First Nebraska Trust Co Makes New Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• First Nebraska Trust Co. purchased 3,584 TSM shares worth approximately $1.21 million during the first quarter. Institutional investors and hedge funds collectively own 16.51% of the company.
• TSMC continues to benefit from strong AI-chip demand, reporting roughly $40.2 billion in second-quarter 2026 revenue, up 36% year over year, while net income increased 77.41%.
• Analysts remain bullish, with a consensus “Buy” rating and average price target of $496.25. TSMC also raised its quarterly dividend to $1.1136 per share, although its annualized yield remains modest at about 1.1%.

First Nebraska Trust Co purchased a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 3,584 shares of the semiconductor company's stock, valued at approximately $1,211,000.

A number of other institutional investors and hedge funds have also modified their holdings of TSM. Quattro Advisors LLC bought a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter valued at about $25,000. Hilton Head Capital Partners LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the fourth quarter valued at about $27,000. Strategic Advocates LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 62.1% in the fourth quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company's stock worth $28,000 after purchasing an additional 36 shares during the period. Ares Financial Consulting LLC bought a new position in shares of Taiwan Semiconductor Manufacturing in the fourth quarter worth about $29,000. Finally, Basepoint Wealth LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth about $31,000. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC reported approximately $40.20 billion in second-quarter 2026 revenue, up 36% year over year, while net income rose 77.41%. The strong results reinforce expectations for continued demand for advanced AI chips and foundry capacity. TSMC AI Stock Article
• Positive Sentiment: Strong technology earnings and better-than-expected forecasts from Lam Research helped lift the broader chip sector and attracted fresh money to semiconductor ETFs, creating a supportive backdrop for TSMC shares. Semiconductor ETFs Draw Cash
• Positive Sentiment: Analysts raised TSMC’s earnings forecasts, including Erste Group’s increases to $16.69 per share for fiscal 2026 and $21.25 for fiscal 2027. The consensus analyst rating remains “Buy,” with an average price target of $496.25. TSMC Analyst Estimates
• Positive Sentiment: TSMC’s advanced-chip packaging expansion, including a reported Arizona partnership with Amkor, could strengthen its position in the AI supply chain and support U.S. customer demand. TSMC Advanced Packaging Expansion
• Positive Sentiment: Vice President Bor-Zen Tien purchased 1,000 shares, increasing his direct ownership by 25%. The insider buying offers a modest vote of confidence, though the transaction is small relative to TSMC’s market value. TSMC Insider Purchase
• Neutral Sentiment: TSMC increased its quarterly dividend to $1.1136 per share, or $4.45 annualized, but its roughly 1.1% yield means the change is secondary to the company’s AI-growth outlook. TSMC Dividend Announcement
• Negative Sentiment: Investors continue to monitor Samsung’s proposed Broadcom partnership, which could create a stronger alternative in AI foundry and packaging, as well as restrictions on China-related equipment and concerns about the sustainability of AI spending. Samsung Broadcom Foundry Partnership

Wall Street Analyst Weigh In

TSM has been the subject of several recent analyst reports. Barclays increased their target price on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the company an "overweight" rating in a research note on Friday, July 17th. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a "buy" rating to a "strong-buy" rating in a research report on Saturday, July 18th. DA Davidson upped their price target on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a "buy" rating in a report on Friday, July 17th. Bank of America increased their price objective on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a "buy" rating in a research report on Wednesday, June 24th. Finally, TD Cowen raised their price objective on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a "hold" rating in a research note on Friday, July 17th. Three research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of "Buy" and a consensus price target of $496.25.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien acquired 1,000 shares of the firm's stock in a transaction dated Tuesday, July 28th. The shares were bought at an average price of $67.97 per share, with a total value of $67,970.00. Following the acquisition, the vice president owned 5,000 shares of the company's stock, valued at $339,850. This trade represents a 25.00% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Tzu-Sou Chuang sold 200,000 shares of the business's stock in a transaction that occurred on 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 sale, the vice president owned 2,495,165 shares in the company, valued at approximately $174,237,371.95. This represents a 7.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders purchased a total of 15,857 shares of company stock worth $1,167,094 over the last quarter. 1.11% of the stock is owned by company insiders.

Taiwan Semiconductor Manufacturing Stock Up 0.2%

Shares of TSM opened at $404.21 on Friday. The company has a debt-to-equity ratio of 0.13, a quick ratio of 2.31 and a current ratio of 2.46. The company has a 50-day simple moving average of $427.14 and a 200-day simple moving average of $384.27. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $223.70 and a 52 week high of $479.00. The firm has a market capitalization of $2.10 trillion, a P/E ratio of 29.16, a P/E/G ratio of 0.93 and a beta of 1.36.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.37% and a net margin of 50.31%.The business had revenue of $39.89 billion for the quarter. On average, equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be given a $1.1136 dividend. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.1%. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing's dividend payout ratio is 21.43%.

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.

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