Research Analysts Offer Predictions for TSM Q3 Earnings

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) – Research analysts at Wedbush decreased their Q3 2025 earnings per share (EPS) estimates for shares of Taiwan Semiconductor Manufacturing in a note issued to investors on Tuesday, December 10th. Wedbush analyst M. Bryson now anticipates that the semiconductor company will earn $2.35 per share for the quarter, down from their previous forecast of $2.37. The consensus estimate for Taiwan Semiconductor Manufacturing’s current full-year earnings is $6.97 per share. Wedbush also issued estimates for Taiwan Semiconductor Manufacturing’s Q3 2026 earnings at $2.76 EPS.

Other equities analysts have also issued reports about the stock. Susquehanna restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 18th. StockNews.com lowered Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a research report on Sunday, November 17th. Barclays boosted their price objective on Taiwan Semiconductor Manufacturing from $215.00 to $240.00 and gave the company an “overweight” rating in a report on Monday, November 18th. Finally, Needham & Company LLC restated a “buy” rating and set a $210.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, October 17th. Two analysts have rated the stock with a hold rating and four have given a buy rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $214.00.

Taiwan Semiconductor Manufacturing Stock Up 5.0 %

Shares of NYSE:TSM opened at $201.00 on Thursday. The business has a 50-day moving average price of $192.64 and a 200 day moving average price of $177.70. Taiwan Semiconductor Manufacturing has a 12-month low of $98.80 and a 12-month high of $212.60. The company has a current ratio of 2.57, a quick ratio of 2.30 and a debt-to-equity ratio of 0.24. The company has a market capitalization of $1.04 trillion, a price-to-earnings ratio of 31.97, a PEG ratio of 0.90 and a beta of 1.09.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Thursday, October 17th. The semiconductor company reported $1.94 EPS for the quarter, beating the consensus estimate of $1.74 by $0.20. The firm had revenue of $23.50 billion for the quarter, compared to analyst estimates of $22.72 billion. Taiwan Semiconductor Manufacturing had a net margin of 39.10% and a return on equity of 27.44%.

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

Hedge funds and other institutional investors have recently modified their holdings of the company. FWG Holdings LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 1.6% during the 3rd quarter. FWG Holdings LLC now owns 3,106 shares of the semiconductor company’s stock worth $539,000 after acquiring an additional 50 shares in the last quarter. Defender Capital LLC. increased its stake in Taiwan Semiconductor Manufacturing by 3.7% in the third quarter. Defender Capital LLC. now owns 1,565 shares of the semiconductor company’s stock valued at $272,000 after purchasing an additional 56 shares during the last quarter. Hardy Reed LLC raised its holdings in Taiwan Semiconductor Manufacturing by 1.2% during the third quarter. Hardy Reed LLC now owns 4,635 shares of the semiconductor company’s stock worth $805,000 after purchasing an additional 56 shares in the last quarter. Logan Capital Management Inc. lifted its position in shares of Taiwan Semiconductor Manufacturing by 20.1% during the 3rd quarter. Logan Capital Management Inc. now owns 334 shares of the semiconductor company’s stock worth $58,000 after buying an additional 56 shares during the last quarter. Finally, Heron Bay Capital Management boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 1.0% in the 2nd quarter. Heron Bay Capital Management now owns 5,710 shares of the semiconductor company’s stock valued at $992,000 after buying an additional 59 shares in the last quarter. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 10th. Investors of record on Tuesday, March 18th will be issued a $0.5484 dividend. This is a boost 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 yield of 1.09%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 31.57%.

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.