Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Clearstead Trust LLC

Clearstead Trust LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 38.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 12,353 shares of the semiconductor company’s stock after purchasing an additional 3,446 shares during the period. Taiwan Semiconductor Manufacturing makes up approximately 0.6% of Clearstead Trust LLC’s portfolio, making the stock its 28th biggest holding. Clearstead Trust LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $3,450,000 at the end of the most recent reporting period.

Several other institutional investors also recently made changes to their positions in TSM. Jennison Associates LLC increased its stake in Taiwan Semiconductor Manufacturing by 26.7% during the second quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company’s stock worth $2,728,478,000 after acquiring an additional 2,537,760 shares during the last quarter. Brown Advisory Inc. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 43.2% during the 2nd quarter. Brown Advisory Inc. now owns 6,650,983 shares of the semiconductor company’s stock worth $1,506,389,000 after purchasing an additional 2,006,745 shares during the period. Arrowstreet Capital Limited Partnership increased its position in Taiwan Semiconductor Manufacturing by 109.5% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,526,160 shares of the semiconductor company’s stock worth $798,640,000 after purchasing an additional 1,842,951 shares in the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its holdings in Taiwan Semiconductor Manufacturing by 268.2% in the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,499,677 shares of the semiconductor company’s stock valued at $566,152,000 after buying an additional 1,820,852 shares during the period. Finally, Alliancebernstein L.P. lifted its position in Taiwan Semiconductor Manufacturing by 18.0% during the second quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock valued at $2,368,587,000 after buying an additional 1,593,786 shares in the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Stock Performance

Taiwan Semiconductor Manufacturing stock opened at $370.54 on Monday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $380.00. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47. The company has a market capitalization of $1.92 trillion, a price-to-earnings ratio of 34.79, a price-to-earnings-growth ratio of 1.03 and a beta of 1.31. The firm’s fifty day moving average price is $328.02 and its 200 day moving average price is $293.62.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%.The company had revenue of $32.50 billion during the quarter. On average, research analysts forecast 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 disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders 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 annualized dividend and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 23.57%.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: DA Davidson started coverage with a Buy and a $450 price target, citing TSMC’s execution and AI-driven demand — a direct analyst catalyst supporting further upside. DA Davidson Assigns TSMC (TSM) a Buy Rating Amid AI Demand Growth
• Positive Sentiment: Company packaging advances plus a new Taiwan–U.S. trade agreement were reported as reframing TSMC’s growth outlook — this supports longer-term revenue from high‑performance and AI chips and bolsters capex visibility. Taiwan Semiconductor Packaging Breakthrough And Trade Deal Reframe Growth Outlook
• Positive Sentiment: Social and data platforms flagged a sharp January revenue surge and sustained AI infrastructure demand, reinforcing the narrative of multi‑year secular growth and supporting lofty analyst price targets. TSMC Stock (TSM) Opinions on January Revenue Surge
• Positive Sentiment: Notable hedge fund/investor activity (Druckenmiller, Tepper/Appaloosa, 13F interest from other big managers) shows continued institutional conviction, which can amplify momentum. 13F: What Druckenmiller, Dalio, Tepper, & NVIDIA are Buying Appaloosa’s David Tepper Boosts 70,000 Shares in TSMC
• Neutral Sentiment: Patent and co‑packaged optics analyses note TSMC as a leading IP player in advanced packaging/optical interconnects — strategic but longer‑term in impact. Co-Packaged Optics & Optical Interconnects Patent Landscape Analysis 2026
• Neutral Sentiment: TSMC is repeatedly featured in “best stocks” and investment‑idea roundups (Fool, Zacks). Useful for retail interest but less of an immediate price driver than corporate/earnings news. The Best Stocks to Buy With $10,000 Right Now Zacks Investment Ideas feature highlights Nvidia, Taiwan, Bloom Energy…
• Neutral Sentiment: Competitive development — startups (e.g., Taalas) and peer advancements (Micron debates) attract attention but so far don’t displace TSMC’s foundry scale; monitor as a medium‑term watch item. Chip startup Taalas raises $169 million… Is Micron Technology the Next Taiwan Semiconductor Manufacturing?
• Negative Sentiment: Geopolitical and “replacement anxiety” concerns (trade frictions, Taiwan‑China tensions) remain a persistent downside risk that can trigger volatility or disrupt supply chains. Replacement Anxiety
• Negative Sentiment: Valuation worries and articles asking whether TSMC is “too expensive” could cap near‑term gains if growth expectations cool. Is Taiwan Semiconductor Too Expensive Now?

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on the stock. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. Barclays upped 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 report on Friday, January 16th. Freedom Capital raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. DA Davidson upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Friday, February 13th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, December 29th. Four research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $391.43.

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.