Rep. Cleo Fields Buys Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) Stock

Key Points

• Representative Cleo Fields purchased shares of Taiwan Semiconductor Manufacturing (TSM) stock worth between $1,001 and $15,000 on August 1st, according to a recent filing.
• Taiwan Semiconductor Manufacturing reported earnings of $2.47 per share for the last quarter, exceeding analyst expectations of $2.13, with revenues totaling $30.07 billion.
• The company has announced an increase in its quarterly dividend to $0.8348 per share, effective January 8th, representing an annual yield of approximately 1.4%.

Representative Cleo Fields (D-Louisiana) recently bought shares of Taiwan Semiconductor Manufacturing Company Ltd. NYSE: TSM. In a filing disclosed on September 03rd, the Representative disclosed that they had bought between $1,001 and $15,000 in Taiwan Semiconductor Manufacturing stock on August 1st. 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 NVIDIA NASDAQ: NVDA on 8/22/2025.
• Purchased $15,001 - $50,000 in shares of NVIDIA NASDAQ: NVDA on 8/20/2025.
• Purchased $15,001 - $50,000 in shares of Advanced Micro Devices NASDAQ: AMD on 8/15/2025.
• Purchased $15,001 - $50,000 in shares of Taiwan Semiconductor Manufacturing NYSE: TSM on 8/15/2025.
• Purchased $15,001 - $50,000 in shares of Broadcom NASDAQ: AVGO on 8/15/2025.
• Purchased $15,001 - $50,000 in shares of Amazon.com NASDAQ: AMZN on 8/15/2025.
• Purchased $50,001 - $100,000 in shares of Amazon.com NASDAQ: AMZN on 8/15/2025.
• Purchased $100,001 - $250,000 in shares of NVIDIA NASDAQ: NVDA on 8/15/2025.
• Purchased $15,001 - $50,000 in shares of NVIDIA NASDAQ: NVDA on 8/15/2025.
• Purchased $1,001 - $15,000 in shares of Apple NASDAQ: AAPL on 8/14/2025.

Taiwan Semiconductor Manufacturing Price Performance

TSM traded up $7.81 on Friday, reaching $243.02. 14,039,042 shares of the company's stock were exchanged, compared to its average volume of 9,404,776. The stock has a market cap of $1.26 trillion, a PE ratio of 27.71, a P/E/G ratio of 1.12 and a beta of 1.23. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $248.28. The stock's fifty day moving average price is $236.17 and its 200-day moving average price is $200.87. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share for the quarter, beating the consensus estimate of $2.13 by $0.34. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The company had revenue of $30.07 billion for the quarter, compared to analyst estimates of $28.50 billion. During the same period in the previous year, the business posted $1.48 EPS. Taiwan Semiconductor Manufacturing's revenue was up 44.4% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be given a dividend of $0.8348 per share. The ex-dividend date is Thursday, December 11th. This is a boost from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. This represents a $3.34 dividend on an annualized basis and a yield of 1.4%. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is presently 29.30%.

Analyst Ratings Changes

TSM has been the topic of a number of research reports. Citigroup reiterated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, May 22nd. Needham & Company LLC reaffirmed a "buy" rating and issued a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research report on Sunday, August 31st. Susquehanna raised their target price on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a "positive" rating in a research note on Monday, July 14th. Finally, Barclays reiterated an "overweight" rating and issued a $240.00 price objective (up previously from $215.00) on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, June 3rd. Four research analysts have rated the stock with a Buy rating, According to data from MarketBeat, the stock currently has a consensus rating of "Buy" and a consensus price target of $258.33.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the company. Brighton Jones LLC increased its stake in Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock valued at $2,159,000 after purchasing an additional 1,892 shares during the last quarter. Benjamin Edwards Inc. lifted its holdings in Taiwan Semiconductor Manufacturing by 0.5% in the 4th quarter. Benjamin Edwards Inc. now owns 17,697 shares of the semiconductor company's stock valued at $3,495,000 after acquiring an additional 91 shares during the last quarter. Cary Street Partners Financial LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the 4th quarter valued at about $1,494,000. Cantor Fitzgerald L. P. acquired a new stake in Taiwan Semiconductor Manufacturing in the 4th quarter valued at about $215,000. Finally, Brevan Howard Capital Management LP lifted its stake in Taiwan Semiconductor Manufacturing by 345.5% during the fourth quarter. Brevan Howard Capital Management LP now owns 25,271 shares of the semiconductor company's stock valued at $4,991,000 after buying an additional 19,598 shares in the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

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.