20,800 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Bought by First Trust Bank Ltd.

Key Points

• First Trust Bank Ltd. acquired 20,800 shares of Taiwan Semiconductor Manufacturing Company Ltd. valued at approximately $3.45 million, making it the bank's 4th largest investment.
• Goldman Sachs Group Inc. increased its holdings in Taiwan Semiconductor by 55.6%, now owning more than 17.3 million shares worth nearly $2.87 billion.
• Analysts maintain a consensus "Buy" rating for Taiwan Semiconductor, with price targets reaching as high as $270.00, indicating strong confidence in the stock's performance.

First Trust Bank Ltd. bought a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) in the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund bought 20,800 shares of the semiconductor company's stock, valued at approximately $3,453,000. Taiwan Semiconductor Manufacturing makes up about 12.7% of First Trust Bank Ltd.'s investment portfolio, making the stock its 4th biggest position.

Several other institutional investors and hedge funds have also recently bought and sold shares of TSM. Goldman Sachs Group Inc. lifted its holdings in Taiwan Semiconductor Manufacturing by 55.6% during the 1st quarter. Goldman Sachs Group Inc. now owns 17,306,108 shares of the semiconductor company's stock worth $2,872,814,000 after buying an additional 6,180,445 shares during the last quarter. Price T Rowe Associates Inc. MD lifted its holdings in Taiwan Semiconductor Manufacturing by 67.0% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 10,365,404 shares of the semiconductor company's stock worth $2,047,065,000 after buying an additional 4,158,772 shares during the last quarter. WCM Investment Management LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 0.6% during the 1st quarter. WCM Investment Management LLC now owns 9,734,044 shares of the semiconductor company's stock worth $1,608,551,000 after buying an additional 59,079 shares during the last quarter. Jennison Associates LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 36.8% during the 1st quarter. Jennison Associates LLC now owns 9,509,032 shares of the semiconductor company's stock worth $1,578,499,000 after buying an additional 2,559,512 shares during the last quarter. Finally, Janus Henderson Group PLC lifted its holdings in Taiwan Semiconductor Manufacturing by 13.8% during the 4th quarter. Janus Henderson Group PLC now owns 7,381,233 shares of the semiconductor company's stock worth $1,457,912,000 after buying an additional 895,379 shares during the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on TSM. Citigroup reaffirmed a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, May 22nd. Barclays reaffirmed an "overweight" rating and set a $240.00 price target (up from $215.00) on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, June 3rd. Susquehanna lifted their price target on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a "positive" rating in a report on Monday, July 14th. Finally, Needham & Company LLC reissued a "buy" rating and issued a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, July 17th. Four equities research analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing currently has a consensus rating of "Buy" and a consensus price target of $258.33.

Taiwan Semiconductor Manufacturing Stock Down 3.6%

Taiwan Semiconductor Manufacturing stock opened at $232.7130 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $248.28. The company has a debt-to-equity ratio of 0.20, a quick ratio of 2.15 and a current ratio of 2.37. The company has a market capitalization of $1.21 trillion, a P/E ratio of 26.54, a PEG ratio of 1.15 and a beta of 1.19. The stock has a 50-day simple moving average of $231.57 and a 200-day simple moving average of $198.26.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share for the quarter, beating the consensus estimate of $2.13 by $0.34. Taiwan Semiconductor Manufacturing had a return on equity of 33.37% and a net margin of 42.91%.The business had revenue of $30.07 billion during the quarter, compared to the consensus estimate of $28.50 billion. During the same period in the previous year, the business earned $1.48 EPS. The business's quarterly revenue was up 44.4% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

About Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides a range of wafer fabrication processes, including processes to manufacture complementary metal- oxide-semiconductor (CMOS) logic, mixed-signal, radio frequency, embedded memory, bipolar CMOS mixed-signal, and others.

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