Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) Receives $381.67 Average PT from Brokerages

Shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) have earned a consensus recommendation of “Buy” from the twelve analysts that are currently covering the firm, Marketbeat Ratings reports. One equities research analyst has rated the stock with a hold recommendation, nine have assigned a buy recommendation and two have issued a strong buy recommendation on the company. The average 1 year price objective among brokers that have issued ratings on the stock in the last year is $381.6667.

TSM has been the topic of a number of research analyst reports. Argus raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 9th. UBS Group set a $330.00 target price on Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. The Goldman Sachs Group reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Finally, TD Cowen lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a research note on Friday, January 16th.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the business. Stephens Consulting LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 82.0% in the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock valued at $28,000 after acquiring an additional 41 shares in the last quarter. Ares Financial Consulting LLC purchased a new position in Taiwan Semiconductor Manufacturing in the fourth quarter worth $29,000. Heartwood Wealth Advisors LLC bought a new position in Taiwan Semiconductor Manufacturing in the 3rd quarter valued at $32,000. Resources Management Corp CT ADV purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter valued at $32,000. Finally, Mid American Wealth Advisory Group Inc. purchased a new stake in Taiwan Semiconductor Manufacturing during the second quarter worth about $33,000. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE:TSM opened at $341.37 on Friday. The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69. Taiwan Semiconductor Manufacturing has a fifty-two week low of $134.25 and a fifty-two week high of $351.33. The company has a 50 day simple moving average of $310.86 and a two-hundred day simple moving average of $282.04. The company has a market capitalization of $1.77 trillion, a PE ratio of 32.05, a P/E/G ratio of 0.93 and a beta of 1.31.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 EPS for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 36.18%. The company had revenue of $32.50 billion for the quarter. Research analysts anticipate that Taiwan Semiconductor Manufacturing will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be issued a dividend of $0.9678 per share. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 23.57%.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: MSN reports TSMC’s forward-looking comments have sparked expectations of a long-term AI boom, reinforcing investor confidence in sustained demand for cutting-edge nodes and capacity. MSN article
• Positive Sentiment: 24/7 Wall St. highlights TSMC (alongside Broadcom) as a major beneficiary of the custom AI chip boom—underscoring that foundry share gains from bespoke AI ASICs should translate into higher revenue and pricing power. 24/7 Wall St. article
• Positive Sentiment: The Motley Fool includes TSMC among top stocks to buy for 2026, noting the company sits at the heart of AI infrastructure—supporting durable demand visibility from hyperscalers and AI chip designers. Fool article
• Positive Sentiment: Another Fool piece points to a multi-year AI spending surge, reiterating TSMC’s role as the primary supplier for advanced datacenter chips (benefit: steady capacity utilization and pricing leverage). Fool article
• Positive Sentiment: Fool’s profile of TSMC as a long-term AI winner emphasizes that as AI ASICs proliferate, TSMC’s technology leadership and customer roster (NVIDIA, Apple, Broadcom, etc.) position it to capture rising industry margins. Fool article
• Positive Sentiment: InvestorPlace mentions TSMC as an overlooked infrastructure play for investors who missed Nvidia—supporting the narrative that TSMC offers exposure to AI demand with diversified customer risk. InvestorPlace article
• Positive Sentiment: Fool’s “safety net” piece frames TSMC as a lower-volatility way to play AI infrastructure spending—useful for investors worried the AI hype is overheating. Fool article

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.