Taiwan Semiconductor Manufacturing (NYSE:TSM) Trading Up 2.9% Following Insider Buying Activity

Shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) were up 2.9% during trading on Friday after an insider bought additional shares in the company. The company traded as high as $429.82 and last traded at $429.07. 12,160,616 shares traded hands during mid-day trading, a decline of 10% from the average session volume of 13,497,359 shares. The stock had previously closed at $417.01.

Specifically, SVP Shu-Hua Fang bought 2,000 shares of the business’s stock in a transaction on Thursday, July 2nd. The stock was acquired at an average price of $77.09 per share, with a total value of $154,180.00. Following the completion of the purchase, the senior vice president directly owned 8,206 shares in the company, valued at $632,600.54. This represents a 32.23% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on TSM. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, August 26th. Wall Street Zen lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 8th. Needham & Company LLC lifted their target price on shares of Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the stock a “buy” rating in a research report on Monday, July 27th. Barclays boosted their price target on shares of Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the stock an “overweight” rating in a research note on Friday, July 17th. Finally, Sanford C. Bernstein raised their price objective on Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an “outperform” rating in a research note on Tuesday, August 11th. Three investment analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Buy” and an average price target of $523.22.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC is developing a three-hectare laboratory focused on faster supplier validation and resolving advanced-packaging bottlenecks. Because the site is intended to improve execution rather than serve as another multibillion-dollar fab, it could help the company respond more efficiently to AI-chip demand. TSMC Jumps as a Three-Hectare Lab Attacks Its Packaging Bottleneck
• Positive Sentiment: Goldman Sachs characterized the AI spending cycle as still being in its early stages. TSMC is positioned as a key “picks and shovels” supplier to that buildout, supporting the view that demand for its leading-edge manufacturing services may remain strong. Goldman Sachs Says the AI Trade Is Barely Started
• Positive Sentiment: Citi identified TSMC as a stock to watch if Apple introduces higher-priced foldable iPhones. A potential $2,000 foldable model and higher iPhone 18 Pro pricing could support premium chip demand, though this remains dependent on Apple’s product plans. Apple’s New Foldable iPhone Could Cost $2,000
• Positive Sentiment: Analysts and investment commentary continue to present TSMC as a central beneficiary of AI infrastructure spending, citing its relationships with major technology companies and its advanced-manufacturing leadership. TSMC Is a Better Buy Than Any of the Magnificent Seven Stocks
• Positive Sentiment: A senior vice president disclosed the purchase of 2,000 TSMC shares, increasing the executive’s holdings by 32.23%. The insider buying provides a modest confidence signal, although the transaction occurred in July and is not a current earnings update. SEC insider transaction filing
• Neutral Sentiment: TSMC’s exceptionally high margins require substantial volumes of specialized materials, including cleaning chemicals. Supplier expansion in Taiwan highlights the growing ecosystem supporting advanced AI-chip production, but does not by itself change TSMC’s financial outlook. TSMC’s 67.7% Margin Now Needs Twice the Cleaning Chemistry
• Negative Sentiment: TSMC’s planned U.S. and European expansion could increase manufacturing costs and pressure margins, even as it adds capacity closer to customers. One valuation analysis also suggested the shares may be about 9% above fair value after their strong longer-term advance. TSMC’s Global Expansion Pressures Margins Amid AI-Driven Growth

Taiwan Semiconductor Manufacturing Stock Performance

The company has a debt-to-equity ratio of 0.14, a current ratio of 2.46 and a quick ratio of 2.25. The stock has a market cap of $2.23 trillion, a PE ratio of 30.96, a price-to-earnings-growth ratio of 0.95 and a beta of 1.39. The business has a 50 day moving average price of $420.70 and a two-hundred day moving average price of $397.74.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. The company 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 39.25%. As a group, equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.45 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be given a $1.0854 dividend. The ex-dividend date is Thursday, December 10th. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 21.43%.

Hedge Funds Weigh In On Taiwan Semiconductor Manufacturing

Several hedge funds and other institutional investors have recently modified their holdings of the company. Quattro Advisors LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the fourth quarter worth about $25,000. Hilton Head Capital Partners LLC bought a new position in Taiwan Semiconductor Manufacturing during the 4th quarter valued at approximately $27,000. Strategic Advocates LLC lifted 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. Basepoint Wealth LLC purchased a new stake in Taiwan Semiconductor Manufacturing in the 4th quarter worth approximately $31,000. Finally, Evolution Wealth Management Inc. grew its position in shares of 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 last quarter. 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.