FY2026 Earnings Estimate for TSM Issued By Erste Group Bank

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) – Equities research analysts at Erste Group Bank raised their FY2026 earnings estimates for shares of Taiwan Semiconductor Manufacturing in a research report issued on Friday, September 18th. Erste Group Bank analyst H. Engel now forecasts that the semiconductor company will earn $16.78 per share for the year, up from their prior forecast of $16.72. The consensus estimate for Taiwan Semiconductor Manufacturing’s current full-year earnings is $16.55 per share. Erste Group Bank also issued estimates for Taiwan Semiconductor Manufacturing’s FY2027 earnings at $21.91 EPS.

TSM has been the topic of a number of other research reports. Weiss Ratings cut Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, September 9th. Needham & Company LLC raised their target price on shares of Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the company a “buy” rating in a report on Monday, July 27th. DA Davidson upped their price target on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a “buy” rating in a report on Friday, July 17th. Bank of America increased their price target on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Finally, Sanford C. Bernstein lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an “outperform” rating in a research note on Tuesday, August 11th. Three equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and a consensus price target of $523.22.

Taiwan Semiconductor Manufacturing Price Performance

Taiwan Semiconductor Manufacturing stock opened at $445.33 on Tuesday. The stock’s fifty day moving average price is $417.87 and its two-hundred day moving average price is $402.75. Taiwan Semiconductor Manufacturing has a one year low of $265.45 and a one year high of $479.00. The company has a debt-to-equity ratio of 0.14, a current ratio of 2.46 and a quick ratio of 2.25. The firm has a market cap of $2.31 trillion, a PE ratio of 32.13, a price-to-earnings-growth ratio of 0.96 and a beta of 1.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. The company had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.25%.

Institutional Trading of Taiwan Semiconductor Manufacturing

Several institutional investors have recently modified their holdings of the business. Cedar Mountain Advisors LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 88.2% in the second quarter. Cedar Mountain Advisors LLC now owns 64 shares of the semiconductor company’s stock valued at $31,000 after buying an additional 30 shares during the period. Markowski Investments bought a new stake in Taiwan Semiconductor Manufacturing during the second quarter valued at $33,000. Hilton Head Capital Partners LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the 4th quarter worth about $27,000. Evolution Wealth Management Inc. grew its holdings in Taiwan Semiconductor Manufacturing by 257.7% during the 1st quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company’s stock worth $31,000 after acquiring an additional 67 shares during the period. Finally, Strategic Advocates LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 62.1% in the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 36 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other news, SVP Shu-Hua Fang bought 2,000 shares of the stock in a transaction on Thursday, July 2nd. The stock was acquired at an average price of $77.09 per share, with a total value of $154,180.00. Following the acquisition, the senior vice president directly owned 8,206 shares in the company, valued at approximately $632,600.54. This trade represents a 32.23% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Lipen Yuan purchased 350 shares of the business’s stock in a transaction dated Tuesday, August 18th. The shares were purchased at an average cost of $73.58 per share, for a total transaction of $25,753.00. Following the completion of the purchase, the vice president directly owned 2,000 shares of the company’s stock, valued at approximately $147,160. This represents a 21.21% increase in their position. The SEC filing for this purchase provides additional information. Over the last quarter, insiders have acquired 19,106 shares of company stock worth $1,417,283. 1.11% of the stock is currently owned by insiders.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Thursday, December 10th will be issued a dividend of $1.0854 per share. The ex-dividend date of this dividend is Thursday, December 10th. This represents a $4.34 annualized dividend and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 25.25%.

Key Taiwan Semiconductor Manufacturing News

Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:

• Positive Sentiment: Advanced-packaging expansion strengthens the AI growth outlook. Taiwan broke ground on a Kaohsiung industrial park anchored by TSMC, where the company plans technology-validation and talent-training facilities. The project is intended to address packaging bottlenecks as demand from Nvidia and other chip designers increases. Taiwan breaks ground on advanced packaging park anchored by TSMC
• Positive Sentiment: AI-related pricing and demand signals are supportive. A supply-chain report indicated that AMD plans to raise chip prices by 10% in the fourth quarter because of higher wafer costs, reinforcing expectations that strong AI demand is improving pricing power across the semiconductor supply chain, including TSMC. AMD Rises 5% as Report Flags 10% Chip Price Increase
• Positive Sentiment: TSMC’s competitive moat remains a key investment theme. Commentary highlighted that the foundry controls more than two-thirds of the global market and manufactures chips for nearly all major technology companies, supporting expectations for continued growth and durable customer relationships. Taiwan Semiconductor Manufacturing’s Foundry Market Share Is a Massive Moat Nobody Talks About
• Neutral Sentiment: New infrastructure offers long-term benefits but not immediate revenue. Taiwan’s supplier-validation lab and training center are expected to take roughly three years to become operational, leaving execution, spending, and timing risks before the capacity contributes meaningfully. TSMC Gains as 88.7 Hectares Target Packaging Friction
• Neutral Sentiment: Broader Asian technology shares advanced after U.S.-China talks were described as successful, improving near-term risk sentiment for Taiwan-listed semiconductor companies. However, trade and geopolitical issues remain potential sources of volatility. Stocks advance after Bessent says talks with China were successful

Taiwan Semiconductor Manufacturing Company Profile

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a Taiwan-based semiconductor manufacturer and the world’s leading dedicated semiconductor foundry. Founded in 1987 and headquartered in Hsinchu, Taiwan, the company pioneered the pure-play foundry business model, producing chips designed by other companies rather than developing and selling branded semiconductor products of its own.

TSMC manufactures semiconductor wafers using advanced and specialty process technologies.