Taiwan Semiconductor Manufacturing (NYSE:TSM) Shares Acquired Rep. Cleo Fields

Key Points

• Representative Cleo Fields of Louisiana purchased between $100,001 and $250,000 in shares of Taiwan Semiconductor Manufacturing Company (TSM) on July 17th.
• Taiwan Semiconductor Manufacturing reported a 44.4% year-over-year increase in quarterly revenue, reaching $30.07 billion, and exceeded earnings estimates with an EPS of $2.47.
• The company recently cut its dividend to $0.6499 per share, resulting in an annualized yield of 1.1% for shareholders, with a payout ratio of 28.16%.

Representative Cleo Fields (D-Louisiana) recently bought shares of Taiwan Semiconductor Manufacturing Company Ltd. NYSE: TSM. In a filing disclosed on August 06th, the Representative disclosed that they had bought between $100,001 and $250,000 in Taiwan Semiconductor Manufacturing stock on July 17th. The trade occurred in the Representative's "MORGAN STANLEY - E*TRADE #2" account.

Representative Cleo Fields also recently made the following trade(s):

• Purchased $15,001 - $50,000 in shares of Advanced Micro Devices NASDAQ: AMD on 7/30/2025.
• Purchased $100,001 - $250,000 in shares of Alphabet NASDAQ: GOOG on 7/30/2025.
• Purchased $100,001 - $250,000 in shares of Apple NASDAQ: AAPL on 7/29/2025.
• Purchased $15,001 - $50,000 in shares of Broadcom NASDAQ: AVGO on 7/29/2025.
• Purchased $15,001 - $50,000 in shares of McDonald's NYSE: MCD on 7/29/2025.
• Purchased $50,001 - $100,000 in shares of Meta Platforms NASDAQ: META on 7/29/2025.
• Purchased $250,001 - $500,000 in shares of NVIDIA NASDAQ: NVDA on 7/29/2025.
• Purchased $50,001 - $100,000 in shares of Alphabet NASDAQ: GOOG on 7/29/2025.
• Purchased $100,001 - $250,000 in shares of Microsoft NASDAQ: MSFT on 7/29/2025.
• Purchased $50,001 - $100,000 in shares of Microsoft NASDAQ: MSFT on 7/29/2025.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE:TSM traded up $1.72 during trading on Monday, reaching $243.55. The stock had a trading volume of 2,813,046 shares, compared to its average volume of 15,239,630. The company has a debt-to-equity ratio of 0.18, a quick ratio of 2.15 and a current ratio of 2.37. The business has a fifty day moving average price of $226.40 and a 200-day moving average price of $196.53. The stock has a market cap of $1.26 trillion, a PE ratio of 27.80, a PEG ratio of 1.17 and a beta of 1.19. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $248.28.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share for the quarter, topping analysts' consensus estimates of $2.13 by $0.34. The company had revenue of $30.07 billion for the quarter, compared to analyst estimates of $28.50 billion. Taiwan Semiconductor Manufacturing had a return on equity of 32.87% and a net margin of 42.91%. The firm's revenue for the quarter was up 44.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.48 earnings per share. On average, equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 9th. Stockholders of record on Tuesday, September 16th will be paid a $0.6499 dividend. The ex-dividend date of this dividend is Tuesday, September 16th. This represents a $2.60 dividend on an annualized basis and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing's payout ratio is currently 28.16%.

Hedge Funds Weigh In On Taiwan Semiconductor Manufacturing

Several large investors have recently modified their holdings of the business. Alliance Wealth Advisors LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 2.4% in the 2nd quarter. Alliance Wealth Advisors LLC now owns 1,815 shares of the semiconductor company's stock valued at $411,000 after purchasing an additional 43 shares during the last quarter. Pflug Koory LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 3.9% in the 2nd quarter. Pflug Koory LLC now owns 1,133 shares of the semiconductor company's stock valued at $257,000 after purchasing an additional 43 shares during the last quarter. Frazier Financial Advisors LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 9.1% in the 2nd quarter. Frazier Financial Advisors LLC now owns 517 shares of the semiconductor company's stock valued at $117,000 after purchasing an additional 43 shares during the last quarter. Flagship Harbor Advisors LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 1.2% in the 2nd quarter. Flagship Harbor Advisors LLC now owns 3,621 shares of the semiconductor company's stock valued at $820,000 after purchasing an additional 43 shares during the last quarter. Finally, Liberty One Investment Management LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 4.3% in the 2nd quarter. Liberty One Investment Management LLC now owns 1,076 shares of the semiconductor company's stock valued at $244,000 after purchasing an additional 44 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company's stock.

Analyst Ratings Changes

A number of research firms have weighed in on TSM. Barclays reissued an "overweight" rating and set a $240.00 price objective (up previously from $215.00) on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, June 3rd. Susquehanna boosted their price objective on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a "positive" rating in a research note on Monday, July 14th. Citigroup reissued a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, May 22nd. Finally, Needham & Company LLC reissued a "buy" rating and set a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. One research analyst has rated the stock with a hold rating and four have given a buy rating to the stock. According to data from MarketBeat, Taiwan Semiconductor Manufacturing presently has an average rating of "Moderate Buy" and a consensus target price of $258.33.

About Representative FIELDS

Cleo Fields (Democratic Party) is a member of the U.S. House, representing Louisiana's 6th Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027. Fields (Democratic Party) is running for re-election to the U.S. House to represent Louisiana's 6th Congressional District. He declared candidacy for the primary scheduled on November 3, 2026. Cleo Fields graduated from McKinley High School in 1980. He earned a bachelor's degree in mass communications from Southern University in 1984 and a J.D. from the Southern University Law Center in 1987. His career experience includes working as a state legislator and U.S. congressman. When Fields was elected to the Louisiana State Senate in 1986, he was the youngest person ever elected to the State Senate in Louisiana’s history. In 1995, Fields ran for governor of Louisiana, becoming the first African American since reconstruction to make the runoff.

About Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides a range of wafer fabrication processes, including processes to manufacture complementary metal- oxide-semiconductor (CMOS) logic, mixed-signal, radio frequency, embedded memory, bipolar CMOS mixed-signal, and others.