Wedbush Has Bearish Estimate for TSM Q3 Earnings

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) – Equities researchers at Wedbush reduced their Q3 2025 earnings per share (EPS) estimates for shares of Taiwan Semiconductor Manufacturing in a note issued to investors on Thursday, January 16th. Wedbush analyst M. Bryson now forecasts that the semiconductor company will post earnings of $2.33 per share for the quarter, down from their previous estimate of $2.35. The consensus estimate for Taiwan Semiconductor Manufacturing’s current full-year earnings is $6.92 per share.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results 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%.

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

Taiwan Semiconductor Manufacturing Stock Down 1.5 %

Shares of NYSE TSM opened at $211.52 on Friday. Taiwan Semiconductor Manufacturing has a 12-month low of $109.48 and a 12-month high of $222.20. The stock has a market cap 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 current ratio of 2.57, a quick ratio of 2.30 and a debt-to-equity ratio of 0.24. The business’s fifty day simple moving average is $198.02 and its 200-day simple moving average is $184.44.

Hedge Funds Weigh In On Taiwan Semiconductor Manufacturing

Several large investors have recently bought and sold shares of TSM. FWG Holdings LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 1.6% in the 3rd quarter. FWG Holdings LLC now owns 3,106 shares of the semiconductor company’s stock valued at $539,000 after acquiring an additional 50 shares during the period. Elmwood Wealth Management Inc. increased its stake in Taiwan Semiconductor Manufacturing by 3.7% in the fourth quarter. Elmwood Wealth Management Inc. now owns 1,405 shares of the semiconductor company’s stock valued at $277,000 after purchasing an additional 50 shares during the period. Gilman Hill Asset Management LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 3.3% in the fourth quarter. Gilman Hill Asset Management LLC now owns 1,614 shares of the semiconductor company’s stock valued at $319,000 after buying an additional 52 shares during the last quarter. Traynor Capital Management Inc. boosted its stake in shares of Taiwan Semiconductor Manufacturing by 3.4% during the fourth quarter. Traynor Capital Management Inc. now owns 1,566 shares of the semiconductor company’s stock worth $309,000 after buying an additional 52 shares during the period. Finally, XML Financial LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 2.0% during the fourth quarter. XML Financial LLC now owns 2,660 shares of the semiconductor company’s stock worth $525,000 after buying an additional 53 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 10th. Stockholders 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 dividend yield of 1.04%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 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.