TSM dividend analysis

TSM dividend deep dive

Dividend snapshot for TSM: 6.90% yield, 39% payout, $25.46 annual distribution per share. The growth track record sits at 60 consecutive years of dividend hikes.

Safety inventory on TSM: 48/100 composite, anchored on the 44/100 Quality pillar. Watchlist band on the framework.

Hold-and-reinvest math: TSM at 6.90% yield + 5.9% distribution growth produces 42.3% / 102.4% / 309.8% cumulative income at 5y / 10y / 20y horizons. Capital appreciation is separate.

Three sector peers anchor the TSM comparison: KO (5.00%), PG (1.50%), PEP (2.90%). The mean peer yield is 3.13%, against 6.90% on TSM. Use the relative position to size the income premium or discount in the thesis.

TSM payment timeline: ex-dividend 2026-03-01, pay date 2026-03-15. The next declaration is the catalyst for the next data point on the consecutive-growth streak, which currently stands at 60 years.

Income summary on TSM: 6.90% / 5.9% / 48. Three numbers — yield, growth, safety. The thesis hinges on whether the Quality pillar (44/100) holds through the next cycle.