Rep. Cleo Fields Purchases Shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM)

Representative Cleo Fields (Democratic-Louisiana) recently bought shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM). In a filing disclosed on October 22nd, the Representative disclosed that they had bought between $1,001 and $15,000 in Taiwan Semiconductor Manufacturing stock on October 9th. The trade occurred in the Representative’s “MORGAN STANLEY – E*TRADE #2” account.

Representative Cleo Fields also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of NVIDIA (NASDAQ:NVDA) on 10/1/2026.
• Purchased $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOG) on 9/14/2026.
• Purchased $1,001 – $15,000 in shares of Netflix (NASDAQ:NFLX) on 9/14/2026.
• Purchased $1,001 – $15,000 in shares of Microsoft (NASDAQ:MSFT) on 9/10/2026.
• Purchased $1,001 – $15,000 in shares of Apple (NASDAQ:AAPL) on 9/8/2026.
• Purchased $1,001 – $15,000 in shares of Apple (NASDAQ:AAPL) on 8/13/2026.

Taiwan Semiconductor Manufacturing Stock Performance

TSM stock traded up $5.38 on Friday, reaching $417.74. 9,473,088 shares of the company were exchanged, compared to its average volume of 11,288,281. The firm has a market capitalization of $2.17 trillion, a PE ratio of 26.88, a PEG ratio of 0.84 and a beta of 1.37. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $266.82 and a 12 month high of $487.47. The stock’s fifty day moving average price is $434.30 and its 200 day moving average price is $420.15. 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 (NYSE:TSM) last posted its quarterly earnings results on Tuesday, September 8th. The semiconductor company reported $4.62 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 51.51% and a return on equity of 42.84%. The company had revenue of $46.87 billion for the quarter. On average, research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Thursday, December 10th will be given a dividend of $1.0854 per share. This represents a $4.34 dividend on an annualized basis and a yield of 1.0%. This is a decrease from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. The ex-dividend date of this dividend is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 22.07%.

Insiders Place Their Bets

In related news, VP Bor-Zen Tien acquired 1,000 shares of the business’s stock in a transaction on Monday, August 3rd. The stock was bought at an average cost of $73.06 per share, with a total value of $73,060.00. Following the completion of the acquisition, the vice president owned 14,051 shares in the company, valued at $1,026,566.06. The trade was a 7.66% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, VP Lipen Yuan bought 350 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Tuesday, August 18th. The stock was purchased at an average price of $73.58 per share, for a total transaction of $25,753.00. Following the purchase, the vice president directly owned 2,000 shares in the company, valued at $147,160. This represents a 21.21% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders acquired 8,043 shares of company stock worth $598,956 over the last quarter. Company insiders own 1.11% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the company. Stifel Nicolaus began coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday, September 1st. They set a “buy” rating and a $515.00 price target on the stock. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, October 7th. Susquehanna upped their target price on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research note on Thursday, July 16th. Sanford C. Bernstein raised their target price 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, Wall Street Zen downgraded shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 8th. Three analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and an average price target of $528.78.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Fiduciary Advisors Inc. grew its stake in shares of Taiwan Semiconductor Manufacturing by 200.0% in the 3rd quarter. Fiduciary Advisors Inc. now owns 60 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 40 shares during the period. Evolution Wealth Management Inc. lifted its position in shares of Taiwan Semiconductor Manufacturing by 257.7% during the 1st quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company’s stock worth $31,000 after buying an additional 67 shares during the period. Cedar Mountain Advisors LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 88.2% during the 2nd quarter. Cedar Mountain Advisors LLC now owns 64 shares of the semiconductor company’s stock worth $31,000 after buying an additional 30 shares during the period. Financial Freedom LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the 1st quarter valued at $32,000. Finally, Markowski Investments acquired a new stake in Taiwan Semiconductor Manufacturing in the 2nd quarter valued at $33,000. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Moody’s upgraded TSMC’s issuer rating to Aa2 from Aa3, citing its dominant foundry position, robust balance sheet and sustained AI-related demand. The stable outlook and upgraded ratings for financing subsidiaries could lower perceived credit risk. Moody’s upgrades TSMC rating
• Positive Sentiment: TSMC reported its sixth consecutive quarter of record profit, while management raised its full-year growth outlook for the third time. Analysts at Erste Group also increased their FY2026 EPS estimate to $17.21 from $16.92 and FY2027 forecast to $22.82 from $22.26, above the current consensus for the current year. TSMC record profit and market concerns
• Positive Sentiment: Investors continue to view TSMC as a critical supplier for AI accelerators, smartphones and data centers. Its advanced-node manufacturing, packaging capabilities and broad customer base reinforce the company’s competitive position as AI infrastructure spending expands. TSMC as a global computing utility
• Positive Sentiment: TSMC confirmed discussions with SpaceX regarding its proposed Terafab facility. Any agreement could provide additional long-term capacity demand, although the company reportedly wants operational control of the fab. TSMC and SpaceX Terafab discussions
• Neutral Sentiment: TSMC’s results demonstrate powerful demand, but comparisons with ASML highlight a key constraint: AI orders exceed currently available semiconductor manufacturing equipment, fab capacity and advanced packaging. The pace and cost of expanding supply remain important investment questions. ASML versus TSMC and AI demand
• Negative Sentiment: Despite record earnings, a slight decline in gross margin unsettled some investors. The reaction reflects concerns that higher overseas expansion costs, capacity investments or product mix could pressure profitability even while revenue and AI demand remain strong. TSMC margin concerns

About Representative FIELDS

Cleo Fields (Democratic Party) is a member of the U.S. House, representing Louisiana’s 6th Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Fields (Democratic Party) is running for re-election to the U.S. House to represent Louisiana’s 6th Congressional District. He declared candidacy for the primary scheduled on November 3, 2026.

Cleo Fields graduated from McKinley High School in 1980. He earned a bachelor’s degree in mass communications from Southern University in 1984 and a J.D. from the Southern University Law Center in 1987. His career experience includes working as a state legislator and U.S. congressman. When Fields was elected to the Louisiana State Senate in 1986, he was the youngest person ever elected to the State Senate in Louisiana’s history. In 1995, Fields ran for governor of Louisiana, becoming the first African American since reconstruction to make the runoff.

About Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a dedicated semiconductor foundry headquartered in Hsinchu, Taiwan. The company manufactures integrated circuits for customers that design their own chips, allowing semiconductor, electronics, and technology companies to outsource production rather than operate their own fabrication facilities.

TSMC provides wafer fabrication services across a broad range of process technologies, including advanced nodes used in high-performance computing, smartphones, automotive systems, and artificial intelligence applications.