Insider Buying: Taiwan Semiconductor Manufacturing (NYSE:TSM) VP Buys $139,820.00 in Stock

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) VP Bor-Zen Tien acquired 2,000 shares of the firm’s stock in a transaction dated Tuesday, May 19th. The stock was purchased at an average cost of $69.91 per share, with a total value of $139,820.00. Following the completion of the acquisition, the vice president directly owned 11,051 shares of the company’s stock, valued at approximately $772,575.41. This trade represents a 22.10% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink.

Bor-Zen Tien also recently made the following trade(s):

• On Sunday, March 22nd, Bor-Zen Tien acquired 1,000 shares of Taiwan Semiconductor Manufacturing stock. The stock was purchased at an average cost of $55.93 per share, with a total value of $55,930.00.

Taiwan Semiconductor Manufacturing Price Performance

TSM stock opened at $407.68 on Friday. The company has a market capitalization of $2.11 trillion, a P/E ratio of 33.92, a PEG ratio of 1.17 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $190.03 and a twelve month high of $421.97. The business has a 50 day simple moving average of $369.59 and a 200-day simple moving average of $337.80. The company has a current ratio of 2.49, a quick ratio of 2.32 and a debt-to-equity ratio of 0.16.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. The business had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%. As a group, equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 EPS 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. Stockholders of record on Wednesday, September 16th will be issued a $1.1136 dividend. The ex-dividend date of this dividend is Wednesday, September 16th. 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 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 24.71%.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on the company. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 20th. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. Zacks Research cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Wedbush restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. Finally, Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research note on Friday, January 23rd. Two analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and a consensus target price of $404.29.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the business. Shannon River Fund Management LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing in the third quarter valued at $2,430,000. Vanguard Personalized Indexing Management LLC increased its position in Taiwan Semiconductor Manufacturing by 9.4% during the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 101,876 shares of the semiconductor company’s stock worth $28,470,000 after purchasing an additional 8,738 shares in the last quarter. Hantz Financial Services Inc. increased its position in Taiwan Semiconductor Manufacturing by 28.6% during the 3rd quarter. Hantz Financial Services Inc. now owns 37,216 shares of the semiconductor company’s stock worth $10,394,000 after purchasing an additional 8,284 shares in the last quarter. Meridian Wealth Management LLC increased its position in Taiwan Semiconductor Manufacturing by 27.9% during the 4th quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company’s stock worth $20,049,000 after purchasing an additional 14,406 shares in the last quarter. Finally, Hollencrest Capital Management increased its position in Taiwan Semiconductor Manufacturing by 125.3% during the 3rd quarter. Hollencrest Capital Management now owns 5,216 shares of the semiconductor company’s stock worth $1,457,000 after purchasing an additional 2,901 shares in the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: AMD said it has started ramping its next-generation EPYC “Venice” processors on TSMC’s 2nm process, highlighting TSMC’s leadership in advanced-node manufacturing and reinforcing AI-related demand for its cutting-edge capacity. AMD begins ramp-up of next-generation EPYC chips using TSMC’s 2nm technology
• Positive Sentiment: TSMC raised its 2030 global semiconductor market forecast to more than $1.5 trillion, signaling confidence in long-term industry growth and the continued expansion of AI-driven chip demand. TSMC raises 2030 global semiconductor market forecast
• Positive Sentiment: BofA reiterated a Buy rating on Taiwan Semiconductor after its tech symposium, suggesting analysts still see attractive upside after the company showcased progress in chipmaking and packaging technology. BofA reiterates Buy on Taiwan Semiconductor after tech symposium
• Positive Sentiment: Nvidia’s upbeat AI outlook helped lift Asian chipmakers broadly, boosting sentiment across the semiconductor group and indirectly supporting TSMC as a core AI supply-chain beneficiary. Nvidia’s AI Outlook Sends Asian Chipmakers Up 5.5%
• Neutral Sentiment: News that Taiwan may restrict how often foreign investors can switch currency choices on TSMC dividend payments is more of a procedural issue than a major business driver, but it adds a little policy noise around the stock. Taiwan may limit currency switching for TSMC dollar dividends
• Negative Sentiment: Tokyo Electron’s Taiwan unit said it will not appeal the ruling in TSMC’s trade-secrets case, keeping attention on intellectual-property and industry rivalry risks rather than on fundamentals alone. Tokyo Electron’s Taiwan unit says it will not appeal ruling in TSMC trade secrets case
• Negative Sentiment: Some commentary also points to valuation and infrastructure constraints around scaling AI-chip output, which could temper enthusiasm if investors worry growth has already been priced in. The TSMC Paradox: Huge AI Silicon Supply Vs. Finite Infrastructure

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.