Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Price Up 7.9% on Insider Buying Activity

Posted by Brenda Bartman on Jul 30th, 2026

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Get Free Report)’s stock price shot up 7.9% on Thursday following insider buying activity. The stock traded as high as $406.77 and last traded at $404.1750. 17,205,611 shares traded hands during mid-day trading, an increase of 22% from the average daily volume of 14,157,238 shares. The stock had previously closed at $374.67.

Specifically, VP Bor-Zen Tien purchased 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Tuesday, July 28th. The stock was purchased at an average cost of $67.97 per share, with a total value of $67,970.00. Following the acquisition, the vice president directly owned 5,000 shares in the company, valued at approximately $339,850. This trade represents a 25.00% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this link. Also, VP Bor-Zen Tien acquired 1,000 shares of the company’s stock in a transaction dated Tuesday, July 21st. The shares were bought at an average price of $74.13 per share, for a total transaction of $74,130.00. Following the acquisition, the vice president owned 13,051 shares in the company, valued at approximately $967,470.63. This trade represents a 8.30% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In other news, VP Shyue-Shyh Lin bought 1,000 shares of the firm’s stock in a transaction that occurred on Tuesday, July 21st. The shares were acquired at an average cost of $74.13 per share, with a total value of $74,130.00. Following the completion of the transaction, the vice president directly owned 30,269 shares in the company, valued at $2,243,840.97. This represents a 3.42% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink.

Analyst Ratings Changes

Several equities analysts have commented on the company. DA Davidson upped their price target on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a report on Friday, July 17th. Bank of America lifted their price objective on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Susquehanna boosted their price objective on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research report on Thursday, July 16th. Barclays boosted their price objective on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the company an “overweight” rating in a research report on Friday, July 17th. Finally, TD Cowen raised their target price on 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 given a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Buy” and a consensus price target of $496.25.

Read Our Latest Stock Report on TSM

Trending Headlines about Taiwan Semiconductor Manufacturing

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

Positive Sentiment: Analyst H. Engel of Erste Group raised TSMC’s estimated EPS to $16.69 for fiscal 2026 from $15.82 and to $21.25 for fiscal 2027 from $20.58. The revisions are above the current-year consensus estimate of $16.34, reinforcing expectations for continued AI and high-performance-computing growth. Taiwan Semiconductor Manufacturing analyst estimates
Positive Sentiment: TSMC was viewed more favorably than ASML in a comparison of AI-chip stocks because of its valuation, recent performance and stronger analyst sentiment. Both companies benefit from rising AI-chip demand, but the analysis favors TSM as the better buy. ASML vs. TSM: Which AI Chip Stock Is the Better Buy Now?
Positive Sentiment: The broader AI-chip group rebounded, lifting TSMC along with Intel and AMD. The move reflects renewed demand for AI infrastructure following the sector’s recent selloff rather than a new company-specific announcement. AI-chip stocks rebound
Positive Sentiment: Two TSMC vice presidents recently purchased shares in open-market transactions. The insider buying offers a modest confidence signal, though the purchases are small relative to TSMC’s market capitalization. TSMC insider buying
Neutral Sentiment: Amkor’s 10-year agreement connected to a TSMC-backed advanced-packaging facility in Arizona highlights growing demand for localized AI-chip packaging and strengthens TSMC’s U.S. manufacturing ecosystem. Amkor lands 10-year TSMC Arizona deal
Negative Sentiment: Samsung’s proposed agreement with Broadcom, reportedly valued at more than $200 billion across memory and foundry businesses, represents an effort to build an integrated alternative to TSMC’s AI-foundry dominance. Increased competition could pressure TSMC’s long-term market share and pricing power. Samsung and Broadcom AI foundry deal
Negative Sentiment: Recent coverage continues to raise questions about TSMC’s access to China-related equipment and the sustainability of AI customer spending. Those concerns, together with the prior technology-sector selloff, remain risks to the stock despite record profits. TSMC faces questions over China tools and AI spending

Taiwan Semiconductor Manufacturing Price Performance

The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16. The stock has a market cap of $2.10 trillion, a price-to-earnings ratio of 29.16, a price-to-earnings-growth ratio of 0.91 and a beta of 1.36. The company’s 50-day moving average is $427.21 and its 200-day moving average is $383.56.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last announced its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. The firm had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 40.88%. Equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.34 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 annualized dividend and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 25.32%.

Institutional Trading of Taiwan Semiconductor Manufacturing

Several institutional investors have recently bought and sold shares of TSM. Tiger Global Management LLC raised its stake 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 acquiring an additional 1,839,600 shares in the last quarter. Van ECK Associates Corp boosted its stake in shares of Taiwan Semiconductor Manufacturing by 11.1% in the 4th quarter. Van ECK Associates Corp now owns 17,464,962 shares of the semiconductor company’s stock valued at $5,307,428,000 after purchasing an additional 1,750,824 shares in the last quarter. Life Cycle Investment Partners Ltd acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 4th quarter valued at $495,163,000. T. Rowe Price Investment Management Inc. boosted its stake in shares of Taiwan Semiconductor Manufacturing by 168.6% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 2,093,115 shares of the semiconductor company’s stock valued at $636,077,000 after purchasing an additional 1,313,917 shares in the last quarter. Finally, SurgoCap Partners LP bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter worth about $360,443,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Company Profile

(Get Free Report)

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.