Taiwan Semiconductor Manufacturing (NYSE:TSM) Shares Purchased Rep. Rick W. Allen

Representative Rick W. Allen (Republican-Georgia) recently bought shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM). In a filing disclosed on September 22nd, the Representative disclosed that they had bought between $1,001 and $15,000 in Taiwan Semiconductor Manufacturing stock on August 12th. The trade occurred in the Representative’s “R.W. ALLEN & ASSOCIATES, INC. > RWA&A – SECURITIES” account.

Representative Rick W. Allen also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Broadcom (NASDAQ:AVGO) on 8/12/2026.
• Sold $15,001 – $50,000 in shares of Rollins (NYSE:ROL) on 8/12/2026.
• Sold $15,001 – $50,000 in shares of Abbott Laboratories (NYSE:ABT) on 7/14/2026.
• Purchased $1,001 – $15,000 in shares of Broadcom (NASDAQ:AVGO) on 7/14/2026.
• Purchased $1,001 – $15,000 in shares of Advanced Micro Devices (NASDAQ:AMD) on 7/14/2026.

Taiwan Semiconductor Manufacturing Trading Down 1.2%

Shares of TSM opened at $446.57 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $266.82 and a 1-year 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’s 50-day moving average price is $419.04 and its 200-day moving average price is $404.06. The firm has a market capitalization of $2.32 trillion, a price-to-earnings ratio of 32.22, a PEG ratio of 1.00 and a beta of 1.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.25%. The business had revenue of $39.89 billion during the quarter. Sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.56 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced 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 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 25.25%.

Analyst Ratings Changes

TSM has been the topic of several research reports. Stifel Nicolaus assumed coverage on Taiwan Semiconductor Manufacturing in a research report on Tuesday, September 1st. They set a “buy” rating and a $515.00 price target on the stock. DA Davidson boosted their target price on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a report on Friday, July 17th. Sanford C. Bernstein lifted their target price on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an “outperform” rating in a report on Tuesday, August 11th. Barclays upped their price target on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the stock an “overweight” rating in a research note on Friday, July 17th. Finally, Weiss Ratings lowered Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, September 9th. Three research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $523.22.

Institutional Trading of Taiwan Semiconductor Manufacturing

Large investors have recently made changes to their positions in the stock. QRG Capital Management Inc. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 18.1% in the second quarter. QRG Capital Management Inc. now owns 123,108 shares of the semiconductor company’s stock worth $58,793,000 after acquiring an additional 18,908 shares during the period. Envestnet Portfolio Solutions Inc. raised its holdings in Taiwan Semiconductor Manufacturing by 9.8% during the second quarter. Envestnet Portfolio Solutions Inc. now owns 29,234 shares of the semiconductor company’s stock valued at $13,961,000 after acquiring an additional 2,606 shares during the period. Silicon Valley Capital Partners raised its holdings in Taiwan Semiconductor Manufacturing by 3,790.5% during the second quarter. Silicon Valley Capital Partners now owns 25,677 shares of the semiconductor company’s stock valued at $12,263,000 after acquiring an additional 25,017 shares during the period. Security National Bank of Sioux City Iowa IA bought a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter worth about $49,000. Finally, Anchor Investment Management LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 4.5% in the second quarter. Anchor Investment Management LLC now owns 11,377 shares of the semiconductor company’s stock worth $5,433,000 after acquiring an additional 488 shares during the period. 16.51% of the stock is currently owned by institutional investors.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC’s next-generation A14 process is gaining customer traction, with tape-outs reportedly ahead of schedule and volume production targeted for 2028. Strong early demand supports the company’s long-term leadership in advanced chips. TSMC’s A14 Gains Customer Traction Ahead of 2028 Volume Production
• Positive Sentiment: A new validation hub in Kaohsiung could bring advanced packaging capabilities closer to customers and suppliers, potentially shortening qualification cycles, although it does not add disclosed production capacity. TSMC Gains as Packaging Moves Closer to Its Suppliers
• Positive Sentiment: Erste Group raised its fiscal 2026 and 2027 EPS forecasts to $16.78 and $21.91, respectively, modestly above consensus estimates. The revisions reinforce expectations for strong earnings growth from advanced-node demand. Erste Group Raises TSMC EPS Estimates
• Neutral Sentiment: Analysts remain broadly bullish, but the articles note that average brokerage recommendations can be overly optimistic and should not be viewed as a standalone buy signal. Wall Street Bulls Look Optimistic About TSMC
• Negative Sentiment: TSMC is exposed to a broader technology-market pullback. Warning signs among some Nasdaq technology stocks may be encouraging investors to lock in gains, particularly with TSM trading near its 52-week high and at a forward-looking valuation requiring continued strong growth. Nasdaq Rally Hasn’t Stopped These Tech Stocks From Flashing Warning Signs

Insiders Place Their Bets

In related news, SVP Shu-Hua Fang acquired 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Thursday, July 2nd. The shares were purchased at an average price of $77.09 per share, for a total transaction of $154,180.00. Following the completion of the transaction, the senior vice president directly owned 8,206 shares in the company, valued at approximately $632,600.54. This represents a 32.23% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Shyue-Shyh Lin bought 1,000 shares of the stock in a transaction dated Tuesday, July 21st. The stock was bought at an average cost of $74.13 per share, for a total transaction of $74,130.00. Following the acquisition, the vice president directly owned 30,269 shares of the company’s stock, valued at approximately $2,243,840.97. This represents a 3.42% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders purchased a total of 19,106 shares of company stock worth $1,417,283 over the last quarter. Company insiders own 1.11% of the company’s stock.

About Representative Allen

Rick Allen (Republican Party) is a member of the U.S. House, representing Georgia’s 12th Congressional District. He assumed office on January 3, 2015. His current term ends on January 3, 2027.

Allen (Republican Party) ran for re-election to the U.S. House to represent Georgia’s 12th Congressional District. He won in the general election on November 5, 2024.

Allen was born in Augusta, Georgia, in 1951. He attended Auburn University in Alabama, graduating in 1973 with a B.S. in building construction.

After earning his degree, Allen worked as an estimator, project administrator and assistant to the president with a construction firm in Augusta. In 1976, he founded his own construction business, R. W. Allen & Associates, Inc. The company operates in six states across the country. In 2008, Allen was presented with the Augusta Metro Chamber of Commerce’s Small Business Person of the Year award.

About Taiwan Semiconductor Manufacturing

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.