Wedbush Issues Optimistic Outlook for TSM Earnings

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) – Research analysts at Wedbush raised their Q1 2025 earnings per share estimates for Taiwan Semiconductor Manufacturing in a report released on Thursday, January 16th. Wedbush analyst M. Bryson now anticipates that the semiconductor company will post earnings of $2.00 per share for the quarter, up from their prior forecast of $1.82. The consensus estimate for Taiwan Semiconductor Manufacturing’s current full-year earnings is $8.98 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.

A number of other brokerages have also recently weighed in on TSM. Barclays lifted their price objective on Taiwan Semiconductor Manufacturing from $240.00 to $255.00 and gave the company an “overweight” rating in a research note on Friday, January 17th. Susquehanna reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 18th. Needham & Company LLC reaffirmed a “buy” rating and issued a $225.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, January 16th. Finally, StockNews.com raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Monday. One equities research analyst has rated the stock with a hold rating and five have assigned a buy rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $220.00.

Taiwan Semiconductor Manufacturing Price Performance

NYSE:TSM opened at $218.66 on Monday. Taiwan Semiconductor Manufacturing has a 52 week low of $112.52 and a 52 week high of $222.20. The company has a quick ratio of 2.30, a current ratio of 2.57 and a debt-to-equity ratio of 0.24. The company has a market capitalization of $1.13 trillion, a P/E ratio of 31.06, a P/E/G ratio of 0.71 and a beta of 1.07. The stock’s fifty day moving average is $198.37 and its two-hundred day moving average is $184.73.

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

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Stablepoint Partners LLC grew its stake in Taiwan Semiconductor Manufacturing by 3.7% during the 4th quarter. Stablepoint Partners LLC now owns 12,662 shares of the semiconductor company’s stock worth $2,501,000 after purchasing an additional 449 shares in the last quarter. 1834 Investment Advisors Co. lifted its holdings in Taiwan Semiconductor Manufacturing by 16.2% during the 4th quarter. 1834 Investment Advisors Co. now owns 2,920 shares of the semiconductor company’s stock worth $577,000 after buying an additional 408 shares during the last quarter. Clarendon Private LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth approximately $294,000. Blue Square Asset Management LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 2.3% in the 4th quarter. Blue Square Asset Management LLC now owns 21,961 shares of the semiconductor company’s stock worth $4,337,000 after acquiring an additional 496 shares during the period. Finally, Echo Wealth Management LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth approximately $228,000. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 10th. Investors of record on Tuesday, March 18th will be paid a dividend of $0.5484 per share. This represents a $2.19 annualized dividend and a yield of 1.00%. 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. Taiwan Semiconductor Manufacturing’s payout ratio is presently 31.11%.

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.