Taiwan Semiconductor Manufacturing (TSM) – Investment Analysts’ Weekly Ratings Changes

Several analysts have recently updated their ratings and price targets for Taiwan Semiconductor Manufacturing (NYSE: TSM):

• 1/28/2025 – Taiwan Semiconductor Manufacturing was downgraded by analysts at StockNews.com from a “buy” rating to a “hold” rating.
• 1/20/2025 – Taiwan Semiconductor Manufacturing was upgraded by analysts at StockNews.com from a “hold” rating to a “buy” rating.
• 1/17/2025 – Taiwan Semiconductor Manufacturing had its price target raised by analysts at Barclays PLC from $240.00 to $255.00. They now have an “overweight” rating on the stock.
• 1/16/2025 – Taiwan Semiconductor Manufacturing had its “buy” rating reaffirmed by analysts at Needham & Company LLC. They now have a $225.00 price target on the stock.

Taiwan Semiconductor Manufacturing Stock Up 2.2 %

Shares of Taiwan Semiconductor Manufacturing stock traded up $4.41 during trading on Tuesday, reaching $204.21. The stock had a trading volume of 12,666,937 shares, compared to its average volume of 19,825,180. Taiwan Semiconductor Manufacturing Company Limited has a 52 week low of $116.58 and a 52 week high of $226.40. The company has a market capitalization of $1.06 trillion, a price-to-earnings ratio of 29.01, a P/E/G ratio of 0.69 and a beta of 1.06. The company has a current ratio of 2.57, a quick ratio of 2.30 and a debt-to-equity ratio of 0.24. The stock has a fifty day moving average price of $202.74 and a two-hundred day moving average price of $186.63.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Thursday, January 16th. The semiconductor company reported $2.24 EPS for the quarter, beating the consensus estimate of $2.16 by $0.08. Taiwan Semiconductor Manufacturing had a net margin of 40.51% and a return on equity of 30.47%. Sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Limited will post 9.12 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 10th. Stockholders of record on Tuesday, March 18th will be given a dividend of $0.5484 per share. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.49. The ex-dividend date of this dividend is Tuesday, March 18th. This represents a $2.19 annualized dividend and a dividend yield of 1.07%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 27.27%.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the company. FMR LLC grew its stake in Taiwan Semiconductor Manufacturing by 7.2% during the third quarter. FMR LLC now owns 55,974,769 shares of the semiconductor company’s stock valued at $9,721,138,000 after acquiring an additional 3,783,802 shares in the last quarter. Fisher Asset Management LLC increased its stake in Taiwan Semiconductor Manufacturing by 1.3% during the 3rd quarter. Fisher Asset Management LLC now owns 28,767,106 shares of the semiconductor company’s stock valued at $4,995,984,000 after purchasing an additional 359,854 shares in the last quarter. Van ECK Associates Corp grew its position in Taiwan Semiconductor Manufacturing by 6.0% in the 4th quarter. Van ECK Associates Corp now owns 19,392,159 shares of the semiconductor company’s stock worth $3,829,757,000 after purchasing an additional 1,102,166 shares during the period. WCM Investment Management LLC increased its position in Taiwan Semiconductor Manufacturing by 14.1% in the third quarter. WCM Investment Management LLC now owns 9,738,181 shares of the semiconductor company’s stock worth $1,733,104,000 after buying an additional 1,206,359 shares in the last quarter. Finally, Jennison Associates LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 72.9% during the 4th quarter. Jennison Associates LLC now owns 6,949,520 shares of the semiconductor company’s stock valued at $1,372,461,000 after purchasing an additional 2,931,209 shares during the period. 16.51% of the stock is owned by institutional investors.

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.