Northwestern Mutual Wealth Management Co. Has $154.37 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Northwestern Mutual Wealth Management Co. raised its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 49.1% in the fourth quarter, Holdings Channel.com reports. The firm owned 507,974 shares of the semiconductor company’s stock after buying an additional 167,369 shares during the period. Northwestern Mutual Wealth Management Co.’s holdings in Taiwan Semiconductor Manufacturing were worth $154,369,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in the stock. Oak Harvest Investment Services boosted its holdings in Taiwan Semiconductor Manufacturing by 2.9% during the 4th quarter. Oak Harvest Investment Services now owns 1,106 shares of the semiconductor company’s stock worth $336,000 after acquiring an additional 31 shares during the last quarter. Falcon Wealth Planning boosted its holdings in Taiwan Semiconductor Manufacturing by 4.4% during the 4th quarter. Falcon Wealth Planning now owns 780 shares of the semiconductor company’s stock worth $237,000 after acquiring an additional 33 shares during the last quarter. Drive Wealth Management LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 0.7% during the 4th quarter. Drive Wealth Management LLC now owns 4,997 shares of the semiconductor company’s stock worth $1,522,000 after acquiring an additional 33 shares during the last quarter. Sovereign Financial Group Inc. boosted its holdings in Taiwan Semiconductor Manufacturing by 4.5% during the 4th quarter. Sovereign Financial Group Inc. now owns 793 shares of the semiconductor company’s stock worth $241,000 after acquiring an additional 34 shares during the last quarter. Finally, Avion Wealth boosted its stake in shares of Taiwan Semiconductor Manufacturing by 10.8% in the 4th quarter. Avion Wealth now owns 349 shares of the semiconductor company’s stock worth $106,000 after buying an additional 34 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Up 0.4%

TSM stock opened at $424.54 on Friday. The company has a market capitalization of $2.20 trillion, a PE ratio of 35.32, a price-to-earnings-growth ratio of 1.23 and a beta of 1.39. The company’s 50 day moving average price is $376.65 and its two-hundred day moving average price is $342.03. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $190.56 and a one year high of $430.55.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The firm had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%. As a group, analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 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 $1.1136 dividend. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 24.71%.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Tzu-Sou Chuang sold 200,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction 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 transaction, the vice president directly owned 2,495,165 shares of the company’s stock, valued at $174,237,371.95. The trade was a 7.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, VP Bor-Zen Tien bought 2,000 shares of the firm’s stock in a transaction that occurred on Tuesday, May 19th. The stock was purchased at an average cost of $69.91 per share, for a total transaction of $139,820.00. Following the completion of the purchase, the vice president owned 11,051 shares of the company’s stock, valued at $772,575.41. This trade represents a 22.10% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last ninety days, insiders purchased 3,346 shares of company stock worth $218,005. 1.11% of the stock is owned by insiders.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC’s CEO reportedly promised a 30%+ boost to employee bonuses as Q1 revenue surged and AI chip demand remained strong, reinforcing confidence in the company’s earnings momentum. Article Title
• Positive Sentiment: TSMC said surging AI electricity demand is forcing customers to prioritize energy efficiency in future chip designs, highlighting how central its advanced manufacturing remains to the next phase of AI hardware. Article Title
• Positive Sentiment: Analysts and market commentary pointed to TSMC as a major beneficiary of the broad semiconductor AI boom, with the stock nearing its 52-week high amid strong guidance for 2026 revenue growth and higher capital spending. Article Title
• Positive Sentiment: Nvidia’s CEO said the company plans to spend heavily in Taiwan and deepen its local AI ecosystem, which supports expectations for continued orders and strategic importance for TSMC. Article Title
• Positive Sentiment: Applied Materials’ CEO said the semiconductor industry is in its strongest period ever, citing AI-driven computing demand and long-term growth, which adds to the bullish backdrop for TSMC. Article Title
• Neutral Sentiment: Coverage also noted TSMC’s dividend update and price increases for advanced 3nm chips, but these items are secondary to the bigger AI-demand story and mainly reinforce the company’s improving cash generation. Article Title
• Neutral Sentiment: Reports that TSMC may raise 3nm process prices point to strong pricing power, though the market may also watch for any demand sensitivity if costs rise too quickly. Article Title

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the stock. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Zacks Research downgraded Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Needham & Company LLC increased their price target on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. DA Davidson reiterated a “buy” rating and issued a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Finally, 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 research note on Wednesday, April 22nd. Two investment 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’s stock. According to data from MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $404.29.

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.