FY2026 EPS Estimates for TSM Increased by Erste Group Bank

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) – Research analysts at Erste Group Bank increased their FY2026 EPS estimates for shares of Taiwan Semiconductor Manufacturing in a research report issued to clients and investors on Wednesday, July 15th. Erste Group Bank analyst H. Engel now forecasts that the semiconductor company will post earnings per share of $15.82 for the year, up from their prior forecast of $15.74. The consensus estimate for Taiwan Semiconductor Manufacturing’s current full-year earnings is $16.05 per share.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 40.88%. The company had revenue of $39.89 billion for the quarter.

Other equities research analysts have also issued reports about the stock. Susquehanna boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a report on Thursday, July 16th. Zacks Research upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Weiss Ratings cut Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, July 13th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, July 6th. Finally, Needham & Company LLC increased their price objective on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Three equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Buy” and an average price target of $490.00.

Taiwan Semiconductor Manufacturing Trading Up 5.7%

NYSE TSM opened at $425.04 on Monday. Taiwan Semiconductor Manufacturing has a 12-month low of $223.70 and a 12-month high of $479.00. The company has a fifty day simple moving average of $427.31 and a two-hundred day simple moving average of $380.06. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16. The stock has a market cap of $2.20 trillion, a P/E ratio of 30.67, a P/E/G ratio of 0.94 and a beta of 1.36.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 21.43%.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Lipen Yuan acquired 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Monday, June 22nd. The stock was acquired at an average price of $79.19 per share, for a total transaction of $79,190.00. Following the purchase, the vice president owned 5,000 shares of the company’s stock, valued at approximately $395,950. This represents a 25.00% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, VP Bor-Zen Tien acquired 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Monday, June 29th. The shares were bought at an average price of $76.64 per share, with a total value of $76,640.00. Following the purchase, the vice president directly owned 12,051 shares in the company, valued at approximately $923,588.64. The trade was a 9.05% increase in their position. The SEC filing for this purchase provides additional information. Over the last three months, insiders have acquired 6,857 shares of company stock valued at $512,334. 1.11% of the stock is owned by insiders.

Institutional Trading of Taiwan Semiconductor Manufacturing

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Intergy Private Wealth LLC boosted its position in Taiwan Semiconductor Manufacturing by 5.4% in the 2nd quarter. Intergy Private Wealth LLC now owns 2,155 shares of the semiconductor company’s stock worth $1,029,000 after purchasing an additional 111 shares in the last quarter. Rosenberg Matthew Hamilton grew its stake in shares of Taiwan Semiconductor Manufacturing by 1.7% during the 2nd quarter. Rosenberg Matthew Hamilton now owns 5,149 shares of the semiconductor company’s stock worth $2,459,000 after purchasing an additional 88 shares during the period. GRIMES & Co WEALTH MANAGEMENT LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 1.1% during the 2nd quarter. GRIMES & Co WEALTH MANAGEMENT LLC now owns 134,811 shares of the semiconductor company’s stock valued at $64,382,000 after purchasing an additional 1,433 shares in the last quarter. Sulzberger Capital Advisors Inc. increased its holdings in shares of Taiwan Semiconductor Manufacturing by 4.3% during the 2nd quarter. Sulzberger Capital Advisors Inc. now owns 1,936 shares of the semiconductor company’s stock valued at $925,000 after purchasing an additional 80 shares in the last quarter. Finally, Pachira Investments Inc. acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter valued at $290,000. 16.51% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC reportedly plans to raise chipmaking prices by 5% to 10% in 2027 for both advanced and mature nodes, which supports revenue and margin expansion. TSMC to raise chipmaking prices by up to 10% in 2027, Nikkei Asia reports
• Positive Sentiment: Multiple reports point to durable AI chip demand and stronger-than-expected quarterly results, reinforcing the view that TSMC remains a key beneficiary of the AI buildout. Bull of the Day: Taiwan Semi (TSM)
• Positive Sentiment: Chip stocks broadly rebounded after last week’s selloff, adding sector support to TSMC’s move. Chip stocks extend global rebound following last week’s rout
• Positive Sentiment: Analysts continue to highlight TSMC’s strong AI exposure, with some calling it a buying opportunity after the post-earnings pullback. What’s Going on With Taiwan Semiconductor Stock?
• Neutral Sentiment: Investor attention is also being driven by TSMC’s expanding Arizona investment and long-term capex plans, which signal growth but may pressure near-term costs. TSMC sees long-term AI chip demand as Arizona investment expands to $265 billion
• Negative Sentiment: Some commentary warns that higher U.S. spending and construction challenges could weigh on margins and slow expansion, creating a risk investors are still watching. TSMC (TSM) Stock Drops 7% Despite Record Quarter — Why Investors Are Concerned

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.