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

Representative Cleo Fields (Democratic-Louisiana) recently bought shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM). In a filing disclosed on July 30th, the Representative disclosed that they had bought between $1,001 and $15,000 in Taiwan Semiconductor Manufacturing stock on July 10th. The trade occurred in the Representative’s “MORGAN STANLEY – E*TRADE #2” account.

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

• Purchased $1,001 – $15,000 in shares of NVIDIA (NASDAQ:NVDA) on 6/26/2026.
• Purchased $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOG) on 6/15/2026.
• Purchased $1,001 – $15,000 in shares of Microsoft (NASDAQ:MSFT) on 6/11/2026.
• Purchased $1,001 – $15,000 in shares of Quantinuum (NASDAQ:QNT) on 6/4/2026.
• Purchased $1,001 – $15,000 in shares of Apple (NASDAQ:AAPL) on 5/14/2026.

Taiwan Semiconductor Manufacturing Stock Up 0.2%

Shares of NYSE:TSM opened at $404.21 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $223.70 and a 1 year high of $479.00. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.46 and a quick ratio of 2.31. The business’s 50-day moving average is $427.14 and its 200-day moving average is $384.27. The company has a market capitalization of $2.10 trillion, a price-to-earnings ratio of 29.16, a P/E/G ratio of 0.93 and a beta of 1.36.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. The business had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.37% and a net margin of 50.31%. Equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be paid a $1.1136 dividend. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.1%. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 21.43%.

Insiders Place Their Bets

In other news, VP Shyue-Shyh Lin acquired 1,000 shares of the company’s stock in a transaction that occurred on Tuesday, July 21st. The shares were acquired at an average price of $74.13 per share, for a total transaction of $74,130.00. Following the completion of the purchase, the vice president owned 30,269 shares in the company, valued at approximately $2,243,840.97. This trade represents a 3.42% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, VP Bor-Zen Tien acquired 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Tuesday, July 28th. The shares were purchased at an average cost of $67.97 per share, with a total value of $67,970.00. Following the completion of the acquisition, the vice president owned 5,000 shares of the company’s stock, valued at $339,850. This trade represents a 25.00% increase in their position. The SEC filing for this purchase provides additional information. Over the last 90 days, insiders have purchased 15,857 shares of company stock valued at $1,167,094. 1.11% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several research firms have recently weighed in on TSM. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a report on Saturday, July 18th. Needham & Company LLC lifted their price target on shares of Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the company a “buy” rating in a research note on Monday, July 27th. Susquehanna upped their price objective on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a report on Thursday, July 16th. Finally, TD Cowen increased their price objective on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a research report on Friday, July 17th. Three analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $496.25.

Institutional Trading of Taiwan Semiconductor Manufacturing

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Capital Research Global Investors grew its holdings in shares of Taiwan Semiconductor Manufacturing by 66.3% in the fourth quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company’s stock valued at $976,821,000 after acquiring an additional 1,281,648 shares in the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. bought a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter worth $961,000. Meridian Wealth Management LLC boosted its position in Taiwan Semiconductor Manufacturing by 27.9% in the fourth quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company’s stock worth $20,049,000 after purchasing an additional 14,406 shares during the last quarter. Y Intercept Hong Kong Ltd boosted its position in Taiwan Semiconductor Manufacturing by 273.2% in the first quarter. Y Intercept Hong Kong Ltd now owns 81,189 shares of the semiconductor company’s stock worth $27,438,000 after purchasing an additional 59,435 shares during the last quarter. Finally, Stiles Financial Services Inc grew its stake in Taiwan Semiconductor Manufacturing by 79.1% in the 4th quarter. Stiles Financial Services Inc now owns 4,355 shares of the semiconductor company’s stock valued at $1,323,000 after purchasing an additional 1,923 shares during the period. Institutional investors own 16.51% of the company’s stock.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC reported approximately $40.20 billion in second-quarter 2026 revenue, up 36% year over year, while net income rose 77.41%. The strong results reinforce expectations for continued demand for advanced AI chips and foundry capacity. TSMC AI Stock Article
• Positive Sentiment: Strong technology earnings and better-than-expected forecasts from Lam Research helped lift the broader chip sector and attracted fresh money to semiconductor ETFs, creating a supportive backdrop for TSMC shares. Semiconductor ETFs Draw Cash
• Positive Sentiment: Analysts raised TSMC’s earnings forecasts, including Erste Group’s increases to $16.69 per share for fiscal 2026 and $21.25 for fiscal 2027. The consensus analyst rating remains “Buy,” with an average price target of $496.25. TSMC Analyst Estimates
• Positive Sentiment: TSMC’s advanced-chip packaging expansion, including a reported Arizona partnership with Amkor, could strengthen its position in the AI supply chain and support U.S. customer demand. TSMC Advanced Packaging Expansion
• Positive Sentiment: Vice President Bor-Zen Tien purchased 1,000 shares, increasing his direct ownership by 25%. The insider buying offers a modest vote of confidence, though the transaction is small relative to TSMC’s market value. TSMC Insider Purchase
• Neutral Sentiment: TSMC increased its quarterly dividend to $1.1136 per share, or $4.45 annualized, but its roughly 1.1% yield means the change is secondary to the company’s AI-growth outlook. TSMC Dividend Announcement
• Negative Sentiment: Investors continue to monitor Samsung’s proposed Broadcom partnership, which could create a stronger alternative in AI foundry and packaging, as well as restrictions on China-related equipment and concerns about the sustainability of AI spending. Samsung Broadcom Foundry Partnership

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 (TSMC) is a leading pure-play semiconductor foundry that provides wafer fabrication and related services to the global semiconductor industry. Founded in 1987 by Morris Chang and headquartered in Hsinchu, Taiwan, TSMC manufactures integrated circuits on behalf of fabless and integrated device manufacturers, offering contract chip production across a broad set of technologies and products.

TSMC’s service offering covers logic and mixed-signal process technologies, specialty processes for radio-frequency, power management and embedded memory, and advanced nodes used in mobile, high-performance computing and AI applications.