Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) Receives Consensus Rating of "Moderate Buy" from Brokerages

Key Points

• Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) has received a consensus rating of "Moderate Buy" from six brokerages, with five recommending buying the stock and one advising a hold.
• The company recently announced a quarterly dividend increase from $0.65 to $0.8348, representing a 1.2% yield for shareholders, with the ex-dividend date set for December 11.
• Taiwan Semiconductor's quarterly earnings showed strong performance with an EPS of $2.92, exceeding estimates and reflecting a 40.1% year-over-year revenue growth.

Shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Get Free Report) have earned a consensus rating of "Moderate Buy" from the six ratings firms that are currently covering the company, Marketbeat.com reports. One analyst has rated the stock with a hold recommendation and five have given a buy recommendation to the company. The average twelve-month price objective among brokers that have issued a report on the stock in the last year is $371.6667.

A number of equities analysts have recently commented on the company. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a "buy" rating to a "strong-buy" rating in a report on Saturday, October 18th. Itau BBA Securities assumed coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They set an "outperform" rating for the company. Citigroup reissued a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 17th. Weiss Ratings reaffirmed a "hold (c+)" rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, October 8th. Finally, Needham & Company LLC upped their target price on Taiwan Semiconductor Manufacturing from $270.00 to $360.00 and gave the stock a "buy" rating in a report on Thursday, October 16th.

Taiwan Semiconductor Manufacturing Stock Performance

Taiwan Semiconductor Manufacturing stock opened at $288.77 on Thursday. Taiwan Semiconductor Manufacturing has a 12-month low of $134.25 and a 12-month high of $311.37. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20. The business's 50-day moving average price is $265.24 and its two-hundred day moving average price is $224.45. The stock has a market cap of $1.50 trillion, a PE ratio of 29.62, a P/E/G ratio of 0.99 and a beta of 1.28.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last announced its quarterly earnings results on Thursday, October 16th. The semiconductor company reported $2.92 EPS for the quarter, beating the consensus estimate of $2.59 by $0.33. The firm had revenue of $32.36 billion for the quarter, compared to analyst estimates of $951.89 billion. Taiwan Semiconductor Manufacturing had a return on equity of 36.06% and a net margin of 43.72%.The business's revenue for the quarter was up 40.1% on a year-over-year basis. During the same quarter last year, the firm posted $1.94 earnings per share. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, analysts expect that Taiwan Semiconductor Manufacturing will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be issued a $0.8348 dividend. The ex-dividend date is Thursday, December 11th. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. This represents a $3.34 annualized dividend and a yield of 1.2%. Taiwan Semiconductor Manufacturing's dividend payout ratio is currently 26.67%.

Institutional Trading of Taiwan Semiconductor Manufacturing

Several institutional investors and hedge funds have recently modified their holdings of the stock. DekaBank Deutsche Girozentrale increased its position in shares of Taiwan Semiconductor Manufacturing by 0.9% during the first quarter. DekaBank Deutsche Girozentrale now owns 1,339,479 shares of the semiconductor company's stock valued at $214,442,000 after acquiring an additional 11,693 shares during the last quarter. Powers Advisory Group LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter worth $240,000. Hudson Edge Investment Partners Inc. lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 10.1% during the second quarter. Hudson Edge Investment Partners Inc. now owns 236,503 shares of the semiconductor company's stock worth $53,566,000 after purchasing an additional 21,648 shares during the period. Quantbot Technologies LP lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 452.2% during the first quarter. Quantbot Technologies LP now owns 47,425 shares of the semiconductor company's stock worth $7,873,000 after purchasing an additional 38,837 shares during the period. Finally, RFG Holdings Inc. lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 66.1% during the second quarter. RFG Holdings Inc. now owns 3,898 shares of the semiconductor company's stock worth $883,000 after purchasing an additional 1,551 shares during the period. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Company Profile

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.

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