Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) Given Consensus Rating of “Buy” by Brokerages

Shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) have been given a consensus rating of “Buy” by the sixteen ratings firms that are covering the firm, MarketBeat.com reports. Two equities research analysts have rated the stock with a hold rating, eleven have issued a buy rating and three have assigned a strong buy rating to the company. The average 1 year price target among brokers that have updated their coverage on the stock in the last year is $524.25.

Several research analysts recently commented on the company. Susquehanna raised their target price on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a research report on Thursday, July 16th. Needham & Company LLC boosted their price target on shares of Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the company a “buy” rating in a report on Monday, July 27th. Bank of America increased their price objective on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, July 6th. Finally, TD Cowen lifted their target price on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a research report on Friday, July 17th.

Taiwan Semiconductor Manufacturing Trading Down 0.1%

Taiwan Semiconductor Manufacturing stock opened at $418.58 on Wednesday. The business has a 50 day moving average price of $425.67 and a two-hundred day moving average price of $393.60. The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.14. Taiwan Semiconductor Manufacturing has a 12 month low of $225.63 and a 12 month high of $479.00. The stock has a market cap of $2.17 trillion, a price-to-earnings ratio of 30.20, a price-to-earnings-growth ratio of 0.96 and a beta of 1.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. The company had revenue of $39.89 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.25% and a net margin of 50.31%. As a group, equities analysts forecast that Taiwan Semiconductor Manufacturing will post 16.44 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be paid a dividend of $1.0854 per share. 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 (DPR) is currently 21.43%.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Shyue-Shyh Lin acquired 1,000 shares of the company’s stock in a transaction on Tuesday, July 21st. The stock was purchased at an average cost of $74.13 per share, for a total transaction of $74,130.00. Following the completion of the purchase, the vice president directly owned 30,269 shares of the company’s stock, valued at $2,243,840.97. The trade was a 3.42% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Bor-Zen Tien acquired 1,000 shares of the company’s stock in a transaction on Monday, August 3rd. The shares were bought at an average price of $73.06 per share, with a total value of $73,060.00. Following the completion of the purchase, the vice president directly owned 14,051 shares of the company’s stock, valued at approximately $1,026,566.06. This represents a 7.66% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last ninety days, insiders have purchased 17,662 shares of company stock valued at $1,307,491. 1.11% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

Several large investors have recently made changes to their positions in the company. Tiger Global Management LLC boosted its position 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 increased 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 buying an additional 1,750,824 shares during the period. Life Cycle Investment Partners Ltd bought a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth $495,163,000. T. Rowe Price Investment Management Inc. raised its position in shares of Taiwan Semiconductor Manufacturing by 168.6% during the fourth quarter. T. Rowe Price Investment Management Inc. now owns 2,093,115 shares of the semiconductor company’s stock worth $636,077,000 after acquiring an additional 1,313,917 shares during the last quarter. Finally, SurgoCap Partners LP bought a new stake in shares of Taiwan Semiconductor Manufacturing during the third quarter worth $360,443,000. Institutional investors own 16.51% of the company’s stock.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC raised its expected 2026 capital expenditures to $60 billion-$64 billion and said it plans to increase dividend payments. The spending is intended to expand capacity for artificial intelligence, high-performance computing, and 5G applications, signaling management’s confidence that semiconductor demand will remain strong. TSMC Commits Higher CapEx in 2026 While Raising Dividend Payouts
• Positive Sentiment: Wall Street’s generally bullish view continues to support TSMC’s investment case. Analysts point to its leadership in advanced-node manufacturing, stronger expected growth, and an attractive valuation relative to some competing foundries. Is It Worth Investing in TSMC Based on Wall Street’s Bullish Views?
• Positive Sentiment: Vice President Lipen Yuan disclosed purchases totaling 1,350 shares, increasing his direct holdings by roughly 20%. The insider buying may be interpreted as a vote of confidence in TSMC’s future, although the dollar value is small relative to the company’s market capitalization. TSMC Insider Trading Activity
• Neutral Sentiment: Reports highlight the expanding AI investment cycle and possible futures tied to GPU and AI-compute pricing. These developments could improve visibility for leading chip manufacturers such as TSMC, but they are not direct changes to the company’s earnings or operations. U.S. Markets Prepare for AI Compute Derivatives
• Negative Sentiment: Capacity constraints in advanced-chip manufacturing remain a potential near-term risk. Tight supply supports pricing, but production bottlenecks could limit how quickly TSMC converts AI demand into revenue and may increase execution and capital-spending risks. What Could TSMC Capacity Strains Mean for AI Demand?
• Negative Sentiment: TSMC trades at a premium to estimated intrinsic value in some valuation models, leaving the stock vulnerable to a pullback if AI growth expectations, margins, or expansion plans disappoint. TSMC Trades Above GF Value as Chip Capacity Tightens

Taiwan Semiconductor Manufacturing Company Profile

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.