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

Key Points

• TSMC VP Lipen Yuan bought 1,000 shares at an average price of $71.49, investing $71,490 and increasing their holdings by 14.29% to 8,000 shares.
• TSMC reported quarterly EPS of $4.60 and revenue of $46.72 billion, exceeding analyst estimates; revenue rose 41.2% year over year, supported by strong advanced-chip and AI demand.
• Analysts maintain a broadly positive outlook, with an average “Buy” rating and a consensus price target of $528.78, although the company reduced its quarterly dividend to $1.0854.

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Get Free Report) VP Lipen Yuan purchased 1,000 shares of the stock in a transaction that occurred on Sunday, November 1st. The shares were acquired at an average cost of $71.49 per share, with a total value of $71,490.00. Following the completion of the transaction, the vice president owned 8,000 shares in the company, valued at $571,920. This trade represents a 14.29% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through 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 shares were bought at an average price of $79.39 per share, with a total value of $3,175.60.
• On Monday, September 7th, Lipen Yuan bought 41 shares of Taiwan Semiconductor Manufacturing stock. The stock was purchased at an average price of $76.20 per share, for a total transaction of $3,124.20.
• On Tuesday, August 18th, Lipen Yuan purchased 350 shares of Taiwan Semiconductor Manufacturing stock. The stock was bought at an average price of $73.58 per share, with a total value of $25,753.00.
• On Tuesday, August 18th, Lipen Yuan purchased 1,000 shares of Taiwan Semiconductor Manufacturing stock. The shares were purchased at an average cost of $74.50 per share, for a total transaction of $74,500.00.
• On Friday, August 7th, Lipen Yuan bought 42 shares of Taiwan Semiconductor Manufacturing stock. The stock was purchased at an average cost of $73.31 per share, for a total transaction of $3,079.02.

Taiwan Semiconductor Manufacturing Stock Performance

TSM opened at $398.71 on Tuesday. The company's 50 day moving average is $434.60 and its 200 day moving average is $399.83. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.14. The company has a market cap of $2.07 trillion, a price-to-earnings ratio of 25.66, a PEG ratio of 0.89 and a beta of 1.37. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $266.82 and a 12-month high of $487.47.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its quarterly earnings results on Thursday, October 15th. The semiconductor company reported $4.60 EPS for the quarter, topping analysts' consensus estimates of $4.45 by $0.15. The business had revenue of $46.72 billion during 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 business's quarterly revenue was up 41.2% on a year-over-year basis. During the same quarter in the prior year, the business posted $2.92 earnings per share. On average, equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be issued a $1.0854 dividend. This represents a $4.34 annualized dividend and a dividend yield of 1.1%. This is a negative change from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $1.1136. The ex-dividend date of this dividend is Thursday, December 10th. Taiwan Semiconductor Manufacturing's payout ratio is presently 22.27%.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of TSM. Tiger Global Management LLC boosted its holdings in 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 buying an additional 1,839,600 shares in the last quarter. Fundsmith LLP bought a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at $548,465,000. Assenagon Asset Management S.A. bought a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at $490,461,000. Mirae Asset Global Investments Co. Ltd. bought a new position in shares of Taiwan Semiconductor Manufacturing in the third quarter valued at $444,923,000. Finally, Perseverance Asset Management International lifted its position in shares of Taiwan Semiconductor Manufacturing by 1,453.9% during the 1st quarter. Perseverance Asset Management International now owns 446,505 shares of the semiconductor company's stock valued at $150,896,000 after acquiring an additional 417,771 shares during the last quarter. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts have commented on the stock. Barclays increased their price objective on shares of Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the company an "overweight" rating in a research report on Friday, October 16th. DA Davidson restated a "buy" rating and set a $500.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 16th. Sanford C. Bernstein increased their price target on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an "outperform" rating in a report on Tuesday, August 11th. Susquehanna boosted their price objective on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a "positive" rating in a research note on Thursday, July 16th. Finally, Stifel Nicolaus initiated coverage on Taiwan Semiconductor Manufacturing in a research report on Tuesday, September 1st. They set a "buy" rating and a $515.00 price objective on the stock. 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. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing has an average rating of "Buy" and a consensus 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: TSM’s shares have gained 33.2% over the past year as demand for AI accelerators and other advanced chips has strengthened. The company’s leading-edge technology and global manufacturing expansion remain the primary investment arguments. TSM Soars 33% in the Past Year: Is It a Solid Investment Proposition?
• Positive Sentiment: Investors are also considering a potentially expanded role for TSMC in Elon Musk’s proposed Terafab project, which could create an additional strategic opportunity if negotiations progress. Reports indicate Musk may be softening his demand for control of the venture. What’s Going on With Taiwan Semiconductor Stock on Monday? Musk may soften Terafab control stance in fresh TSMC talks
• Positive Sentiment: A comparison with Intel highlights TSMC’s stronger exposure to advanced-chip demand and AI infrastructure investment. Analysts’ average price target of $528.78 also implies substantial upside from the recently cited share price near $399. Intel vs. Taiwan Semiconductor: The AI Boom Is Telling Two Very Different Stories Taiwan Semiconductor Stock Has Average Price Target of $528.78 According to Analysts
• Neutral Sentiment: Coverage of Alphabet’s sell-off and Anthropic’s IPO reinforces the broader AI-investment theme, but the articles focus primarily on Alphabet, cloud providers and infrastructure companies rather than a direct new catalyst for TSM. Alphabet’s $400 Billion Sell-Off Could Be the Best AI Buying Window Left in 2026
• Negative Sentiment: Eight ETFs sold a combined net $81 million of TSM shares, signaling some portfolio rebalancing or profit-taking pressure. A separate report also examined a recent pullback, underscoring near-term volatility despite the long-term AI outlook. 8 ETFs Cut Taiwan Semiconductor Holdings Why Did Taiwan Semiconductor Manufacturing Shares Drop?

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.

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