Taiwan Semiconductor Manufacturing (TSM) Expected to Announce Quarterly Earnings on Thursday

Taiwan Semiconductor Manufacturing (NYSE:TSM) will likely be announcing 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 may visit the the company’s upcoming Q4 2025 earning results 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 announced its quarterly earnings results 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 Stock Performance

Shares of TSM stock opened at $330.86 on Wednesday. The company has a market capitalization of $1.71 trillion, a P/E ratio of 33.93, a PEG ratio of 0.93 and a beta of 1.29. Taiwan Semiconductor Manufacturing has a fifty-two week low of $134.25 and a fifty-two week high of $336.42. 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 stock has a 50 day moving average price of $296.84 and a two-hundred day moving average price of $271.90.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be issued a dividend of $0.9678 per share. The ex-dividend date is Tuesday, March 17th. This represents a $3.87 dividend on an annualized basis and a yield of 1.2%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 25.74%.

Analyst Ratings Changes

A number of equities research analysts have issued reports on the stock. The Goldman Sachs Group reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, December 29th. UBS Group set a $330.00 target price on Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 2nd. Finally, Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday. Eight equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and a consensus price target of $355.00.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Analysts and news outlets expect a blockbuster Q4 driven by AI server-chip demand; consensus calls for record revenue and a sizable jump in profit, supporting near-term upside into the print. TSMC Q4 profit poised to soar 27% as AI demand drives growth
• Positive Sentiment: High-profile bullish commentary (including Jim Cramer) is reinforcing expectations for a “monster” quarter, which can support momentum and short-term positioning ahead of earnings. Jim Cramer on Taiwan Semi: “It Should Be a Monster Quarter, But I Think Everyone Knows That”
• Positive Sentiment: Reports that TSMC could dramatically expand U.S. manufacturing (potentially a dozen Arizona plants as part of a trade/tariff deal) reduce geopolitical risk and position TSMC to capture more U.S. data-center spending long-term. That news has lifted sentiment even as it implies heavy capex. TSMC Plans U.S. Expansion in Proposed Taiwan Tariff-Relief Deal
• Neutral Sentiment: Wall Street analysts are updating price targets and expectations ahead of earnings — this increases volatility as revisions can push the stock either way depending on the print. Top Wall Street Forecasters Revamp Taiwan Semiconductor Manufacturing Price Expectations Ahead Of Q4 Earnings
• Neutral Sentiment: Coverage pieces and investor guides highlight TSMC as a core AI-hardware play and recommend positioning ahead of earnings, which sustains interest but also concentrates positioning risk into the report. Small Names, Big Impact: The Stocks Behind NVIDIA’s Rubin (TSM)
• Negative Sentiment: Valuation commentators warn TSMC’s premium multiple implies future gains may be more gradual — investors may be trimming positions ahead of earnings to lock profits. Revenue Keeps Growing at Taiwan Semi. Should You Load Up on TSM Stock for 2026?
• Negative Sentiment: Rising capital intensity and competitors’ big investments (e.g., SK Hynix memory spending) raise margin and cycle-risk concerns; large planned U.S. capex improves security but pressures near-term cash flow and margins. SK Hynix Bets $13 Billion To Lock In AI Memory Dominance

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in TSM. FWL Investment Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 26.5% in the 2nd quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock worth $57,000 after acquiring an additional 53 shares in the last quarter. Zuckerman Investment Group LLC grew its stake in Taiwan Semiconductor Manufacturing by 4.1% in the second quarter. Zuckerman Investment Group LLC now owns 1,717 shares of the semiconductor company’s stock worth $389,000 after purchasing an additional 67 shares during the period. Beaird Harris Wealth Management LLC grew its stake in Taiwan Semiconductor Manufacturing by 4.5% in the third quarter. Beaird Harris Wealth Management LLC now owns 1,768 shares of the semiconductor company’s stock worth $494,000 after purchasing an additional 76 shares during the period. Synergy Financial Group LTD raised its holdings in Taiwan Semiconductor Manufacturing by 7.6% in the third quarter. Synergy Financial Group LTD now owns 1,106 shares of the semiconductor company’s stock worth $309,000 after purchasing an additional 78 shares in the last quarter. Finally, Safeguard Investment Advisory Group LLC lifted its position in Taiwan Semiconductor Manufacturing by 5.1% during the third quarter. Safeguard Investment Advisory Group LLC now owns 1,727 shares of the semiconductor company’s stock valued at $482,000 after buying an additional 84 shares during the period. Hedge funds and other institutional investors own 16.51% of the company’s 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.