Wedbush Analysts Decrease Earnings Estimates for TSM

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) – Wedbush lowered their Q1 2025 earnings per share (EPS) estimates for Taiwan Semiconductor Manufacturing in a research note issued on Monday, March 10th. Wedbush analyst M. Bryson now anticipates that the semiconductor company will earn $2.00 per share for the quarter, down from their prior forecast of $2.01. The consensus estimate for Taiwan Semiconductor Manufacturing’s current full-year earnings is $9.20 per share. Wedbush also issued estimates for Taiwan Semiconductor Manufacturing’s Q2 2025 earnings at $2.14 EPS, Q3 2025 earnings at $2.33 EPS, Q4 2025 earnings at $2.65 EPS, FY2025 earnings at $9.12 EPS, Q1 2026 earnings at $2.33 EPS, Q3 2026 earnings at $2.76 EPS, Q4 2026 earnings at $3.14 EPS and FY2026 earnings at $10.75 EPS.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Thursday, January 16th. The semiconductor company reported $2.24 EPS for the quarter, topping 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%.

A number of other research analysts have also weighed in on TSM. StockNews.com lowered Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a report on Tuesday, January 28th. Needham & Company LLC reissued a “buy” rating and set a $225.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, February 18th. Finally, Barclays boosted their target price on shares of Taiwan Semiconductor Manufacturing from $240.00 to $255.00 and gave the company an “overweight” rating in a research report on Friday, January 17th. Two equities research analysts have rated the stock with a hold rating and four have assigned a buy rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $220.00.

Taiwan Semiconductor Manufacturing Stock Up 3.5 %

Taiwan Semiconductor Manufacturing stock opened at $176.92 on Wednesday. The business has a fifty day moving average price of $200.52 and a 200-day moving average price of $191.82. Taiwan Semiconductor Manufacturing has a 1-year low of $125.78 and a 1-year high of $226.40. The stock has a market capitalization of $917.56 billion, a price-to-earnings ratio of 25.13, a PEG ratio of 0.66 and a beta of 1.13. The company has a debt-to-equity ratio of 0.24, a current ratio of 2.57 and a quick ratio of 2.30.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, July 10th. Stockholders of record on Thursday, June 12th will be paid a dividend of $0.6855 per share. This represents a $2.74 annualized dividend and a dividend yield of 1.55%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.55. The ex-dividend date is Thursday, June 12th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 30.68%.

Hedge Funds Weigh In On Taiwan Semiconductor Manufacturing

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Mount Yale Investment Advisors LLC lifted its stake in Taiwan Semiconductor Manufacturing by 4.3% in the 4th quarter. Mount Yale Investment Advisors LLC now owns 35,709 shares of the semiconductor company’s stock valued at $7,052,000 after buying an additional 1,476 shares in the last quarter. McHugh Group LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the fourth quarter worth approximately $605,000. OLD National Bancorp IN increased its position in shares of Taiwan Semiconductor Manufacturing by 2.1% during the fourth quarter. OLD National Bancorp IN now owns 113,205 shares of the semiconductor company’s stock worth $22,357,000 after purchasing an additional 2,368 shares in the last quarter. Hardman Johnston Global Advisors LLC raised its stake in Taiwan Semiconductor Manufacturing by 7.6% in the 4th quarter. Hardman Johnston Global Advisors LLC now owns 381,432 shares of the semiconductor company’s stock valued at $75,329,000 after purchasing an additional 26,847 shares during the last quarter. Finally, Private Client Services LLC purchased a new position in Taiwan Semiconductor Manufacturing in the 4th quarter valued at $201,000. 16.51% of the stock is owned by hedge funds and other institutional investors.

About Taiwan Semiconductor Manufacturing

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.