Lynwood Price Capital Management LP Acquires New Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Lynwood Price Capital Management LP acquired a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the second quarter, Holdings Channel reports. The institutional investor acquired 16,500 shares of the semiconductor company’s stock, valued at approximately $3,737,000. Taiwan Semiconductor Manufacturing accounts for 1.9% of Lynwood Price Capital Management LP’s investment portfolio, making the stock its 13th largest position.

Several other large investors have also made changes to their positions in TSM. New Vernon Capital Holdings II LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 16,500.0% in the 1st quarter. New Vernon Capital Holdings II LLC now owns 6,707,064 shares of the semiconductor company’s stock worth $1,113,373,000 after acquiring an additional 6,666,660 shares during the period. Goldman Sachs Group Inc. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 55.6% in 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 purchasing an additional 6,180,445 shares during the last quarter. Nuveen LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the first quarter worth approximately $482,676,000. Jennison Associates LLC raised its position in Taiwan Semiconductor Manufacturing by 36.8% in the 1st quarter. Jennison Associates LLC now owns 9,509,032 shares of the semiconductor company’s stock valued at $1,578,499,000 after purchasing an additional 2,559,512 shares during the last quarter. Finally, Alliancebernstein L.P. lifted its position in Taiwan Semiconductor Manufacturing by 31.5% during the 1st quarter. Alliancebernstein L.P. now owns 8,864,014 shares of the semiconductor company’s stock worth $1,471,426,000 after buying an additional 2,121,758 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Wall Street Analyst Weigh In

TSM has been the topic of several recent research reports. Itau BBA Securities initiated coverage on Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They issued an “outperform” rating on the stock. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, October 24th. Barclays upped their target price on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a report on Friday, October 17th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Finally, Susquehanna boosted their target price on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a report on Friday, October 10th. Six investment analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and an average target price of $371.67.

Taiwan Semiconductor Manufacturing Stock Down 0.9%

Shares of NYSE TSM opened at $300.49 on Monday. The firm has a market cap of $1.56 trillion, a PE ratio of 30.82, a P/E/G ratio of 1.02 and a beta of 1.28. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $311.37. The company’s fifty day simple moving average is $274.26 and its 200 day simple moving average is $233.26. 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 quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share for the quarter, beating the consensus estimate 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 for the quarter, compared to analysts’ expectations of $951.89 billion. During the same period last year, the business earned $1.94 EPS. The business’s revenue was up 40.1% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 11th will be issued a $0.8348 dividend. The ex-dividend date of this dividend is Thursday, December 11th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. This represents a $3.34 dividend on an annualized basis and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 26.97%.

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.