Taiwan Semiconductor Manufacturing (NYSE:TSM) CEO Acquires $11,353.80 in Stock

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) CEO Che-Chia Wei purchased 149 shares of the company’s stock in a transaction that occurred on Monday, September 7th. The stock was bought at an average cost of $76.20 per share, for a total transaction of $11,353.80. Following the purchase, the chief executive officer directly owned 18,136 shares in the company, valued at $1,381,963.20. This represents a 0.83% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link.

Che-Chia Wei also recently made the following trade(s):

• On Friday, August 7th, Che-Chia Wei acquired 152 shares of Taiwan Semiconductor Manufacturing stock. The shares were bought at an average price of $73.31 per share, for a total transaction of $11,143.12.
• On Tuesday, July 7th, Che-Chia Wei acquired 146 shares of Taiwan Semiconductor Manufacturing stock. The shares were purchased at an average cost of $76.62 per share, with a total value of $11,186.52.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM opened at $433.09 on Friday. The company has a 50-day moving average of $418.99 and a two-hundred day moving average of $400.34. The stock has a market cap of $2.25 trillion, a price-to-earnings ratio of 31.25, a PEG ratio of 0.95 and a beta of 1.39. 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 one year low of $257.98 and a one year high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. The business had revenue of $39.89 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.25%. On average, equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.55 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently announced 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 represents a $4.34 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s payout ratio is 21.43%.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on the company. TD Cowen raised their target price on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a research report on Friday, July 17th. Susquehanna upped their price target on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research report on Thursday, July 16th. DA Davidson increased their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. Sanford C. Bernstein raised their price objective on Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an “outperform” rating in a research report on Tuesday, August 11th. Finally, Stifel Nicolaus assumed coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday, September 1st. They set a “buy” rating and a $515.00 target price on the stock. Three investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus target price of $523.22.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC reported August 2026 revenue of NT$514.81 billion, approximately $16.35 billion, up 53.3% year over year and 10.1% from July. The record result, driven by strong orders from hyperscalers and enterprise customers, indicates that AI-chip demand remains robust and TSMC’s production capacity is operating near full utilization. TSMC Revenue Jumps 53% in August, Signaling Strong AI Chip Demand
• Positive Sentiment: The revenue surge is favorable for major customers such as Nvidia because it suggests TSMC can continue supporting high-performance computing and AI-accelerator production. Tight advanced-packaging and foundry capacity also strengthens TSMC’s pricing power and supports its exceptionally high margins. TSMC Just Delivered Fantastic News for Nvidia Shareholders
• Positive Sentiment: TSMC and ASML are collaborating on large-format photomasks for High-NA EUV technology, with potential long-term benefits for advanced-node productivity, manufacturing costs and AI-chip output. TSMC’s Arizona operations and planned global investment may also reduce geographic concentration concerns. TSMC Collaborates to Expand Large-Format Photomasks for High NA EUV
• Positive Sentiment: Analysts remain constructive, with a consensus Buy rating and an average price target of $523.22. Erste Group also modestly raised its fiscal 2027 EPS forecast, while CEO Che-Chia Wei’s recent share purchase provides a small additional signal of management confidence. TSMC CEO Acquires Shares
• Neutral Sentiment: Despite the strong operating data, TSMC shares recently underperformed the broader market because investors may already be pricing in several years of AI growth. Articles identify valuation and future gross-margin performance as key numbers that could determine the stock’s next move. TSMC Price Prediction
• Negative Sentiment: Higher Treasury yields and expectations for a Federal Reserve rate hike are pressuring high-growth technology valuations. The broader retreat in AI-related stocks has limited the market’s response to TSMC’s record sales, while future High-NA EUV benefits will not arrive at scale for several years. Fed Rate Hike Close To A Lock

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in TSM. Twin City Private Wealth LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 0.3% in the first quarter. Twin City Private Wealth LLC now owns 7,315 shares of the semiconductor company’s stock valued at $2,479,000 after purchasing an additional 25 shares during the period. Graves Light Lenhart Wealth Inc. grew its stake in Taiwan Semiconductor Manufacturing by 3.4% in the 2nd quarter. Graves Light Lenhart Wealth Inc. now owns 752 shares of the semiconductor company’s stock valued at $359,000 after buying an additional 25 shares during the last quarter. OFS Enterprise LLC grew its stake in Taiwan Semiconductor Manufacturing by 4.0% in the 2nd quarter. OFS Enterprise LLC now owns 653 shares of the semiconductor company’s stock valued at $312,000 after buying an additional 25 shares during the last quarter. Wealthcare Capital Partners LLC raised its holdings in Taiwan Semiconductor Manufacturing by 1.0% in the 2nd quarter. Wealthcare Capital Partners LLC now owns 2,606 shares of the semiconductor company’s stock worth $1,244,000 after acquiring an additional 25 shares during the period. Finally, Elser Financial Planning Inc raised its holdings in Taiwan Semiconductor Manufacturing by 2.4% in the 2nd quarter. Elser Financial Planning Inc now owns 1,081 shares of the semiconductor company’s stock worth $516,000 after acquiring an additional 25 shares during the period. 16.51% of the stock is owned by institutional investors.

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 leading dedicated semiconductor foundry. Founded in 1987 and headquartered in Hsinchu, Taiwan, the company pioneered the pure-play foundry business model, producing chips designed by other companies rather than developing and selling branded semiconductor products of its own.

TSMC manufactures semiconductor wafers using advanced and specialty process technologies.