Stephens Inc. AR Sells 6,998 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Stephens Inc. AR cut its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 11.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 55,035 shares of the semiconductor company’s stock after selling 6,998 shares during the quarter. Stephens Inc. AR’s holdings in Taiwan Semiconductor Manufacturing were worth $18,859,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently modified their holdings of the stock. Twin City Private Wealth LLC raised its position in Taiwan Semiconductor Manufacturing by 0.3% in the 1st quarter. Twin City Private Wealth LLC now owns 7,315 shares of the semiconductor company’s stock valued at $2,479,000 after buying an additional 25 shares during the last quarter. Financial Life Planners increased its stake in Taiwan Semiconductor Manufacturing by 3.4% in the 1st quarter. Financial Life Planners now owns 786 shares of the semiconductor company’s stock valued at $266,000 after buying an additional 26 shares during the last quarter. Lodestar Private Asset Management LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 0.9% during the 1st quarter. Lodestar Private Asset Management LLC now owns 2,896 shares of the semiconductor company’s stock worth $979,000 after buying an additional 27 shares in the last quarter. Mitchell Sinkler & Starr PA boosted its stake in shares of Taiwan Semiconductor Manufacturing by 1.9% in the 4th quarter. Mitchell Sinkler & Starr PA now owns 1,482 shares of the semiconductor company’s stock worth $450,000 after buying an additional 28 shares during the last quarter. Finally, USAdvisors Wealth Management LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 3.4% in the 1st quarter. USAdvisors Wealth Management LLC now owns 844 shares of the semiconductor company’s stock worth $267,000 after buying an additional 28 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently commented on TSM. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, June 17th. DA Davidson reiterated a “buy” rating and issued a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Needham & Company LLC increased their target price on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. Finally, Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday. Two investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average price target of $449.38.

Taiwan Semiconductor Manufacturing Stock Up 0.1%

Shares of NYSE TSM opened at $434.71 on Monday. The business has a 50-day moving average of $421.78 and a 200-day moving average of $369.10. The firm has a market capitalization of $2.25 trillion, a price-to-earnings ratio of 36.17, a PEG ratio of 1.09 and a beta of 1.36. 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.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. The business had revenue of $30.65 billion during the quarter. Sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.35 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be issued a dividend of $1.1136 per share. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s payout ratio is presently 25.12%.

Insider Transactions at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien bought 1,000 shares of the business’s stock in a transaction that occurred on Monday, June 29th. The stock was bought at an average cost of $76.64 per share, for a total transaction of $76,640.00. Following the completion of the transaction, the vice president owned 12,051 shares of the company’s stock, valued at approximately $923,588.64. The trade was a 9.05% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Lipen Yuan bought 1,000 shares of the business’s stock in a transaction that occurred on Monday, June 22nd. The stock was bought at an average price of $79.19 per share, with a total value of $79,190.00. Following the completion of the transaction, the vice president directly owned 5,000 shares of the company’s stock, valued at $395,950. This represents a 25.00% increase in their position. The SEC filing for this purchase provides additional information. In the last ninety days, insiders purchased 5,496 shares of company stock valued at $404,567. Insiders own 1.11% of the company’s stock.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC is expanding its 3-nanometer capacity across Taiwan, Arizona, and Japan, signaling that demand tied to AI and advanced chips remains robust and could support longer-term revenue growth. TSMC Expands 3 Nanometer Capacity Across Taiwan Arizona And Japan
• Positive Sentiment: Analysts remain broadly optimistic on TSMC, with recent coverage pointing to continued confidence in its leadership position in advanced manufacturing and AI infrastructure. Wall Street Bulls Look Optimistic About TSMC (TSM): Should You Buy?
• Neutral Sentiment: Commentary suggests the AI semiconductor rally is moving into a more selective phase, where profitability and capacity discipline will matter more than broad momentum — a backdrop that could favor TSMC, but also make investors more cautious. Top Invesco Analyst: The AI Trade That “Lifted All Boats” Is Over Now Profitability Decides Winners As “Capacity Will Catch Up”
• Neutral Sentiment: TSMC Arizona reported a treasurer change effective July 1, a routine management update with little immediate operating impact. TSMC Arizona Announces Treasurer Change Effective July 1, 2026
• Negative Sentiment: TSMC has also been caught in a broader chip-sector pullback, with Asian semiconductor shares sold off and investors rotating out of the recent AI trade. Asian stocks slide on chip sell-off as markets await US jobs data
• Negative Sentiment: Recent coverage also notes that TSMC shares had fallen more sharply than the broader market, reflecting valuation worries after a strong run higher. TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know

Taiwan Semiconductor Manufacturing 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.