Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Purchase Reported by Rep. Gilbert Ray Cisneros, Jr.

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently bought shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM). In a filing disclosed on October 12th, the Representative disclosed that they had bought between $1,001 and $15,000 in Taiwan Semiconductor Manufacturing stock on September 22nd. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Purchased $15,001 – $50,000 in shares of Benchmark Electronics (NYSE:BHE) on 10/1/2026.
• Sold $1,001 – $15,000 in shares of Oxford Industries (NYSE:OXM) on 9/29/2026.
• Sold $1,001 – $15,000 in shares of Semtech (NASDAQ:SMTC) on 9/29/2026.
• Sold $15,001 – $50,000 in shares of ITT (NYSE:ITT) on 9/29/2026.
• Sold $1,001 – $15,000 in shares of BridgeBio Pharma (NASDAQ:BBIO) on 9/29/2026.
• Purchased $1,001 – $15,000 in shares of Tandem Diabetes Care (NASDAQ:TNDM) on 9/29/2026.
• Purchased $1,001 – $15,000 in shares of Cytokinetics (NASDAQ:CYTK) on 9/29/2026.
• Purchased $1,001 – $15,000 in shares of Ultragenyx Pharmaceutical (NASDAQ:RARE) on 9/29/2026.
• Purchased $1,001 – $15,000 in shares of YETI (NYSE:YETI) on 9/29/2026.
• Sold $1,001 – $15,000 in shares of AtriCure (NASDAQ:ATRC) on 9/29/2026.

Taiwan Semiconductor Manufacturing Trading Up 0.2%

Taiwan Semiconductor Manufacturing stock opened at $445.34 on Wednesday. The stock has a 50-day simple moving average of $434.46 and a 200 day simple moving average of $415.74. The stock has a market capitalization of $2.31 trillion, a P/E ratio of 32.13, a PEG ratio of 0.98 and a beta of 1.37. 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.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. The company had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.25%. Analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.60 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Thursday, December 10th will be paid a $1.0854 dividend. This is a decrease from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. The ex-dividend date is Thursday, December 10th. This represents a $4.34 annualized dividend and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 24.96%.

Analyst Ratings Changes

Several equities analysts have recently commented on TSM shares. Needham & Company LLC upped their target price on Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the company a “buy” rating in a research report on Monday, July 27th. Barclays increased their price objective on Taiwan Semiconductor Manufacturing from $650.00 to $665.00 and gave the stock an “overweight” rating in a research report on Tuesday, October 6th. Stifel Nicolaus began coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, September 1st. They issued a “buy” rating and a $515.00 price objective for the company. Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Finally, TD Cowen increased their target price on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a research report on Friday, July 17th. Three investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and an average price target of $524.89.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Record demand and revenue momentum support the bullish case. TSMC’s latest monthly revenue data point to a strong quarter, driven by accelerating demand for advanced chips used in artificial intelligence applications. The company’s dominant foundry position—particularly in leading-edge production—continues to provide pricing power and support margin expansion. TSMC Revenue Growth Accelerated Faster Than Expected Last Quarter
• Positive Sentiment: Analysts are raising profit expectations. Erste Group lifted its FY2026 EPS forecast to $16.92 from $16.78 and its FY2027 estimate to $22.26 from $21.91, reflecting confidence in continued AI-related growth. Taiwan Semiconductor Manufacturing analyst estimates
• Positive Sentiment: Long-term investor enthusiasm remains strong. Coverage highlights TSMC’s near-monopoly in advanced AI-chip manufacturing, planned capacity expansion and pricing increases as potential drivers of stronger revenue and profitability through 2030. TSMC long-term growth outlook
• Neutral Sentiment: Earnings volatility is likely. Options traders expect a substantial post-earnings move, with the outcome depending heavily on quarterly margins, capital-spending plans and management’s forecast for future AI-chip demand. Expected TSMC earnings move
• Negative Sentiment: Expectations and valuation create downside risk. TSM trades near the upper end of its 52-week range at roughly 32 times earnings, while much of the positive AI narrative may already be reflected in the stock. Any margin shortfall, cautious guidance or heavier-than-expected capital spending could trigger profit-taking. TSMC earnings and valuation risks

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Shyue-Shyh Lin acquired 2,000 shares of the stock in a transaction on Sunday, July 19th. The shares were acquired at an average price of $71.71 per share, with a total value of $143,420.00. Following the completion of the transaction, the vice president owned 28,269 shares in the company, valued at approximately $2,027,169.99. The trade was a 7.61% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through this link. Also, VP Lipen Yuan bought 1,000 shares of the company’s stock in a transaction on Tuesday, August 18th. The stock was bought at an average price of $74.50 per share, for a total transaction of $74,500.00. Following the completion of the purchase, the vice president owned 6,000 shares of the company’s stock, valued at approximately $447,000. The trade was a 20.00% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last 90 days, insiders purchased 16,043 shares of company stock worth $1,185,746. 1.11% of the stock is owned by company insiders.

Institutional Trading of Taiwan Semiconductor Manufacturing

Large investors have recently bought and sold shares of the business. Brookstone Capital Management grew its holdings in Taiwan Semiconductor Manufacturing by 87.3% in the second quarter. Brookstone Capital Management now owns 25,143 shares of the semiconductor company’s stock worth $12,008,000 after purchasing an additional 11,719 shares during the period. Y Intercept Hong Kong Ltd increased its stake in Taiwan Semiconductor Manufacturing by 273.2% in the first quarter. Y Intercept Hong Kong Ltd now owns 81,189 shares of the semiconductor company’s stock valued at $27,438,000 after purchasing an additional 59,435 shares in the last quarter. Opal Capital LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 72.5% during the first quarter. Opal Capital LLC now owns 27,767 shares of the semiconductor company’s stock valued at $9,384,000 after purchasing an additional 11,666 shares during the period. Western Wealth Management LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 27.4% in the 1st quarter. Western Wealth Management LLC now owns 27,954 shares of the semiconductor company’s stock worth $9,447,000 after buying an additional 6,013 shares during the last quarter. Finally, Elevation Point Wealth Partners LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 306.7% in the 1st quarter. Elevation Point Wealth Partners LLC now owns 52,397 shares of the semiconductor company’s stock worth $17,728,000 after buying an additional 39,514 shares during the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

Taiwan Semiconductor Manufacturing Company Profile

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a Taiwan-based semiconductor manufacturer and the world’s largest dedicated semiconductor foundry. Founded in 1987 by Morris Chang, the company pioneered the pure-play foundry model, producing chips designed by other companies rather than selling products under its own semiconductor brand.

TSMC manufactures a broad range of integrated circuits, including advanced logic chips used in high-performance computing, smartphones, automotive systems, communications equipment, and consumer electronics.