Recent Research Analysts’ Ratings Changes for Taiwan Semiconductor Manufacturing (TSM)

A number of research firms have changed their ratings and price targets for Taiwan Semiconductor Manufacturing (NYSE: TSM):

• 7/28/2026 – Taiwan Semiconductor Manufacturing was upgraded by Weiss Ratings from “hold (c+)” to “buy (b-)”.
• 7/27/2026 – Taiwan Semiconductor Manufacturing had its price target raised by Needham & Company LLC from $480.00 to $530.00. They now have a “buy” rating on the stock.
• 7/18/2026 – Taiwan Semiconductor Manufacturing was upgraded by Wall Street Zen from “buy” to “strong-buy”.
• 7/17/2026 – Taiwan Semiconductor Manufacturing had its price target raised by DA Davidson from $450.00 to $500.00. They now have a “buy” rating on the stock.
• 7/17/2026 – Taiwan Semiconductor Manufacturing had its price target raised by Barclays PLC from $625.00 to $650.00. They now have an “overweight” rating on the stock.
• 7/17/2026 – Taiwan Semiconductor Manufacturing had its price target raised by TD Cowen from $400.00 to $440.00. They now have a “hold” rating on the stock.
• 7/16/2026 – Taiwan Semiconductor Manufacturing had its price target raised by Susquehanna from $575.00 to $600.00. They now have a “positive” rating on the stock.
• 7/16/2026 – Taiwan Semiconductor Manufacturing was upgraded by Zacks Research from “hold” to “strong-buy”.
• 7/13/2026 – Taiwan Semiconductor Manufacturing was downgraded by Weiss Ratings from “buy (b-)” to “hold (c+)”.
• 7/6/2026 – Taiwan Semiconductor Manufacturing had its “buy” rating reaffirmed by Citigroup Inc..
• 6/24/2026 – Taiwan Semiconductor Manufacturing had its price target raised by Bank of America Corporation from $490.00 to $590.00. They now have a “buy” rating on the stock.
• 6/22/2026 – Taiwan Semiconductor Manufacturing had its price target raised by Susquehanna from $500.00 to $575.00. They now have a “positive” rating on the stock.
• 6/17/2026 – Taiwan Semiconductor Manufacturing had its “buy (b-)” rating reaffirmed by Weiss Ratings.

Taiwan Semiconductor Manufacturing Increases Dividend

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

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan purchased 1,000 shares of the firm’s stock in a transaction dated Monday, June 22nd. The stock was acquired at an average cost of $79.19 per share, with a total value of $79,190.00. Following the acquisition, the vice president owned 5,000 shares of the company’s stock, valued at approximately $395,950. This represents a 25.00% increase in their position. The purchase 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 stock in a transaction that occurred on Tuesday, July 28th. The shares were acquired at an average cost of $67.97 per share, with a total value of $67,970.00. Following the transaction, the vice president owned 5,000 shares in the company, valued at approximately $339,850. The trade was a 25.00% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders purchased a total of 15,857 shares of company stock valued at $1,167,094 over the last three months. 1.11% of the stock is currently owned by company insiders.

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.