CENTRAL TRUST Co Has $1.68 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• CENTRAL TRUST Co boosted its position in Taiwan Semiconductor (TSM) by 45.2% in Q4, now holding 5,529 shares worth about $1.68 million.
• TSMC has a $2.08 trillion market cap and reported $3.11 EPS on $30.65 billion revenue last quarter with a 46.97% net margin, and analysts carry an average "Buy" rating with a $404.29 consensus price target.
• AI-driven demand and large cloud buildouts are cited as key catalysts supporting TSMC's pricing and capex cycle, but risks include recent institutional selling, competitive pressure in advanced packaging, and decisions around High‑NA EUV tool adoption.

CENTRAL TRUST Co lifted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 45.2% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,529 shares of the semiconductor company's stock after purchasing an additional 1,721 shares during the quarter. CENTRAL TRUST Co's holdings in Taiwan Semiconductor Manufacturing were worth $1,680,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of TSM. SurgoCap Partners LP acquired a new position in shares of Taiwan Semiconductor Manufacturing during the third quarter worth approximately $360,443,000. Thrivent Financial for Lutherans raised its position in shares of Taiwan Semiconductor Manufacturing by 3,164.9% during the third quarter. Thrivent Financial for Lutherans now owns 1,192,927 shares of the semiconductor company's stock worth $333,172,000 after purchasing an additional 1,156,389 shares during the period. Danica Pension Livsforsikringsaktieselskab acquired a new position in shares of Taiwan Semiconductor Manufacturing during the third quarter worth approximately $232,924,000. Man Group plc raised its position in Taiwan Semiconductor Manufacturing by 337.1% in the 2nd quarter. Man Group plc now owns 1,053,421 shares of the semiconductor company's stock valued at $238,589,000 after buying an additional 812,404 shares during the last quarter. Finally, Jennison Associates LLC raised its position in Taiwan Semiconductor Manufacturing by 6.4% in the 4th quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company's stock valued at $4,070,393,000 after buying an additional 802,757 shares during the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Stock Up 1.0%

Shares of NYSE:TSM opened at $401.51 on Tuesday. The company has a market capitalization of $2.08 trillion, a PE ratio of 33.40, a price-to-earnings-growth ratio of 1.16 and a beta of 1.39. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.51 and a quick ratio of 2.32. The business has a fifty day moving average price of $359.03 and a two-hundred day moving average price of $328.05. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $170.59 and a 1 year high of $414.50.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last announced its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The firm had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 38.17% and a net margin of 46.97%. Analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.24 earnings per share for the current 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 paid a $0.9503 dividend. This represents a $3.80 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing's dividend payout ratio is 24.71%.

Wall Street Analyst Weigh In

A number of research firms recently commented on TSM. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research report on Sunday, March 22nd. Zacks Research lowered Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a research report on Monday, March 16th. TD Cowen increased their price target on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a "hold" rating in a research report on Friday, January 16th. Barclays increased their price target on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an "overweight" rating in a research report on Wednesday, April 22nd. Finally, Weiss Ratings raised Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Friday, March 20th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of "Buy" and a consensus price target of $404.29.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien acquired 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Sunday, March 22nd. The stock was purchased at an average price of $55.93 per share, for a total transaction of $55,930.00. Following the purchase, the vice president directly owned 9,051 shares of the company's stock, valued at $506,222.43. This trade represents a 12.42% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. 1.11% of the stock is owned by company insiders.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Bernstein Research says AI “agents” are pushing chip demand “off the charts,” arguing supply can’t keep up — a thesis that supports TSMC’s near-term revenue strength and pricing leverage. Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,' Supply Can't Keep Up
• Positive Sentiment: Analysts highlight Google’s reported ~$190B AI buildout as a catalyst that should boost demand for foundry capacity from Nvidia, TSMC and others — supporting a multi-year capex cycle. 3 Semiconductor Stocks Poised to Gain as Google Eyes $190B AI Buildout
• Positive Sentiment: Barron’s notes Asia’s AI rally gave TSMC another boost, reinforcing regional leadership in chip manufacturing and helping sentiment for Asian tech names. Alibaba and TSMC Stocks Jump. Three Reasons Asia's AI Rally Got Another Boost.
• Positive Sentiment: Retail and ETF flows are tilting into semiconductor funds as the AI capex story outshines other trades — a tailwind for TSMC given its dominant foundry exposure. AI Capex Boom Drives Hottest ETF Trade Into Semiconductors, Not Crypto
• Neutral Sentiment: Performance note: April’s leaders in the AI-chip complex were Qualcomm and Broadcom, with TSMC lagging in percentage gains — a reminder the rally isn’t uniform and relative returns can fluctuate. Broadcom, Qualcomm, or TSMC: Why One AI Chip Stock Won Decisively in April
• Neutral Sentiment: TSMC’s decision not to buy ASML’s latest High-NA EUV for its upcoming A13 node shifts timing for that tool’s adoption — reduces near-term capex uncertainty but raises questions about future node economics and equipment vendors. TSMC High NA EUV Decision Puts ASML Growth Timing In Focus
• Negative Sentiment: Institutional selling: Manning & Napier trimmed its TSMC stake, a headline that can amplify profit-taking despite broader bullish flows. Manning & Napier Cuts Taiwan Semiconductor Stake by 91K
• Negative Sentiment: Competitive risk in packaging: MediaTek hired a former TSMC advanced-packaging executive to bolster its AI packaging efforts — a potential long-term competitive pressure in advanced packaging services. MediaTek hires former TSMC executive to boost AI chip packaging

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.

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