Bor-Zen Tien Purchases 2,000 Shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) VP Bor-Zen Tien bought 2,000 shares of the company’s stock in a transaction dated Tuesday, May 19th. The stock was purchased at an average cost of $69.91 per share, for a total transaction of $139,820.00. Following the completion of the acquisition, the vice president owned 11,051 shares in the company, valued at $772,575.41. This trade represents a 22.10% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link.

Bor-Zen Tien also recently made the following trade(s):

• On Sunday, March 22nd, Bor-Zen Tien bought 1,000 shares of Taiwan Semiconductor Manufacturing stock. The stock was purchased at an average price of $55.93 per share, with a total value of $55,930.00.

Taiwan Semiconductor Manufacturing Trading Down 2.1%

Shares of NYSE:TSM opened at $395.84 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $188.81 and a 52-week high of $421.97. The company has a market capitalization of $2.05 trillion, a P/E ratio of 32.93, a price-to-earnings-growth ratio of 1.18 and a beta of 1.39. The company has a 50-day simple moving average of $366.23 and a 200 day simple moving average of $335.73. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.32 and a current ratio of 2.51.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 38.17%. The business had revenue of $30.65 billion during the quarter. Sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.25 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. This represents a $4.45 dividend on an annualized basis and a yield of 1.1%. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 24.71%.

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

A number of institutional investors have recently modified their holdings of the business. Brighton Jones LLC lifted its position in Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after purchasing an additional 1,892 shares during the period. Gamco Investors INC. ET AL bought a new stake in Taiwan Semiconductor Manufacturing during the second quarter worth about $701,000. Bank of Nova Scotia lifted its position in Taiwan Semiconductor Manufacturing by 12.8% during the second quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock worth $3,556,000 after purchasing an additional 1,784 shares during the period. FWL Investment Management LLC lifted its position in Taiwan Semiconductor Manufacturing by 26.5% during the second quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock worth $57,000 after purchasing an additional 53 shares during the period. Finally, Main Street Financial Solutions LLC bought a new stake in Taiwan Semiconductor Manufacturing during the second quarter worth about $270,000. Institutional investors own 16.51% of the company’s stock.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Coatue Management reportedly boosted its TSMC stake by 654,023 shares, reinforcing the view that large investors still see upside in the company’s AI-driven growth. Coatue Management boosts Taiwan Semiconductor stake by 654,023 shares
• Positive Sentiment: Several articles highlighted TSMC as a preferred way to play the AI semiconductor boom, including pieces noting it could benefit heading into Nvidia’s earnings and that it remains a top stock among billionaire investors. Nvidia Stock May or May Not Soar on May 20, But This Super AI Semiconductor Stock Could Pop and Go On a Terrific Bull Run
• Positive Sentiment: Commentary also framed TSMC as part of an “AI Revolution” basket and a long-term multibagger candidate, supporting bullish sentiment on the company’s role in advanced chip manufacturing. CIO touts ‘AIR 7’ as AI-heavy alternative to ‘Magnificent 7’
• Neutral Sentiment: TSMC Vice President Bor-Zen Tien bought 2,000 shares, but another vice president sold 200,000 shares. The mixed insider activity is notable, but by itself it does not clearly point to a major change in fundamentals. SEC filing for Bor-Zen Tien purchase SEC filing for Tzu-Sou Chuang sale
• Neutral Sentiment: TSMC announced it will sell about 152 million Vanguard International Semiconductor shares, a move described as a capital-refocusing decision rather than a signal of distress. TSMC Trims Vanguard Stake To Refocus Capital And Valuation Story
• Negative Sentiment: CNBC reported that the Iran war is adding pressure to AI chip supply chains and costs, which could weigh on semiconductor makers like TSMC if disruptions persist. Tech investors loved this earnings season — but the Iran war is piling pressure on the companies powering the AI boom

Analysts Set New Price Targets

Several equities analysts have recently weighed in on the stock. DA Davidson reissued a “buy” rating and issued a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Zacks Research lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Dbs Bank raised shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research report on Friday, January 23rd. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, March 20th. Finally, Wedbush reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus price target of $404.29.

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.