Taiwan Semiconductor Manufacturing (NYSE:TSM) Trading Up 1.6% Following Insider Buying Activity

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) rose 1.6% during mid-day trading on Wednesday after an insider bought additional shares in the company. The stock traded as high as $442.50 and last traded at $432.7340. Approximately 10,861,382 shares traded hands during mid-day trading, a decline of 21% from the average daily volume of 13,735,253 shares. The stock had previously closed at $425.83.

Specifically, VP Lipen Yuan acquired 1,000 shares of the stock in a transaction that occurred on Monday, June 15th. The stock was purchased at an average cost of $75.26 per share, with a total value of $75,260.00. Following the completion of the acquisition, the vice president directly owned 4,000 shares in the company, valued at $301,040. This represents a 33.33% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through the SEC website.

Analysts Set New Price Targets

TSM has been the subject of several research analyst reports. Barclays boosted their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 20th. Needham & Company LLC upped their target price on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a report on Thursday, April 16th. DA Davidson reaffirmed a “buy” rating and set a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Finally, Zacks Research lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. 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. According to data from MarketBeat, the company currently has an average rating of “Buy” and a consensus target price of $404.29.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC’s recent 10-year advanced packaging deal with Amkor in Arizona strengthens its U.S. manufacturing and packaging footprint, which should help support long-term AI chip demand and supply-chain resilience. TSMC and Amkor Sign 10-Year Advanced Packaging Deal in Arizona
• Positive Sentiment: Insider buying added to the bullish tone after TSMC Vice President Lipen Yuan purchased 1,000 shares, signaling management confidence in the company’s outlook. Taiwan Semiconductor Manufacturing (NYSE:TSM) VP Lipen Yuan Buys 1,000 Shares
• Positive Sentiment: Investor commentary continues to frame TSMC as a key AI supply-chain winner, with recent analysis highlighting its strong moat and durable position in advanced semiconductors. 3 AI Stocks With Moats That Could Outlast Summer Volatility (TSM)
• Positive Sentiment: TSMC also continues to attract bullish attention from high-profile investors and analysts, reinforcing confidence in its AI-driven growth story. This is What Taiwan Semiconductor Manufacturing Company Limited (TSM) CEO Sees Happening
• Neutral Sentiment: Articles comparing Cerebras and TSMC, along with broader AI-chip and semiconductor commentary, kept TSMC in the spotlight but did not introduce a new direct catalyst. Cerebras vs. TSMC: Which AI Chip Stock Has More Upside?
• Neutral Sentiment: News that Alphabet may split AI chip manufacturing between Samsung and TSMC points to continued demand for TSMC, though it also suggests more competition for future foundry business. Alphabet (GOOGL) In Talks With Samsung For Manufacturing Next-Gen AI Processors
• Negative Sentiment: TSMC’s CEO warned about water and talent shortages, raising concerns that capacity expansion could face operational bottlenecks over time. Taiwan Semiconductor Manufacturing Company Limited (TSM)’s CEO Expresses Concern About Water, Talent Shortages
• Negative Sentiment: Recent market coverage noted TSMC fell more than the broader market in the prior session, reflecting some profit-taking and weaker near-term sentiment in the chip complex. TSMC (TSM) Registers a Bigger Fall Than the Market: Important Facts to Note

Taiwan Semiconductor Manufacturing Trading Up 1.6%

The company has a market cap of $2.24 trillion, a price-to-earnings ratio of 36.00, a price-to-earnings-growth ratio of 1.29 and a beta of 1.39. The company’s fifty day moving average price is $400.82 and its two-hundred day moving average price is $355.22. The company has a quick ratio of 2.31, a current ratio of 2.49 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 company had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. Research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 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. Stockholders of record on Wednesday, September 16th will be issued a dividend of $1.1136 per share. The ex-dividend date of this dividend is Wednesday, September 16th. This is a positive change 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%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 29.20%.

Institutional Trading of Taiwan Semiconductor Manufacturing

Several hedge funds have recently modified their holdings of the company. Fisher Asset Management LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 1.8% during the fourth quarter. Fisher Asset Management LLC now owns 18,146,900 shares of the semiconductor company’s stock worth $5,514,662,000 after buying an additional 313,773 shares in the last quarter. Van ECK Associates Corp increased its holdings in shares of Taiwan Semiconductor Manufacturing by 11.1% in the fourth quarter. Van ECK Associates Corp now owns 17,464,962 shares of the semiconductor company’s stock valued at $5,307,428,000 after purchasing an additional 1,750,824 shares in the last quarter. Bank of America Corp DE increased its holdings in shares of Taiwan Semiconductor Manufacturing by 6.5% in the fourth quarter. Bank of America Corp DE now owns 15,902,819 shares of the semiconductor company’s stock valued at $4,832,708,000 after purchasing an additional 966,926 shares in the last quarter. Jennison Associates LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 6.4% in the fourth quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company’s stock valued at $4,070,393,000 after purchasing an additional 802,757 shares in the last quarter. Finally, Alliancebernstein L.P. increased its holdings in shares of Taiwan Semiconductor Manufacturing by 2.2% in the third quarter. Alliancebernstein L.P. now owns 10,687,037 shares of the semiconductor company’s stock valued at $2,984,783,000 after purchasing an additional 229,237 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

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.