Key Points
- TSMC VP Lipen Yuan bought 1,000 shares at an average price of $71.49, spending $71,490 and increasing his direct holdings by 14.29% to 8,000 shares.
- TSMC reported quarterly EPS of $4.60, beating estimates of $4.45, while revenue rose 41.2% year over year to $46.72 billion.
- Analysts’ consensus rating is Buy, with an average price target of $528.78. The company also lowered its quarterly dividend to $1.0854 per share from $1.1136.
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Get Free Report) VP Lipen Yuan bought 1,000 shares of the stock in a transaction on Sunday, November 1st. The stock was purchased at an average price of $71.49 per share, for a total transaction of $71,490.00. Following the completion of the purchase, the vice president directly owned 8,000 shares in the company, valued at approximately $571,920. This represents a 14.29% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink.
Lipen Yuan also recently made the following trade(s):
- On Wednesday, October 7th, Lipen Yuan purchased 40 shares of Taiwan Semiconductor Manufacturing stock. The stock was purchased at an average cost of $79.39 per share, with a total value of $3,175.60.
- On Monday, September 7th, Lipen Yuan purchased 41 shares of Taiwan Semiconductor Manufacturing stock. The shares were purchased at an average price of $76.20 per share, with a total value of $3,124.20.
- On Tuesday, August 18th, Lipen Yuan purchased 350 shares of Taiwan Semiconductor Manufacturing stock. The stock was purchased at an average cost of $73.58 per share, for a total transaction of $25,753.00.
- On Tuesday, August 18th, Lipen Yuan acquired 1,000 shares of Taiwan Semiconductor Manufacturing stock. The stock was acquired at an average price of $74.50 per share, for a total transaction of $74,500.00.
- On Friday, August 7th, Lipen Yuan acquired 42 shares of Taiwan Semiconductor Manufacturing stock. The shares were acquired at an average cost of $73.31 per share, with a total value of $3,079.02.
Taiwan Semiconductor Manufacturing Price Performance
NYSE:TSM opened at $404.90 on Wednesday. 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 fifty day moving average of $434.50 and a 200 day moving average of $400.22. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46. The firm has a market capitalization of $2.10 trillion, a price-to-earnings ratio of 26.06, a P/E/G ratio of 0.81 and a beta of 1.44.
Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last announced its earnings results on Thursday, October 15th. The semiconductor company reported $4.60 earnings per share for the quarter, topping analysts' consensus estimates 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 for the quarter, compared to analyst estimates of $45.67 billion. During the same period in the prior year, the company earned $2.92 EPS. The company's quarterly revenue was up 41.2% compared to the same quarter last year. On average, research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 EPS for the current fiscal year.
Taiwan Semiconductor Manufacturing Cuts Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be issued a dividend of $1.0854 per share. The ex-dividend date of this dividend 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 payout ratio is presently 22.27%.
Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing
Hedge funds have recently added to or reduced their stakes in the company. Tiger Global Management LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 49.4% during the first quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company's stock worth $1,880,717,000 after acquiring an additional 1,839,600 shares in the last quarter. Sei Investments Co. lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 11.8% in the 1st quarter. Sei Investments Co. now owns 2,591,510 shares of the semiconductor company's stock worth $875,802,000 after acquiring an additional 274,389 shares during the last quarter. Bessemer Group Inc. lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 7.9% in the 1st quarter. Bessemer Group Inc. now owns 1,781,764 shares of the semiconductor company's stock worth $602,147,000 after acquiring an additional 130,602 shares during the last quarter. Assenagon Asset Management S.A. lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 67.2% in the 3rd quarter. Assenagon Asset Management S.A. now owns 1,717,515 shares of the semiconductor company's stock worth $783,513,000 after acquiring an additional 690,523 shares during the last quarter. Finally, AMF Tjanstepension AB boosted its stake in shares of Taiwan Semiconductor Manufacturing by 6.4% in the 1st quarter. AMF Tjanstepension AB now owns 1,632,738 shares of the semiconductor company's stock valued at $551,784,000 after purchasing an additional 98,123 shares in the last quarter. Institutional investors own 16.51% of the company's stock.
Analysts Set New Price Targets
A number of brokerages recently weighed in on TSM. Stifel Nicolaus started coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, September 1st. They issued a "buy" rating and a $515.00 target price on the stock. Citigroup reiterated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, October 7th. TD Cowen boosted their price target on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a "hold" rating in a research note on Friday, July 17th. Susquehanna increased their price target on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a "positive" rating in a report on Thursday, July 16th. Finally, Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b)" rating in a research report on Wednesday, October 21st. Three equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has given a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Buy" and a consensus target price of $528.78.
View 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: Commentary highlights TSMC’s role as the foundry for chip designers including Nvidia, AMD, Apple and Broadcom. Because it manufactures for multiple competitors, it may benefit broadly from AI-chip demand rather than relying on one designer’s success. Article: Taiwan Semi or Broadcom: If I Could Only Own 1 for the Next 5 Years, It Would Be This
- Positive Sentiment: Recent articles point to advanced manufacturing and the anticipated 2-nanometer production ramp as potential long-term supports, alongside continued investment in AI infrastructure and TSMC’s global manufacturing footprint. These are bullish themes, though the supplied coverage does not provide fresh company forecasts. Article: TSMC Is Down 18%: The 2nm Ramp Should Change That
- Positive Sentiment: Vice President Lipen Yuan reportedly bought 1,000 shares, increasing his position by 14.29%. Insider buying can signal confidence, although the transaction is modest relative to TSMC’s size. Article: Taiwan Semiconductor insider transaction
- Neutral Sentiment: Elon Musk may be softening his position on control of the proposed Terafab project in renewed discussions involving TSMC. A larger TSMC role could offer an opportunity, but talks remain uncertain and no agreement was reported. Article: Musk may soften Terafab control stance in fresh TSMC talks
- Negative Sentiment: Broader AI-stock selling could weigh on TSMC sentiment: one report says hedge funds have turned underweight AI stocks, while another reports ETFs collectively sold a net $81 million of TSM shares last Thursday. These are market-positioning signals, not evidence of a change in TSMC’s fundamentals. Article: AI Stocks Lose $5 Trillion in 3 Weeks as Hedge Funds Go Underweight AI for the First Time Since 2023 Article: 8 ETFs Cut Taiwan Semiconductor Holdings
About Taiwan Semiconductor Manufacturing
(
Get Free Report)
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.
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