CENTRAL TRUST Co Buys 1,762 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

CENTRAL TRUST Co boosted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 86.1% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,808 shares of the semiconductor company’s stock after purchasing an additional 1,762 shares during the period. CENTRAL TRUST Co’s holdings in Taiwan Semiconductor Manufacturing were worth $1,064,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Westfuller Advisors LLC increased its position in Taiwan Semiconductor Manufacturing by 2.2% during the third quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company’s stock valued at $434,000 after acquiring an additional 34 shares during the last quarter. BankPlus Wealth Management LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 1.6% during the 3rd quarter. BankPlus Wealth Management LLC now owns 2,291 shares of the semiconductor company’s stock valued at $640,000 after purchasing an additional 35 shares during the period. Bank of Jackson Hole Trust increased its position in shares of Taiwan Semiconductor Manufacturing by 7.5% during the 3rd quarter. Bank of Jackson Hole Trust now owns 500 shares of the semiconductor company’s stock valued at $140,000 after purchasing an additional 35 shares during the last quarter. Catalyst Private Wealth LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 2.8% in the 3rd quarter. Catalyst Private Wealth LLC now owns 1,407 shares of the semiconductor company’s stock worth $393,000 after purchasing an additional 38 shares during the period. Finally, Venture Visionary Partners LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 1.1% in the third quarter. Venture Visionary Partners LLC now owns 3,540 shares of the semiconductor company’s stock worth $989,000 after buying an additional 39 shares during the last quarter. 16.51% of the stock is owned by institutional investors.

Taiwan Semiconductor Manufacturing Trading Down 0.4%

Shares of TSM stock opened at $366.47 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $380.00. The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69. The firm has a market capitalization of $1.90 trillion, a PE ratio of 34.41, a PEG ratio of 1.03 and a beta of 1.31. The stock has a fifty day simple moving average of $321.78 and a two-hundred day simple moving average of $288.75.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%.The business had revenue of $32.50 billion for the quarter. On average, analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

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

Wall Street Analyst Weigh In

A number of brokerages have commented on TSM. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 9th. Needham & Company LLC upped their price objective on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a research note on Thursday, January 15th. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Saturday, January 17th. TD Cowen boosted their price target on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a report on Friday, January 16th. Finally, Argus raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Four analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Buy” and an average target price of $391.43.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC reported strong consolidated net revenue for January 2026 (NT$401.26bn), +19.8% month‑over‑month and +36.8% year‑over‑year; the board also approved a cash dividend — a direct support to the stock’s Fundamentals and yield story. TSMC Reports Strong January Revenue Growth
• Positive Sentiment: Market reaction to the dividend pushed TSM higher in some sessions (reported trading up after the announcement), reflecting investor appetite for cash returns alongside growth. TSM Trading Up After Dividend Announcement
• Positive Sentiment: Analysts and commentary are reframing TSM as an AI‑era play: Seeking Alpha notes Nvidia has become TSM’s largest customer and AI chips now drive growth — implying stronger pricing power and stickier demand versus the handset era. That longer‑term structural story supports earnings visibility. Taiwan Semiconductor: Transition From An iPhone To An AI Era
• Positive Sentiment: Multiple market writeups and stock‑picks lists (e.g., The Motley Fool) continue to include TSM as a core chipmaker exposure for AI/data‑center buildouts, keeping investor interest in the name. 5 Best Artificial Intelligence Stocks to Buy in February
• Neutral Sentiment: Market rotation commentary (Chaikin/MarketBeat) favors AI infrastructure and chip‑chain suppliers (testing, packaging, power)—a positive backdrop for TSM but one that spreads gains across many suppliers rather than guaranteeing further outsized moves for TSM alone. Is AI Really Eating Software? A Wall Street Veteran Says No—Here’s Why
• Negative Sentiment: Some coverage highlights that major cloud providers (Microsoft, Google, Amazon) are signaling caution on near‑term AI capex, which could temper the pace of future orders and create short‑term volatility for chip suppliers. That risk helps explain profit‑taking despite good January sales. These 3 stocks are quietly soaring as Microsoft, Google slump on AI spending

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.