Taiwan Semiconductor Manufacturing (NYSE:TSM) VP Lipen Yuan Purchases 1,000 Shares of Company Stock

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) VP Lipen Yuan acquired 1,000 shares of the firm’s stock in a transaction that occurred on Sunday, November 1st. The stock was purchased at an average cost of $71.49 per share, for a total transaction of $71,490.00. Following the completion of the purchase, the vice president directly owned 8,000 shares of the company’s stock, valued at $571,920. The trade was a 14.29% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website.

Lipen Yuan also recently made the following trade(s):

• On Wednesday, October 7th, Lipen Yuan acquired 40 shares of Taiwan Semiconductor Manufacturing stock. The shares were purchased at an average price of $79.39 per share, with a total value of $3,175.60.
• On Monday, September 7th, Lipen Yuan bought 41 shares of Taiwan Semiconductor Manufacturing stock. The shares were acquired at an average price of $76.20 per share, with a total value of $3,124.20.
• On Tuesday, August 18th, Lipen Yuan bought 350 shares of Taiwan Semiconductor Manufacturing stock. The stock was acquired at an average cost of $73.58 per share, for a total transaction of $25,753.00.
• On Tuesday, August 18th, Lipen Yuan purchased 1,000 shares of Taiwan Semiconductor Manufacturing stock. The stock was acquired at an average price of $74.50 per share, for a total transaction of $74,500.00.
• On Friday, August 7th, Lipen Yuan purchased 42 shares of Taiwan Semiconductor Manufacturing stock. The stock was acquired at an average price of $73.31 per share, for a total transaction of $3,079.02.

Taiwan Semiconductor Manufacturing Price Performance

Taiwan Semiconductor Manufacturing stock opened at $404.90 on Wednesday. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $266.82 and a 52 week high of $487.47. The stock has a market capitalization of $2.10 trillion, a P/E ratio of 26.06, a price-to-earnings-growth ratio of 0.81 and a beta of 1.44. The stock has a fifty day moving average of $434.50 and a 200-day moving average of $400.22.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Thursday, October 15th. The semiconductor company reported $4.60 EPS for the quarter, topping the consensus estimate of $4.45 by $0.15. The firm had revenue of $46.72 billion during the quarter, compared to the consensus estimate of $45.67 billion. Taiwan Semiconductor Manufacturing had a return on equity of 42.84% and a net margin of 51.51%. The business’s quarterly revenue was up 41.2% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.92 earnings per share. On average, sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently announced 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. This is a drop from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. This represents a $4.34 annualized dividend and a yield of 1.1%. The ex-dividend date is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 22.27%.

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

Large investors have recently added to or reduced their stakes in the business. Tiger Global Management LLC boosted its stake in Taiwan Semiconductor Manufacturing by 49.4% in the 1st quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company’s stock worth $1,880,717,000 after purchasing an additional 1,839,600 shares during the period. Sei Investments Co. increased its position in shares of Taiwan Semiconductor Manufacturing by 11.8% during the first quarter. Sei Investments Co. now owns 2,591,510 shares of the semiconductor company’s stock valued at $875,802,000 after buying an additional 274,389 shares during the period. Bessemer Group Inc. increased its position in shares of Taiwan Semiconductor Manufacturing by 7.9% during the first quarter. Bessemer Group Inc. now owns 1,781,764 shares of the semiconductor company’s stock valued at $602,147,000 after buying an additional 130,602 shares during the period. Assenagon Asset Management S.A. increased its position in shares of Taiwan Semiconductor Manufacturing by 67.2% during the third quarter. Assenagon Asset Management S.A. now owns 1,717,515 shares of the semiconductor company’s stock valued at $783,513,000 after buying an additional 690,523 shares during the period. Finally, AMF Tjanstepension AB lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 6.4% in the first quarter. AMF Tjanstepension AB now owns 1,632,738 shares of the semiconductor company’s stock worth $551,784,000 after buying an additional 98,123 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on TSM shares. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b)” rating in a report on Wednesday, October 21st. 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. DA Davidson restated a “buy” rating and issued a $500.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 16th. Susquehanna raised their price target on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a report on Thursday, July 16th. Finally, Stifel Nicolaus began coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, September 1st. They set a “buy” rating and a $515.00 target price for the company. Three equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $528.78.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Commentary highlights TSMC’s role as the foundry for chip designers including Nvidia, AMD, Apple and Broadcom. Because it manufactures for multiple competitors, it may benefit broadly from AI-chip demand rather than relying on one designer’s success. Article: Taiwan Semi or Broadcom: If I Could Only Own 1 for the Next 5 Years, It Would Be This
• Positive Sentiment: Recent articles point to advanced manufacturing and the anticipated 2-nanometer production ramp as potential long-term supports, alongside continued investment in AI infrastructure and TSMC’s global manufacturing footprint. These are bullish themes, though the supplied coverage does not provide fresh company forecasts. Article: TSMC Is Down 18%: The 2nm Ramp Should Change That
• Positive Sentiment: Vice President Lipen Yuan reportedly bought 1,000 shares, increasing his position by 14.29%. Insider buying can signal confidence, although the transaction is modest relative to TSMC’s size. Article: Taiwan Semiconductor insider transaction
• Neutral Sentiment: Elon Musk may be softening his position on control of the proposed Terafab project in renewed discussions involving TSMC. A larger TSMC role could offer an opportunity, but talks remain uncertain and no agreement was reported. Article: Musk may soften Terafab control stance in fresh TSMC talks
• Negative Sentiment: Broader AI-stock selling could weigh on TSMC sentiment: one report says hedge funds have turned underweight AI stocks, while another reports ETFs collectively sold a net $81 million of TSM shares last Thursday. These are market-positioning signals, not evidence of a change in TSMC’s fundamentals. Article: AI Stocks Lose $5 Trillion in 3 Weeks as Hedge Funds Go Underweight AI for the First Time Since 2023 Article: 8 ETFs Cut Taiwan Semiconductor Holdings

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.