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

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) has been assigned a consensus rating of “Buy” from the fifteen research firms that are covering the company, MarketBeat Ratings reports. Two investment analysts have rated the stock with a hold recommendation, eleven have assigned a buy recommendation and two have given a strong buy recommendation to the company. The average 1 year price target among brokerages that have covered the stock in the last year is $404.2857.

A number of equities analysts have commented on TSM shares. Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research note on Friday, January 23rd. Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. DA Davidson reiterated a “buy” rating and set a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Finally, Barclays boosted their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd.

Insider Activity

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien acquired 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Sunday, March 22nd. The stock was acquired at an average cost of $55.93 per share, for a total transaction of $55,930.00. Following the completion of the transaction, the vice president owned 9,051 shares in the company, valued at approximately $506,222.43. This represents a 12.42% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Insiders purchased 1,346 shares of company stock worth $78,185 in the last three months. Insiders own 1.11% of the company’s stock.

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

Several hedge funds and other institutional investors have recently added to or reduced their stakes in TSM. Brighton Jones LLC raised its holdings in Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after purchasing an additional 1,892 shares in the last quarter. Gamco Investors INC. ET AL bought a new stake in Taiwan Semiconductor Manufacturing during the second quarter worth approximately $701,000. Bank of Nova Scotia raised its holdings in Taiwan Semiconductor Manufacturing by 12.8% during the second quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock worth $3,556,000 after purchasing an additional 1,784 shares in the last quarter. FWL Investment Management LLC raised its holdings in Taiwan Semiconductor Manufacturing by 26.5% during the second quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock worth $57,000 after purchasing an additional 53 shares in the last quarter. Finally, Main Street Financial Solutions LLC bought a new stake in Taiwan Semiconductor Manufacturing during the second quarter worth approximately $270,000. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $404.95 on Monday. The company has a quick ratio of 2.32, a current ratio of 2.51 and a debt-to-equity ratio of 0.17. The business has a 50 day moving average of $365.38 and a two-hundred day moving average of $335.07. Taiwan Semiconductor Manufacturing has a 52 week low of $188.81 and a 52 week high of $421.97. The company has a market cap of $2.10 trillion, a P/E ratio of 33.69, a PEG ratio of 1.18 and a beta of 1.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued 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 38.17% and a net margin of 46.97%.The company had revenue of $30.65 billion during the quarter. As a group, analysts anticipate that Taiwan Semiconductor Manufacturing will post 15.25 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 24.71%.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC’s long-term outlook remains strong, with the company now expecting the global semiconductor market to exceed $1.5 trillion by 2030, up from its prior $1 trillion forecast, driven by AI and high-performance computing demand. TSMC says global chip market to hit $1.5 trillion by 2030 as AI drives growth
• Positive Sentiment: The company is accelerating investment in 2nm chips, CoWoS packaging, and AI infrastructure, and says AI/HPC demand is supporting 2026 revenue growth above 30%, reinforcing its role as a core AI supply-chain winner. TSMC says global chip market to hit $1.5 trillion by 2030 as AI drives growth
• Positive Sentiment: Bank of America reiterated a Buy rating after TSMC’s technology symposium, saying recent concerns are overdone, which supports the bullish case for the stock. Buy TSMC stock as ’recent concerns are overdone’: BofA
• Neutral Sentiment: TSMC also filed reviewed Q1 2026 financials with the U.S. SEC, a routine disclosure that does not appear to be the main driver of trading. TSMC Files Q1 2026 Reviewed Financials with U.S. SEC
• Negative Sentiment: TSMC disclosed plans to sell a large stake in VIS, which may pressure sentiment because investors often dislike unexpected asset sales, even if the move is meant to sharpen focus on core foundry operations. TSMC plans to sell 152 million shares in chipmaker Vanguard
• Negative Sentiment: Some headline momentum may also be weighed by high-profile selling from investors such as ARK Invest, which sold TSMC shares near record highs after a strong run. ARK Invest Offloads TSMC (TSM) at Peak, Snaps Up Cerebras After Stellar Market Debut

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.