SBI Securities Co. Ltd. Sells 18,200 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

SBI Securities Co. Ltd. trimmed its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 20.5% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 70,794 shares of the semiconductor company’s stock after selling 18,200 shares during the quarter. SBI Securities Co. Ltd.’s holdings in Taiwan Semiconductor Manufacturing were worth $16,034,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in TSM. Turn8 Private Wealth Inc. lifted its stake in shares of Taiwan Semiconductor Manufacturing by 4.1% in the 2nd quarter. Turn8 Private Wealth Inc. now owns 18,911 shares of the semiconductor company’s stock valued at $4,332,000 after purchasing an additional 743 shares during the period. Glynn Capital Management LLC grew its stake in Taiwan Semiconductor Manufacturing by 8.1% in the second quarter. Glynn Capital Management LLC now owns 119,699 shares of the semiconductor company’s stock worth $27,111,000 after purchasing an additional 8,956 shares during the period. Fairbanks Capital Management Inc. grew its stake in Taiwan Semiconductor Manufacturing by 6.2% in the second quarter. Fairbanks Capital Management Inc. now owns 23,169 shares of the semiconductor company’s stock worth $5,248,000 after purchasing an additional 1,361 shares during the period. Advyzon Investment Management LLC raised its holdings in Taiwan Semiconductor Manufacturing by 53.7% in the second quarter. Advyzon Investment Management LLC now owns 4,532 shares of the semiconductor company’s stock worth $1,026,000 after purchasing an additional 1,583 shares in the last quarter. Finally, Tiemann Investment Advisors LLC purchased a new position in Taiwan Semiconductor Manufacturing during the second quarter valued at $228,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on the stock. Wall Street Zen downgraded shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, November 1st. Susquehanna upped their price objective on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a report on Friday, October 10th. Barclays raised their target price on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a research note on Friday, October 17th. Weiss Ratings cut Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday. Finally, Needham & Company LLC restated a “buy” rating and issued a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, October 27th. Five investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Moderate Buy” and an average price target of $371.67.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $290.98 on Wednesday. The firm has a market cap of $1.51 trillion, a P/E ratio of 29.84, a PEG ratio of 1.02 and a beta of 1.31. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $311.37. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20. The company has a 50 day moving average of $282.50 and a 200 day moving average of $240.05.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Thursday, October 16th. The semiconductor company reported $2.92 EPS for the quarter, topping analysts’ consensus estimates of $2.59 by $0.33. Taiwan Semiconductor Manufacturing had a return on equity of 36.06% and a net margin of 43.72%.The business had revenue of $32.36 billion during the quarter, compared to analyst estimates of $951.89 billion. During the same quarter last year, the company earned $1.94 EPS. The company’s quarterly revenue was up 40.1% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

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.