Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Purchase Reported by Rep. Gilbert Ray Cisneros, Jr.

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently bought shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM). In a filing disclosed on October 12th, the Representative disclosed that they had bought between $1,001 and $15,000 in Taiwan Semiconductor Manufacturing stock on September 22nd. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Purchased $15,001 – $50,000 in shares of Benchmark Electronics (NYSE:BHE) on 10/1/2026.
• Sold $1,001 – $15,000 in shares of Oxford Industries (NYSE:OXM) on 9/29/2026.
• Sold $1,001 – $15,000 in shares of Semtech (NASDAQ:SMTC) on 9/29/2026.
• Sold $15,001 – $50,000 in shares of ITT (NYSE:ITT) on 9/29/2026.
• Sold $1,001 – $15,000 in shares of BridgeBio Pharma (NASDAQ:BBIO) on 9/29/2026.
• Purchased $1,001 – $15,000 in shares of Tandem Diabetes Care (NASDAQ:TNDM) on 9/29/2026.
• Purchased $1,001 – $15,000 in shares of Cytokinetics (NASDAQ:CYTK) on 9/29/2026.
• Purchased $1,001 – $15,000 in shares of Ultragenyx Pharmaceutical (NASDAQ:RARE) on 9/29/2026.
• Purchased $1,001 – $15,000 in shares of YETI (NYSE:YETI) on 9/29/2026.
• Sold $1,001 – $15,000 in shares of AtriCure (NASDAQ:ATRC) on 9/29/2026.

Taiwan Semiconductor Manufacturing Stock Down 3.2%

Shares of NYSE TSM opened at $430.69 on Thursday. The stock has a market capitalization of $2.23 trillion, a PE ratio of 31.07, a P/E/G ratio of 0.92 and a beta of 1.37. The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.14. The firm has a fifty day moving average of $434.77 and a 200-day moving average of $416.47. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $266.82 and a 52-week high of $487.47.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results 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 return on equity of 39.25% and a net margin of 50.31%. On average, analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.60 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be paid a dividend of $1.0854 per share. This is a decrease from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. This represents a $4.34 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s payout ratio is 24.75%.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC’s September revenue reportedly increased 54.6% year over year, while July–September revenue exceeded the high end of management’s guidance even after conversion into U.S. dollars. The performance reinforces expectations for continued strength in advanced AI chip manufacturing. TSMC Monthly Revenue Analysis
• Positive Sentiment: Analysts expect robust high-performance computing revenue, driven by hyperscalers and other major customers purchasing AI chips. JPMorgan and Citigroup reportedly see additional revenue growth even after TSMC’s record third-quarter sales. What Analysts Are Watching With TSMC Results
• Positive Sentiment: Several analysts have raised their fiscal 2026 and 2027 EPS estimates, reflecting confidence in TSMC’s pricing power, advanced-node leadership and expanding AI demand. TSM Analyst Estimates
• Neutral Sentiment: The key issue for Thursday’s report is whether gross margins, capital spending and forward guidance can justify TSMC’s elevated AI valuation. Revenue growth is already widely anticipated, so investors may focus more on profitability and capacity expansion plans. TSMC Earnings Swing and AI Premium
• Neutral Sentiment: TSMC is also involved in a roughly $2 billion agreement for GlobalFoundries to manufacture U.S. silicon interposers, supporting AI-chip packaging and supply-chain diversification, although the financial impact for TSMC is not yet clear. GlobalFoundries Secures New York Fab Funding
• Negative Sentiment: Options activity and historical trading patterns suggest investors expect volatility and a possible post-earnings decline. TSMC is testing its 50-day moving average, indicating technical pressure ahead of the catalyst. Barchart TSM Earnings Outlook
• Negative Sentiment: Some investors are taking profits across semiconductor stocks, while bear investor Michael Burry has warned that AI infrastructure spending may leave chip stocks overpriced if customers cannot generate sufficient returns. Michael Burry Bets Against Chip Stocks

Wall Street Analysts Forecast Growth

TSM has been the topic of a number of research reports. Wall Street Zen downgraded shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 8th. DA Davidson increased their price target on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a report on Friday, July 17th. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, October 7th. Zacks Research raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Finally, Needham & Company LLC increased their target price on Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the company a “buy” rating in a research note on Monday, July 27th. Three investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Buy” and an average price target of $524.89.

Institutional Trading of Taiwan Semiconductor Manufacturing

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Cedar Mountain Advisors LLC lifted its stake in Taiwan Semiconductor Manufacturing by 88.2% in the second 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 last quarter. Markowski Investments bought a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter worth about $33,000. Evolution Wealth Management Inc. increased its holdings 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 worth $31,000 after acquiring an additional 67 shares during the period. Financial Freedom LLC bought a new stake in Taiwan Semiconductor Manufacturing in the 1st quarter valued at about $32,000. Finally, Lam Group Inc. bought a new stake in Taiwan Semiconductor Manufacturing in the 1st quarter valued at about $34,000. 16.51% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan acquired 1,000 shares of the firm’s stock in a transaction that occurred on Tuesday, August 18th. The stock was acquired at an average cost of $74.50 per share, with a total value of $74,500.00. Following the acquisition, the vice president directly owned 6,000 shares of the company’s stock, valued at $447,000. This represents a 20.00% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Shyue-Shyh Lin bought 2,000 shares of the business’s stock in a transaction on Sunday, July 19th. The shares were acquired at an average cost of $71.71 per share, for a total transaction of $143,420.00. Following the purchase, the vice president directly owned 28,269 shares in the company, valued at $2,027,169.99. This represents a 7.61% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders bought 16,043 shares of company stock valued at $1,185,746 in the last ninety days. Company insiders own 1.11% of the company’s stock.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

About Taiwan Semiconductor Manufacturing

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.