Shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Get Free Report) have earned a consensus rating of “Buy” from the sixteen analysts that are currently covering the firm, Marketbeat Ratings reports. Two equities research analysts have rated the stock with a hold recommendation, twelve have assigned a buy recommendation and two have issued a strong buy recommendation on the company. The average twelve-month price target among brokerages that have covered the stock in the last year is $449.3750.
Several equities research analysts recently weighed in on the stock. Needham & Company LLC boosted their price target on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. 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 report on Wednesday, June 24th. DA Davidson reissued a “buy” rating and issued a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Susquehanna boosted their target price on shares of Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the stock a “positive” rating in a report on Monday, June 22nd. Finally, Barclays upped their target price on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a research report on Wednesday, April 22nd.
Get Our Latest Report on Taiwan Semiconductor Manufacturing
More Taiwan Semiconductor Manufacturing News
- Positive Sentiment: TSMC is expanding its 3-nanometer capacity across Taiwan, Arizona, and Japan, signaling that demand tied to AI and advanced chips remains robust and could support longer-term revenue growth. TSMC Expands 3 Nanometer Capacity Across Taiwan Arizona And Japan
- Positive Sentiment: Analysts remain broadly optimistic on TSMC, with recent coverage pointing to continued confidence in its leadership position in advanced manufacturing and AI infrastructure. Wall Street Bulls Look Optimistic About TSMC (TSM): Should You Buy?
- Neutral Sentiment: Commentary suggests the AI semiconductor rally is moving into a more selective phase, where profitability and capacity discipline will matter more than broad momentum — a backdrop that could favor TSMC, but also make investors more cautious. Top Invesco Analyst: The AI Trade That “Lifted All Boats” Is Over Now Profitability Decides Winners As “Capacity Will Catch Up”
- Neutral Sentiment: TSMC Arizona reported a treasurer change effective July 1, a routine management update with little immediate operating impact. TSMC Arizona Announces Treasurer Change Effective July 1, 2026
- Negative Sentiment: TSMC has also been caught in a broader chip-sector pullback, with Asian semiconductor shares sold off and investors rotating out of the recent AI trade. Asian stocks slide on chip sell-off as markets await US jobs data
- Negative Sentiment: Recent coverage also notes that TSMC shares had fallen more sharply than the broader market, reflecting valuation worries after a strong run higher. TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know
Insider Buying and Selling at Taiwan Semiconductor Manufacturing
In related news, VP Lipen Yuan bought 1,000 shares of the company’s stock in a transaction dated Monday, June 22nd. The stock was purchased at an average price of $79.19 per share, for a total transaction of $79,190.00. Following the acquisition, the vice president owned 5,000 shares in the company, valued at $395,950. This trade represents a 25.00% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, VP Bor-Zen Tien bought 1,000 shares of the business’s stock in a transaction dated Monday, June 29th. The shares were bought at an average cost of $76.64 per share, for a total transaction of $76,640.00. Following the transaction, the vice president owned 12,051 shares in the company, valued at approximately $923,588.64. The trade was a 9.05% increase in their position. The SEC filing for this purchase provides additional information. Insiders have purchased a total of 5,496 shares of company stock worth $404,567 over the last ninety days. Company insiders own 1.11% of the company’s stock.
Institutional Trading of Taiwan Semiconductor Manufacturing
Institutional investors have recently bought and sold shares of the stock. Box Hill Private Wealth LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 25.9% in the second quarter. Box Hill Private Wealth LLC now owns 1,319 shares of the semiconductor company’s stock valued at $630,000 after acquiring an additional 271 shares during the period. Versant Capital Management Inc boosted its stake in shares of Taiwan Semiconductor Manufacturing by 3.5% during the 2nd quarter. Versant Capital Management Inc now owns 1,961 shares of the semiconductor company’s stock worth $937,000 after purchasing an additional 66 shares during the period. Cedar Mountain Advisors LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 88.2% during 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. Collective Family Office LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth about $251,000. Finally, SWP Investment Management LLC grew its holdings in Taiwan Semiconductor Manufacturing by 3.9% during the 2nd quarter. SWP Investment Management LLC now owns 7,006 shares of the semiconductor company’s stock valued at $3,346,000 after purchasing an additional 260 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors.
Taiwan Semiconductor Manufacturing Stock Performance
NYSE:TSM opened at $434.71 on Tuesday. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31. Taiwan Semiconductor Manufacturing has a 1 year low of $223.70 and a 1 year high of $479.00. The stock’s 50 day simple moving average is $421.78 and its two-hundred day simple moving average is $368.53. The company has a market cap of $2.25 trillion, a price-to-earnings ratio of 36.17, a PEG ratio of 1.09 and a beta of 1.36.
Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last posted its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The firm had revenue of $30.65 billion during the quarter. As a group, equities analysts anticipate that Taiwan Semiconductor Manufacturing will post 15.35 earnings per share for the current fiscal year.
Taiwan Semiconductor Manufacturing Increases Dividend
The business also recently disclosed 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 of this dividend is Wednesday, September 16th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 annualized dividend and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 25.12%.
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.
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