Glynn Capital Management LLC Boosts Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Glynn Capital Management LLC boosted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 8.1% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 119,699 shares of the semiconductor company’s stock after purchasing an additional 8,956 shares during the quarter. Taiwan Semiconductor Manufacturing comprises 6.1% of Glynn Capital Management LLC’s holdings, making the stock its 2nd biggest position. Glynn Capital Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $27,111,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Mid American Wealth Advisory Group Inc. bought a new stake in shares of Taiwan Semiconductor Manufacturing during the second quarter worth approximately $33,000. First Command Advisory Services Inc. boosted its stake in Taiwan Semiconductor Manufacturing by 174.1% in the second quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock valued at $36,000 after acquiring an additional 101 shares during the last quarter. 1248 Management LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the 1st quarter worth $28,000. Vision Financial Markets LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the 1st quarter worth $33,000. Finally, IMG Wealth Management Inc. raised its position in shares of Taiwan Semiconductor Manufacturing by 70.5% during the 2nd quarter. IMG Wealth Management Inc. now owns 225 shares of the semiconductor company’s stock valued at $51,000 after acquiring an additional 93 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Price Performance

TSM stock opened at $290.98 on Wednesday. The stock has a 50-day moving average price of $282.50 and a two-hundred day moving average price of $240.05. The stock has a market cap of $1.51 trillion, a PE ratio of 29.84, a price-to-earnings-growth ratio of 1.02 and a beta of 1.31. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20. 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 issued its quarterly earnings results on Thursday, October 16th. The semiconductor company reported $2.92 EPS for the quarter, beating analysts’ consensus estimates of $2.59 by $0.33. The company had revenue of $32.36 billion for the quarter, compared to analyst estimates of $951.89 billion. Taiwan Semiconductor Manufacturing had a return on equity of 36.06% and a net margin of 43.72%.The company’s quarterly revenue was up 40.1% compared to the same quarter last year. During the same period in the previous year, the company posted $1.94 earnings per share. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. Equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on the company. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Barclays increased their target price on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a research note on Friday, October 17th. Itau BBA Securities started coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They set an “outperform” rating on the stock. Needham & Company LLC reaffirmed a “buy” rating and issued a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, October 27th. Finally, Weiss Ratings lowered shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday. Five research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Moderate Buy” and a consensus target price of $371.67.

Taiwan Semiconductor Manufacturing Company 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.