Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Purchase Reported by Rep. Gilbert Ray Cisneros, Jr.

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently bought shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM). In a filing disclosed on October 12th, the Representative disclosed that they had bought between $1,001 and $15,000 in Taiwan Semiconductor Manufacturing stock on September 22nd. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Purchased $15,001 – $50,000 in shares of Benchmark Electronics (NYSE:BHE) on 10/1/2026.
• Sold $1,001 – $15,000 in shares of Oxford Industries (NYSE:OXM) on 9/29/2026.
• Sold $1,001 – $15,000 in shares of Semtech (NASDAQ:SMTC) on 9/29/2026.
• Sold $15,001 – $50,000 in shares of ITT (NYSE:ITT) on 9/29/2026.
• Sold $1,001 – $15,000 in shares of BridgeBio Pharma (NASDAQ:BBIO) on 9/29/2026.
• Purchased $1,001 – $15,000 in shares of Tandem Diabetes Care (NASDAQ:TNDM) on 9/29/2026.
• Purchased $1,001 – $15,000 in shares of Cytokinetics (NASDAQ:CYTK) on 9/29/2026.
• Purchased $1,001 – $15,000 in shares of Ultragenyx Pharmaceutical (NASDAQ:RARE) on 9/29/2026.
• Purchased $1,001 – $15,000 in shares of YETI (NYSE:YETI) on 9/29/2026.
• Sold $1,001 – $15,000 in shares of AtriCure (NASDAQ:ATRC) on 9/29/2026.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE:TSM opened at $445.34 on Wednesday. The firm’s 50 day moving average is $434.46 and its two-hundred day moving average is $415.74. The firm has a market capitalization of $2.31 trillion, a P/E ratio of 32.13, a PEG ratio of 0.98 and a beta of 1.37. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.14. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $266.82 and a 52 week high of $487.47.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.25% and a net margin of 50.31%. The business had revenue of $39.89 billion during the quarter. Analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.60 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be paid a $1.0854 dividend. The ex-dividend date is Thursday, December 10th. This is a decrease from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. This represents a $4.34 annualized dividend and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 24.96%.

Analyst Ratings Changes

Several research firms have recently issued reports on TSM. Susquehanna increased their price target on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a research note on Thursday, July 16th. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, October 7th. Bank of America lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Wall Street Zen downgraded shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 8th. Finally, DA Davidson upped their price target on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. Three analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus target price of $524.89.

Insider Activity

In other Taiwan Semiconductor Manufacturing news, VP Shyue-Shyh Lin purchased 2,000 shares of the firm’s stock in a transaction on Sunday, July 19th. The shares were purchased at an average price of $71.71 per share, for a total transaction of $143,420.00. Following the completion of the transaction, the vice president owned 28,269 shares in the company, valued at $2,027,169.99. This represents a 7.61% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Bor-Zen Tien purchased 3,000 shares of the firm’s stock in a transaction on Tuesday, July 21st. The stock was acquired at an average price of $74.39 per share, for a total transaction of $223,170.00. Following the transaction, the vice president owned 4,000 shares of the company’s stock, valued at $297,560. The trade was a 300.00% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last quarter, insiders acquired 16,043 shares of company stock worth $1,185,746. Corporate insiders own 1.11% of the company’s stock.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Analysts expect another powerful quarter, with estimates cited at approximately $46.7 billion in revenue and $23.4 billion in profit. Recent monthly revenue data and accelerating growth have reinforced expectations that AI demand is translating into substantial sales and earnings gains. TSMC Eyes $23.4 Billion Q3 Profit on $46.7 Billion Revenue
• Positive Sentiment: TSMC’s dominant position in contract manufacturing—especially its reported 90% share of advanced-chip production—continues to support pricing power, strong customer relationships and long-term AI infrastructure growth. Reports also point to higher chip prices and expanding capacity as potential drivers of stronger 2027 results. TSMC Earnings Preview
• Positive Sentiment: Erste Group raised its TSMC EPS forecasts to $16.92 for fiscal 2026 and $22.26 for fiscal 2027, above the current-year consensus of $16.56. The revisions support the bullish view that earnings growth may justify the stock’s premium valuation.
• Neutral Sentiment: October 15 earnings are the immediate decision point. Investors are looking for evidence that demand remains ahead of supply, along with updated capital-spending and capacity guidance. The report could also serve as an important read-through for Nvidia and the broader AI semiconductor trade. Dear TSMC Stock Fans, Circle Oct. 15 on Your Calendar
• Negative Sentiment: Investor expectations are unusually high after a major rally: TSMC trades at roughly 32 times earnings and has risen near its annual high. Analysts caution that heavy capital expenditures could pressure free cash flow, while any earnings or guidance shortfall could trigger profit-taking.
• Negative Sentiment: A broader pullback in semiconductor-equipment stocks shows that investors are locking in gains across the AI supply chain. That risk could weigh on TSMC if enthusiasm fades or concerns grow that AI spending has already been fully priced in. Semiconductor Equipment Stocks Slide as Investors Take Profits

Hedge Funds Weigh In On Taiwan Semiconductor Manufacturing

Hedge funds have recently modified their holdings of the company. Signal Advisors Wealth LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 2.9% in the 3rd quarter. Signal Advisors Wealth LLC now owns 3,498 shares of the semiconductor company’s stock worth $1,596,000 after buying an additional 98 shares in the last quarter. B. Riley Wealth Advisors Inc. lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 22.5% in the third quarter. B. Riley Wealth Advisors Inc. now owns 27,025 shares of the semiconductor company’s stock valued at $12,328,000 after buying an additional 4,971 shares during the period. Krilogy Financial LLC boosted its stake in Taiwan Semiconductor Manufacturing by 19.7% during the third quarter. Krilogy Financial LLC now owns 4,337 shares of the semiconductor company’s stock valued at $1,927,000 after buying an additional 715 shares in the last quarter. RHS Financial LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the 3rd quarter valued at about $208,000. Finally, Affinity Capital Advisors LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 64.7% in the 3rd quarter. Affinity Capital Advisors LLC now owns 2,028 shares of the semiconductor company’s stock valued at $919,000 after acquiring an additional 797 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors and hedge funds.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

Taiwan Semiconductor Manufacturing Company Profile

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a Taiwan-based semiconductor manufacturer and the world’s largest dedicated semiconductor foundry. Founded in 1987 by Morris Chang, the company pioneered the pure-play foundry model, producing chips designed by other companies rather than selling products under its own semiconductor brand.

TSMC manufactures a broad range of integrated circuits, including advanced logic chips used in high-performance computing, smartphones, automotive systems, communications equipment, and consumer electronics.