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Representative Cleo Fields (Democratic-Louisiana) recently bought shares of Taiwan Semiconductor Manufacturing Company Ltd. NYSE: TSM. In a filing disclosed on October 22nd, the Representative disclosed that they had bought between $1,001 and $15,000 in Taiwan Semiconductor Manufacturing stock on October 9th. The trade occurred in the Representative's "MORGAN STANLEY - E*TRADE #2" account.

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

• Purchased $1,001 - $15,000 in shares of NVIDIA NASDAQ: NVDA on 10/1/2026.
• Purchased $1,001 - $15,000 in shares of Alphabet NASDAQ: GOOG on 9/14/2026.
• Purchased $1,001 - $15,000 in shares of Netflix NASDAQ: NFLX on 9/14/2026.
• Purchased $1,001 - $15,000 in shares of Microsoft NASDAQ: MSFT on 9/10/2026.
• Purchased $1,001 - $15,000 in shares of Apple NASDAQ: AAPL on 9/8/2026.
• Purchased $1,001 - $15,000 in shares of Apple NASDAQ: AAPL on 8/13/2026.

Taiwan Semiconductor Manufacturing Stock Performance

TSM opened at $417.74 on Friday. The firm has a market cap of $2.17 trillion, a PE ratio of 26.88, a P/E/G ratio of 0.84 and a beta of 1.37. The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.14. The business has a fifty day simple moving average of $434.30 and a 200-day simple moving average of $420.15. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $266.82 and a fifty-two week high of $487.47.

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Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its earnings results on Tuesday, September 8th. The semiconductor company reported $4.62 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 42.84% and a net margin of 51.51%. The business had revenue of $46.87 billion for the quarter. As a group, equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be paid a dividend of $1.0854 per share. The ex-dividend date of this dividend is Thursday, December 10th. This represents a $4.34 annualized dividend and a dividend yield of 1.0%. This is a drop from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $1.1136. Taiwan Semiconductor Manufacturing's dividend payout ratio is 22.07%.

Hedge Funds Weigh In On Taiwan Semiconductor Manufacturing

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Several institutional investors and hedge funds have recently bought and sold shares of the business. Tiger Global Management LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 49.4% in the 1st quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company's stock valued at $1,880,717,000 after acquiring an additional 1,839,600 shares in the last quarter. Fundsmith LLP bought a new stake in Taiwan Semiconductor Manufacturing during the second quarter worth about $548,465,000. Assenagon Asset Management S.A. acquired a new position in Taiwan Semiconductor Manufacturing during the second quarter valued at approximately $490,461,000. Perseverance Asset Management International grew its stake in Taiwan Semiconductor Manufacturing by 1,453.9% in the first quarter. Perseverance Asset Management International now owns 446,505 shares of the semiconductor company's stock valued at $150,896,000 after purchasing an additional 417,771 shares in the last quarter. Finally, DJE Kapital AG bought a new position in Taiwan Semiconductor Manufacturing in the first quarter valued at approximately $118,389,000. Hedge funds and other institutional investors own 16.51% of the company's stock.

Insider Buying and Selling

In other news, VP Lipen Yuan bought 350 shares of the stock in a transaction that occurred on Tuesday, August 18th. The shares were acquired at an average cost of $73.58 per share, for a total transaction of $25,753.00. Following the completion of the acquisition, the vice president owned 2,000 shares in the company, valued at approximately $147,160. This represents a 21.21% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, VP Bor-Zen Tien purchased 1,000 shares of the business's stock in a transaction on Monday, August 3rd. The stock was purchased at an average price of $73.06 per share, with a total value of $73,060.00. Following the purchase, the vice president owned 14,051 shares of the company's stock, valued at approximately $1,026,566.06. The trade was a 7.66% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last quarter, insiders have bought 8,043 shares of company stock worth $598,956. Company insiders own 1.11% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on the company. Stifel Nicolaus assumed coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday, September 1st. They issued a "buy" rating and a $515.00 price target on the stock. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b)" rating in a report on Wednesday. DA Davidson reaffirmed a "buy" rating and set a $500.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 16th. Wall Street Zen cut shares of Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "buy" rating in a report on Saturday, August 8th. Finally, Citigroup reiterated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, October 7th. Three equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of "Buy" and a consensus price target of $528.78.

Check Out Our Latest Report on Taiwan Semiconductor Manufacturing

Key Headlines Impacting Taiwan Semiconductor Manufacturing

Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:

• Positive Sentiment: Moody’s upgraded TSMC’s issuer rating to Aa2 from Aa3, citing its dominant foundry position, robust balance sheet and sustained AI-related demand. The stable outlook and upgraded ratings for financing subsidiaries could lower perceived credit risk. Moody’s upgrades TSMC rating
• Positive Sentiment: TSMC reported its sixth consecutive quarter of record profit, while management raised its full-year growth outlook for the third time. Analysts at Erste Group also increased their FY2026 EPS estimate to $17.21 from $16.92 and FY2027 forecast to $22.82 from $22.26, above the current consensus for the current year. TSMC record profit and market concerns
• Positive Sentiment: Investors continue to view TSMC as a critical supplier for AI accelerators, smartphones and data centers. Its advanced-node manufacturing, packaging capabilities and broad customer base reinforce the company’s competitive position as AI infrastructure spending expands. TSMC as a global computing utility
• Positive Sentiment: TSMC confirmed discussions with SpaceX regarding its proposed Terafab facility. Any agreement could provide additional long-term capacity demand, although the company reportedly wants operational control of the fab. TSMC and SpaceX Terafab discussions
• Neutral Sentiment: TSMC’s results demonstrate powerful demand, but comparisons with ASML highlight a key constraint: AI orders exceed currently available semiconductor manufacturing equipment, fab capacity and advanced packaging. The pace and cost of expanding supply remain important investment questions. ASML versus TSMC and AI demand
• Negative Sentiment: Despite record earnings, a slight decline in gross margin unsettled some investors. The reaction reflects concerns that higher overseas expansion costs, capacity investments or product mix could pressure profitability even while revenue and AI demand remain strong. TSMC margin concerns

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.

Taiwan Semiconductor Manufacturing Company Profile

(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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