Insider Buying: Taiwan Semiconductor Manufacturing (NYSE:TSM) VP Buys $71,490.00 in Stock

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) VP Lipen Yuan bought 1,000 shares of the stock in a transaction dated Sunday, November 1st. The shares were acquired at an average price of $71.49 per share, for a total transaction of $71,490.00. Following the completion of the transaction, the vice president owned 8,000 shares of the company’s stock, valued at approximately $571,920. The trade was a 14.29% increase in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website.

Lipen Yuan also recently made the following trade(s):

• On Wednesday, October 7th, Lipen Yuan bought 40 shares of Taiwan Semiconductor Manufacturing stock. The stock was acquired at an average cost of $79.39 per share, for a total transaction of $3,175.60.
• On Monday, September 7th, Lipen Yuan purchased 41 shares of Taiwan Semiconductor Manufacturing stock. The shares were acquired at an average price of $76.20 per share, with a total value of $3,124.20.
• On Tuesday, August 18th, Lipen Yuan purchased 350 shares of Taiwan Semiconductor Manufacturing stock. The shares were acquired at an average price of $73.58 per share, with a total value of $25,753.00.
• On Tuesday, August 18th, Lipen Yuan acquired 1,000 shares of Taiwan Semiconductor Manufacturing stock. The shares were acquired at an average cost of $74.50 per share, for a total transaction of $74,500.00.
• On Friday, August 7th, Lipen Yuan acquired 42 shares of Taiwan Semiconductor Manufacturing stock. The stock was acquired at an average price of $73.31 per share, for a total transaction of $3,079.02.

Taiwan Semiconductor Manufacturing Trading Down 11.0%

NYSE TSM opened at $352.19 on Friday. The firm’s fifty day moving average is $432.74 and its two-hundred day moving average is $400.53. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $266.82 and a one year high of $487.47. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46. The firm has a market cap of $1.83 trillion, a PE ratio of 22.66, a P/E/G ratio of 0.80 and a beta of 1.44.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Thursday, October 15th. The semiconductor company reported $4.60 earnings per share for the quarter, topping the consensus estimate of $4.45 by $0.15. Taiwan Semiconductor Manufacturing had a net margin of 51.51% and a return on equity of 42.84%. The business had revenue of $46.72 billion during the quarter, compared to the consensus estimate of $45.67 billion. During the same quarter in the prior year, the firm earned $2.92 earnings per share. The business’s quarterly revenue was up 41.2% compared to the same quarter last year. Analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be given a dividend of $1.0854 per share. This represents a $4.34 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend is Thursday, December 10th. This is a negative change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. Taiwan Semiconductor Manufacturing’s payout ratio is 22.27%.

Analysts Set New Price Targets

A number of research firms have recently issued reports on TSM. Susquehanna boosted their target price on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a report on Thursday, July 16th. Barclays increased their price target on Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the stock an “overweight” rating in a report on Friday, October 16th. Stifel Nicolaus began coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, September 1st. They issued a “buy” rating and a $515.00 price objective on the stock. Needham & Company LLC boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $530.00 to $560.00 and gave the company a “buy” rating in a research note on Thursday, October 15th. Finally, DA Davidson restated a “buy” rating and set a $500.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 16th. Three research 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 company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Buy” and a consensus price target of $533.89.

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

A number of institutional investors have recently added to or reduced their stakes in the business. Fiduciary Advisors Inc. grew its stake in shares of Taiwan Semiconductor Manufacturing by 200.0% in the third quarter. Fiduciary Advisors Inc. now owns 60 shares of the semiconductor company’s stock valued at $27,000 after buying an additional 40 shares in the last quarter. Cedar Mountain Advisors LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 88.2% during the 2nd quarter. Cedar Mountain Advisors LLC now owns 64 shares of the semiconductor company’s stock valued at $31,000 after buying an additional 30 shares during the period. Financial Freedom LLC acquired a new position in Taiwan Semiconductor Manufacturing during the 1st quarter worth approximately $32,000. Markowski Investments acquired a new position in Taiwan Semiconductor Manufacturing during the 2nd quarter worth approximately $33,000. Finally, Heritage Family Offices LLP acquired a new position in Taiwan Semiconductor Manufacturing during the 3rd quarter worth approximately $37,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Bernstein raised its price target to $600 and reiterated an “outperform” rating, signaling confidence in TSMC’s outlook. Article: Bernstein price target
• Positive Sentiment: ETFs purchased $146.2 million of TSM shares on Nov. 3, a potential counterpoint to recent market selling. Article: TSM sees ETF buying
• Positive Sentiment: Coverage highlights TSMC’s position as a manufacturer for multiple AI-chip designers, giving it exposure to sector growth without depending on one chipmaker. The company has also recently posted a third consecutive earnings beat, while AI-chip demand reportedly continues to outstrip supply. Article: AMD vs. TSMC and the AI sell-off
• Neutral Sentiment: Investors are awaiting TSMC’s next monthly sales reading, due Nov. 10, to gauge whether demand can sustain the growth implied by the company’s recent results. Article: TSMC sales data and quarterly hurdle
• Negative Sentiment: The main near-term drag appears to be sector-wide risk aversion: semiconductor shares sold off sharply as investors reassessed AI spending, growth expectations, and valuations. That selling has weighed on TSMC despite positive demand indicators; September global chip-sales data cited in coverage showed strong year-over-year growth. Article: Global chip sales and semiconductor sell-off

Taiwan Semiconductor Manufacturing Company Profile

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a dedicated semiconductor foundry headquartered in Hsinchu, Taiwan. The company manufactures integrated circuits for customers that design their own chips, allowing semiconductor, electronics, and technology companies to outsource production rather than operate their own fabrication facilities.

TSMC provides wafer fabrication services across a broad range of process technologies, including advanced nodes used in high-performance computing, smartphones, automotive systems, and artificial intelligence applications.