Taiwan Semiconductor Manufacturing (NYSE:TSM) Shares Up 1.3% After Insider Buying Activity

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM)’s share price shot up 1.3% on Wednesday after an insider bought additional shares in the company. The stock traded as high as $350.45 and last traded at $347.8020. 12,085,129 shares changed hands during mid-day trading, a decline of 14% from the average session volume of 14,082,779 shares. The stock had previously closed at $343.25.

Specifically, VP Bor-Zen Tien acquired 1,000 shares of the business’s stock in a transaction dated Sunday, March 22nd. The stock was bought at an average price of $55.93 per share, with a total value of $55,930.00. Following the purchase, the vice president owned 9,051 shares of the company’s stock, valued at approximately $506,222.43. This trade represents a 12.42% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on TSM shares. Barclays lifted their target price on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an “overweight” rating in a research report on Friday, January 16th. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday. The Goldman Sachs Group reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday. Finally, Zacks Research lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Three analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus target price of $391.43.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Broadcom warned that TSMC is hitting production capacity limits — investors view that bottleneck as confirmation of sustained, outsized demand for TSMC’s leading-edge 2nm/advanced packaging capacity, which supports pricing power and longer revenue visibility. Broadcom flags supply constraints
• Positive Sentiment: Market narratives label TSMC the “AI gatekeeper” due to multi-year backlogs on advanced nodes and CoWoS packaging — reinforcing the long-term investment case and justifying a premium valuation for TSM as the critical foundry for AI GPUs and HPC chips. The AI Gatekeeper
• Positive Sentiment: Analyst upgrades and higher price targets (multiple firms raising ratings/targets) are reinforcing buy-side momentum and validating expectations for durable demand and margin stability.
• Positive Sentiment: Insider buying by a TSMC VP signals management confidence and can be a short-term positive sentiment signal to investors. Insider buying alert
• Positive Sentiment: Large industry capex signals — ASML’s big orders and memory makers’ multi?year equipment commitments point to durable tooling and wafer demand, which underpins TSMC’s long-term capacity utilization. ASML $8B order analysis
• Neutral Sentiment: Supply?chain/support moves like UPS opening a $100M Taiwan hub ease logistics pressure but don’t change TSMC’s near?term output — helpful operationally but not an immediate earnings lever. UPS logistics hub
• Negative Sentiment: Geopolitical and commodity risks (Iran-related helium/energy disruptions, Strait of Hormuz tensions) raise the chance of production interruptions or higher operating costs for Taiwan fabs, a meaningful downside risk for TSMC’s output and margins. Iran war — helium & energy risks

Taiwan Semiconductor Manufacturing Stock Performance

The business has a fifty day moving average of $349.05 and a 200 day moving average of $311.65. The company has a market cap of $1.80 trillion, a P/E ratio of 32.66, a P/E/G ratio of 0.93 and a beta of 1.29. The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17.

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

Taiwan Semiconductor Manufacturing Cuts Dividend

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

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. Fisher Asset Management LLC raised its holdings in Taiwan Semiconductor Manufacturing by 1.8% in the fourth quarter. Fisher Asset Management LLC now owns 18,146,900 shares of the semiconductor company’s stock worth $5,514,662,000 after purchasing an additional 313,773 shares in the last quarter. Van ECK Associates Corp grew its position in shares of Taiwan Semiconductor Manufacturing by 11.1% in the 4th quarter. Van ECK Associates Corp now owns 17,464,962 shares of the semiconductor company’s stock worth $5,307,428,000 after buying an additional 1,750,824 shares during the period. Bank of America Corp DE increased its stake in shares of Taiwan Semiconductor Manufacturing by 6.5% in the 4th quarter. Bank of America Corp DE now owns 15,902,819 shares of the semiconductor company’s stock worth $4,832,708,000 after acquiring an additional 966,926 shares in the last quarter. Massachusetts Financial Services Co. MA increased its stake in shares of Taiwan Semiconductor Manufacturing by 3.6% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company’s stock worth $4,401,448,000 after acquiring an additional 541,047 shares in the last quarter. Finally, Jennison Associates LLC lifted its position in Taiwan Semiconductor Manufacturing by 6.4% during the 4th quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company’s stock valued at $4,070,393,000 after acquiring an additional 802,757 shares during the period. Institutional investors 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.