Insider Buying: Taiwan Semiconductor Manufacturing (NYSE:TSM) VP Purchases $74,130.00 in Stock

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) VP Bor-Zen Tien acquired 1,000 shares of the firm’s stock in a transaction dated Tuesday, July 21st. The shares were bought at an average cost of $74.13 per share, with a total value of $74,130.00. Following the completion of the acquisition, the vice president directly owned 13,051 shares of the company’s stock, valued at $967,470.63. The trade was a 8.30% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this link.

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

• On Tuesday, July 28th, Bor-Zen Tien bought 1,000 shares of Taiwan Semiconductor Manufacturing stock. The stock was bought at an average price of $67.97 per share, for a total transaction of $67,970.00.
• On Tuesday, July 21st, Bor-Zen Tien bought 3,000 shares of Taiwan Semiconductor Manufacturing stock. The stock was bought at an average cost of $74.39 per share, with a total value of $223,170.00.
• 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 purchased 1,000 shares of Taiwan Semiconductor Manufacturing stock. The shares were purchased 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 shares were purchased at an average cost of $69.91 per share, for a total transaction of $139,820.00.

Taiwan Semiconductor Manufacturing Stock Performance

TSM stock opened at $404.18 on Friday. The company has a market cap of $2.10 trillion, a P/E ratio of 29.16, a price-to-earnings-growth ratio of 0.86 and a beta of 1.36. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $223.70 and a 1 year high of $479.00. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.46 and a quick ratio of 2.31. The stock’s fifty day moving average price is $427.14 and its 200-day moving average price is $384.13.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. The company had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.37% and a net margin of 50.31%. On average, equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be paid a $1.1136 dividend. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 annualized dividend and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 21.43%.

Hedge Funds Weigh In On Taiwan Semiconductor Manufacturing

Several large investors have recently added to or reduced their stakes in TSM. Cedar Mountain Advisors LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 88.2% in the second quarter. Cedar Mountain Advisors LLC now owns 64 shares of the semiconductor company’s stock worth $31,000 after purchasing an additional 30 shares in the last quarter. Quattro Advisors LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at $25,000. Hilton Head Capital Partners LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at $27,000. Evolution Wealth Management Inc. boosted its holdings in Taiwan Semiconductor Manufacturing by 257.7% in the 1st quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company’s stock worth $31,000 after buying an additional 67 shares during the period. Finally, Strategic Advocates LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 62.1% in the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after buying an additional 36 shares during the period. Hedge funds and other 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: Microsoft’s improving cloud performance and ongoing AI infrastructure expansion helped restore confidence in chip demand, lifting TSMC and other semiconductor stocks after a five-session decline. TSMC Stock Jumps as Microsoft Revives AI-Chip Trade
• Positive Sentiment: TSMC’s move into advanced AI-chip packaging technology highlighted its ability to capture more value from the AI supply chain and helped boost sentiment across the industry. TSMC’s Next AI Chip Move
• Positive Sentiment: Erste Group raised its TSMC earnings forecasts to $16.69 per share for fiscal 2026 and $21.25 for fiscal 2027, above the current-year consensus of $16.34. The revisions reinforce expectations for sustained AI and high-performance-computing demand.
• Positive Sentiment: Analyst commentary continues to favor TSMC over ASML on valuation, performance and sentiment, while insider purchases by company vice presidents provide a modest additional confidence signal. ASML vs. TSM: Which AI Chip Stock Is the Better Buy Now?
• Neutral Sentiment: Amkor’s 10-year agreement to support TSMC’s advanced-packaging operations in Arizona could strengthen the company’s U.S. manufacturing ecosystem and supply-chain flexibility. Amkor Lands 10-Year TSMC Arizona Deal
• Negative Sentiment: Samsung’s proposed partnership with Broadcom, reportedly valued at more than $200 billion, represents a long-term effort to challenge TSMC’s dominance in AI foundry and advanced packaging services. Samsung’s Broadcom Deal Challenges TSMC
• Negative Sentiment: Investors remain concerned about China-related equipment restrictions, the sustainability of AI spending and broader technology-sector volatility. Those concerns contributed to the previous session’s decline despite TSMC’s strong profits. TSMC Faces Questions Over China Tools and AI Spending

Analyst Ratings Changes

Several research analysts have weighed in on TSM shares. Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Susquehanna boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research report on Thursday, July 16th. TD Cowen upped their price objective on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a research note on Friday, July 17th. Barclays raised their target price on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the stock an “overweight” rating in a report on Friday, July 17th. Finally, DA Davidson lifted their target price on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Three equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $496.25.

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.