John G Ullman & Associates Inc. Sells 6,289 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Posted by Francis Steltz on Jul 18th, 2026

John G Ullman & Associates Inc. lessened its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 4.9% during the 1st quarter, HoldingsChannel reports. The firm owned 120,778 shares of the semiconductor company’s stock after selling 6,289 shares during the period. Taiwan Semiconductor Manufacturing comprises approximately 5.4% of John G Ullman & Associates Inc.’s holdings, making the stock its 2nd largest holding. John G Ullman & Associates Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $40,817,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Brighton Jones LLC raised its holdings 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 period. Gamco Investors INC. ET AL acquired a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at approximately $701,000. Bank of Nova Scotia boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 12.8% in the second quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock valued at $3,556,000 after buying an additional 1,784 shares during the period. FWL Investment Management LLC increased its position in shares of 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 acquiring an additional 53 shares in the last quarter. Finally, Main Street Financial Solutions LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the second quarter worth $270,000. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research firms recently commented on TSM. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a research report on Saturday. Bank of America increased their target price on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, July 6th. Needham & Company LLC boosted their price target on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Finally, DA Davidson upped their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a “buy” rating in a research report on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Moderate Buy” and an average price target of $490.00.

Read Our Latest Research Report on TSM

Taiwan Semiconductor Manufacturing Price Performance

NYSE TSM opened at $397.59 on Friday. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $223.70 and a 12-month high of $479.00. The company has a market capitalization of $2.06 trillion, a PE ratio of 28.69, a price-to-earnings-growth ratio of 1.02 and a beta of 1.36. The firm’s 50 day moving average is $426.79 and its 200-day moving average is $377.94.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last announced its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. The business had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 40.88%. Equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.51 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $4.45 annualized dividend and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 24.71%.

Insider Transactions at Taiwan Semiconductor Manufacturing

In related news, VP Tzu-Sou Chuang sold 200,000 shares of the company’s stock in a transaction dated Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the sale, the vice president owned 2,495,165 shares in the company, valued at approximately $174,237,371.95. This represents a 7.42% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, VP Lipen Yuan purchased 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Monday, June 22nd. The shares were bought at an average cost of $79.19 per share, with a total value of $79,190.00. Following the completion of the transaction, the vice president directly owned 5,000 shares of the company’s stock, valued at approximately $395,950. The trade was a 25.00% increase in their position. The SEC filing for this purchase provides additional information. Insiders acquired a total of 6,857 shares of company stock worth $512,334 in the last three months. Insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing News Summary

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

Positive Sentiment: TSMC delivered record Q2 profit and beat expectations, supported by strong demand for advanced AI chips and leading-edge nodes. Reuters article
Positive Sentiment: The company raised its 2026 revenue growth outlook to above 40% and signaled continued AI-driven expansion, reinforcing the long-term growth story. MarketBeat article
Neutral Sentiment: TSMC also announced an extra $100 billion investment in Arizona, expanding its U.S. manufacturing footprint but raising questions about capital intensity and margin pressure. Yahoo Finance article
Negative Sentiment: The stock is being caught in a broader chip rout, with investors rotating out of semiconductor names amid worries that AI spending enthusiasm is cooling. Yahoo Finance article
Negative Sentiment: Analysts and traders are flagging capex concerns, saying the surge in spending could compress free cash flow and keep the stock volatile in the near term. Benzinga article

About Taiwan Semiconductor Manufacturing

(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.