Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Price Up 1.1% – Here’s Why

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) shares were up 1.1% during mid-day trading on Wednesday . The company traded as high as $440.49 and last traded at $437.19. Approximately 11,269,763 shares traded hands during mid-day trading, a decline of 19% from the average session volume of 13,969,978 shares. The stock had previously closed at $432.57.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC executives and insiders bought shares across multiple levels of management, including the CEO, CFO, COO, several VPs and SVPs, which investors often view as a strong vote of confidence in the company’s outlook. Insider Buying: Taiwan Semiconductor Manufacturing (NYSE:TSM) CEO Acquires $11,186.52 in Stock
• Positive Sentiment: Several recent articles argued that TSMC remains a key AI infrastructure winner, with strong momentum, continued demand for advanced chips, and the potential for earnings to act as the next catalyst. Prediction: TSMC Stock Is Going to Soar After July 16
• Positive Sentiment: Analysts and market commentators continue to highlight TSMC’s importance to the AI buildout, and some notes suggest the company could raise its revenue-growth outlook if demand stays strong. Revenue and Growth Outlook Affirm Why Taiwan Semiconductor Manufacturing Co. (TSM) is a Top AI Stock on Wall Street’s Radar
• Neutral Sentiment: Coverage on a possible new rival, Rapidus, trying to mass-produce 2 nm chips in 2027 is a longer-term competitive headline, but it does not change TSMC’s near-term leadership in foundry manufacturing. A Potential New Rival Wants to Undercut TSMC. Here’s What Investors Need to Know.
• Neutral Sentiment: Broader AI spending news from Amazon and Meta may indirectly support chip demand, but these stories are more about industry sentiment than a direct change in TSMC’s fundamentals. Amazon’s New Debt Deal Puts Its AI Spending Story on Trial

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the stock. Barclays boosted their target price on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. Susquehanna lifted their price target on shares of Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the company a “positive” rating in a research report on Monday, June 22nd. Needham & Company LLC boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. Zacks Research lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Finally, Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Two analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $449.38.

Taiwan Semiconductor Manufacturing Trading Down 0.5%

The firm has a 50-day moving average price of $425.31 and a 200-day moving average price of $373.47. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49. The stock has a market cap of $2.25 trillion, a PE ratio of 36.29, a price-to-earnings-growth ratio of 1.10 and a beta of 1.36.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Wednesday, April 15th. The semiconductor company reported $3.49 EPS for the quarter, beating the consensus estimate of $3.31 by $0.18. The company had revenue of $35.49 billion for the quarter, compared to the consensus estimate of $35.47 billion. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. Taiwan Semiconductor Manufacturing’s revenue for the quarter was up 40.6% on a year-over-year basis. During the same period in the prior year, the firm posted $2.12 EPS. As a group, equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.39 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced 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. This represents a $4.45 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s payout ratio is currently 24.71%.

Insider Activity

In related news, VP Tzu-Sou Chuang sold 200,000 shares of the firm’s stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the completion of the sale, the vice president owned 2,495,165 shares of the company’s stock, valued at $174,237,371.95. This trade represents a 7.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Bor-Zen Tien acquired 1,000 shares of the firm’s stock in a transaction that occurred on Monday, June 29th. The stock was purchased at an average price of $76.64 per share, with a total value of $76,640.00. Following the completion of the acquisition, the vice president owned 12,051 shares in the company, valued at $923,588.64. The trade was a 9.05% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have bought a total of 6,857 shares of company stock worth $512,334 over the last 90 days. 1.11% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the business. Brighton Jones LLC lifted its stake in Taiwan Semiconductor Manufacturing by 20.9% during the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after acquiring an additional 1,892 shares during the period. Gamco Investors INC. ET AL purchased a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at approximately $701,000. Bank of Nova Scotia raised its holdings in shares of Taiwan Semiconductor Manufacturing by 12.8% during the second quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock valued at $3,556,000 after purchasing an additional 1,784 shares during the last quarter. FWL Investment Management LLC lifted its position in Taiwan Semiconductor Manufacturing by 26.5% during the second quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock valued at $57,000 after purchasing an additional 53 shares during the period. Finally, Main Street Financial Solutions LLC bought a new position in Taiwan Semiconductor Manufacturing during the second quarter valued at approximately $270,000. 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.