Taiwan Semiconductor Manufacturing (NYSE:TSM) Price Target Raised to $440.00

Taiwan Semiconductor Manufacturing (NYSE:TSM) had its price target upped by TD Cowen from $400.00 to $440.00 in a research note published on Friday,Benzinga reports. They currently have a hold rating on the semiconductor company’s stock.

A number of other research firms have also recently weighed in on TSM. Susquehanna increased their price target on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research note on Thursday. Weiss Ratings cut shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, July 13th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, July 6th. Needham & Company LLC increased their price objective on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. Finally, Barclays raised their target price on shares of Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the stock an “overweight” rating in a research note on Friday. Three equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus price target of $490.00.

Taiwan Semiconductor Manufacturing Trading Down 0.2%

Taiwan Semiconductor Manufacturing stock opened at $397.59 on Friday. The stock has a 50-day simple moving average of $426.79 and a 200 day simple moving average of $378.48. The stock has a market capitalization of $2.06 trillion, a P/E ratio of 28.69, a PEG ratio of 0.95 and a beta of 1.36. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49. Taiwan Semiconductor Manufacturing has a 52 week low of $223.70 and a 52 week high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 40.88% and a net margin of 50.31%.The firm had revenue of $39.89 billion for the quarter. Analysts expect that Taiwan Semiconductor Manufacturing will post 15.83 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business 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 is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 21.43%.

Insider Buying and Selling

In other news, VP Tzu-Sou Chuang sold 200,000 shares of the business’s stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total value of $13,966,000.00. Following the completion of the transaction, the vice president directly owned 2,495,165 shares in the company, valued at approximately $174,237,371.95. The trade was a 7.42% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP Bor-Zen Tien bought 1,000 shares of the business’s stock in a transaction on Monday, June 29th. The shares were acquired at an average price of $76.64 per share, with a total value of $76,640.00. Following the completion of the purchase, the vice president directly owned 12,051 shares of the company’s stock, valued at approximately $923,588.64. The trade was a 9.05% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders bought 6,857 shares of company stock valued at $512,334 over the last quarter. 1.11% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. Quattro Advisors LLC bought a new position in shares of Taiwan Semiconductor Manufacturing in the 4th quarter valued at $25,000. Hilton Head Capital Partners LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth about $27,000. Stephens Consulting LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 82.0% during the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 41 shares during the last quarter. Strategic Advocates LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 62.1% in the fourth quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock valued at $28,000 after buying an additional 36 shares during the period. Finally, Ares Financial Consulting LLC bought a new position in Taiwan Semiconductor Manufacturing in the 4th quarter valued at approximately $29,000. Institutional investors own 16.51% of the company’s stock.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC delivered record Q2 profit and beat expectations, supported by strong demand for advanced AI chips and leading-edge nodes. Reuters article
• Positive Sentiment: The company raised its 2026 revenue growth outlook to above 40% and signaled continued AI-driven expansion, reinforcing the long-term growth story. MarketBeat article
• Neutral Sentiment: TSMC also announced an extra $100 billion investment in Arizona, expanding its U.S. manufacturing footprint but raising questions about capital intensity and margin pressure. Yahoo Finance article
• Negative Sentiment: The stock is being caught in a broader chip rout, with investors rotating out of semiconductor names amid worries that AI spending enthusiasm is cooling. Yahoo Finance article
• Negative Sentiment: Analysts and traders are flagging capex concerns, saying the surge in spending could compress free cash flow and keep the stock volatile in the near term. Benzinga 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.