CHICAGO TRUST Co NA Cuts Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• CHICAGO TRUST Co NA cut its Taiwan Semiconductor Manufacturing stake by 49.9% in the first quarter, leaving it with 2,720 shares valued at about $919,000.
• Insider activity was mixed: VP Tzu-Sou Chuang sold 200,000 shares, while VP Lipen Yuan bought 1,000 shares. Overall, insiders purchased 5,496 shares worth $404,567 over the last 90 days.
• TSMC said it will raise its quarterly dividend to $1.1136 per share, up from $0.95, and analysts remain broadly bullish with a consensus Buy rating and average price target of about $449.38.

CHICAGO TRUST Co NA trimmed its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 49.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,720 shares of the semiconductor company's stock after selling 2,705 shares during the period. CHICAGO TRUST Co NA's holdings in Taiwan Semiconductor Manufacturing were worth $919,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently made changes to their positions in the business. Brighton Jones LLC grew its stake in Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock valued at $2,159,000 after acquiring an additional 1,892 shares in the last quarter. Gamco Investors INC. ET AL purchased a new stake in Taiwan Semiconductor Manufacturing in the 2nd quarter worth $701,000. Bank of Nova Scotia boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 12.8% during the 2nd quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company's stock valued at $3,556,000 after purchasing an additional 1,784 shares during the last quarter. FWL Investment Management LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 26.5% during the 2nd quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company's stock valued at $57,000 after purchasing an additional 53 shares during the last quarter. Finally, Main Street Financial Solutions LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at about $270,000. Institutional investors own 16.51% of the company's stock.

Insider Buying and Selling

In related news, VP Tzu-Sou Chuang sold 200,000 shares of the firm's stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total value of $13,966,000.00. Following the transaction, the vice president owned 2,495,165 shares of the company's stock, valued at $174,237,371.95. This trade represents a 7.42% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, VP Lipen Yuan acquired 1,000 shares of the firm's stock in a transaction that occurred on Monday, June 22nd. The shares were bought at an average price of $79.19 per share, with a total value of $79,190.00. Following the acquisition, the vice president directly owned 5,000 shares in the company, valued at $395,950. This represents a 25.00% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have purchased 5,496 shares of company stock valued at $404,567 in the last 90 days. Company insiders own 1.11% of the company's stock.

Taiwan Semiconductor Manufacturing Trading Down 6.9%

Shares of NYSE TSM opened at $444.62 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $223.70 and a fifty-two week high of $479.00. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49. The company has a market cap of $2.31 trillion, a price-to-earnings ratio of 36.99, a PEG ratio of 1.20 and a beta of 1.36. The business's 50 day moving average price is $419.50 and its 200-day moving average price is $367.06.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be issued a $1.1136 dividend. The ex-dividend date is Wednesday, September 16th. This is a boost from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.95. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is currently 25.12%.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Multiple reports highlighted TSMC as a key beneficiary of the AI capex boom, with analysts pointing to manufacturing expansion, strong earnings momentum, and broad demand for advanced chips as reasons the stock could still have more upside. TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?
• Positive Sentiment: Erste Group raised its FY2027 earnings estimate for Taiwan Semiconductor Manufacturing, reinforcing confidence that profit growth can keep pace with the company’s AI and capacity-expansion investments. Stocks Surged in Q2 2026, but Is the Market Getting Too Expensive?
• Positive Sentiment: A TSMC vice president bought additional shares, which investors often read as a modest vote of confidence from management. Taiwan Semiconductor Manufacturing NYSE: TSM VP Acquires $76,640.00 in Stock
• Positive Sentiment: The company was also featured in a bullish note after reaching a 52-week high, with commentary suggesting the rally could continue if fundamentals remain strong. Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Hit a 52 Week High, Can the Run Continue?
• Neutral Sentiment: TSMC is reportedly accelerating development of next-generation CoPoS packaging for AI chips, a long-term technology initiative that supports the growth story but is unlikely to change near-term results. TSMC targets 2029 for panel-level CoPoS packaging in AI chip push - DigiTimes
• Negative Sentiment: One market update said TSMC fell more sharply than the broader market as investors worried about valuation and “bubble risk” in AI-related semiconductor stocks, suggesting some near-term cooling after a strong run. TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know

Analysts Set New Price Targets

A number of analysts have issued reports on the company. Bank of America lifted their price objective on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a "buy" rating in a research note on Wednesday, June 24th. DA Davidson reiterated a "buy" rating and set a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Barclays raised their target price on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an "overweight" rating in a report on Wednesday, April 22nd. Susquehanna upped their price target on shares of Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the company a "positive" rating in a research note on Monday, June 22nd. Finally, Zacks Research lowered shares of Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a research report on Monday, March 16th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have assigned a Hold rating to the company's stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing currently has an average rating of "Buy" and a consensus price target of $449.38.

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.

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