Earnest Partners LLC Has $43.82 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Earnest Partners LLC boosted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 4.8% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 263,951 shares of the semiconductor company’s stock after buying an additional 11,972 shares during the period. Earnest Partners LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $43,816,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in TSM. Goldman Sachs Group Inc. lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 55.6% during 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 acquiring an additional 6,180,445 shares during the period. Nuveen LLC bought a new stake in Taiwan Semiconductor Manufacturing during the first quarter worth $482,676,000. Jennison Associates LLC boosted its holdings in shares of 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 in the last quarter. Sarasin & Partners LLP bought a new position in shares of Taiwan Semiconductor Manufacturing in the 1st quarter valued at $362,773,000. Finally, Price T Rowe Associates Inc. MD increased its stake in shares of Taiwan Semiconductor Manufacturing by 19.1% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 12,350,239 shares of the semiconductor company’s stock valued at $2,050,141,000 after purchasing an additional 1,984,835 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several analysts recently weighed in on the company. Barclays restated an “overweight” rating and set a $240.00 price objective (up from $215.00) on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, June 3rd. Needham & Company LLC restated a “buy” rating and issued a $270.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Wall Street Zen lowered shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a report on Saturday, August 23rd. Susquehanna increased their price objective on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the company a “positive” rating in a research note on Monday, July 14th. Finally, Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, May 22nd. Four equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the company currently has an average rating of “Buy” and a consensus price target of $258.33.

Taiwan Semiconductor Manufacturing Trading Up 0.2%

TSM opened at $239.30 on Thursday. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $248.28. The company’s 50 day moving average price is $233.97 and its two-hundred day moving average price is $199.47. The firm has a market capitalization 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) last released its quarterly earnings results 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 net margin of 42.91% and a return on equity of 33.37%. The firm had revenue of $30.07 billion during the quarter, compared to the consensus estimate of $28.50 billion. During the same quarter last year, the firm earned $1.48 earnings per share. The company’s revenue for the quarter was up 44.4% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. As a group, research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current 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.