Rep. Julia Letlow Purchases Shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM)

Representative Julia Letlow (Republican-Louisiana) recently bought shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM). In a filing disclosed on March 12th, the Representative disclosed that they had bought between $1,001 and $15,000 in Taiwan Semiconductor Manufacturing stock on February 2nd. The trade occurred in the Representative’s “MERRILL LYNCH INVESTMENT ACCOUNT #025” account.

Representative Julia Letlow also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of HF Sinclair (NYSE:DINO) on 2/20/2026.
• Sold $1,001 – $15,000 in shares of BXP (NYSE:BXP) on 2/20/2026.
• Purchased $1,001 – $15,000 in shares of Travelers Companies (NYSE:TRV) on 2/20/2026.
• Sold $1,001 – $15,000 in shares of Expand Energy (NASDAQ:EXE) on 2/17/2026.
• Sold $1,001 – $15,000 in shares of Public Service Enterprise Group (NYSE:PEG) on 2/17/2026.
• Purchased $1,001 – $15,000 in shares of Vistra (NYSE:VST) on 2/17/2026.
• Sold $1,001 – $15,000 in shares of AT&T (NYSE:T) on 2/12/2026.
• Purchased $1,001 – $15,000 in shares of Extra Space Storage (NYSE:EXR) on 2/12/2026.
• Sold $1,001 – $15,000 in shares of Icon (NASDAQ:ICLR) on 2/12/2026.
• Purchased $1,001 – $15,000 in shares of Regeneron Pharmaceuticals (NASDAQ:REGN) on 2/12/2026.

Taiwan Semiconductor Manufacturing Trading Up 0.2%

TSM stock opened at $327.44 on Monday. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.62 and a quick ratio of 2.42. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $390.20. The business has a 50 day simple moving average of $348.84 and a two-hundred day simple moving average of $313.36. The company has a market capitalization of $1.70 trillion, a price-to-earnings ratio of 30.75, a PEG ratio of 0.90 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 34.89%. The firm had revenue of $30.65 billion for the quarter. 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 $0.9503 dividend. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a yield of 1.2%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 28.36%.

Insiders Place Their Bets

In other news, VP Bor-Zen Tien acquired 1,000 shares of the firm’s stock in a transaction on Sunday, March 22nd. The stock was acquired at an average price of $55.93 per share, with a total value of $55,930.00. Following the completion of the purchase, the vice president directly owned 9,051 shares in the company, valued at approximately $506,222.43. This trade represents a 12.42% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 1.11% of the stock is owned by company insiders.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Columbia Threadneedle highlighted strong AI chip demand that helped TSMC rally, underlining robust end-market demand and revenue visibility for foundry leaders. Taiwan Semiconductor Manufacturing (TSM) Soared on Strong AI Chip Demand
• Positive Sentiment: TSMC has announced an aggressive 2026 capex plan ($52B–$56B) focused on advanced nodes and global fabs to capture AI compute demand — a near-term cash outflow that strengthens its long-term manufacturing moat and pricing power. Will TSM’s Aggressive Capex Plan Strengthen Its Foundry Dominance?
• Positive Sentiment: Analyses from Fool/MarketBeat reinforce the narrative that TSMC is central to the AI hardware buildout (pricing power, capacity squeeze, and strategic supplier relationships), supporting a bullish medium-term outlook for margins and cash flow. TSMC Has a Monopoly on Making AI Chips. Here’s Why This Stock Could Be the Safest Bet in the $700 Billion Capex Boom.
• Positive Sentiment: Recent insider buying reported (Bor‑Zen Tien purchased shares) gives a modest positive signal about management/insider conviction. Bor-Zen Tien Acquires 1,000 Shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock
• Neutral Sentiment: The ALPS Nautilus SMR, Nuclear & Technology ETF replaced TSM with Broadcom in a March rebalance — a small, fund-specific headwind but not indicative of broad selling pressure. New Nuclear ETF Swaps TSM for Broadcom in Rebalance
• Neutral Sentiment: Coverage pieces note large institutional flows and 13F activity across mega-caps; headlines on institutional selling are mixed and not clearly targeted at TSM, so impact is ambiguous. Institutional Investors Are Selling One of Wall Street’s Premier Trillion-Dollar Club Members (No, Not Nvidia!)
• Negative Sentiment: Geopolitical risk: recent coverage of Middle East tensions has sharpened focus on Taiwan-related supply risk (TSMC concentrates advanced node production in Taiwan), which could trigger risk-premium flows if escalation concerns rise. The Iran War Puts a Spotlight on Taiwan Risk. There’s More at Stake for Your Portfolio.

Hedge Funds Weigh In On Taiwan Semiconductor Manufacturing

Several institutional investors have recently bought and sold shares of the business. Old North State Trust LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 16.4% in the fourth quarter. Old North State Trust LLC now owns 9,085 shares of the semiconductor company’s stock valued at $2,761,000 after acquiring an additional 1,279 shares during the period. J. Derek Lewis & Associates Inc. bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth about $580,000. Purpose Unlimited Inc. purchased a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth about $881,000. Cornerstone Planning LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth about $415,000. Finally, Rockefeller Capital Management L.P. grew its holdings in Taiwan Semiconductor Manufacturing by 16.4% during the 4th quarter. Rockefeller Capital Management L.P. now owns 872,099 shares of the semiconductor company’s stock valued at $265,024,000 after purchasing an additional 123,078 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Analyst Ratings Changes

TSM has been the topic of a number of research reports. Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Freedom Capital upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Finally, UBS Group set a $330.00 price target on Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Three analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and a consensus target price of $391.43.

About Representative Letlow

Julia Letlow (Republican Party) is a member of the U.S. House, representing Louisiana’s 5th Congressional District. She assumed office on April 14, 2021. Her current term ends on January 3, 2027.

Letlow (Republican Party) is running for re-election to the U.S. House to represent Louisiana’s 5th Congressional District. She declared candidacy for the primary scheduled on November 3, 2026.

Julia Letlow earned a doctorate. Letlow’s career experience includes working as a senior administrator with the University of Louisiana at Monroe.

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.