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

Shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) have received a consensus rating of “Buy” from the fifteen research firms that are presently covering the company, Marketbeat.com reports. Two analysts have rated the stock with a hold rating, eleven have assigned a buy rating and two have assigned a strong buy rating to the company. The average 1-year price objective among brokers that have issued a report on the stock in the last year is $404.2857.

Several research analysts have recently issued reports on TSM shares. Wedbush reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. Needham & Company LLC raised their target price on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 20th. Barclays increased their price target 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. Finally, DA Davidson reiterated a “buy” rating and issued a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: At its annual shareholders’ meeting, CEO C.C. Wei said TSMC expects strong growth over the next few years as AI demand for advanced semiconductors remains robust, and he suggested the company would like to raise chip prices to protect margins. Article Title
• Positive Sentiment: Multiple analyst and market commentary pieces highlighted TSMC as central to the AI supply chain, noting its leadership in advanced-node manufacturing and continued bullish price-target support from firms like Bernstein and BofA. Article Title
• Positive Sentiment: Shareholders approved TSMC’s 2025 results and charter changes at the June 4 meeting, reinforcing a stable corporate backdrop with no sign of governance disruption. Article Title
• Neutral Sentiment: Coverage comparing TSMC with Micron and reviewing its decade-long stock gains was generally supportive, but largely reiterated the long-term AI investment thesis rather than delivering a new catalyst. Article Title
• Neutral Sentiment: Media and market-watch items noted TSMC’s importance to the broader tech/AI trade and its appearance in futures and sector rotation coverage, which supports visibility but does not change fundamentals. Article Title
• Negative Sentiment: Investor concerns rose after Wei warned that AI chip shortages are not ending soon and that it will take a very long time to fully satisfy U.S. customer demand, implying supply constraints and possible execution challenges. Article Title
• Negative Sentiment: Reports emphasizing a years-long AI chip supply shortage and rising component costs may pressure sentiment in the near term, even if they underscore strong demand. Article Title

Insider Buying and Selling

In other news, VP Bor-Zen Tien purchased 2,000 shares of the business’s stock in a transaction that occurred on Tuesday, May 19th. The shares were acquired at an average cost of $69.91 per share, for a total transaction of $139,820.00. Following the transaction, the vice president directly owned 11,051 shares of the company’s stock, valued at approximately $772,575.41. The trade was a 22.10% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at this link. Also, VP Tzu-Sou Chuang sold 200,000 shares of the stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the completion of the sale, the vice president owned 2,495,165 shares in the company, valued at $174,237,371.95. This represents a 7.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders purchased a total of 3,346 shares of company stock worth $218,005 over the last quarter. 1.11% of the stock is currently owned by corporate insiders.

Institutional Trading of Taiwan Semiconductor Manufacturing

A number of hedge funds have recently modified their holdings of the company. Twin City Private Wealth LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 0.3% during the 1st quarter. Twin City Private Wealth LLC now owns 7,315 shares of the semiconductor company’s stock valued at $2,479,000 after acquiring an additional 25 shares during the period. Financial Life Planners lifted its position in shares of Taiwan Semiconductor Manufacturing by 3.4% during the 1st quarter. Financial Life Planners now owns 786 shares of the semiconductor company’s stock valued at $266,000 after acquiring an additional 26 shares during the period. Corus Family Wealth Advisors raised its position in shares of Taiwan Semiconductor Manufacturing by 1.1% during the 1st quarter. Corus Family Wealth Advisors now owns 2,401 shares of the semiconductor company’s stock worth $811,000 after purchasing an additional 26 shares during the last quarter. Lodestar Private Asset Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 0.9% during the 1st quarter. Lodestar Private Asset Management LLC now owns 2,896 shares of the semiconductor company’s stock worth $979,000 after purchasing an additional 27 shares during the last quarter. Finally, Mitchell Sinkler & Starr PA raised its position in shares of Taiwan Semiconductor Manufacturing by 1.9% during the 4th quarter. Mitchell Sinkler & Starr PA now owns 1,482 shares of the semiconductor company’s stock worth $450,000 after purchasing an additional 28 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Stock Up 1.8%

Shares of NYSE TSM opened at $444.56 on Friday. The firm has a market capitalization of $2.31 trillion, a PE ratio of 36.99, a price-to-earnings-growth ratio of 1.27 and a beta of 1.38. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16. Taiwan Semiconductor Manufacturing has a 1 year low of $202.28 and a 1 year high of $450.16. The firm’s 50-day moving average is $386.53 and its 200-day moving average is $347.24.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The company had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. Equities analysts expect that Taiwan Semiconductor Manufacturing will post 15.28 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be given a $1.1136 dividend. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 25.04%.

About Taiwan Semiconductor Manufacturing

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.