Wedbush Issues Optimistic Outlook for TSM Earnings

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) – Stock analysts at Wedbush lifted their Q1 2025 earnings per share estimates for Taiwan Semiconductor Manufacturing in a research note issued to investors on Thursday, January 16th. Wedbush analyst M. Bryson now expects that the semiconductor company will earn $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 research firms have also recently weighed in on TSM. Needham & Company LLC reaffirmed a “buy” rating and issued a $225.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, January 16th. Barclays upped their price target on Taiwan Semiconductor Manufacturing from $240.00 to $255.00 and gave the stock an “overweight” rating in a report on Friday, January 17th. StockNews.com raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Monday. Finally, Susquehanna reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 18th. One investment analyst has rated the stock with a hold rating and five have issued a buy rating to the stock. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Moderate Buy” and a consensus target price of $220.00.

Taiwan Semiconductor Manufacturing Stock Up 3.4 %

Shares of TSM opened at $218.66 on Monday. The company has a market capitalization of $1.13 trillion, a price-to-earnings ratio of 31.06, a PEG ratio of 0.71 and a beta of 1.07. 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 stock’s 50-day moving average price is $198.37 and its 200-day moving average price is $184.73.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Thursday, January 16th. The semiconductor company reported $2.24 EPS for the quarter, topping 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%.

Hedge Funds Weigh In On Taiwan Semiconductor Manufacturing

Hedge funds have recently made changes to their positions in the company. Reston Wealth Management LLC purchased a new position in Taiwan Semiconductor Manufacturing during the third quarter worth approximately $25,000. Fairscale Capital LLC purchased a new position in Taiwan Semiconductor Manufacturing during the second quarter worth approximately $32,000. Sugarloaf Wealth Management LLC lifted its position in Taiwan Semiconductor Manufacturing by 77.1% during the third quarter. Sugarloaf Wealth Management LLC now owns 186 shares of the semiconductor company’s stock worth $32,000 after buying an additional 81 shares in the last quarter. Archer Investment Corp lifted its position in Taiwan Semiconductor Manufacturing by 48.1% during the third quarter. Archer Investment Corp now owns 191 shares of the semiconductor company’s stock worth $33,000 after buying an additional 62 shares in the last quarter. Finally, Abich Financial Wealth Management LLC lifted its position in Taiwan Semiconductor Manufacturing by 108.0% during the second quarter. Abich Financial Wealth Management LLC now owns 208 shares of the semiconductor company’s stock worth $36,000 after buying an additional 108 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 10th. Shareholders of record on Tuesday, March 18th will be issued a dividend of $0.5484 per share. The ex-dividend date of this dividend is Tuesday, March 18th. This represents a $2.19 dividend on an annualized basis and a dividend yield of 1.00%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.49. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 31.11%.

About Taiwan Semiconductor Manufacturing

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.