Taiwan Semiconductor Manufacturing (NYSE:TSM) Shares Bought by Rep. Cleo Fields

Representative Cleo Fields (Democratic-Louisiana) recently bought shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM). In a filing disclosed on October 22nd, the Representative disclosed that they had bought between $1,001 and $15,000 in Taiwan Semiconductor Manufacturing stock on October 9th. The trade occurred in the Representative’s “MORGAN STANLEY – E*TRADE #2” account.

Representative Cleo Fields also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of NVIDIA (NASDAQ:NVDA) on 10/1/2026.
• Purchased $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOG) on 9/14/2026.
• Purchased $1,001 – $15,000 in shares of Netflix (NASDAQ:NFLX) on 9/14/2026.
• Purchased $1,001 – $15,000 in shares of Microsoft (NASDAQ:MSFT) on 9/10/2026.
• Purchased $1,001 – $15,000 in shares of Apple (NASDAQ:AAPL) on 9/8/2026.
• Purchased $1,001 – $15,000 in shares of Apple (NASDAQ:AAPL) on 8/13/2026.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM stock opened at $417.74 on Friday. The stock has a 50 day moving average of $434.30 and a two-hundred day moving average of $420.15. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.14. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $266.82 and a 12 month high of $487.47. The company has a market capitalization of $2.17 trillion, a P/E ratio of 26.88, a P/E/G ratio of 0.85 and a beta of 1.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Tuesday, September 8th. The semiconductor company reported $4.62 earnings per share for the quarter. The company had revenue of $46.87 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 42.84% and a net margin of 51.51%. As a group, equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be issued a $1.0854 dividend. This is a negative change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. The ex-dividend date of this dividend is Thursday, December 10th. This represents a $4.34 annualized dividend and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 22.27%.

Insider Buying and Selling

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien acquired 1,000 shares of the business’s stock in a transaction on Monday, August 3rd. The stock was purchased at an average price of $73.06 per share, for a total transaction of $73,060.00. Following the transaction, the vice president owned 14,051 shares in the company, valued at $1,026,566.06. This trade represents a 7.66% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Lipen Yuan acquired 350 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Tuesday, August 18th. The stock was acquired at an average cost of $73.58 per share, for a total transaction of $25,753.00. Following the purchase, the vice president owned 2,000 shares of the company’s stock, valued at approximately $147,160. This represents a 21.21% increase in their position. The SEC filing for this purchase provides additional information. Over the last 90 days, insiders have purchased 8,043 shares of company stock worth $598,956. 1.11% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the stock. Sanford C. Bernstein lifted their price target on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an “outperform” rating in a research note on Tuesday, August 11th. TD Cowen increased their price objective on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a research note on Friday, July 17th. Barclays raised their price objective on shares of Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the stock an “overweight” rating in a report on Friday, October 16th. Stifel Nicolaus assumed coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, September 1st. They set a “buy” rating and a $515.00 target price on the stock. Finally, Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b)” rating in a research report on Wednesday. Three analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Buy” and an average price target of $528.78.

Hedge Funds Weigh In On Taiwan Semiconductor Manufacturing

Several institutional investors have recently added to or reduced their stakes in the company. Apollon Wealth Management LLC grew its stake in Taiwan Semiconductor Manufacturing by 1.8% during the third quarter. Apollon Wealth Management LLC now owns 46,840 shares of the semiconductor company’s stock worth $21,368,000 after buying an additional 821 shares during the last quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA raised its stake in shares of Taiwan Semiconductor Manufacturing by 421.2% in the third quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 24,208 shares of the semiconductor company’s stock valued at $11,043,000 after acquiring an additional 19,563 shares during the last quarter. Tower View Wealth Management LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 4.7% in the third quarter. Tower View Wealth Management LLC now owns 37,780 shares of the semiconductor company’s stock valued at $17,235,000 after acquiring an additional 1,713 shares during the last quarter. Slow Capital Inc. raised its stake in shares of Taiwan Semiconductor Manufacturing by 1.0% in the third quarter. Slow Capital Inc. now owns 11,712 shares of the semiconductor company’s stock valued at $5,346,000 after acquiring an additional 113 shares during the last quarter. Finally, Purewater Capital LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter worth approximately $233,000. 16.51% of the stock is owned by institutional investors.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Moody’s upgraded TSMC’s issuer rating to Aa2 from Aa3, citing its dominant foundry position, robust balance sheet and sustained AI-related demand. The stable outlook and upgraded ratings for financing subsidiaries could lower perceived credit risk. Moody’s upgrades TSMC rating
• Positive Sentiment: TSMC reported its sixth consecutive quarter of record profit, while management raised its full-year growth outlook for the third time. Analysts at Erste Group also increased their FY2026 EPS estimate to $17.21 from $16.92 and FY2027 forecast to $22.82 from $22.26, above the current consensus for the current year. TSMC record profit and market concerns
• Positive Sentiment: Investors continue to view TSMC as a critical supplier for AI accelerators, smartphones and data centers. Its advanced-node manufacturing, packaging capabilities and broad customer base reinforce the company’s competitive position as AI infrastructure spending expands. TSMC as a global computing utility
• Positive Sentiment: TSMC confirmed discussions with SpaceX regarding its proposed Terafab facility. Any agreement could provide additional long-term capacity demand, although the company reportedly wants operational control of the fab. TSMC and SpaceX Terafab discussions
• Neutral Sentiment: TSMC’s results demonstrate powerful demand, but comparisons with ASML highlight a key constraint: AI orders exceed currently available semiconductor manufacturing equipment, fab capacity and advanced packaging. The pace and cost of expanding supply remain important investment questions. ASML versus TSMC and AI demand
• Negative Sentiment: Despite record earnings, a slight decline in gross margin unsettled some investors. The reaction reflects concerns that higher overseas expansion costs, capacity investments or product mix could pressure profitability even while revenue and AI demand remain strong. TSMC margin concerns

About Representative FIELDS

Cleo Fields (Democratic Party) is a member of the U.S. House, representing Louisiana’s 6th Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Fields (Democratic Party) is running for re-election to the U.S. House to represent Louisiana’s 6th Congressional District. He declared candidacy for the primary scheduled on November 3, 2026.

Cleo Fields graduated from McKinley High School in 1980. He earned a bachelor’s degree in mass communications from Southern University in 1984 and a J.D. from the Southern University Law Center in 1987. His career experience includes working as a state legislator and U.S. congressman. When Fields was elected to the Louisiana State Senate in 1986, he was the youngest person ever elected to the State Senate in Louisiana’s history. In 1995, Fields ran for governor of Louisiana, becoming the first African American since reconstruction to make the runoff.

Taiwan Semiconductor Manufacturing Company Profile

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a dedicated semiconductor foundry headquartered in Hsinchu, Taiwan. The company manufactures integrated circuits for customers that design their own chips, allowing semiconductor, electronics, and technology companies to outsource production rather than operate their own fabrication facilities.

TSMC provides wafer fabrication services across a broad range of process technologies, including advanced nodes used in high-performance computing, smartphones, automotive systems, and artificial intelligence applications.