Taiwan Semiconductor Manufacturing (TSM) to Release Earnings on Thursday

Taiwan Semiconductor Manufacturing (NYSE:TSM) is expected to be posting its Q1 2026 results before the market opens on Thursday, April 16th. Analysts expect the company to announce earnings of $3.26 per share and revenue of $35.4657 billion for the quarter. Investors may visit the the company’s upcoming Q1 2026 earning results page for the latest details on the call scheduled for Thursday, April 16, 2026 at 2:00 AM ET.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The business had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%. 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 Trading Up 5.7%

Shares of NYSE:TSM opened at $365.13 on Thursday. The stock has a market capitalization of $1.89 trillion, a price-to-earnings ratio of 34.28, a PEG ratio of 0.93 and a beta of 1.35. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.42 and a current ratio of 2.62. The stock’s 50-day simple moving average is $349.92 and its two-hundred day simple moving average is $317.38. Taiwan Semiconductor Manufacturing has a 52-week low of $137.90 and a 52-week high of $390.20.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be given a $0.9503 dividend. This represents a $3.80 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 28.36%.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien bought 1,000 shares of the firm’s stock in a transaction that occurred on Sunday, March 22nd. The shares were bought at an average price of $55.93 per share, with a total value of $55,930.00. Following the purchase, the vice president owned 9,051 shares of the company’s stock, valued at $506,222.43. This trade represents a 12.42% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Company insiders own 1.11% of the company’s stock.

Institutional Trading of Taiwan Semiconductor Manufacturing

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. Wayfinding Financial LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 2.5% during the 4th quarter. Wayfinding Financial LLC now owns 1,152 shares of the semiconductor company’s stock valued at $350,000 after purchasing an additional 28 shares during the last quarter. FineMark National Bank & Trust increased its position in shares of Taiwan Semiconductor Manufacturing by 0.3% during the 4th quarter. FineMark National Bank & Trust now owns 12,833 shares of the semiconductor company’s stock valued at $3,900,000 after purchasing an additional 38 shares during the last quarter. Heron Bay Capital Management boosted its holdings in Taiwan Semiconductor Manufacturing by 2.9% during the 4th quarter. Heron Bay Capital Management now owns 1,547 shares of the semiconductor company’s stock valued at $470,000 after acquiring an additional 43 shares during the period. Rothschild Wealth LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 4.0% during the 4th quarter. Rothschild Wealth LLC now owns 1,276 shares of the semiconductor company’s stock valued at $388,000 after acquiring an additional 49 shares during the period. Finally, FAS Wealth Partners Inc. boosted its holdings in Taiwan Semiconductor Manufacturing by 3.7% during the 4th quarter. FAS Wealth Partners Inc. now owns 1,401 shares of the semiconductor company’s stock valued at $426,000 after acquiring an additional 50 shares during the period. Institutional investors own 16.51% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have issued reports on TSM shares. Zacks Research cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. TD Cowen raised their target price on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a research report on Friday, January 16th. Freedom Capital raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Finally, Dbs Bank raised Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research report on Friday, January 23rd. Three equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and a consensus target price of $391.43.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Citi reaffirmed a Buy on TSM and raised its price target, citing growing demand for AI-driven chips — a clear near-term catalyst supporting the rally. Citi Remains Bullish on Taiwan Semiconductor (TSM)
• Positive Sentiment: Analyst previews (Seeking Alpha) expect a likely beat for Q1 2026 as AI demand, advanced 3nm/2nm nodes and packaging capacity drive margins — supporting upside to guidance and investor sentiment. Taiwan Semiconductor Is Setting Up For Another Beat (Preview)
• Positive Sentiment: Market commentary notes Foxconn’s stronger-than-expected Q1 revenue from AI servers, which validates a broader hardware boom and implies sustained foundry demand that benefits TSM. Apple’s Silent Partner Just Validated the Hardware Boom (TSM)
• Neutral Sentiment: Coverage pieces and tools (Zacks/Yahoo) highlight TSM among tech names to watch around earnings — useful trading signals but not direct company news. Want Better Returns? Don’t Ignore These 2 Computer and Technology Stocks Set to Beat Earnings
• Neutral Sentiment: Market reminders and calendar notes point to April 16 as an important date for TSM investors (earnings/updates). Dear Taiwan semi stock fans, mark your calendars for April 16
• Negative Sentiment: Geopolitical tension coverage highlights renewed China–Taiwan reunification rhetoric, raising investor concern about supply-chain and on-island fab risks — a persistent valuation and risk premium for TSM. Geopolitical Tension Puts TSMC Valuation And Supply Chain Resilience In Focus
• Negative Sentiment: Intel’s high-profile foundry deals (Terafab with SpaceX/Tesla/xAI) shine a spotlight on renewed U.S. competition for advanced nodes and packaging, a potential long-term competitive readjustment for TSM’s market share. Intel’s New Orbit: From Chip Lag to Leading Edge
• Negative Sentiment: Opinion pieces reiterate the geopolitical “big risk” tied to China–Taiwan tensions — a narrative that can cap multiples despite strong fundamentals. The Big Risk With Taiwan Semiconductor Stock That No One Wants to Talk About

Taiwan Semiconductor Manufacturing Company Profile

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.