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

Taiwan Semiconductor Manufacturing (NYSE:TSM) is expected 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. Individuals may review the information on the company’s upcoming Q4 2025 earning report 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 quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 EPS 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 Price Performance

Shares of NYSE:TSM opened at $331.86 on Tuesday. The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69. The firm has a market cap of $1.72 trillion, a price-to-earnings ratio of 34.04, a price-to-earnings-growth ratio of 0.92 and a beta of 1.29. The business has a 50-day simple moving average of $296.10 and a two-hundred day simple moving average of $271.18. Taiwan Semiconductor Manufacturing has a fifty-two week low of $134.25 and a fifty-two week high of $333.55.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be issued a dividend of $0.9678 per share. 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. This represents a $3.87 annualized dividend and a dividend yield of 1.2%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 25.74%.

Analysts Set New Price Targets

TSM has been the topic of several research reports. Itau BBA Securities started coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They issued an “outperform” rating on the stock. Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, December 29th. UBS Group set a $330.00 price target on Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Wall Street Zen lowered Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a report on Saturday, January 3rd. Finally, Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday. Eight investment analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and an average target price of $355.00.

Hedge Funds Weigh In On Taiwan Semiconductor Manufacturing

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

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Analysts and outlets expect a record Q4 driven by AI infrastructure demand; several previews say Q4 profit/revenue should be materially higher, reinforcing upside to near-term results. TSMC Q4 profit poised to soar 27% as AI demand drives growth
• Positive Sentiment: Industry commentators and note-writers call TSMC a primary beneficiary of the AI cycle (pricing power, sold-out advanced packaging and multi-quarter revenue acceleration), supporting continued margin expansion and multiple expansion potential. Taiwan Semiconductor: Another Blowout Earnings Look Inevitable
• Positive Sentiment: Reports say the U.S. and Taiwan discussions include tariff-relief elements and TSMC is planning U.S. capacity expansion — a policy/backdrop that reduces geopolitical risk for U.S. customers and could win new orders. Market reaction to trade-deal headlines lifted the stock. TSMC Plans U.S. Expansion in Proposed Taiwan Tariff-Relief Deal
• Neutral Sentiment: Multiple market roundups and analyst previews (earnings calendars and “how to play” pieces) are flagging TSMC as a top earnings event this week — increases visibility and trading volume but already priced-in in part. Top Stocks With Earnings This Week: TSMC, Big Banks And More
• Neutral Sentiment: Valuation/idea pieces list TSMC as an undervalued AI play vs. peers — helpful context for longer-term buyers but less immediately catalytic than concrete results or policy. Top Undervalued AI Stocks: Micron, TSMC, Qualcomm Dominate
• Negative Sentiment: Some analysts warn rising costs from overseas expansions and heavy capex (to add U.S. capacity) could pressure near-term profitability even as revenue rises — a risk to watch in the upcoming report and guidance. Taiwan Semiconductor to Report Q4 Earnings: How to Play the Stock?

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.