Taiwan Semiconductor Manufacturing (NYSE:TSM) VP Bor-Zen Tien Acquires 1,000 Shares

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) VP Bor-Zen Tien acquired 1,000 shares of the company’s stock in a transaction dated Monday, June 29th. The shares were bought at an average cost of $76.64 per share, with a total value of $76,640.00. Following the completion of the acquisition, the vice president directly owned 12,051 shares in the company, valued at $923,588.64. The trade was a 9.05% increase in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link.

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

• On Tuesday, May 19th, Bor-Zen Tien bought 2,000 shares of Taiwan Semiconductor Manufacturing stock. The stock was purchased at an average cost of $69.91 per share, for a total transaction of $139,820.00.

Taiwan Semiconductor Manufacturing Trading Up 5.0%

NYSE TSM opened at $477.85 on Wednesday. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16. The stock’s 50-day simple moving average is $417.94 and its two-hundred day simple moving average is $366.08. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $221.18 and a twelve month high of $479.00. The company has a market capitalization of $2.48 trillion, a price-to-earnings ratio of 39.75, a PEG ratio of 1.15 and a beta of 1.38.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The firm 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%. Research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.35 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be paid 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 yield of 0.9%. The ex-dividend date of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s payout ratio is currently 25.12%.

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

A number of large investors have recently added to or reduced their stakes in the company. Fisher Asset Management LLC raised its stake 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 valued at $5,514,662,000 after acquiring an additional 313,773 shares during the last quarter. Van ECK Associates Corp grew its stake 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 worth $5,307,428,000 after purchasing an additional 1,750,824 shares during the last quarter. Bank of America Corp DE grew its stake 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 worth $4,832,708,000 after purchasing an additional 966,926 shares during the last quarter. Jennison Associates LLC increased its holdings in Taiwan Semiconductor Manufacturing by 6.4% during the 4th 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 during the period. Finally, Alliancebernstein L.P. raised its position in Taiwan Semiconductor Manufacturing by 2.2% during the 3rd 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 during the last quarter. Institutional investors own 16.51% of the company’s stock.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC is reportedly accelerating development of panel-level CoPoS advanced packaging for AI chips, a next-generation technology that could strengthen its long-term competitive moat and support future AI-related revenue growth. TSMC targets 2029 for panel-level CoPoS packaging in AI chip push – DigiTimes
• Positive Sentiment: Several market recaps say TSMC remains a preferred way to play the AI semiconductor boom, with analysts citing manufacturing expansion, steady estimate revisions, and broad AI infrastructure spending as reasons the stock could have more upside. TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?
• Positive Sentiment: TSMC was highlighted in another AI-capex stock-pick article as a key beneficiary of rising demand for chips, reinforcing the view that the company is one of the main winners from the current AI spending cycle. 4 Semiconductor Stocks to Buy Right Now to Ride on the AI Capex Boom
• Positive Sentiment: TSMC also received a consensus “Buy” rating from analysts, which supports the stock’s upward move by signaling continued Street confidence in the company’s earnings power and AI exposure. Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) Receives Consensus Rating of “Buy” from Analysts
• Neutral Sentiment: One report noted that a TSMC vice president bought 1,000 shares in an insider purchase, a modest confidence signal but not a major near-term catalyst. Insider transaction filing
• Negative Sentiment: One market update said the stock was down slightly in premarket trading as investors paused after its strong run toward record highs, suggesting some near-term profit taking after a sharp rally. What’s Going On With Taiwan Semiconductor Stock Tuesday?

Analyst Upgrades and Downgrades

Several research analysts have commented on the stock. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, June 17th. Susquehanna lifted their target price on shares of Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the stock a “positive” rating in a research report on Monday, June 22nd. DA Davidson reissued a “buy” rating and issued a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Finally, Barclays upped their price target on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a research report on Wednesday, April 22nd. Two investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and an average target price of $449.38.

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.