Rep. Gilbert Ray Cisneros, Jr. Sells Off Shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM)

Representative Gilbert Ray Cisneros, Jr. (D-California) recently sold shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM). In a filing disclosed on January 12th, the Representative disclosed that they had sold between $1,001 and $15,000 in Taiwan Semiconductor Manufacturing stock on December 24th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Schneider Electric S.E. (OTCMKTS:SBGSF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Hermès International Société en commandite par actions (OTCMKTS:HESAF) on 12/30/2025.
• Purchased $50,001 – $100,000 in shares of Campbell’s (NASDAQ:CPB) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Mitsubishi Heavy Industries (OTCMKTS:MHVYF) on 12/26/2025.
• Sold $1,001 – $15,000 in shares of Bloom Energy (NYSE:BE) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Arista Networks (NYSE:ANET) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Coinbase Global (NASDAQ:COIN) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Chevron (NYSE:CVX) on 12/24/2025.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM stock traded down $5.85 during mid-day trading on Wednesday, hitting $325.36. 6,769,194 shares of the stock traded hands, compared to its average volume of 12,994,440. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $336.42. The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69. The company’s 50-day simple moving average is $296.84 and its 200-day simple moving average is $271.90. The firm has a market cap of $1.69 trillion, a price-to-earnings ratio of 33.40, a price-to-earnings-growth ratio of 0.93 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 34.34%. As a group, equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be paid a dividend of $0.9678 per share. This represents a $3.87 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend is Tuesday, March 17th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 25.74%.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of TSM. Stephens Consulting LLC boosted its position in Taiwan Semiconductor Manufacturing by 82.0% in the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock valued at $28,000 after buying an additional 41 shares in the last quarter. Heartwood Wealth Advisors LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter worth approximately $32,000. Resources Management Corp CT ADV bought a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter worth approximately $32,000. Mid American Wealth Advisory Group Inc. acquired a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter valued at $33,000. Finally, First Command Advisory Services Inc. raised its position in Taiwan Semiconductor Manufacturing by 174.1% in the 2nd quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock valued at $36,000 after purchasing an additional 101 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the company. Itau BBA Securities began coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They issued an “outperform” rating for the company. Wall Street Zen downgraded shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a research report on Saturday, January 3rd. Needham & Company LLC reiterated a “buy” rating and issued a $360.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, October 27th. The Goldman Sachs Group restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Finally, Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 9th. Eight analysts have rated the stock with a Buy rating, According to MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $355.00.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: JPMorgan raised its price target and flagged strong AI‑led revenue growth for TSMC, supporting higher analyst expectations into the company’s upcoming Q4 report. Read More.
• Positive Sentiment: Reports say TSMC plans major U.S. expansion (dozens of Arizona plants) as part of a proposed Taiwan‑U.S. tariff deal — a structural positive for supply diversification and long‑term revenue, though multi‑year in impact. Read More.
• Positive Sentiment: Bullish previews and independent analysis expect a very strong Q4 driven by AI chip demand and expanding margins, which underpins upside if TSMC delivers or beats. Read More.
• Positive Sentiment: Institutional flows: Mar Vista’s U.S. Quality Strategy added TSMC, signaling continued investor appetite from fund managers for TSM as a core AI‑hardware play. Read More.
• Neutral Sentiment: Some pieces ask whether TSMC is still a buy near record highs and ahead of earnings — framing the trade as event‑driven (earnings/outcomes) rather than a clear directional call. Read More.
• Neutral Sentiment: Coverage on the AI supply chain positions TSMC as central but highlights other suppliers gaining share on specific bottlenecks — useful context but not an immediate directional catalyst for TSMC alone. Read More.
• Negative Sentiment: Benzinga reports TSMC has started turning down additional Nvidia orders because advance packaging and fab capacity are saturated — a constraint that could limit near‑term revenue capture and give competitors (e.g., Intel) room to win business. Read More.
• Negative Sentiment: Some analysts and articles caution that TSMC’s rich valuation could limit upside despite fast revenue growth, implying gains may be more gradual if earnings merely meet high expectations. Read More.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

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.