Taiwan Semiconductor Manufacturing (NYSE:TSM) VP Buys 1,000 Shares of Stock

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) VP Lipen Yuan purchased 1,000 shares of the firm’s stock in a transaction that occurred on Sunday, November 1st. The stock was bought at an average price of $71.49 per share, with a total value of $71,490.00. Following the transaction, the vice president directly owned 8,000 shares in the company, valued at $571,920. This trade represents a 14.29% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website.

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

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

Taiwan Semiconductor Manufacturing Stock Performance

Taiwan Semiconductor Manufacturing stock opened at $398.71 on Tuesday. The firm’s 50 day simple moving average is $434.60 and its 200-day simple moving average is $399.83. The company has a market cap of $2.07 trillion, a P/E ratio of 25.66, a price-to-earnings-growth ratio of 0.89 and a beta of 1.37. The company has a debt-to-equity ratio of 0.14, 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 $266.82 and a fifty-two week high of $487.47.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Thursday, October 15th. The semiconductor company reported $4.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.45 by $0.15. The business had revenue of $46.72 billion for the quarter, compared to analyst estimates of $45.67 billion. Taiwan Semiconductor Manufacturing had a net margin of 51.51% and a return on equity of 42.84%. The firm’s revenue was up 41.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.92 earnings per share. As a group, equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company 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 annualized dividend and a yield of 1.1%. 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 is presently 22.27%.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Brookstone Capital Management boosted its position in Taiwan Semiconductor Manufacturing by 87.3% during the second quarter. Brookstone Capital Management now owns 25,143 shares of the semiconductor company’s stock valued at $12,008,000 after purchasing an additional 11,719 shares during the last quarter. Opal Capital LLC increased its position in Taiwan Semiconductor Manufacturing by 72.5% in the 1st quarter. Opal Capital LLC now owns 27,767 shares of the semiconductor company’s stock worth $9,384,000 after purchasing an additional 11,666 shares during the last quarter. Western Wealth Management LLC increased its position in Taiwan Semiconductor Manufacturing by 27.4% in the 1st quarter. Western Wealth Management LLC now owns 27,954 shares of the semiconductor company’s stock worth $9,447,000 after purchasing an additional 6,013 shares during the last quarter. MRA Advisory Group purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter worth about $704,000. Finally, Cantor Fitzgerald Investment Advisors L.P. purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter worth about $6,129,000. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSM’s shares have gained 33.2% over the past year as demand for AI accelerators and other advanced chips has strengthened. The company’s leading-edge technology and global manufacturing expansion remain the primary investment arguments. TSM Soars 33% in the Past Year: Is It a Solid Investment Proposition?
• Positive Sentiment: Investors are also considering a potentially expanded role for TSMC in Elon Musk’s proposed Terafab project, which could create an additional strategic opportunity if negotiations progress. Reports indicate Musk may be softening his demand for control of the venture. What’s Going on With Taiwan Semiconductor Stock on Monday? Musk may soften Terafab control stance in fresh TSMC talks
• Positive Sentiment: A comparison with Intel highlights TSMC’s stronger exposure to advanced-chip demand and AI infrastructure investment. Analysts’ average price target of $528.78 also implies substantial upside from the recently cited share price near $399. Intel vs. Taiwan Semiconductor: The AI Boom Is Telling Two Very Different Stories Taiwan Semiconductor Stock Has Average Price Target of $528.78 According to Analysts
• Neutral Sentiment: Coverage of Alphabet’s sell-off and Anthropic’s IPO reinforces the broader AI-investment theme, but the articles focus primarily on Alphabet, cloud providers and infrastructure companies rather than a direct new catalyst for TSM. Alphabet’s $400 Billion Sell-Off Could Be the Best AI Buying Window Left in 2026
• Negative Sentiment: Eight ETFs sold a combined net $81 million of TSM shares, signaling some portfolio rebalancing or profit-taking pressure. A separate report also examined a recent pullback, underscoring near-term volatility despite the long-term AI outlook. 8 ETFs Cut Taiwan Semiconductor Holdings Why Did Taiwan Semiconductor Manufacturing Shares Drop?

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on TSM. Barclays increased their target price on Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the company an “overweight” rating in a report on Friday, October 16th. Susquehanna lifted their price target on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a report on Thursday, July 16th. Sanford C. Bernstein upped their price target on Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an “outperform” rating in a research report on Tuesday, August 11th. TD Cowen increased their price objective on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a research note on Friday, July 17th. Finally, Zacks Research upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Three research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and a consensus target price of $528.78.

About Taiwan Semiconductor Manufacturing

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.