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

Taiwan Semiconductor Manufacturing (NYSE:TSM) is projected to issue 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. Interested persons can find conference call details on the company’s upcoming Q4 2025 earning report 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 released its earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 34.34%. 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

Shares of TSM opened at $318.70 on Thursday. The company has a current ratio of 2.69, a quick ratio of 2.47 and a debt-to-equity ratio of 0.19. The firm’s fifty day simple moving average is $294.79 and its two-hundred day simple moving average is $268.61. Taiwan Semiconductor Manufacturing has a 12 month low of $134.25 and a 12 month high of $333.08. The stock has a market capitalization of $1.65 trillion, a P/E ratio of 32.69, a price-to-earnings-growth ratio of 0.93 and a beta of 1.29.

Taiwan Semiconductor Manufacturing Increases Dividend

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

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the business. Resources Management Corp CT ADV acquired a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at about $32,000. Riggs Asset Managment Co. Inc. acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter worth about $41,000. FWL Investment Management LLC lifted its position in Taiwan Semiconductor Manufacturing by 26.5% in the 2nd quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock valued at $57,000 after acquiring an additional 53 shares in the last quarter. Triumph Capital Management acquired a new position in Taiwan Semiconductor Manufacturing during the 3rd quarter valued at about $70,000. Finally, Kelleher Financial Advisors bought a new stake in Taiwan Semiconductor Manufacturing during the 3rd quarter worth approximately $71,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

More Taiwan Semiconductor Manufacturing News

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?

Analyst Ratings Changes

A number of brokerages have weighed in on TSM. Barclays lifted their target price on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a report on Friday, October 17th. Wall Street Zen downgraded shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a research report on Saturday, January 3rd. The Goldman Sachs Group reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday. Weiss Ratings reissued a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, December 29th. Finally, Needham & Company LLC restated a “buy” rating and issued a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Monday, October 27th. Eight equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and an average 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.