LTS One Management LP Acquires 11,500 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• LTS One Management LP has increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. by 9.8%, acquiring an additional 11,500 shares and now holds a total of 129,000 shares worth approximately $21.4 million.
• Multiple hedge funds have also modified their positions in Taiwan Semiconductor, with significant increases including City Holding Co. raising its position by 238%.
• Analyst ratings for Taiwan Semiconductor remain positive, with four analysts giving it a "Buy" rating, and a recent consensus price target set at $258.33.

LTS One Management LP raised its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 9.8% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 129,000 shares of the semiconductor company's stock after buying an additional 11,500 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for about 6.4% of LTS One Management LP's investment portfolio, making the stock its 7th largest position. LTS One Management LP's holdings in Taiwan Semiconductor Manufacturing were worth $21,414,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. 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 acquiring an additional 119 shares during the period. Accredited Wealth Management LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth approximately $31,000. 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 acquiring an additional 111 shares during the period. Graybill Wealth Management LTD. bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 1st quarter worth approximately $33,000. Finally, Vision Financial Markets LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 1st quarter worth approximately $33,000. Institutional investors own 16.51% of the company's stock.

Analyst Ratings Changes

TSM has been the subject of several analyst reports. Susquehanna raised their target price on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a "positive" rating in a research report on Monday, July 14th. Citigroup restated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, May 22nd. Wall Street Zen downgraded Taiwan Semiconductor Manufacturing from a "buy" rating to a "hold" rating in a research report on Saturday, August 23rd. Needham & Company LLC restated a "buy" rating and set a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Finally, Barclays restated an "overweight" rating and set a $240.00 target price (up previously from $215.00) on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, June 3rd. Four research analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the company currently has a consensus rating of "Buy" and a consensus price target of $258.33.

Taiwan Semiconductor Manufacturing Trading Up 0.2%

Shares of TSM opened at $239.30 on Thursday. The stock has a fifty day moving average price of $233.97 and a two-hundred day moving average price of $199.47. The company has a debt-to-equity ratio of 0.20, a quick ratio of 2.15 and a current ratio of 2.37. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $248.28. The company has a market cap of $1.24 trillion, a price-to-earnings ratio of 27.29, a PEG ratio of 1.13 and a beta of 1.19.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share (EPS) 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 firm had revenue of $30.07 billion during the quarter, compared to the consensus estimate of $28.50 billion. During the same quarter in the previous year, the company posted $1.48 EPS. The business's revenue for the quarter was up 44.4% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Company 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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