Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Price Up 1.4% After Insider Buying Activity

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM)’s share price traded up 1.4% on Tuesday following insider buying activity. The stock traded as high as $344.88 and last traded at $343.3390. 9,469,211 shares traded hands during trading, a decline of 33% from the average session volume of 14,095,684 shares. The stock had previously closed at $338.45.

Specifically, VP Bor-Zen Tien bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Sunday, March 22nd. The stock was acquired at an average cost of $55.93 per share, with a total value of $55,930.00. Following the completion of the acquisition, the vice president owned 9,051 shares of the company’s stock, valued at approximately $506,222.43. This represents a 12.42% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the stock. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd. UBS Group set a $330.00 price objective on Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday. Finally, TD Cowen boosted their target price on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a report on Friday, January 16th. Three research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and a consensus target price of $391.43.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Broadcom says TSMC is hitting production capacity limits — investors interpret this as evidence of sustained demand for TSMC’s leading-edge nodes, which supports pricing power and long-term revenue visibility. Broadcom’s comments pressured some customers but helped lift TSMC shares as the supplier with the bottleneck stands to benefit. Broadcom flags supply constraints, says TSMC capacity a bottleneck
• Positive Sentiment: Market commentary frames TSMC as the “AI gatekeeper” — multiple articles stress that TSMC’s 2nm/advanced packaging backlog underscores its strategic position in the AI hardware supply chain, a bullish narrative for long-term investors. (Market narrative supporting TSMC’s premium valuation.)
• Positive Sentiment: Insider buying: a TSMC vice president disclosed a purchase of shares, signaling management confidence and providing a near-term positive signal to investors. SEC Form 4 — insider purchase
• Positive Sentiment: Broader AI demand backdrop remains supportive — comments from Nvidia’s CEO and large ASML orders in the industry reinforce expectations for prolonged capital spending on advanced chips and memory, which indirectly benefits TSMC as the critical foundry partner for AI GPUs and HPC chips. Nvidia’s Huang Says Human-Level AI Has Arrived. Don’t Get Too Excited.
• Neutral Sentiment: Large equipment orders across the industry (e.g., major ASML commitments) signal durable capex for advanced nodes and memory — positive for long-term demand but not an immediate revenue lever for TSMC until capacity is expanded.
• Negative Sentiment: Geopolitical and commodity risks—reports on disrupted helium and energy supply routes tied to the Iran conflict raise the risk of production interruptions or higher operating costs for fabs in East Asia, a potential downside for near-term output and margins. Iran War Chokes Helium Supply: Are US Semiconductor ETFs at Risk?

Taiwan Semiconductor Manufacturing Stock Up 1.4%

The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.42 and a current ratio of 2.62. The company has a market capitalization of $1.78 trillion, a PE ratio of 32.24, a price-to-earnings-growth ratio of 0.93 and a beta of 1.29. The firm’s 50-day simple moving average is $349.05 and its 200 day simple moving average is $311.65.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results 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 during the quarter. As a group, equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be issued a $0.9503 dividend. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 28.36%.

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. Quattro Advisors LLC acquired a new position in Taiwan Semiconductor Manufacturing during the fourth quarter worth $25,000. Hilton Head Capital Partners LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter valued at $27,000. Stephens Consulting LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 82.0% in the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock valued at $28,000 after buying an additional 41 shares in the last quarter. Strategic Advocates LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 62.1% in the fourth quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock valued at $28,000 after buying an additional 36 shares in the last quarter. Finally, Ares Financial Consulting LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth $29,000. 16.51% of the stock is currently owned by institutional investors and hedge funds.

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.