Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Price Up 1.3% Following Insider Buying Activity

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) rose 1.3% during trading on Wednesday after an insider bought additional shares in the company. The company traded as high as $350.45 and last traded at $347.8020. Approximately 12,085,129 shares traded hands during trading, a decline of 14% from the average daily volume of 14,082,779 shares. The stock had previously closed at $343.25.

Specifically, VP Bor-Zen Tien bought 1,000 shares of the stock in a transaction on Sunday, March 22nd. The shares were acquired at an average cost of $55.93 per share, for a total transaction of $55,930.00. Following the purchase, the vice president directly owned 9,051 shares of the company’s stock, valued at $506,222.43. This trade represents a 12.42% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website.

Analyst Ratings Changes

Several brokerages have commented on TSM. Barclays raised their price target on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, January 16th. Freedom Capital upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Argus raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research report on Friday, January 23rd. Finally, TD Cowen upped their target price on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a research note on Friday, January 16th. Three investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $391.43.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Broadcom warns TSMC is hitting production capacity limits — markets view the bottleneck as evidence of sustained demand for TSMC’s leading-edge nodes, supporting pricing power and long-term revenue visibility. Read More.
• Positive Sentiment: ASML’s nearly $8B order for EUV tools signals a multiyear memory/AI capex cycle that increases demand for advanced packaging and leading-node wafer capacity — a structural tailwind for TSM as the primary contract manufacturer for AI GPUs and server chips. Read More.
• Positive Sentiment: Arm’s new AGI CPU is being built on TSMC 3nm (with Meta partnership) — another concrete order/roadmap signal that TSMC’s advanced nodes will see durable hyperscaler and AI customer demand. Read More.
• Positive Sentiment: Insider buying by a TSMC VP and recent analyst price-target upgrades reinforce management confidence and a constructive sell-side view on growth and margins. Read More.
• Neutral Sentiment: Broader analysis pieces compare TSMC with other AI-infrastructure names (Broadcom, Micron, AMD) and highlight TSMC’s strategic role — useful for positioning but not an immediate earnings catalyst. Read More.
• Negative Sentiment: Geopolitical and commodity risks (energy, helium supply disruptions tied to the Iran conflict) raise the prospect of production interruptions or higher fab operating costs — a material operational risk for Taiwan-based fabs. Read More.
• Positive Sentiment: Logistics and ecosystem moves (e.g., UPS $100M Taiwan hub) show supply-chain players scaling to support elevated chip flows — reduces distribution friction and signals sustained order volumes. Read More.

Taiwan Semiconductor Manufacturing Stock Up 1.3%

The company has a market cap of $1.80 trillion, a PE ratio of 32.66, a PEG ratio of 0.94 and a beta of 1.29. The stock’s 50 day moving average price is $349.46 and its 200-day moving average price is $311.90. 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 (NYSE:TSM) last issued its earnings results on Thursday, February 26th. The semiconductor company reported $3.11 EPS for the quarter. The company had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 34.89%. On average, analysts predict 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 disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be issued a $0.9503 dividend. The ex-dividend date is Thursday, June 11th. This represents a $3.80 annualized dividend and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 28.36%.

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

Hedge funds and other institutional investors have recently modified their holdings of the stock. Brighton Jones LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after purchasing an additional 1,892 shares during the period. CreativeOne Wealth LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 20.4% in the second quarter. CreativeOne Wealth LLC now owns 10,613 shares of the semiconductor company’s stock worth $2,404,000 after purchasing an additional 1,796 shares during the last quarter. Jaffetilchin Investment Partners LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 9.0% in the second quarter. Jaffetilchin Investment Partners LLC now owns 1,802 shares of the semiconductor company’s stock worth $408,000 after buying an additional 149 shares during the period. RiverFront Investment Group LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 32.7% in the second quarter. RiverFront Investment Group LLC now owns 1,691 shares of the semiconductor company’s stock worth $383,000 after buying an additional 417 shares during the period. Finally, Laurel Wealth Advisors LLC raised its holdings in Taiwan Semiconductor Manufacturing by 22,560.0% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 1,133 shares of the semiconductor company’s stock valued at $257,000 after buying an additional 1,128 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

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.