Taiwan Semiconductor Manufacturing (NYSE:TSM) CEO Purchases $11,143.12 in Stock

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) CEO Che-Chia Wei bought 152 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Friday, August 7th. The shares were bought at an average price of $73.31 per share, for a total transaction of $11,143.12. Following the acquisition, the chief executive officer owned 17,987 shares of the company’s stock, valued at approximately $1,318,626.97. The trade was a 0.85% increase in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link.

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

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

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE:TSM opened at $429.03 on Thursday. The company has a market capitalization of $2.23 trillion, a price-to-earnings ratio of 30.95, a P/E/G ratio of 0.97 and a beta of 1.38. The firm’s 50 day simple moving average is $426.03 and its 200 day simple moving average is $389.45. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.46 and a quick ratio of 2.25. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $223.70 and a fifty-two week high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. The business 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%. As a group, sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be issued a $1.0854 dividend. The ex-dividend date of this dividend is Thursday, December 10th. This represents a $4.34 annualized dividend and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s payout ratio is 21.43%.

Analyst Ratings Changes

Several research firms have weighed in on TSM. Wall Street Zen lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 8th. Barclays increased their price target on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the stock an “overweight” rating in a report on Friday, July 17th. TD Cowen raised their price target on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a research report on Friday, July 17th. Zacks Research upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Finally, Sanford C. Bernstein boosted their price objective on Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an “outperform” rating in a research report on Tuesday. Three analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and a consensus target price of $524.25.

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Cedar Mountain Advisors LLC boosted its stake in Taiwan Semiconductor Manufacturing by 88.2% in the 2nd quarter. Cedar Mountain Advisors LLC now owns 64 shares of the semiconductor company’s stock worth $31,000 after purchasing an additional 30 shares during the period. Quattro Advisors LLC bought a new position in Taiwan Semiconductor Manufacturing during the 4th quarter worth about $25,000. Hilton Head Capital Partners LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 4th quarter valued at about $27,000. Evolution Wealth Management Inc. raised its stake in shares of Taiwan Semiconductor Manufacturing by 257.7% in the 1st quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company’s stock valued at $31,000 after purchasing an additional 67 shares during the period. Finally, Strategic Advocates LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 62.1% in the fourth quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock valued at $28,000 after purchasing an additional 36 shares in the last quarter. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Record July revenue reinforced the AI growth story. TSMC reported July sales of approximately NT$467.58 billion, up 44.7% year over year and 5.6% from June. Management expects 2026 revenue growth slightly above 40% in U.S. dollar terms, indicating continued strength in AI accelerators, high-performance computing and advanced-node production. Taiwan Semiconductor’s July Revenue Rose 45%
• Positive Sentiment: TSMC and Sony launched a $4.69 billion Japanese joint venture. Sony will control Advanced Vision Semiconductor Manufacturing, while TSMC will invest approximately $1.8 billion. The venture will develop and manufacture next-generation smartphone image sensors, with volume production targeted for 2029. The project expands TSMC’s geographic footprint and diversifies its exposure beyond AI and computing. TSMC Stock Rises as Sony Venture Launches
• Positive Sentiment: Analysts remain constructive. Bernstein raised its TSMC price target to $554 from $430 and maintained an “outperform” rating, citing a potentially significant CPU opportunity as agentic AI expands. Other analysts have also raised targets, contributing to a broadly positive consensus view. Central Processing Units Could Be New Growth Driver for TSMC
• Neutral Sentiment: Capital spending is rising alongside demand. TSMC increased its 2026 capital-spending guidance to $60 billion-$64 billion to expand advanced capacity. The investment supports long-term growth but could pressure near-term free cash flow if AI demand or customer returns weaken.
• Neutral Sentiment: TSMC declared a quarterly dividend of $1.0854 per share, payable January 7, 2027, representing an annualized yield of approximately 1%. CEO Che-Chia Wei also made a modest open-market purchase, a potentially positive confidence signal but not a major financial catalyst.
• Negative Sentiment: Execution and geopolitical risks temper the outlook. Analysts have warned of uncertainty around whether heavy AI investments will generate sufficient returns in 2028-2029. Potential U.S. restrictions on advanced-chip shipments to China could further limit sales opportunities, while TSMC’s valuation leaves the stock vulnerable to any slowdown in AI spending.

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.