stake in Taiwan Semiconductor Manufacturing in the third quarter valued at $360,443,000. 16.51% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, VP Shyue-Shyh Lin purchased 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Tuesday, July 21st. The shares were acquired at an average price of $74.13 per share, for a total transaction of $74,130.00. Following the transaction, the vice president directly owned 30,269 shares in the company, valued at approximately $2,243,840.97. This represents a 3.42% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, VP Bor-Zen Tien acquired 1,000 shares of the firm’s stock in a transaction on Tuesday, July 28th. The shares were bought at an average cost of $67.97 per share, for a total transaction of $67,970.00. Following the acquisition, the vice president owned 5,000 shares in the company, valued at approximately $339,850. The trade was a 25.00% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last three months, insiders have purchased 15,857 shares of company stock valued at $1,167,094. 1.11% of the stock is owned by corporate insiders.

Taiwan Semiconductor Manufacturing Stock Up 0.2%

NYSE TSM opened at $404.21 on Friday. The stock’s 50 day simple moving average is $427.14 and its 200 day simple moving average is $384.27. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $223.70 and a one year high of $479.00. The firm has a market cap of $2.10 trillion, a PE ratio of 29.16, a price-to-earnings-growth ratio of 0.93 and a beta of 1.36. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.46 and a quick ratio of 2.31.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.37% and a net margin of 50.31%.The firm had revenue of $39.89 billion during the quarter. As a group, sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

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

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC reported approximately $40.20 billion in second-quarter 2026 revenue, up 36% year over year, while net income rose 77.41%. The strong results reinforce expectations for continued demand for advanced AI chips and foundry capacity. TSMC AI Stock Article
• Positive Sentiment: Strong technology earnings and better-than-expected forecasts from Lam Research helped lift the broader chip sector and attracted fresh money to semiconductor ETFs, creating a supportive backdrop for TSMC shares. Semiconductor ETFs Draw Cash
• Positive Sentiment: Analysts raised TSMC’s earnings forecasts, including Erste Group’s increases to $16.69 per share for fiscal 2026 and $21.25 for fiscal 2027. The consensus analyst rating remains “Buy,” with an average price target of $496.25. TSMC Analyst Estimates
• Positive Sentiment: TSMC’s advanced-chip packaging expansion, including a reported Arizona partnership with Amkor, could strengthen its position in the AI supply chain and support U.S. customer demand. TSMC Advanced Packaging Expansion
• Positive Sentiment: Vice President Bor-Zen Tien purchased 1,000 shares, increasing his direct ownership by 25%. The insider buying offers a modest vote of confidence, though the transaction is small relative to TSMC’s market value. TSMC Insider Purchase
• Neutral Sentiment: TSMC increased its quarterly dividend to $1.1136 per share, or $4.45 annualized, but its roughly 1.1% yield means the change is secondary to the company’s AI-growth outlook. TSMC Dividend Announcement
• Negative Sentiment: Investors continue to monitor Samsung’s proposed Broadcom partnership, which could create a stronger alternative in AI foundry and packaging, as well as restrictions on China-related equipment and concerns about the sustainability of AI spending. Samsung Broadcom Foundry Partnership

Wall Street Analyst Weigh In

TSM has been the subject of several recent analyst reports. TD Cowen increased their price objective on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a research note on Friday, July 17th. DA Davidson upped their target price on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a “buy” rating in a report on Friday, July 17th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, July 6th. Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Finally, Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday. Three investment analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Buy” and an average target price of $496.25.

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.