Wedbush Research Analysts Lift Earnings Estimates for TSM

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) – Stock analysts at Wedbush lifted their Q3 2025 earnings per share (EPS) estimates for shares of Taiwan Semiconductor Manufacturing in a research report issued to clients and investors on Monday, February 10th. Wedbush analyst M. Bryson now expects that the semiconductor company will post earnings of $2.34 per share for the quarter, up from their previous forecast of $2.33. The consensus estimate for Taiwan Semiconductor Manufacturing’s current full-year earnings is $9.12 per share.

TSM has been the subject of a number of other research reports. StockNews.com cut Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a report on Tuesday, January 28th. Barclays boosted their target price on Taiwan Semiconductor Manufacturing from $240.00 to $255.00 and gave the stock an “overweight” rating in a report on Friday, January 17th. Susquehanna reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 18th. Finally, Needham & Company LLC reiterated a “buy” rating and set a $225.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, January 16th. Two analysts have rated the stock with a hold rating and four have given a buy rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $220.00.

Taiwan Semiconductor Manufacturing Stock Down 2.3 %

TSM opened at $201.70 on Wednesday. The company has a debt-to-equity ratio of 0.24, a current ratio of 2.57 and a quick ratio of 2.30. The stock has a market capitalization of $1.05 trillion, a price-to-earnings ratio of 28.65, a price-to-earnings-growth ratio of 0.70 and a beta of 1.06. The business has a 50-day moving average of $205.29 and a two-hundred day moving average of $188.58. Taiwan Semiconductor Manufacturing has a 12 month low of $122.91 and a 12 month high of $226.40.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Thursday, January 16th. The semiconductor company reported $2.24 EPS for the quarter, beating the consensus estimate of $2.16 by $0.08. Taiwan Semiconductor Manufacturing had a return on equity of 30.47% and a net margin of 40.51%.

Hedge Funds Weigh In On Taiwan Semiconductor Manufacturing

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Demars Financial Group LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 4th quarter valued at approximately $78,005,000. Cravens & Co Advisors LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 1.3% in the 4th quarter. Cravens & Co Advisors LLC now owns 6,604 shares of the semiconductor company’s stock valued at $1,304,000 after purchasing an additional 87 shares in the last quarter. Zacks Investment Management raised its position in shares of Taiwan Semiconductor Manufacturing by 1.3% in the 4th quarter. Zacks Investment Management now owns 7,924 shares of the semiconductor company’s stock valued at $1,565,000 after purchasing an additional 104 shares in the last quarter. NewEdge Advisors LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 4.1% in the 4th quarter. NewEdge Advisors LLC now owns 136,924 shares of the semiconductor company’s stock valued at $27,041,000 after purchasing an additional 5,431 shares in the last quarter. Finally, Insigneo Advisory Services LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 3.5% in the 4th quarter. Insigneo Advisory Services LLC now owns 14,473 shares of the semiconductor company’s stock valued at $2,858,000 after purchasing an additional 486 shares in the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, July 10th. Investors of record on Thursday, June 12th will be given a dividend of $0.6855 per share. The ex-dividend date is Thursday, June 12th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.55. This represents a $2.74 annualized dividend and a yield of 1.36%. Taiwan Semiconductor Manufacturing’s payout ratio is 27.27%.

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.