Brokerages Set Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) Price Target at $523.22

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) has received an average rating of “Buy” from the seventeen research firms that are covering the stock, MarketBeat.com reports. Two investment analysts have rated the stock with a hold recommendation, twelve have issued a buy recommendation and three have issued a strong buy recommendation on the company. The average 1 year target price among brokers that have issued a report on the stock in the last year is $523.2222.

TSM has been the topic of several recent analyst reports. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, July 6th. Bank of America upped their price target on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. TD Cowen increased their price target on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a research report on Friday, July 17th. Weiss Ratings cut shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, September 9th. Finally, Needham & Company LLC boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the company a “buy” rating in a research report on Monday, July 27th.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $429.35 on Friday. The business has a fifty day moving average price of $417.42 and a two-hundred day moving average price of $401.64. The stock has a market capitalization of $2.23 trillion, a PE ratio of 30.98, a P/E/G ratio of 0.93 and a beta of 1.39. The company has a debt-to-equity ratio of 0.14, a current ratio of 2.46 and a quick ratio of 2.25. Taiwan Semiconductor Manufacturing has a fifty-two week low of $257.98 and a fifty-two week high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.25% and a net margin of 50.31%.The company had revenue of $39.89 billion for the quarter. As a group, equities analysts predict that Taiwan Semiconductor Manufacturing will post 16.55 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be issued a $1.0854 dividend. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 25.25%.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: AI infrastructure demand remains the primary growth catalyst. Recent analysis argues that TSMC’s position as the leading contract chipmaker gives it broad exposure to AI accelerators and data-center investment. Improving growth rates could support earnings that exceed analyst expectations over the next several years. AI stock poised to outperform Micron and Sandisk
• Positive Sentiment: Revenue momentum is strengthening. Reports highlight substantial revenue acceleration, including strong August sales, reinforcing expectations that TSMC’s AI and high-performance computing businesses can drive additional upside. TSMC’s Revenue Acceleration Could Drive More Upside
• Positive Sentiment: 2-nanometer technology is moving toward commercial adoption. MediaTek’s Dimensity 9600 Pro uses TSMC’s 2nm process in a flagship smartphone chip while retaining a 3nm option, providing near-term consumer visibility for TSMC’s newest node. Nvidia’s financing and broader partnership with MediaTek add to the strategic importance of the launch. TSMC’s 2nm Era Is Accelerating With MediaTek
• Positive Sentiment: TSMC’s latest quarterly performance and outlook support the long-term investment case. Commentary points to AI infrastructure demand potentially producing decade-long compounding, while the company’s high profitability and dominant manufacturing position remain important advantages. Taiwan Semiconductor Q2 Earnings
• Neutral Sentiment: Analysts continue comparing TSMC with ASML and GlobalFoundries. TSMC appears better positioned for broad AI-chip demand, although some competing businesses are growing faster on a percentage basis or offer lower valuations. GlobalFoundries Versus TSMC
• Negative Sentiment: A shortage of skilled semiconductor workers could raise execution costs. The U.S. chip industry may face a shortage of up to 157,000 workers by 2030, forcing companies including TSMC to compete aggressively for specialized talent and potentially slowing expansion. Labor crisis in U.S. chip manufacturing

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien purchased 3,000 shares of the firm’s stock in a transaction dated Tuesday, July 21st. The shares were bought at an average price of $74.39 per share, for a total transaction of $223,170.00. Following the purchase, the vice president owned 4,000 shares in the company, valued at approximately $297,560. This trade represents a 300.00% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Lipen Yuan purchased 1,000 shares of the stock in a transaction dated Tuesday, August 18th. The shares were acquired at an average cost of $74.50 per share, with a total value of $74,500.00. Following the acquisition, the vice president directly owned 6,000 shares in the company, valued at $447,000. This represents a 20.00% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last quarter, insiders have purchased 20,106 shares of company stock worth $1,496,473. 1.11% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the business. Hilton Head Capital Partners LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth about $27,000. Strategic Advocates LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 62.1% in the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 36 shares in the last quarter. Basepoint Wealth LLC purchased a new position in Taiwan Semiconductor Manufacturing in the 4th quarter worth approximately $31,000. Evolution Wealth Management Inc. boosted its stake in Taiwan Semiconductor Manufacturing by 257.7% in the 1st quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company’s stock worth $31,000 after purchasing an additional 67 shares during the period. Finally, Cedar Mountain Advisors LLC boosted its stake in Taiwan Semiconductor Manufacturing by 88.2% in the 2nd quarter. Cedar Mountain Advisors LLC now owns 64 shares of the semiconductor company’s stock worth $31,000 after purchasing an additional 30 shares during the period. Institutional investors and hedge funds own 16.51% of the company’s stock.

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.