Equities Analysts Set Expectations for TSM Q1 Earnings

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) – Equities research analysts at Wedbush increased their Q1 2025 EPS estimates for shares of Taiwan Semiconductor Manufacturing in a research note issued on Thursday, January 16th. Wedbush analyst M. Bryson now forecasts that the semiconductor company will post earnings per share of $2.00 for the quarter, up from their prior forecast 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.

Other analysts have also recently issued research reports about the stock. Susquehanna reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 18th. Needham & Company LLC reissued a “buy” rating and set a $225.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday. StockNews.com cut shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a research note on Sunday, November 17th. Finally, Barclays raised 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 note on Friday. Two research analysts have rated the stock with a hold rating and four have issued a buy rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $220.00.

Taiwan Semiconductor Manufacturing Stock Down 1.5 %

TSM stock opened at $211.52 on Monday. 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 has a fifty-two week low of $109.48 and a fifty-two week high of $222.20. The firm’s 50-day simple moving average is $198.02 and its 200 day simple moving average is $184.51. The stock has a market cap of $1.10 trillion, a PE ratio of 33.90, a price-to-earnings-growth ratio of 0.76 and a beta of 1.07.

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

Hedge Funds Weigh In On Taiwan Semiconductor Manufacturing

Large investors have recently made changes to their positions in the business. Reston Wealth Management LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter valued at about $25,000. Fairscale Capital LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter worth about $32,000. Sugarloaf Wealth Management LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 77.1% in the third quarter. Sugarloaf Wealth Management LLC now owns 186 shares of the semiconductor company’s stock worth $32,000 after buying an additional 81 shares during the period. Archer Investment Corp boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 48.1% in the third quarter. Archer Investment Corp now owns 191 shares of the semiconductor company’s stock worth $33,000 after buying an additional 62 shares during the period. Finally, Endeavor Private Wealth Inc. acquired a new position in shares of Taiwan Semiconductor Manufacturing in the fourth quarter worth about $40,000. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 10th. Stockholders of record on Tuesday, March 18th will be given a dividend of $0.5484 per share. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.49. The ex-dividend date of this dividend is Tuesday, March 18th. This represents a $2.19 annualized dividend and a dividend yield of 1.04%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 30.77%.

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.