Taiwan Semiconductor Manufacturing Company Limited Expected to Post Q3 2025 Earnings of $2.37 Per Share (NYSE:TSM)

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) – Research analysts at Wedbush reduced their Q3 2025 EPS estimates for Taiwan Semiconductor Manufacturing in a report issued on Thursday, July 18th. Wedbush analyst M. Bryson now anticipates that the semiconductor company will earn $2.37 per share for the quarter, down from their prior estimate of $2.39. The consensus estimate for Taiwan Semiconductor Manufacturing’s current full-year earnings is $6.27 per share. Wedbush also issued estimates for Taiwan Semiconductor Manufacturing’s Q4 2025 earnings at $2.40 EPS and FY2025 earnings at $8.36 EPS.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Thursday, July 18th. The semiconductor company reported $1.48 earnings per share for the quarter, topping analysts’ consensus estimates of $1.37 by $0.11. Taiwan Semiconductor Manufacturing had a net margin of 37.85% and a return on equity of 25.89%. The firm had revenue of $20.82 billion for the quarter, compared to analysts’ expectations of $20.33 billion. During the same quarter in the previous year, the firm posted $1.14 earnings per share. The company’s revenue was up 34.6% on a year-over-year basis.

Several other research firms also recently issued reports on TSM. Susquehanna upped their price objective on Taiwan Semiconductor Manufacturing from $200.00 to $250.00 and gave the company a “positive” rating in a research note on Thursday, July 11th. StockNews.com upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Thursday, April 11th. TD Cowen lifted their price target on shares of Taiwan Semiconductor Manufacturing from $130.00 to $170.00 and gave the stock a “hold” rating in a report on Thursday, July 18th. Sanford C. Bernstein increased their price objective on Taiwan Semiconductor Manufacturing from $150.00 to $200.00 and gave the company an “outperform” rating in a report on Thursday, June 20th. Finally, Barclays lifted their target price on Taiwan Semiconductor Manufacturing from $150.00 to $170.00 and gave the stock an “overweight” rating in a report on Wednesday, June 5th. One research analyst has rated the stock with a hold rating and five have issued a buy rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $200.00.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM opened at $169.88 on Monday. The company has a quick ratio of 2.13, a current ratio of 2.39 and a debt-to-equity ratio of 0.27. The stock has a market cap of $881.07 billion, a PE ratio of 32.36, a PEG ratio of 1.00 and a beta of 1.14. Taiwan Semiconductor Manufacturing has a 12-month low of $84.01 and a 12-month high of $193.47. The business has a 50-day simple moving average of $169.21 and a two-hundred day simple moving average of $144.27.

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

Several institutional investors and hedge funds have recently made changes to their positions in TSM. CapWealth Advisors LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 21.1% during the 4th quarter. CapWealth Advisors LLC now owns 122,310 shares of the semiconductor company’s stock worth $12,720,000 after buying an additional 21,329 shares during the period. Dodge & Cox bought a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter valued at $6,396,000. Fisher Asset Management LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 1.4% during the fourth quarter. Fisher Asset Management LLC now owns 31,079,682 shares of the semiconductor company’s stock valued at $3,232,287,000 after purchasing an additional 442,289 shares during the period. Aigen Investment Management LP bought a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth about $553,000. Finally, Credit Capital Investments LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 9.4% in the 4th quarter. Credit Capital Investments LLC now owns 58,000 shares of the semiconductor company’s stock valued at $6,032,000 after buying an additional 5,000 shares during the period. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, October 9th. Shareholders of record on Thursday, September 12th will be issued a dividend of $0.4865 per share. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.44. This represents a $1.95 dividend on an annualized basis and a yield of 1.15%. The ex-dividend date of this dividend is Thursday, September 12th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 36.95%.

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.