Shikiar Asset Management Inc. Sells 2,075 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Posted by Geri Gentry on Jul 1st, 2026

Shikiar Asset Management Inc. decreased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 7.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 27,742 shares of the semiconductor company’s stock after selling 2,075 shares during the period. Taiwan Semiconductor Manufacturing makes up 2.7% of Shikiar Asset Management Inc.’s holdings, making the stock its 7th biggest position. Shikiar Asset Management Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $9,375,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Brighton Jones LLC grew its position in shares of 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 purchasing an additional 1,892 shares in the last quarter. Gamco Investors INC. ET AL bought a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at approximately $701,000. Bank of Nova Scotia grew its position in Taiwan Semiconductor Manufacturing by 12.8% during the second quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock worth $3,556,000 after buying an additional 1,784 shares in the last quarter. FWL Investment Management LLC grew its position in Taiwan Semiconductor Manufacturing by 26.5% during the second quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock worth $57,000 after buying an additional 53 shares in the last quarter. Finally, Main Street Financial Solutions LLC bought a new position in Taiwan Semiconductor Manufacturing during the 2nd quarter worth $270,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Lipen Yuan bought 1,000 shares of the firm’s stock in a transaction on Monday, June 22nd. The shares were purchased at an average price of $79.19 per share, with a total value of $79,190.00. Following the completion of the purchase, the vice president owned 5,000 shares in the company, valued at $395,950. This represents a 25.00% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through this link. Also, VP Bor-Zen Tien purchased 2,000 shares of the stock in a transaction dated Tuesday, May 19th. The shares were bought at an average price of $69.91 per share, with a total value of $139,820.00. Following the completion of the acquisition, the vice president directly owned 11,051 shares of the company’s stock, valued at approximately $772,575.41. This represents a 22.10% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders purchased a total of 5,496 shares of company stock valued at $404,567 in the last quarter. Insiders own 1.11% of the company’s stock.

Key Stories Impacting Taiwan Semiconductor Manufacturing

Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:

Positive Sentiment: TSMC is reportedly accelerating development of panel-level CoPoS advanced packaging for AI chips, a next-generation technology that could strengthen its long-term competitive moat and support future AI-related revenue growth. TSMC targets 2029 for panel-level CoPoS packaging in AI chip push – DigiTimes
Positive Sentiment: Several market recaps say TSMC remains a preferred way to play the AI semiconductor boom, with analysts citing manufacturing expansion, steady estimate revisions, and broad AI infrastructure spending as reasons the stock could have more upside. TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?
Positive Sentiment: TSMC was highlighted in another AI-capex stock-pick article as a key beneficiary of rising demand for chips, reinforcing the view that the company is one of the main winners from the current AI spending cycle. 4 Semiconductor Stocks to Buy Right Now to Ride on the AI Capex Boom
Positive Sentiment: TSMC also received a consensus “Buy” rating from analysts, which supports the stock’s upward move by signaling continued Street confidence in the company’s earnings power and AI exposure. Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) Receives Consensus Rating of “Buy” from Analysts
Neutral Sentiment: One report noted that a TSMC vice president bought 1,000 shares in an insider purchase, a modest confidence signal but not a major near-term catalyst. Insider transaction filing
Negative Sentiment: One market update said the stock was down slightly in premarket trading as investors paused after its strong run toward record highs, suggesting some near-term profit taking after a sharp rally. What’s Going On With Taiwan Semiconductor Stock Tuesday?

Taiwan Semiconductor Manufacturing Stock Performance

Taiwan Semiconductor Manufacturing stock opened at $477.85 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $221.18 and a 12-month high of $479.00. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16. The business’s 50-day moving average price is $417.94 and its two-hundred day moving average price is $366.08. The stock has a market cap of $2.48 trillion, a PE ratio of 39.75, a P/E/G ratio of 1.15 and a beta of 1.38.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last posted its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. The company had revenue of $30.65 billion for the quarter. As a group, analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.35 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be paid a $1.1136 dividend. This represents a $4.45 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Wednesday, September 16th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s payout ratio is currently 25.12%.

Wall Street Analyst Weigh In

TSM has been the subject of several analyst reports. Susquehanna lifted their price objective on Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the company a “positive” rating in a report on Monday, June 22nd. DA Davidson reissued a “buy” rating and set a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Barclays raised their price target on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Zacks Research cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Finally, Bank of America increased their price objective on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Two analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and a consensus target price of $449.38.

Read Our Latest Analysis on Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Profile

(Free Report)

Taiwan Semiconductor Manufacturing Company (TSMC) is a leading pure-play semiconductor foundry that provides wafer fabrication and related services to the global semiconductor industry. Founded in 1987 by Morris Chang and headquartered in Hsinchu, Taiwan, TSMC manufactures integrated circuits on behalf of fabless and integrated device manufacturers, offering contract chip production across a broad set of technologies and products.

TSMC’s service offering covers logic and mixed-signal process technologies, specialty processes for radio-frequency, power management and embedded memory, and advanced nodes used in mobile, high-performance computing and AI applications.