Insider Buying: Taiwan Semiconductor Manufacturing (NYSE:TSM) CEO Purchases 152 Shares of Stock

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) CEO Che-Chia Wei purchased 152 shares of the stock in a transaction dated Friday, August 7th. The stock was bought at an average cost of $73.31 per share, with a total value of $11,143.12. Following the completion of the purchase, the chief executive officer owned 17,987 shares in the company, valued at $1,318,626.97. The trade was a 0.85% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website.

Che-Chia Wei also recently made the following trade(s):

• On Tuesday, July 7th, Che-Chia Wei purchased 146 shares of Taiwan Semiconductor Manufacturing stock. The stock was purchased at an average price of $76.62 per share, for a total transaction of $11,186.52.
• On Friday, June 5th, Che-Chia Wei acquired 150 shares of Taiwan Semiconductor Manufacturing stock. The shares were purchased at an average cost of $76.01 per share, for a total transaction of $11,401.50.

Taiwan Semiconductor Manufacturing Stock Down 0.0%

Shares of NYSE TSM opened at $419.94 on Monday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $223.70 and a 52-week high of $479.00. The company has a debt-to-equity ratio of 0.13, a quick ratio of 2.25 and a current ratio of 2.46. The stock has a market cap of $2.18 trillion, a P/E ratio of 30.30, a P/E/G ratio of 0.96 and a beta of 1.39. The firm has a 50 day moving average price of $427.01 and a 200 day moving average price of $387.40.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share 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 39.37%. Analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 EPS 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. Investors of record on Wednesday, September 16th will be given a $1.1136 dividend. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.1%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 21.43%.

Analyst Ratings Changes

A number of research analysts have issued reports on TSM shares. Susquehanna boosted their target price on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research note on Thursday, July 16th. Wall Street Zen lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday. Needham & Company LLC lifted their price objective on Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the company a “buy” rating in a report on Monday, July 27th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, July 6th. Finally, Bank of America increased their target price on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Three 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 stock. According to data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average target price of $496.25.

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

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

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC reported July revenue of 467.58 billion New Taiwan dollars, approximately $14.5 billion, representing a 44.7% increase from the same month last year. The result suggests demand for advanced chips remains strong despite broader market volatility. World’s biggest chipmaker TSMC’s sales surge 45% amid buoyant AI demand
• Positive Sentiment: Reports also cited a 77% year-over-year increase in second-quarter profit, with analysts raising some price targets to as high as $530. The figures strengthen the case that TSMC can benefit regardless of which technology company ultimately leads the AI market. Taiwan Semiconductor Stock: AI Boom Fuels Record July Revenue Growth
• Positive Sentiment: TSMC and Sony plan to invest approximately 1 trillion yen, or $6.32 billion, in a Japan-based joint venture for next-generation image-sensor chips. Sony would own about 60% and TSMC 40%, with production potentially beginning in 2029, expanding TSMC’s strategic manufacturing footprint. Sony, TSMC to spend $6.3 billion jointly making image sensors
• Neutral Sentiment: Commentary continues to describe TSMC as a potential bottleneck in the AI-chip supply chain and highlights its large planned investments to expand capacity. These are long-term growth positives, but the articles provide limited new details beyond the latest sales report.
• Negative Sentiment: The Sony project and broader capacity expansion require substantial capital and will not generate meaningful production until later in the decade, creating execution, timing and return-on-investment risks.

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.