Che-Chia Wei Purchases 186 Shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) CEO Che-Chia Wei purchased 186 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Thursday, April 9th. The shares were bought at an average cost of $57.87 per share, for a total transaction of $10,763.82. Following the transaction, the chief executive officer directly owned 17,379 shares of the company’s stock, valued at approximately $1,005,722.73. The trade was a 1.08% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through this hyperlink.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $379.92 on Wednesday. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.42 and a current ratio of 2.62. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $145.84 and a one year high of $390.20. The company’s 50-day simple moving average is $352.68 and its 200-day simple moving average is $320.31. The stock has a market capitalization of $1.97 trillion, a price-to-earnings ratio of 35.67, a PEG ratio of 1.01 and a beta of 1.35.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 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. Equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be given a dividend of $0.9503 per share. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 annualized dividend and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 27.89%.

Hedge Funds Weigh In On Taiwan Semiconductor Manufacturing

A number of large investors have recently bought and sold shares of the business. Mitchell Sinkler & Starr PA increased its stake in shares of Taiwan Semiconductor Manufacturing by 1.9% in the fourth quarter. Mitchell Sinkler & Starr PA now owns 1,482 shares of the semiconductor company’s stock valued at $450,000 after purchasing an additional 28 shares during the period. Wayfinding Financial LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 2.5% in the fourth quarter. Wayfinding Financial LLC now owns 1,152 shares of the semiconductor company’s stock valued at $350,000 after purchasing an additional 28 shares during the period. Thompson Siegel & Walmsley LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 3.6% in the fourth quarter. Thompson Siegel & Walmsley LLC now owns 868 shares of the semiconductor company’s stock valued at $264,000 after purchasing an additional 30 shares during the period. Oak Harvest Investment Services increased its stake in shares of Taiwan Semiconductor Manufacturing by 2.9% in the fourth quarter. Oak Harvest Investment Services now owns 1,106 shares of the semiconductor company’s stock valued at $336,000 after purchasing an additional 31 shares during the period. Finally, Solstein Capital LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 4.8% in the fourth quarter. Solstein Capital LLC now owns 695 shares of the semiconductor company’s stock valued at $211,000 after purchasing an additional 32 shares during the period. Institutional investors own 16.51% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on TSM shares. Barclays boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a research report on Friday, January 16th. Dbs Bank raised shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a report on Friday, January 23rd. The Goldman Sachs Group reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Freedom Capital raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Finally, DA Davidson raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Friday, February 13th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus price target of $391.43.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Surging AI revenue and upbeat Q1 guidance — Multiple previews and company commentary point to record Q1 revenue driven by AI/data-center chips, supporting expectations for an earnings beat and continued pricing power. Taiwan Semiconductor Q1: Middle East War Consequences And The Zero-Availability Crisis
• Positive Sentiment: Record revenue/profit expectations — Reuters and other outlets report TSMC likely posted another quarter of record revenue and net profit thanks to insatiable AI infrastructure demand, reinforcing bullish sentiment ahead of results. TSMC likely to book fourth straight quarter of record profit on insatiable AI demand
• Positive Sentiment: Capacity tightness and long-term positioning — Market commentary highlights sold-out capacity for advanced nodes and TSMC’s roadmap (2nm mass production), implying multi-year demand visibility and pricing leverage. TSMC Stock (TSM) Opinions on Record Q1 Revenue
• Positive Sentiment: Insider buying — CEO Che‑Chia Wei purchased shares (Form 4 filed), a small but positive governance/confidence signal for investors. SEC Form 4 disclosure
• Neutral Sentiment: ETF flows and product launches — GraniteShares launched a TSM-linked YieldBOOST ETF (TMYY), which could boost short-term flows into TSM-related exposure but is not a fundamental change to TSMC’s business. GraniteShares Expands YieldBOOST(TM) Lineup with Three New ETFs
• Neutral Sentiment: Earnings-driven volatility risk priced in — Analysts widely expect a beat, which raises the bar; this consensus can amplify moves in either direction when TSMC reports. Here’s How Much TSMC Stock Is Expected to Move After Earnings
• Negative Sentiment: Rising overseas costs — Previews note higher capex and operating costs for overseas fabs (U.S./Japan expansions) could pressure margins even as revenue grows, a key earnings risk to watch. Rising AI Infrastructure Spending Likely to Boost TSM’s Q1 Revenues
• Negative Sentiment: Geopolitical and supply-chain risks — Middle East tensions and potential supply disruptions are being flagged as possible near-term catalysts for negative sentiment or interruptions. Taiwan Semiconductor Q1: Middle East War Consequences And The Zero-Availability Crisis
• Negative Sentiment: High expectations increase downside risk — With shares near all‑time highs and strong momentum, any earnings miss or cautious guidance could trigger outsized selling. TSMC Q1 Earnings Preview: What to Expect From Upcoming Report

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.