Taiwan Semiconductor Manufacturing (TSM) Projected to Post Earnings on Thursday

Taiwan Semiconductor Manufacturing (NYSE:TSM) is anticipated to announce its Q4 2025 results before the market opens on Thursday, January 15th. Analysts expect the company to announce earnings of $2.72 per share and revenue of $1,011.1532 billion for the quarter. Parties are encouraged to explore the company’s upcoming Q4 2025 earning overview page for the latest details on the call scheduled for Thursday, January 15, 2026 at 1:00 AM ET.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.34% and a net margin of 43.72%. On average, analysts expect Taiwan Semiconductor Manufacturing to post $9 EPS for the current fiscal year and $11 EPS for the next fiscal year.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE TSM opened at $318.70 on Thursday. The company has a fifty day moving average price of $294.79 and a 200-day moving average price of $268.61. The firm has a market cap of $1.65 trillion, a price-to-earnings ratio of 32.69, a PEG ratio of 0.93 and a beta of 1.29. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47. Taiwan Semiconductor Manufacturing has a 1 year low of $134.25 and a 1 year high of $333.08.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be given a $0.9678 dividend. This represents a $3.87 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend is Tuesday, March 17th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s payout ratio is currently 25.74%.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Wall Street has been lifting price targets and calling TSMC a leading beneficiary of the AI capex cycle; upgraded targets and record‑high prints have supported the rally. Taiwan Semiconductor (TSM) Stock: Wall Street Raises Price Targets as Shares Hit Record Highs
• Positive Sentiment: J.P. Morgan and other brokers highlight TSMC’s dominant position in AI chip manufacturing (advanced nodes, capacity and margins), arguing competitors like Intel are unlikely to displace it soon — a structural bullish thesis for revenue and pricing power. TSMC Stock Can Keep Winning From AI, J.P. Morgan Says.
• Positive Sentiment: NVIDIA’s potential H200 shipments to China (if approved) could create a meaningful multi‑year demand stream for TSMC given limited local Chinese capacity — a possible strong catalyst for incremental fab utilization. Why an NVIDIA Chip Could Supercharge TSMC’s Next Rally
• Positive Sentiment: Independent bullish research is adding upside targets (e.g., Seeking Alpha’s $358 target), reinforcing analyst momentum and supporting investor conviction in further gains. Taiwan Semiconductor: The Ultimate AI Infrastructure Play With A $358 Target And +18% Upside
• Neutral Sentiment: TSMC is operationally expanding in the U.S. (Arizona) and made a leadership change at TSMC Arizona as it scales U.S. operations — a strategic de‑risking step but with near‑term capex and execution considerations. TSMC Arizona Names New Treasurer as US Operations Expand
• Neutral Sentiment: Analyst consensus remains strong (majority “Buy”), which underpins medium‑term sentiment but also raises the bar for future beats. Taiwan Semiconductor Manufacturing Company Ltd. Given Consensus Rating of “Buy” by Analysts
• Neutral Sentiment: Regulatory moves (a recent one‑year U.S. export license for equipment to TSMC’s China operations) removed an immediate bottleneck and supported recent gains, but this is contingent on evolving policy. Why Is Taiwan Semiconductor Stock Gaining Tuesday?
• Negative Sentiment: Valuation and profit‑taking risks: the stock is trading near 52‑week/all‑time highs and analysts warn a premium multiple leaves little room for disappointment, prompting some investors to lock in gains. TSM Hits 52-Week High: Should You Hold the Stock or Book Profits?
• Negative Sentiment: Geopolitical and policy uncertainty remain material: potential Nvidia H200 sales to China require approvals and export rules can change quickly — a key downside risk that can reverse the upside scenario. Is It Too Late To Consider Taiwan Semiconductor (NYSE:TSM) After Its Strong Multi‑Year Rally?

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in TSM. Northern Trust Corp increased its holdings in Taiwan Semiconductor Manufacturing by 2.1% in the 3rd quarter. Northern Trust Corp now owns 6,427,066 shares of the semiconductor company’s stock worth $1,795,015,000 after acquiring an additional 133,502 shares during the last quarter. Lazard Asset Management LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 0.9% in the third quarter. Lazard Asset Management LLC now owns 4,558,569 shares of the semiconductor company’s stock worth $1,273,163,000 after purchasing an additional 40,103 shares in the last quarter. Raymond James Financial Inc. raised its position in shares of Taiwan Semiconductor Manufacturing by 5.4% in the third quarter. Raymond James Financial Inc. now owns 2,579,781 shares of the semiconductor company’s stock valued at $720,507,000 after purchasing an additional 132,554 shares during the period. Select Equity Group L.P. raised its position in shares of Taiwan Semiconductor Manufacturing by 21.9% in the second quarter. Select Equity Group L.P. now owns 2,259,985 shares of the semiconductor company’s stock valued at $511,864,000 after purchasing an additional 406,347 shares during the period. Finally, Ruane Cunniff & Goldfarb L.P. lifted its stake in shares of Taiwan Semiconductor Manufacturing by 2.8% during the 2nd quarter. Ruane Cunniff & Goldfarb L.P. now owns 1,917,681 shares of the semiconductor company’s stock valued at $434,336,000 after buying an additional 51,388 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Analysts Set New Price Targets

Several research firms have commented on TSM. Susquehanna lifted their target price on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a research report on Friday, October 10th. Itau BBA Securities started coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They set an “outperform” rating on the stock. Weiss Ratings restated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, December 29th. The Goldman Sachs Group reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday. Finally, Barclays boosted their price target on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a report on Friday, October 17th. Eight research analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $355.00.

About Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Company (TSMC) is a leading pure-play semiconductor foundry that provides wafer fabrication and related services to the global semiconductor industry. Founded in 1987 by Morris Chang and headquartered in Hsinchu, Taiwan, TSMC manufactures integrated circuits on behalf of fabless and integrated device manufacturers, offering contract chip production across a broad set of technologies and products.

TSMC’s service offering covers logic and mixed-signal process technologies, specialty processes for radio-frequency, power management and embedded memory, and advanced nodes used in mobile, high-performance computing and AI applications.