Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock: Insider Che-Chia Wei Purchases 144 Shares

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) CEO Che-Chia Wei purchased 144 shares of the firm’s stock in a transaction on Wednesday, October 7th. The shares were acquired at an average cost of $79.39 per share, with a total value of $11,432.16. Following the completion of the acquisition, the chief executive officer directly owned 18,280 shares in the company, valued at $1,451,249.20. The trade was a 0.79% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website.

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

• On Monday, September 7th, Che-Chia Wei acquired 149 shares of Taiwan Semiconductor Manufacturing stock. The shares were acquired at an average cost of $76.20 per share, with a total value of $11,353.80.
• On Friday, August 7th, Che-Chia Wei acquired 152 shares of Taiwan Semiconductor Manufacturing stock. The stock was acquired at an average price of $73.31 per share, for a total transaction of $11,143.12.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $452.87 on Friday. The stock’s 50-day simple moving average is $433.13 and its 200-day simple moving average is $413.81. The firm has a market capitalization of $2.35 trillion, a PE ratio of 32.67, a price-to-earnings-growth ratio of 1.01 and a beta of 1.37. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $266.82 and a fifty-two week 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.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.25% and a net margin of 50.31%. The firm had revenue of $39.89 billion during the quarter. As a group, equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.56 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced 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. This represents a $4.34 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Thursday, December 10th. This is a negative change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 24.96%.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on TSM. TD Cowen boosted their price target on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a research report on Friday, July 17th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday. Barclays boosted their target price on Taiwan Semiconductor Manufacturing from $650.00 to $665.00 and gave the company an “overweight” rating in a report on Tuesday. Susquehanna upped their target price on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research report on Thursday, July 16th. Finally, Weiss Ratings downgraded Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday. Three research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Buy” and a consensus target price of $524.89.

Institutional Trading of Taiwan Semiconductor Manufacturing

Large investors have recently bought and sold shares of the business. Janus Henderson Group PLC increased its stake in Taiwan Semiconductor Manufacturing by 7.7% in the fourth quarter. Janus Henderson Group PLC now owns 8,291,884 shares of the semiconductor company’s stock valued at $2,497,638,000 after purchasing an additional 594,780 shares during the period. Tiger Global Management LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 49.4% during the first quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company’s stock worth $1,880,717,000 after buying an additional 1,839,600 shares during the period. Invesco Ltd. boosted its stake in shares of Taiwan Semiconductor Manufacturing by 1.1% during the fourth quarter. Invesco Ltd. now owns 3,721,823 shares of the semiconductor company’s stock worth $1,131,025,000 after buying an additional 40,842 shares during the period. Sei Investments Co. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 11.8% during the first quarter. Sei Investments Co. now owns 2,591,510 shares of the semiconductor company’s stock worth $875,802,000 after buying an additional 274,389 shares during the last quarter. Finally, Deutsche Bank AG grew its holdings in shares of Taiwan Semiconductor Manufacturing by 94.3% during the fourth quarter. Deutsche Bank AG now owns 2,264,367 shares of the semiconductor company’s stock worth $688,118,000 after buying an additional 1,098,727 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Record AI demand: TSMC reported third-quarter revenue of NT$1.49 trillion, or approximately $46.7 billion, up 50% year over year and ahead of analyst expectations. September sales increased 54.6% year over year, reinforcing strong demand for advanced chips used in artificial intelligence and high-performance computing. TSMC’s third-quarter revenue surges to record, beating market forecast
• Positive Sentiment: More advanced-packaging capacity: TSMC agreed to a multiyear, $2 billion manufacturing arrangement with GlobalFoundries to produce U.S.-made silicon interposers for TSMC’s CoWoS advanced-packaging ecosystem. The deal supports future AI capacity, although volume production is not expected to ramp until 2028. GlobalFoundries Lands $2 Billion TSMC Deal to Expand US AI Chip Packaging
• Positive Sentiment: Supportive industry outlook: Analysts and market commentators continue to identify semiconductors as a leading October sector, while strong results from TSMC and Samsung suggest AI infrastructure spending remains intact. TSMC’s earnings report next week could provide additional guidance on demand, margins and capital expenditures. Record Profits at Samsung and TSMC Say the AI Trade is Intact
• Neutral Sentiment: TSMC CEO Che-Chia Wei and other executives reported modest open-market purchases. The buying may indicate management confidence, but the transactions are small relative to the company’s market capitalization. TSMC Insider Buying and Selling
• Negative Sentiment: Valuation and profit-taking: Despite record revenue and approximately 77% year-over-year profit growth in the latest reported quarter, investors are questioning whether the AI gains are already reflected in TSM’s premium valuation. The stock is trading near its 52-week high, increasing sensitivity to earnings expectations.
• Negative Sentiment: Macro and geopolitical risks: Rising Treasury yields and oil prices have pressured technology stocks broadly. Taiwan-related geopolitical concerns and uncertainty surrounding a potential Musk-linked Terafab project are additional risks, particularly because TSMC’s exact role remains unclear.

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.