Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) Receives Consensus Recommendation of “Moderate Buy” from Brokerages

Shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) have been given an average recommendation of “Moderate Buy” by the six research firms that are presently covering the firm, Marketbeat.com reports. One analyst has rated the stock with a hold recommendation and five have assigned a buy recommendation to the company. The average 1-year price objective among analysts that have issued a report on the stock in the last year is $371.6667.

TSM has been the topic of a number of research analyst reports. Weiss Ratings reiterated a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Thursday. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 17th. Barclays boosted their target price on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a report on Friday, October 17th. Needham & Company LLC restated a “buy” rating and issued a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Monday, October 27th. Finally, Susquehanna boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a research note on Friday, October 10th.

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

Several institutional investors and hedge funds have recently modified their holdings of the stock. L1 Capital International Pty Ltd boosted its position in Taiwan Semiconductor Manufacturing by 405.0% in the 3rd quarter. L1 Capital International Pty Ltd now owns 269,544 shares of the semiconductor company’s stock valued at $75,281,000 after buying an additional 216,173 shares during the last quarter. Creative Planning boosted its holdings in Taiwan Semiconductor Manufacturing by 6.5% in the third quarter. Creative Planning now owns 566,927 shares of the semiconductor company’s stock valued at $158,337,000 after purchasing an additional 34,680 shares during the last quarter. Lazard Asset Management LLC increased its holdings in Taiwan Semiconductor Manufacturing by 0.9% during the 3rd quarter. Lazard Asset Management LLC now owns 4,558,569 shares of the semiconductor company’s stock worth $1,273,163,000 after purchasing an additional 40,103 shares during the last quarter. Zacks Investment Management raised its position in shares of Taiwan Semiconductor Manufacturing by 13.1% in the 3rd quarter. Zacks Investment Management now owns 8,689 shares of the semiconductor company’s stock valued at $2,427,000 after purchasing an additional 1,006 shares in the last quarter. Finally, Ancora Advisors LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 8.8% during the 3rd quarter. Ancora Advisors LLC now owns 3,428 shares of the semiconductor company’s stock valued at $957,000 after buying an additional 276 shares during the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

TSM opened at $284.79 on Monday. The company’s 50 day simple moving average is $285.44 and its 200 day simple moving average is $242.60. The company has a debt-to-equity ratio of 0.20, a quick ratio of 2.15 and a current ratio of 2.37. Taiwan Semiconductor Manufacturing has a 1 year low of $134.25 and a 1 year high of $311.37. The stock has a market capitalization of $1.48 trillion, a PE ratio of 29.21, a P/E/G ratio of 1.02 and a beta of 1.31.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share for the quarter, topping analysts’ consensus estimates of $2.59 by $0.33. The company had revenue of $32.36 billion for the quarter, compared to the consensus estimate of $951.89 billion. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. Taiwan Semiconductor Manufacturing’s revenue was up 40.1% on a year-over-year basis. During the same quarter last year, the firm posted $1.94 earnings per share. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, sell-side analysts expect that Taiwan Semiconductor Manufacturing will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be given a dividend of $0.9678 per share. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $3.87 dividend on an annualized basis and a yield of 1.4%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 26.97%.

Taiwan Semiconductor Manufacturing Company Profile

Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides a range of wafer fabrication processes, including processes to manufacture complementary metal- oxide-semiconductor (CMOS) logic, mixed-signal, radio frequency, embedded memory, bipolar CMOS mixed-signal, and others.