Taiwan Semiconductor Manufacturing (NYSE:TSM) Shares Up 1.4% Following Insider Buying Activity

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) shares traded up 1.4% during trading on Tuesday after an insider bought additional shares in the company. The stock traded as high as $344.88 and last traded at $343.3390. 9,469,211 shares were traded during mid-day trading, a decline of 33% from the average session volume of 14,095,684 shares. The stock had previously closed at $338.45.

Specifically, VP Bor-Zen Tien bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Sunday, March 22nd. The stock was acquired at an average cost of $55.93 per share, with a total value of $55,930.00. Following the purchase, the vice president directly owned 9,051 shares in the company, valued at $506,222.43. This represents a 12.42% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through the SEC website.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on TSM. UBS Group set a $330.00 target price on Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Argus upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 9th. Zacks Research lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Finally, Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday. Three investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Buy” and a consensus target price of $391.43.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Broadcom warns TSMC is hitting production capacity limits — markets view the bottleneck as evidence of sustained demand for TSMC’s leading-edge nodes, supporting pricing power and long-term revenue visibility. Read More.
• Positive Sentiment: ASML’s nearly $8B order for EUV tools signals a multiyear memory/AI capex cycle that increases demand for advanced packaging and leading-node wafer capacity — a structural tailwind for TSM as the primary contract manufacturer for AI GPUs and server chips. Read More.
• Positive Sentiment: Arm’s new AGI CPU is being built on TSMC 3nm (with Meta partnership) — another concrete order/roadmap signal that TSMC’s advanced nodes will see durable hyperscaler and AI customer demand. Read More.
• Positive Sentiment: Insider buying by a TSMC VP and recent analyst price-target upgrades reinforce management confidence and a constructive sell-side view on growth and margins. Read More.
• Neutral Sentiment: Broader analysis pieces compare TSMC with other AI-infrastructure names (Broadcom, Micron, AMD) and highlight TSMC’s strategic role — useful for positioning but not an immediate earnings catalyst. Read More.
• Negative Sentiment: Geopolitical and commodity risks (energy, helium supply disruptions tied to the Iran conflict) raise the prospect of production interruptions or higher fab operating costs — a material operational risk for Taiwan-based fabs. Read More.
• Positive Sentiment: Logistics and ecosystem moves (e.g., UPS $100M Taiwan hub) show supply-chain players scaling to support elevated chip flows — reduces distribution friction and signals sustained order volumes. Read More.

Taiwan Semiconductor Manufacturing Trading Up 1.3%

The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17. The company’s 50-day moving average is $349.46 and its 200-day moving average is $311.90. The stock has a market capitalization of $1.80 trillion, a price-to-earnings ratio of 32.66, a PEG ratio of 0.94 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share for the quarter. The business had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 34.89%. Research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be given a $0.9503 dividend. This represents a $3.80 annualized dividend and a yield of 1.1%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 28.36%.

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

Several hedge funds and other institutional investors have recently added to or reduced their stakes in TSM. Childress Capital Advisors LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 145.3% during the third quarter. Childress Capital Advisors LLC now owns 3,192 shares of the semiconductor company’s stock worth $891,000 after acquiring an additional 1,891 shares during the last quarter. Shannon River Fund Management LLC purchased a new stake in Taiwan Semiconductor Manufacturing in the 3rd quarter valued at $2,430,000. Vanguard Personalized Indexing Management LLC raised its position in Taiwan Semiconductor Manufacturing by 9.4% in the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 101,876 shares of the semiconductor company’s stock valued at $28,470,000 after purchasing an additional 8,738 shares during the last quarter. Hantz Financial Services Inc. boosted its stake in Taiwan Semiconductor Manufacturing by 28.6% during the 3rd quarter. Hantz Financial Services Inc. now owns 37,216 shares of the semiconductor company’s stock worth $10,394,000 after purchasing an additional 8,284 shares during the period. Finally, Hollencrest Capital Management boosted its stake in Taiwan Semiconductor Manufacturing by 125.3% during the 3rd quarter. Hollencrest Capital Management now owns 5,216 shares of the semiconductor company’s stock worth $1,457,000 after purchasing an additional 2,901 shares during the period. Institutional investors and hedge funds own 16.51% of the company’s stock.

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.