Price T Rowe Associates Inc. MD Boosts Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Price T Rowe Associates Inc. MD boosted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 19.1% in the 1st quarter, HoldingsChannel reports. The firm owned 12,350,239 shares of the semiconductor company’s stock after purchasing an additional 1,984,835 shares during the period. Price T Rowe Associates Inc. MD’s holdings in Taiwan Semiconductor Manufacturing were worth $2,050,141,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. DekaBank Deutsche Girozentrale lifted its stake in shares of Taiwan Semiconductor Manufacturing by 0.9% during the first quarter. DekaBank Deutsche Girozentrale now owns 1,339,479 shares of the semiconductor company’s stock valued at $214,442,000 after buying an additional 11,693 shares during the period. Pinnacle Investment Management Ltd purchased a new stake in Taiwan Semiconductor Manufacturing in the 4th quarter worth approximately $26,661,000. Quantbot Technologies LP raised its holdings in Taiwan Semiconductor Manufacturing by 452.2% in the 1st quarter. Quantbot Technologies LP now owns 47,425 shares of the semiconductor company’s stock valued at $7,873,000 after acquiring an additional 38,837 shares during the last quarter. Sentry LLC acquired a new position in Taiwan Semiconductor Manufacturing in the 1st quarter valued at $222,000. Finally, Compound Global Advisors LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 31.2% during the 1st quarter. Compound Global Advisors LLC now owns 4,796 shares of the semiconductor company’s stock worth $747,000 after purchasing an additional 1,141 shares during the period. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Price Performance

TSM opened at $228.7310 on Thursday. 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 50 day moving average of $231.88 and a two-hundred day moving average of $198.47. The company has a market cap of $1.19 trillion, a P/E ratio of 26.08, a P/E/G ratio of 1.11 and a beta of 1.19. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, beating analysts’ consensus estimates of $2.13 by $0.34. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The business had revenue of $30.07 billion for the quarter, compared to the consensus estimate of $28.50 billion. During the same quarter last year, the firm 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. On average, analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on TSM shares. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, May 22nd. Barclays reiterated an “overweight” rating and set a $240.00 price objective (up from $215.00) on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, June 3rd. 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 research report on Monday, July 14th. Finally, Needham & Company LLC reaffirmed a “buy” rating and set a $270.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Four investment analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and an average target price of $258.33.

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.