CHICAGO TRUST Co NA Sells 2,705 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

CHICAGO TRUST Co NA lessened its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 49.9% in the 1st quarter, Holdings Channel.com reports. The firm owned 2,720 shares of the semiconductor company’s stock after selling 2,705 shares during the quarter. CHICAGO TRUST Co NA’s holdings in Taiwan Semiconductor Manufacturing were worth $919,000 as of its most recent SEC filing.

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

Taiwan Semiconductor Manufacturing Stock Performance

TSM opened at $444.62 on Thursday. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $223.70 and a 12-month high of $479.00. The firm has a 50 day moving average of $419.50 and a two-hundred day moving average of $367.06. The firm has a market capitalization of $2.31 trillion, a PE ratio of 36.99, a P/E/G ratio of 1.20 and a beta of 1.36.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The business 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, analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.35 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. This is a boost 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 is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 25.12%.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien purchased 1,000 shares of the business’s stock in a transaction on Monday, June 29th. The shares were bought at an average cost of $76.64 per share, with a total value of $76,640.00. Following the transaction, the vice president 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 acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Lipen Yuan bought 1,000 shares of the company’s stock in a transaction that occurred on Monday, June 22nd. The shares were bought at an average cost of $79.19 per share, for a total transaction of $79,190.00. Following the completion of the acquisition, the vice president owned 5,000 shares of the company’s stock, valued at $395,950. This trade represents a 25.00% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last three months, insiders have acquired 5,496 shares of company stock valued at $404,567. 1.11% of the stock is owned by insiders.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Multiple reports highlighted TSMC as a key beneficiary of the AI capex boom, with analysts pointing to manufacturing expansion, strong earnings momentum, and broad demand for advanced chips as reasons the stock could still have more upside. TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?
• Positive Sentiment: Erste Group raised its FY2027 earnings estimate for Taiwan Semiconductor Manufacturing, reinforcing confidence that profit growth can keep pace with the company’s AI and capacity-expansion investments. Stocks Surged in Q2 2026, but Is the Market Getting Too Expensive?
• Positive Sentiment: A TSMC vice president bought additional shares, which investors often read as a modest vote of confidence from management. Taiwan Semiconductor Manufacturing (NYSE:TSM) VP Acquires $76,640.00 in Stock
• Positive Sentiment: The company was also featured in a bullish note after reaching a 52-week high, with commentary suggesting the rally could continue if fundamentals remain strong. Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Hit a 52 Week High, Can the Run Continue?
• Neutral Sentiment: TSMC is reportedly accelerating development of next-generation CoPoS packaging for AI chips, a long-term technology initiative that supports the growth story but is unlikely to change near-term results. TSMC targets 2029 for panel-level CoPoS packaging in AI chip push – DigiTimes
• Negative Sentiment: One market update said TSMC fell more sharply than the broader market as investors worried about valuation and “bubble risk” in AI-related semiconductor stocks, suggesting some near-term cooling after a strong run. TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know

Analyst Ratings Changes

Several brokerages have weighed in on TSM. 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, June 24th. Susquehanna increased their price objective on Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the company a “positive” rating in a report on Monday, June 22nd. Weiss Ratings reissued a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, June 17th. Barclays boosted their target price on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. Finally, DA Davidson reaffirmed a “buy” rating and set a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus price target of $449.38.

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.