Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock: Insider Lipen Yuan Purchases 1,000 Shares

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) VP Lipen Yuan purchased 1,000 shares of the firm’s stock in a transaction dated Sunday, November 1st. The shares were bought at an average price of $71.49 per share, with a total value of $71,490.00. Following the purchase, the vice president owned 8,000 shares in the company, valued at $571,920. The trade was a 14.29% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website.

Lipen Yuan also recently made the following trade(s):

• On Wednesday, October 7th, Lipen Yuan acquired 40 shares of Taiwan Semiconductor Manufacturing stock. The stock was purchased at an average price of $79.39 per share, for a total transaction of $3,175.60.
• On Monday, September 7th, Lipen Yuan acquired 41 shares of Taiwan Semiconductor Manufacturing stock. The shares were purchased at an average cost of $76.20 per share, with a total value of $3,124.20.
• On Tuesday, August 18th, Lipen Yuan bought 350 shares of Taiwan Semiconductor Manufacturing stock. The stock was purchased at an average cost of $73.58 per share, with a total value of $25,753.00.
• On Tuesday, August 18th, Lipen Yuan bought 1,000 shares of Taiwan Semiconductor Manufacturing stock. The stock was purchased at an average price of $74.50 per share, for a total transaction of $74,500.00.
• On Friday, August 7th, Lipen Yuan purchased 42 shares of Taiwan Semiconductor Manufacturing stock. The shares were purchased at an average cost of $73.31 per share, for a total transaction of $3,079.02.

Taiwan Semiconductor Manufacturing Stock Down 2.5%

TSM stock opened at $394.81 on Thursday. The stock has a fifty day moving average of $434.04 and a 200-day moving average of $400.48. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $266.82 and a fifty-two week high of $487.47. The company has a market capitalization of $2.05 trillion, a price-to-earnings ratio of 25.41, a PEG ratio of 0.82 and a beta of 1.44. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Thursday, October 15th. The semiconductor company reported $4.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.45 by $0.15. The business had revenue of $46.72 billion for the quarter, compared to analysts’ expectations of $45.67 billion. Taiwan Semiconductor Manufacturing had a return on equity of 42.84% and a net margin of 51.51%. The firm’s quarterly revenue was up 41.2% compared to the same quarter last year. During the same period in the previous year, the business posted $2.92 EPS. As a group, equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be paid a $1.0854 dividend. The ex-dividend date is Thursday, December 10th. This is a negative change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. This represents a $4.34 annualized dividend and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 22.07%.

Hedge Funds Weigh In On Taiwan Semiconductor Manufacturing

A number of institutional investors have recently made changes to their positions in TSM. Brookstone Capital Management boosted its stake in Taiwan Semiconductor Manufacturing by 87.3% in the second quarter. Brookstone Capital Management now owns 25,143 shares of the semiconductor company’s stock valued at $12,008,000 after acquiring an additional 11,719 shares during the period. Opal Capital LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 72.5% during the 1st quarter. Opal Capital LLC now owns 27,767 shares of the semiconductor company’s stock worth $9,384,000 after purchasing an additional 11,666 shares during the period. Western Wealth Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 27.4% during the 1st quarter. Western Wealth Management LLC now owns 27,954 shares of the semiconductor company’s stock worth $9,447,000 after purchasing an additional 6,013 shares during the period. MRA Advisory Group bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter worth approximately $704,000. Finally, Cantor Fitzgerald Investment Advisors L.P. bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter worth approximately $6,129,000. Institutional investors own 16.51% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have issued reports on the company. Barclays increased their target price on Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the stock an “overweight” rating in a research report on Friday, October 16th. Zacks Research raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. 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 note on Friday, July 17th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, October 7th. Finally, Wall Street Zen cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, August 8th. Three analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Buy” and an average price target of $528.78.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Industry commentary says strong semiconductor sales and AI infrastructure spending could benefit TSMC. As the foundry for chip designers including Nvidia, AMD, Apple and Broadcom, TSMC can participate in demand across multiple AI-chip makers. Article: 4 Semiconductor Stocks to Buy as Q3 Sales Soar on Robust AI Demand
• Positive Sentiment: A comparison of TSMC and ASML highlights TSMC’s advanced-chip manufacturing exposure to AI demand. Separate commentary also points to the potential of its next-generation process technology, though these are investment themes rather than new company guidance. Article: Better AI Semiconductor Monopoly Stock: Taiwan Semiconductor vs. ASML
• Positive Sentiment: Vice President Lipen Yuan reportedly bought 1,000 shares, increasing his direct holding by 14.29%. The insider purchase may signal confidence, though it is small relative to TSMC’s scale. Article: Taiwan Semiconductor Manufacturing VP Buys Stock
• Negative Sentiment: The approaching November sales update may keep investors cautious: the report is the first monthly reading of the new quarter, with $53.3 billion cited as the quarterly revenue hurdle. Article: TSMC Stocks Move Lower as November Sales Data Face a $53.3 Billion Quarterly Hurdle
• Negative Sentiment: Broader retreat from AI shares, including reports that hedge funds have turned underweight the sector, could weigh on TSMC despite its company-specific AI exposure. Article: AI Stocks Lose $5 Trillion in 3 Weeks as Hedge Funds Go Underweight AI

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.