Insider Buying: Taiwan Semiconductor Manufacturing (NYSE:TSM) VP Buys $223,170.00 in Stock

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) VP Bor-Zen Tien acquired 3,000 shares of the stock in a transaction on Tuesday, July 21st. The shares were bought at an average price of $74.39 per share, for a total transaction of $223,170.00. Following the purchase, the vice president owned 4,000 shares in the company, valued at approximately $297,560. This trade represents a 300.00% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available through the SEC website.

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

• On Tuesday, July 7th, Bor-Zen Tien bought 40 shares of Taiwan Semiconductor Manufacturing stock. The shares were bought at an average price of $76.62 per share, with a total value of $3,064.80.
• On Monday, June 29th, Bor-Zen Tien bought 1,000 shares of Taiwan Semiconductor Manufacturing stock. The shares were bought at an average cost of $76.64 per share, for a total transaction of $76,640.00.
• On Tuesday, May 19th, Bor-Zen Tien purchased 2,000 shares of Taiwan Semiconductor Manufacturing stock. The stock was bought at an average price of $69.91 per share, for a total transaction of $139,820.00.

Taiwan Semiconductor Manufacturing Price Performance

TSM stock traded down $7.04 during midday trading on Tuesday, reaching $392.05. The company had a trading volume of 9,520,528 shares, compared to its average volume of 14,017,734. The company has a market capitalization of $2.03 trillion, a price-to-earnings ratio of 28.29, a price-to-earnings-growth ratio of 0.93 and a beta of 1.36. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $223.70 and a 1-year high of $479.00. The stock has a 50 day moving average price of $427.75 and a 200-day moving average price of $382.65.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. The firm had revenue of $39.89 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 40.88%. Equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.34 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 dividend of $1.1136 per share. 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 1.1%. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 21.43%.

Analyst Ratings Changes

Several brokerages recently weighed in on TSM. Bank of America upped their price objective on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. TD Cowen increased their target price on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a report on Friday, July 17th. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, July 6th. Needham & Company LLC lifted their price target on shares of Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the company a “buy” rating in a report on Monday. Finally, Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Three 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.com, the stock has a consensus rating of “Buy” and a consensus target price of $496.25.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Two TSMC vice presidents purchased shares in recent transactions, adding a combined 5,000 shares. The insider buying may signal confidence in the company’s long-term outlook. Bor-Zen Tien insider transaction Shyue-Shyh Lin SEC filing
• Positive Sentiment: Analysts continue to view TSMC as a major beneficiary of AI and high-performance-computing demand. Needham raised its price target to $530 and maintained a “buy” rating, while other commentary highlighted the company’s strong growth prospects. AI chip and memory stocks article
• Positive Sentiment: TSMC increased its 2026 capital-expenditure budget to as much as $64 billion to expand capacity for long-term AI and HPC demand, reinforcing expectations for sustained customer orders. TSMC raises 2026 capital expenditure
• Neutral Sentiment: TSMC said its Japan Advanced Semiconductor Manufacturing facility in Kumamoto has begun gradually resuming operations after an earthquake led to a precautionary worker evacuation. The limited information so far suggests a disruption, but not necessarily a prolonged production shutdown. TSMC Japan plant earthquake update
• Negative Sentiment: Asian technology shares sold off amid worries that AI-related capital spending may slow and that Chinese competition could intensify. Weakness in memory stocks also added to pressure across the semiconductor sector. Why tech stocks are falling
• Negative Sentiment: Although recent quarterly results were strong—with revenue near $40 billion and EPS of $4.28—investors remain focused on potential margin dilution from expansion spending and the valuation risk following the stock’s substantial advance. TSMC stock after record second-quarter earnings

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

Institutional investors have recently added to or reduced their stakes in the business. Quattro Advisors LLC bought a new position in Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $25,000. Hilton Head Capital Partners LLC bought a new position in Taiwan Semiconductor Manufacturing during the fourth quarter worth $27,000. Strategic Advocates LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 62.1% in the fourth quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock valued at $28,000 after buying an additional 36 shares during the period. Ares Financial Consulting LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the 4th quarter worth about $29,000. Finally, Basepoint Wealth LLC bought a new position in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth about $31,000. 16.51% of the stock is owned by institutional investors.

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.