Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) – Erste Group Bank lifted their FY2027 earnings per share estimates for shares of Taiwan Semiconductor Manufacturing in a research report issued to clients and investors on Tuesday, September 8th. Erste Group Bank analyst H. Engel now forecasts that the semiconductor company will post earnings of $21.72 per share for the year, up from their prior estimate of $21.61. The consensus estimate for Taiwan Semiconductor Manufacturing’s current full-year earnings is $16.55 per share.
Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last announced 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 39.25% and a net margin of 50.31%.
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Taiwan Semiconductor Manufacturing Price Performance
Shares of NYSE TSM opened at $435.63 on Thursday. Taiwan Semiconductor Manufacturing has a twelve month low of $257.75 and a twelve month high of $479.00. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.14. The firm has a 50-day moving average of $419.15 and a two-hundred day moving average of $399.70. The company has a market capitalization of $2.26 trillion, a price-to-earnings ratio of 31.43, a PEG ratio of 1.00 and a beta of 1.39.
Taiwan Semiconductor Manufacturing Cuts Dividend
The business also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be given a $1.0854 dividend. The ex-dividend date is Thursday, December 10th. This represents a $4.34 dividend on an annualized basis and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 21.43%.
Insider Activity at Taiwan Semiconductor Manufacturing
In related news, VP Lipen Yuan bought 1,000 shares of the firm’s stock in a transaction on Tuesday, August 18th. The stock was bought at an average price of $74.50 per share, with a total value of $74,500.00. Following the purchase, the vice president directly owned 6,000 shares of the company’s stock, valued at approximately $447,000. This represents a 20.00% increase in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, VP Bor-Zen Tien purchased 1,000 shares of the stock in a transaction dated Monday, August 3rd. The shares were bought at an average price of $73.06 per share, for a total transaction of $73,060.00. Following the completion of the acquisition, the vice president owned 14,051 shares in the company, valued at $1,026,566.06. This represents a 7.66% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have purchased 21,106 shares of company stock worth $1,571,733 in the last quarter. 1.11% of the stock is owned by corporate insiders.
Institutional Inflows and Outflows
Several hedge funds have recently bought and sold shares of TSM. Tiger Global Management LLC grew its holdings in 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 buying an additional 1,839,600 shares during the last quarter. Van ECK Associates Corp boosted its holdings in 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 during the period. Life Cycle Investment Partners Ltd acquired a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at about $495,163,000. T. Rowe Price Investment Management Inc. lifted its stake in shares of Taiwan Semiconductor Manufacturing by 168.6% in the fourth 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 buying an additional 1,313,917 shares during the period. Finally, SurgoCap Partners LP acquired a new stake in Taiwan Semiconductor Manufacturing during the third quarter worth about $360,443,000. 16.51% of the stock is owned by institutional investors and hedge funds.
Taiwan Semiconductor Manufacturing News Summary
Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:
- Positive Sentiment: TSMC reported record August revenue of approximately NT$514 billion, or $16.35 billion, up more than 53% year over year and over 10% from July. The results mark a fourth consecutive month of growth and reinforce strong demand for advanced chips used in artificial intelligence applications. TSMC August revenue report
- Positive Sentiment: TSMC and ASML are advancing High-NA EUV manufacturing, with TSMC planning to introduce the technology into high-volume advanced-node production beginning in 2030. The companies also aim to develop a 12-inch photomask pilot line, supporting TSMC’s long-term technology leadership and future AI-chip capacity. ASML and TSMC High-NA EUV initiative
- Positive Sentiment: CEO Che-Chia Wei, CFO Jen-Chau Huang, and numerous other senior TSMC executives disclosed share purchases. While the transactions were relatively small, the broad insider buying provides a modest signal of management confidence in the company’s outlook. TSMC insider buying report
- Neutral Sentiment: Technical coverage said TSMC recently moved above an early buy point, and analysts maintain a predominantly bullish view with price targets above the current level. However, these signals may already be reflected in the stock’s elevated valuation and recent advance. TSMC technical and analyst coverage
- Negative Sentiment: Record August sales failed to spark a sustained rally in AI-related stocks, suggesting investors may be taking profits or demanding evidence that exceptional revenue growth will translate into further earnings upgrades. TSMC’s shares also trade at a relatively high earnings multiple after reaching near-record levels.
- Negative Sentiment: Rising crude oil prices and Treasury yields are pressuring growth-oriented technology stocks. Higher rates can reduce the value investors assign to future earnings, partially offsetting TSMC’s strong AI demand outlook. Broader market pressure from oil and Treasury yields
- Negative Sentiment: The High-NA EUV opportunity is strategically important but remains several years away for TSMC. Intel’s earlier progress with the technology may temporarily strengthen competitive concerns, even though TSMC remains a major long-term customer and manufacturing leader. Intel High-NA EUV milestone
Taiwan Semiconductor Manufacturing Company Profile
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a Taiwan-based semiconductor manufacturer and the world’s leading dedicated semiconductor foundry. Founded in 1987 and headquartered in Hsinchu, Taiwan, the company pioneered the pure-play foundry business model, producing chips designed by other companies rather than developing and selling branded semiconductor products of its own.
TSMC manufactures semiconductor wafers using advanced and specialty process technologies.
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