Greenwoods Asset Management Hong Kong Ltd. Cuts Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Greenwoods Asset Management Hong Kong Ltd. lowered its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 91.7% during the 2nd quarter, Holdings Channel.com reports. The firm owned 131,264 shares of the semiconductor company’s stock after selling 1,443,293 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for about 1.0% of Greenwoods Asset Management Hong Kong Ltd.’s investment portfolio, making the stock its 15th largest holding. Greenwoods Asset Management Hong Kong Ltd.’s holdings in Taiwan Semiconductor Manufacturing were worth $29,730,000 as of its most recent filing with the SEC.

Other hedge funds have also added to or reduced their stakes in the company. Goldman Sachs Group Inc. increased its holdings in shares of Taiwan Semiconductor Manufacturing by 55.6% in the first quarter. Goldman Sachs Group Inc. now owns 17,306,108 shares of the semiconductor company’s stock worth $2,872,814,000 after buying an additional 6,180,445 shares during the period. Price T Rowe Associates Inc. MD boosted its holdings in Taiwan Semiconductor Manufacturing by 19.1% during 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 acquiring an additional 1,984,835 shares during the period. Jennison Associates LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 26.7% during the 2nd quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company’s stock valued at $2,728,478,000 after acquiring an additional 2,537,760 shares during the period. WCM Investment Management LLC grew its position in Taiwan Semiconductor Manufacturing by 3.3% during the 2nd quarter. WCM Investment Management LLC now owns 10,058,659 shares of the semiconductor company’s stock worth $2,299,108,000 after acquiring an additional 324,615 shares during the last quarter. Finally, Alliancebernstein L.P. grew 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 acquiring an additional 2,121,758 shares during the last quarter. 16.51% of the stock is owned by institutional investors.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE:TSM opened at $290.98 on Wednesday. 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 firm’s fifty day simple moving average is $282.50 and its 200 day simple moving average is $240.05. The stock has a market cap of $1.51 trillion, a P/E ratio of 29.84, a price-to-earnings-growth 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.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data 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 business had revenue of $32.36 billion during the quarter, compared to analyst estimates of $951.89 billion. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. The company’s revenue for the quarter was up 40.1% on a year-over-year basis. During the same period in the prior year, the business earned $1.94 EPS. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Analyst Ratings Changes

Several analysts have weighed in on the company. Weiss Ratings downgraded Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday. Barclays lifted their target price on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research note on Friday, October 17th. Susquehanna increased their price target on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a research report on Friday, October 10th. Wall Street Zen cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, November 1st. Finally, Itau BBA Securities assumed coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They set an “outperform” rating for the company. Five investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target 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.