Knollwood Investment Advisory LLC Grows Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Knollwood Investment Advisory LLC increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) by 12.1% during the first quarter, bringing their total shares to 14,818, valued at approximately $2.46 million.
• The company reported earnings of $2.47 per share in its latest quarter, exceeding analyst expectations of $2.13, with revenues reaching $30.07 billion.
• Several brokerages, including Needham & Company and Susquehanna, have reiterated their buy ratings on TSM, with price targets ranging from $240 to $270.

Knollwood Investment Advisory LLC lifted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 12.1% during the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 14,818 shares of the semiconductor company's stock after buying an additional 1,600 shares during the quarter. Knollwood Investment Advisory LLC's holdings in Taiwan Semiconductor Manufacturing were worth $2,460,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of the stock. Accredited Wealth Management LLC bought a new position in Taiwan Semiconductor Manufacturing during the 4th quarter valued at about $31,000. City Holding Co. lifted its position in shares of Taiwan Semiconductor Manufacturing by 238.0% in the 1st quarter. City Holding Co. now owns 169 shares of the semiconductor company's stock worth $28,000 after purchasing an additional 119 shares during the period. Signature Resources Capital Management LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 138.8% in the 1st quarter. Signature Resources Capital Management LLC now owns 191 shares of the semiconductor company's stock worth $32,000 after purchasing an additional 111 shares during the period. Graybill Wealth Management LTD. purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the 1st quarter worth approximately $33,000. Finally, Vision Financial Markets LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the first quarter valued at approximately $33,000. Hedge funds and other institutional investors own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Stock Performance

TSM opened at $232.7130 on Wednesday. The firm has a market capitalization of $1.21 trillion, a PE ratio of 26.54, a PEG ratio of 1.15 and a beta of 1.19. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $248.28. The firm's 50-day moving average price is $231.57 and its 200 day moving average price is $198.26. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20.

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

Analyst Ratings Changes

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

Taiwan Semiconductor Manufacturing Profile

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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