Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Price Up 4.3% – Here’s What Happened

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM)’s stock price traded up 4.3% during mid-day trading on Tuesday . The stock traded as high as $389.18 and last traded at $385.8110. 13,148,702 shares changed hands during trading, a decline of 7% from the average session volume of 14,199,820 shares. The stock had previously closed at $370.04.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Strong quarterly results — TSMC reported $3.11 EPS and $30.65B revenue with a 45% net margin and 36% ROE, reinforcing its cash-generative operating profile. Earnings Release
• Positive Sentiment: Dividend increase and upbeat guidance — management boosted the annual dividend ~28% (TWD 18 → TWD 23) and guided to strong revenue growth (cited ~38% for Q1), which supports income and growth narratives. Dividend & Guidance Article
• Positive Sentiment: Longer-term AI upside — analyst coverage highlights TSMC’s dominance in AI chip manufacturing and forecasts AI-related wafer/service revenue growing at a high CAGR (reported as ~60% through 2029), supporting multi‑year demand. AI Growth Article
• Positive Sentiment: Demand tailwinds from Nvidia & the AI cycle — coverage notes Nvidia’s AI surge has lifted chip demand and investor enthusiasm for foundries, helping TSMC reach new market-cap milestones. Nvidia/Tailwind Article
• Neutral Sentiment: Inclusion in international ETFs and buy-side interest — TSMC features in large ex‑US ETFs (eg. VEU) and has an average “Buy” consensus from brokerages, which supports sustained institutional demand but also ties performance to international flows. VEU/ETF Article
• Neutral Sentiment: Analyst lists and momentum coverage — TSMC is frequently cited among stocks near 52‑week highs with further upside potential, keeping it on investors’ watchlists but also highlighting valuation scrutiny. Zacks Momentum Article
• Negative Sentiment: Profit‑taking after a strong run — TSMC has recently hit 52‑week highs and some of today’s pullback looks like short‑term profit‑taking and rebalancing by funds that locked gains. 52‑Week High Article
• Negative Sentiment: Geopolitical and market‑rotation risks — commentators note rising geopolitical concerns and a broader rotation away from U.S. tech that could increase perceived execution or supply‑chain risk for Taiwan‑based exporters. Geopolitical Risk Article

Wall Street Analysts Forecast Growth

TSM has been the topic of a number of analyst reports. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. UBS Group set a $330.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Dbs Bank raised shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research note on Friday, January 23rd. Finally, Barclays increased their price target on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an “overweight” rating in a research note on Friday, January 16th. Four investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and an average target price of $391.43.

Taiwan Semiconductor Manufacturing Stock Down 2.8%

The company has a market capitalization of $1.95 trillion, a price-to-earnings ratio of 35.39, a P/E/G ratio of 1.08 and a beta of 1.31. The company has a quick ratio of 2.47, a current ratio of 2.69 and a debt-to-equity ratio of 0.19. The firm has a 50 day moving average price of $335.69 and a two-hundred day moving average price of $296.74.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share for the quarter. The firm had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%. As a group, sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be given a $0.9503 dividend. The ex-dividend date is Thursday, June 11th. This represents a $3.80 annualized dividend and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 23.57%.

Institutional Trading of Taiwan Semiconductor Manufacturing

Institutional investors and hedge funds have recently modified their holdings of the business. Mitchell Sinkler & Starr PA boosted its position in Taiwan Semiconductor Manufacturing by 1.9% during the 4th quarter. Mitchell Sinkler & Starr PA now owns 1,482 shares of the semiconductor company’s stock valued at $450,000 after purchasing an additional 28 shares during the period. Wayfinding Financial LLC grew its position in Taiwan Semiconductor Manufacturing by 2.5% in the 4th quarter. Wayfinding Financial LLC now owns 1,152 shares of the semiconductor company’s stock worth $350,000 after purchasing an additional 28 shares during the last quarter. Thompson Siegel & Walmsley LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 3.6% during the fourth quarter. Thompson Siegel & Walmsley LLC now owns 868 shares of the semiconductor company’s stock worth $264,000 after buying an additional 30 shares during the period. Oak Harvest Investment Services grew its holdings in Taiwan Semiconductor Manufacturing by 2.9% in the 4th quarter. Oak Harvest Investment Services now owns 1,106 shares of the semiconductor company’s stock worth $336,000 after buying an additional 31 shares in the last quarter. Finally, Solstein Capital LLC increased its position in Taiwan Semiconductor Manufacturing by 4.8% in the 4th quarter. Solstein Capital LLC now owns 695 shares of the semiconductor company’s stock valued at $211,000 after acquiring an additional 32 shares during the period. 16.51% of the stock is owned by institutional investors and hedge funds.

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.