Taiwan Semiconductor Manufacturing (NYSE:TSM) CEO Che-Chia Wei Acquires 155 Shares of Stock

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) CEO Che-Chia Wei acquired 155 shares of the stock in a transaction that occurred on Friday, November 6th. The shares were bought at an average cost of $70.50 per share, with a total value of $10,927.50. Following the transaction, the chief executive officer directly owned 18,435 shares in the company, valued at $1,299,667.50. This trade represents a 0.85% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available through this link.

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

• On Wednesday, October 7th, Che-Chia Wei bought 144 shares of Taiwan Semiconductor Manufacturing stock. The stock was bought at an average price of $79.39 per share, with a total value of $11,432.16.
• On Monday, September 7th, Che-Chia Wei bought 149 shares of Taiwan Semiconductor Manufacturing stock. The stock was purchased at an average cost of $76.20 per share, for a total transaction of $11,353.80.

Taiwan Semiconductor Manufacturing Stock Up 2.0%

NYSE:TSM opened at $396.56 on Wednesday. The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.14. The stock’s fifty day moving average is $430.71 and its two-hundred day moving average is $401.43. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $266.82 and a 52 week high of $487.47. The stock has a market capitalization of $2.06 trillion, a price-to-earnings ratio of 25.52, a price-to-earnings-growth ratio of 0.77 and a beta of 1.44.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Thursday, October 15th. The semiconductor company reported $4.60 EPS for the quarter, topping the consensus estimate of $4.45 by $0.15. Taiwan Semiconductor Manufacturing had a return on equity of 42.84% and a net margin of 51.51%. The business had revenue of $46.72 billion during the quarter, compared to analyst estimates of $45.67 billion. During the same period last year, the business posted $2.92 earnings per share. The company’s quarterly revenue was up 41.2% on a year-over-year basis. Research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.46 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 8th. Investors of record on Thursday, March 11th will be paid a dividend of $1.3663 per share. This represents a $5.47 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Thursday, March 11th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.0854. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 22.07%.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC reported October revenue of NT$586.89 billion, up 59.7% year over year and 14.7% from September. The strong result, attributed to demand for advanced chips, points to solid momentum heading into the fourth quarter; the company has guided for quarterly revenue of up to $54.3 billion. TSMC’s October sales jump as global chip boom rolls on
• Positive Sentiment: Analyst and investing coverage highlighted TSMC’s position as a key supplier for AI chips, with demand from customers including Nvidia and Apple. Some commentary also described the shares as undervalued following the semiconductor sell-off, which could attract investors if growth continues. TSMC Sales Jump Again as Nvidia and Apple Orders Keep the AI Chip Boom Going
• Positive Sentiment: Reports say TSMC plans to invest up to $1 billion, split between Anthropic and OpenAI. The move signals confidence in AI’s growth, though the investment’s direct financial contribution to TSMC is not yet clear. TSMC to invest up to $1 billion in Anthropic and OpenAI
• Neutral Sentiment: Some coverage suggests TSMC shares could be about 7% undervalued, while another notes the company’s fab expansion plans. Such expansion supports future capacity but also requires substantial investment. TSM Stock Could Be 7% Undervalued Despite Fab Expansion Plans
• Negative Sentiment: Recent AI-stock volatility remains a risk, and Wedbush reportedly says the strong sales update sets a high bar for TSMC. Shares may be vulnerable if future results or guidance fail to match elevated growth expectations. Wedbush Has a Strong Message for TSMC Stock Fans

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Tiger Global Management LLC raised its position in Taiwan Semiconductor Manufacturing by 49.4% in the 1st quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company’s stock valued at $1,880,717,000 after purchasing an additional 1,839,600 shares in the last quarter. Fundsmith LLP purchased a new position in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter valued at about $548,465,000. Assenagon Asset Management S.A. acquired a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter worth about $490,461,000. Mirae Asset Global Investments Co. Ltd. acquired a new position in shares of Taiwan Semiconductor Manufacturing during the third quarter worth about $444,923,000. Finally, Aberdeen Group plc grew its position in shares of Taiwan Semiconductor Manufacturing by 449.6% during the third quarter. Aberdeen Group plc now owns 642,465 shares of the semiconductor company’s stock worth $293,086,000 after buying an additional 525,566 shares in the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on the company. Barclays lifted their target price on Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the company an “overweight” rating in a research report on Friday, October 16th. Wall Street Zen cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, August 8th. Weiss Ratings lowered shares of Taiwan Semiconductor Manufacturing from a “buy (b)” rating to a “hold (c+)” rating in a research note on Wednesday, November 4th. TD Cowen raised their price objective on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a research note on Friday, July 17th. Finally, Susquehanna lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a report on Thursday, July 16th. Three analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and a consensus price target of $533.89.

Taiwan Semiconductor Manufacturing Company Profile

Taiwan Semiconductor Manufacturing Company (TSMC) is a semiconductor foundry that manufactures chips designed by other companies. It provides wafer fabrication and related services, including advanced packaging, serving customers across industries such as computing, communications, automotive and consumer electronics. Founded in 1987 and headquartered in Hsinchu, Taiwan, TSMC helped establish the dedicated foundry model, in which a manufacturer focuses on producing semiconductors for customers rather than selling its own chip designs.