Equities Analysts Set Expectations for TSM Q1 Earnings

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) – Equities researchers at Wedbush increased their Q1 2025 earnings estimates for Taiwan Semiconductor Manufacturing in a research report issued on Thursday, January 16th. Wedbush analyst M. Bryson now expects that the semiconductor company will earn $2.00 per share for the quarter, up from their previous estimate of $1.82. The consensus estimate for Taiwan Semiconductor Manufacturing’s current full-year earnings is $6.92 per share. Wedbush also issued estimates for Taiwan Semiconductor Manufacturing’s Q2 2025 earnings at $2.14 EPS, Q4 2025 earnings at $2.65 EPS, FY2025 earnings at $9.12 EPS, Q1 2026 earnings at $2.33 EPS, Q2 2026 earnings at $2.52 EPS, Q4 2026 earnings at $3.14 EPS and FY2026 earnings at $10.74 EPS.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Thursday, January 16th. The semiconductor company reported $2.24 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.16 by $0.08. Taiwan Semiconductor Manufacturing had a net margin of 39.10% and a return on equity of 27.44%.

Several other equities research analysts have also issued reports on the stock. Susquehanna reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 18th. Needham & Company LLC reissued a “buy” rating and issued a $225.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday. Barclays increased their price objective on shares of Taiwan Semiconductor Manufacturing from $240.00 to $255.00 and gave the stock an “overweight” rating in a research report on Friday. Finally, StockNews.com downgraded shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a research note on Sunday, November 17th. Two analysts have rated the stock with a hold rating and four have assigned a buy rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $220.00.

Taiwan Semiconductor Manufacturing Price Performance

Taiwan Semiconductor Manufacturing stock opened at $211.52 on Monday. Taiwan Semiconductor Manufacturing has a 52-week low of $109.48 and a 52-week high of $222.20. The firm has a fifty day moving average of $198.02 and a 200-day moving average of $184.51. The firm has a market capitalization of $1.10 trillion, a P/E ratio of 33.90, a PEG ratio of 0.76 and a beta of 1.07. The company has a quick ratio of 2.30, a current ratio of 2.57 and a debt-to-equity ratio of 0.24.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 10th. Stockholders of record on Tuesday, March 18th will be paid a $0.5484 dividend. The ex-dividend date is Tuesday, March 18th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.49. This represents a $2.19 annualized dividend and a dividend yield of 1.04%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 30.77%.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in TSM. Reston Wealth Management LLC bought a new position in Taiwan Semiconductor Manufacturing during the 3rd quarter valued at $25,000. Fairscale Capital LLC bought a new position in Taiwan Semiconductor Manufacturing during the 2nd quarter valued at $32,000. Sugarloaf Wealth Management LLC boosted its stake in Taiwan Semiconductor Manufacturing by 77.1% during the 3rd quarter. Sugarloaf Wealth Management LLC now owns 186 shares of the semiconductor company’s stock valued at $32,000 after acquiring an additional 81 shares during the last quarter. Archer Investment Corp boosted its stake in Taiwan Semiconductor Manufacturing by 48.1% during the 3rd quarter. Archer Investment Corp now owns 191 shares of the semiconductor company’s stock valued at $33,000 after acquiring an additional 62 shares during the last quarter. Finally, Abich Financial Wealth Management LLC boosted its stake in Taiwan Semiconductor Manufacturing by 108.0% during the 2nd quarter. Abich Financial Wealth Management LLC now owns 208 shares of the semiconductor company’s stock valued at $36,000 after acquiring an additional 108 shares during the last quarter. 16.51% of the stock is currently owned by 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.