Wedbush Equities Analysts Lift Earnings Estimates for TSM

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) – Wedbush raised their Q1 2025 earnings per share (EPS) estimates for Taiwan Semiconductor Manufacturing in a research note issued to investors on Thursday, January 16th. Wedbush analyst M. Bryson now anticipates 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.

Several other equities analysts have also recently commented on the company. Barclays boosted their target price on Taiwan Semiconductor Manufacturing from $240.00 to $255.00 and gave the stock an “overweight” rating in a research report on Friday. Needham & Company LLC restated a “buy” rating and set a $225.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, January 16th. Susquehanna restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 18th. Finally, StockNews.com upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Monday. One analyst has rated the stock with a hold rating and five have assigned a buy rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $220.00.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $211.52 on Monday. 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 has a fifty-two week low of $109.48 and a fifty-two week high of $222.20. The company has a debt-to-equity ratio of 0.24, a quick ratio of 2.30 and a current ratio of 2.57. The stock has a fifty day moving average of $198.02 and a 200-day moving average of $184.52.

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

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

A number of hedge funds and other institutional investors have recently modified their holdings of TSM. Reston Wealth Management LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter valued at about $25,000. Fairscale Capital LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter valued at about $32,000. Sugarloaf Wealth Management LLC raised its position 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 purchasing an additional 81 shares during the last quarter. Archer Investment Corp raised its position 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 purchasing an additional 62 shares during the last quarter. Finally, Abich Financial Wealth Management LLC raised its position 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 purchasing an additional 108 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Increases Dividend

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