Lynwood Price Capital Management LP Purchases New Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Lynwood Price Capital Management LP acquired a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 16,500 shares of the semiconductor company’s stock, valued at approximately $3,737,000. Taiwan Semiconductor Manufacturing makes up approximately 1.9% of Lynwood Price Capital Management LP’s portfolio, making the stock its 13th biggest position.

A number of other large investors have also recently bought and sold shares of TSM. Brighton Jones LLC grew its stake in Taiwan Semiconductor Manufacturing by 20.9% during the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after buying an additional 1,892 shares during the last quarter. Golden State Wealth Management LLC lifted its position in Taiwan Semiconductor Manufacturing by 47.3% in the 1st quarter. Golden State Wealth Management LLC now owns 2,275 shares of the semiconductor company’s stock valued at $378,000 after purchasing an additional 731 shares during the last quarter. Private Trust Co. NA boosted its stake in Taiwan Semiconductor Manufacturing by 22.2% during the 1st quarter. Private Trust Co. NA now owns 3,147 shares of the semiconductor company’s stock valued at $522,000 after purchasing an additional 572 shares during the period. Brookstone Capital Management boosted its stake in Taiwan Semiconductor Manufacturing by 13.4% during the 1st quarter. Brookstone Capital Management now owns 8,437 shares of the semiconductor company’s stock valued at $1,400,000 after purchasing an additional 995 shares during the period. Finally, Strategic Blueprint LLC grew its position in Taiwan Semiconductor Manufacturing by 38.7% in the 1st quarter. Strategic Blueprint LLC now owns 3,166 shares of the semiconductor company’s stock worth $526,000 after purchasing an additional 884 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

NYSE TSM opened at $300.49 on Monday. The business’s fifty day moving average is $274.26 and its two-hundred day moving average is $233.26. The company has a debt-to-equity ratio of 0.20, a quick ratio of 2.15 and a current ratio of 2.37. The stock has a market capitalization of $1.56 trillion, a P/E 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 1 year low of $134.25 and a 1 year high of $311.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Thursday, October 16th. The semiconductor company reported $2.92 EPS for the quarter, topping the consensus estimate of $2.59 by $0.33. The company had revenue of $32.36 billion during the quarter, compared to analysts’ expectations of $951.89 billion. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. The business’s revenue for the quarter was up 40.1% on a year-over-year basis. During the same period last year, the company posted $1.94 earnings per share. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. On average, research 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 disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be given a dividend of $0.8348 per share. 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 yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is 26.97%.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the company. Wall Street Zen cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday. Itau BBA Securities began coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They set an “outperform” rating on the stock. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, October 24th. Needham & Company LLC restated a “buy” rating and set a $360.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, October 27th. Finally, Barclays increased 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 report on Friday, October 17th. Six research analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the company presently has an average rating of “Buy” and an average price target of $371.67.

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.