Equities Analysts Issue Forecasts for TSM Q4 Earnings

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) – Equities research analysts at Wedbush upped their Q4 2025 earnings per share estimates for Taiwan Semiconductor Manufacturing in a research note issued on Thursday, October 16th. Wedbush analyst M. Bryson now anticipates that the semiconductor company will post earnings per share of $2.71 for the quarter, up from their previous forecast of $2.59. The consensus estimate for Taiwan Semiconductor Manufacturing’s current full-year earnings is $9.20 per share. Wedbush also issued estimates for Taiwan Semiconductor Manufacturing’s Q2 2026 earnings at $2.73 EPS, Q1 2027 earnings at $2.67 EPS, Q2 2027 earnings at $3.28 EPS and Q3 2027 earnings at $3.54 EPS.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Thursday, October 16th. The semiconductor company reported $2.92 EPS for the quarter, topping the consensus estimate of $2.59 by $0.33. The firm had revenue of $32.36 billion for the quarter, compared to the consensus estimate of $951.89 billion. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. The business’s quarterly revenue was up 40.1% on a year-over-year basis. During the same quarter last year, the firm posted $1.94 EPS. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS.

TSM has been the topic of several other research reports. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a report on Saturday. Barclays lifted their target price on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a report on Friday. Needham & Company LLC lifted their target price on shares of Taiwan Semiconductor Manufacturing from $270.00 to $360.00 and gave the stock a “buy” rating in a report on Thursday, October 16th. Itau BBA Securities assumed coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They issued an “outperform” rating on the stock. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, October 8th. Five equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Moderate Buy” and a consensus target price of $371.67.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM opened at $294.53 on Monday. The company has a market capitalization of $1.53 trillion, a PE ratio of 30.21, a price-to-earnings-growth ratio of 1.00 and a beta of 1.28. Taiwan Semiconductor Manufacturing has a one year low of $134.25 and a one year high of $311.37. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15. The company’s fifty day moving average price is $264.29 and its 200 day moving average price is $224.00.

Institutional Trading of Taiwan Semiconductor Manufacturing

Several institutional investors have recently made changes to their positions in TSM. 1248 Management LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter valued at about $28,000. Heartwood Wealth Advisors LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter valued at about $32,000. Resources Management Corp CT ADV acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter valued at about $32,000. Graybill Wealth Management LTD. acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter valued at about $33,000. Finally, Vision Financial Markets LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter valued at about $33,000. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 11th will be given a dividend of $0.8348 per share. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. The ex-dividend date is Thursday, December 11th. This represents a $3.34 annualized dividend and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 26.97%.

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.