Key Points
- CEO Che-Chia Wei bought 150 shares of Taiwan Semiconductor Manufacturing at $76.01 each, a $11,401.50 purchase that lifted his direct holdings to 17,689 shares. The filing shows a modest increase in his position, signaling insider confidence.
- TSMC continues to post strong fundamentals, with recent quarterly earnings of $3.11 per share on revenue of $30.65 billion and a net margin of 46.97%. The company also has a strong balance sheet, including a low debt-to-equity ratio of 0.16.
- The company raised its dividend to $1.1136 per quarter, up from $0.95 previously, putting the annualized payout at $4.45 per share. Wall Street sentiment remains bullish overall, with a consensus rating of “Buy” and an average price target of $404.29.
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Get Free Report) CEO Che-Chia Wei acquired 150 shares of the company's stock in a transaction on Friday, June 5th. The stock was acquired at an average cost of $76.01 per share, for a total transaction of $11,401.50. Following the completion of the purchase, the chief executive officer directly owned 17,689 shares of the company's stock, valued at approximately $1,344,540.89. This represents a 0.86% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is accessible through this hyperlink.
Che-Chia Wei also recently made the following trade(s):
- On Friday, May 8th, Che-Chia Wei acquired 160 shares of Taiwan Semiconductor Manufacturing stock. The stock was acquired at an average cost of $71.82 per share, for a total transaction of $11,491.20.
- On Thursday, April 9th, Che-Chia Wei acquired 186 shares of Taiwan Semiconductor Manufacturing stock. The stock was acquired at an average cost of $57.87 per share, for a total transaction of $10,763.82.
Taiwan Semiconductor Manufacturing Stock Up 0.3%
Taiwan Semiconductor Manufacturing stock opened at $428.11 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $206.20 and a 1-year high of $450.16. The firm has a market capitalization of $2.22 trillion, a price-to-earnings ratio of 35.62, a price-to-earnings-growth ratio of 1.24 and a beta of 1.38. The firm's fifty day moving average price is $391.93 and its two-hundred day moving average price is $350.26. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16.
Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. The firm had revenue of $30.65 billion for the quarter. On average, equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.29 earnings per share for the current fiscal year.
Taiwan Semiconductor Manufacturing Increases Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be paid a $1.1136 dividend. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. 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 payout ratio is 24.71%.
Wall Street Analysts Forecast Growth
A number of research firms recently weighed in on TSM. Needham & Company LLC raised their price target on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a "buy" rating in a research report on Thursday, April 16th. Wedbush reissued an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. DA Davidson reissued a "buy" rating and set a $450.00 price target 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. Finally, Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research report on Sunday, March 22nd. Two investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of "Buy" and a consensus price target of $404.29.
Read Our Latest Stock Analysis on Taiwan Semiconductor Manufacturing
Trending Headlines about Taiwan Semiconductor Manufacturing
Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:
- Positive Sentiment: TSMC is being highlighted as a major AI beneficiary, with articles pointing to strong demand for its advanced chipmaking and packaging capabilities as the company’s 2nm roadmap advances. Article Title
- Positive Sentiment: TSMC was noted as one of the world’s most valuable companies, reinforcing investor confidence in its dominant role in the semiconductor supply chain and its leadership in AI-related manufacturing. Article Title
- Positive Sentiment: CEO Che-Chia Wei disclosed a recent open-market purchase, which can be viewed as a modest vote of confidence from management. Article Title
- Neutral Sentiment: Analysts and commentators are debating whether TSMC’s strong AI momentum is fully reflected in the stock’s valuation, suggesting upside may depend on continued earnings growth. Article Title
- Neutral Sentiment: Broader semiconductor sentiment remains mixed, with some reports warning that the sector may be entering a corrective phase after a strong run. Article Title
- Negative Sentiment: TSMC is facing fresh regulatory risk as Taiwan considers tighter restrictions on advanced AI chip exports to China, which could limit some future sales opportunities. Article Title
- Negative Sentiment: U.S. lawmakers are also urging tighter rules on contract chipmakers serving Chinese firms’ overseas units, adding another export-control headwind for TSMC. Article Title
Institutional Trading of Taiwan Semiconductor Manufacturing
Hedge funds have recently added to or reduced their stakes in the stock. Quattro Advisors LLC bought a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter worth about $25,000. Hilton Head Capital Partners LLC bought a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter worth about $27,000. Stephens Consulting LLC raised its position in Taiwan Semiconductor Manufacturing by 82.0% in the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company's stock worth $28,000 after acquiring an additional 41 shares during the period. Strategic Advocates LLC raised its position in Taiwan Semiconductor Manufacturing by 62.1% in the fourth quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company's stock worth $28,000 after acquiring an additional 36 shares during the period. Finally, Ares Financial Consulting LLC bought a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter worth about $29,000. Institutional investors own 16.51% of the company's stock.
Taiwan Semiconductor Manufacturing Company Profile
(
Get Free Report)
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.
Featured Stories
This instant news alert was generated by narrative science technology and financial data from InsiderTrades.com in order to provide readers with the fastest and most accurate reporting. Please send any questions or comments about this story to [email protected].
