Key Points
- CEO Che-Chia Wei bought 149 TSM shares at an average price of $76.20, investing $11,353.80 and increasing his holdings by 0.83% to 18,136 shares. The purchase follows two similar insider buys in July and August.
- TSMC reported quarterly revenue of $39.89 billion and EPS of $4.28, with a 50.31% net margin and 39.25% return on equity. Institutional investors own 16.51% of the company.
- Analysts maintain a broadly positive outlook, with a consensus “Buy” rating and an average price target of $523.22, while TSMC’s announced quarterly dividend implies a 1.0% yield.
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Get Free Report) CEO Che-Chia Wei bought 149 shares of the company's stock in a transaction dated Monday, September 7th. The stock was bought at an average cost of $76.20 per share, with a total value of $11,353.80. Following the completion of the transaction, the chief executive officer owned 18,136 shares in the company, valued at approximately $1,381,963.20. This trade represents a 0.83% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through the SEC website.
Che-Chia Wei also recently made the following trade(s):
- On Friday, August 7th, Che-Chia Wei acquired 152 shares of Taiwan Semiconductor Manufacturing stock. The stock was bought at an average price of $73.31 per share, with a total value of $11,143.12.
- On Tuesday, July 7th, Che-Chia Wei bought 146 shares of Taiwan Semiconductor Manufacturing stock. The shares were purchased at an average price of $76.62 per share, for a total transaction of $11,186.52.
Taiwan Semiconductor Manufacturing Trading Down 0.8%
TSM opened at $435.63 on Thursday. The stock has a market cap of $2.26 trillion, a PE ratio of 31.43, a PEG ratio of 1.00 and a beta of 1.39. The business has a 50 day moving average of $419.15 and a 200-day moving average of $399.70. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $257.75 and a 52 week high of $479.00. The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.14.
Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.25%. The company had revenue of $39.89 billion during the quarter. Equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.55 earnings per share 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. Shareholders of record on Thursday, December 10th will be issued a $1.0854 dividend. This represents a $4.34 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, December 10th. Taiwan Semiconductor Manufacturing's payout ratio is 21.43%.
Institutional Inflows and Outflows
Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Brighton Jones LLC grew its position in Taiwan Semiconductor Manufacturing by 20.9% in the 4th 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 shares of Taiwan Semiconductor Manufacturing in the second quarter worth $701,000. Bank of Nova Scotia increased 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 valued at $3,556,000 after acquiring an additional 1,784 shares during the last quarter. FWL Investment Management LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 26.5% in the second quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company's stock valued at $57,000 after acquiring an additional 53 shares during the period. Finally, Main Street Financial Solutions LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter valued at about $270,000. Institutional investors own 16.51% of the company's stock.
Wall Street Analyst Weigh In
TSM has been the subject of several analyst reports. Wall Street Zen downgraded Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "buy" rating in a report on Saturday, August 8th. Stifel Nicolaus assumed coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, September 1st. They set a "buy" rating and a $515.00 price target on the stock. Bank of America raised their price target on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a "buy" rating in a research report on Wednesday, June 24th. Citigroup restated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, July 6th. Finally, Sanford C. Bernstein increased their target price on Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an "outperform" rating in a research note on Tuesday, August 11th. Three analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of "Buy" and an average target price of $523.22.
Get Our Latest Research Report on Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing News Roundup
Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:
- Positive Sentiment: TSMC and ASML announced plans to advance High-NA EUV manufacturing, with TSMC expected to introduce the technology into high-volume advanced-node production beginning in 2030. The companies also aim to establish a 12-inch photomask pilot line by 2031, potentially improving future lithography efficiency and supporting AI-chip demand. ASML and TSMC Announce Initiative to Pioneer Industry Transition to Large-Format Photomasks for High NA EUV
- Positive Sentiment: Multiple TSMC executives and directors, including CEO Che-Chia Wei and CFO Jen-Chau Huang, purchased shares in recent SEC-reported transactions. Although the individual purchases were relatively small, the broad insider buying may signal management confidence in the company’s outlook. TSMC insider purchase filing
- Positive Sentiment: Recent coverage highlights TSMC’s Arizona expansion as an increasingly attractive strategic investment, potentially strengthening its position with U.S. customers and reducing geographic concentration risk. TSMC's Arizona Bet Was My Biggest Worry in July - Now It's My Best Argument
- Neutral Sentiment: TSMC has attracted heightened investor and search attention, while technical coverage noted that the stock recently moved above an early buy point. This supports momentum, but does not represent a new company announcement or change to earnings expectations. TSMC, IBD Stock Of The Day, Rises Above Early Buy Point As Chip Stocks Rally
- Negative Sentiment: The broader market is under pressure as Brent crude approaches $100 per barrel and Treasury yields rise. Higher energy costs and interest rates can weigh on high-growth technology valuations, contributing to weakness in TSM despite its long-term AI exposure. Dow Jones Futures Fall As Oil Prices Push Stocks Toward Breaking Point
- Negative Sentiment: TSMC’s High-NA EUV benefits are several years away, with production adoption planned for 2030. Intel’s earlier progress processing more than one million wafers on High-NA equipment could temporarily reinforce its manufacturing narrative and competitive positioning. Intel’s ASML Milestone Gives Investors a New Reason to Revisit the Stock
Taiwan Semiconductor Manufacturing Company Profile
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Get Free Report)
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a Taiwan-based semiconductor manufacturer and the world's leading dedicated semiconductor foundry. Founded in 1987 and headquartered in Hsinchu, Taiwan, the company pioneered the pure-play foundry business model, producing chips designed by other companies rather than developing and selling branded semiconductor products of its own.
TSMC manufactures semiconductor wafers using advanced and specialty process technologies.
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