Silvant Capital Management LLC Boosts Stock Position in ASML Holding N.V. $ASML

Silvant Capital Management LLC boosted its holdings in shares of ASML Holding N.V. (NASDAQ:ASML) by 3.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 18,074 shares of the semiconductor company’s stock after purchasing an additional 624 shares during the quarter. ASML comprises about 0.6% of Silvant Capital Management LLC’s investment portfolio, making the stock its 24th largest position. Silvant Capital Management LLC’s holdings in ASML were worth $17,497,000 at the end of the most recent quarter.

Several other institutional investors have also bought and sold shares of ASML. Telos Capital Management Inc. lifted its holdings in shares of ASML by 4.5% in the 3rd quarter. Telos Capital Management Inc. now owns 10,850 shares of the semiconductor company’s stock valued at $10,504,000 after acquiring an additional 463 shares during the last quarter. Regents of The University of California purchased a new stake in ASML during the third quarter valued at approximately $413,335,000. Dimensional Fund Advisors LP lifted its stake in shares of ASML by 4.1% in the 3rd quarter. Dimensional Fund Advisors LP now owns 990,816 shares of the semiconductor company’s stock valued at $959,180,000 after purchasing an additional 38,660 shares during the last quarter. Transcendent Capital Group LLC bought a new stake in shares of ASML in the 3rd quarter valued at approximately $680,000. Finally, Principal Financial Group Inc. boosted its holdings in shares of ASML by 34.5% in the 3rd quarter. Principal Financial Group Inc. now owns 15,583 shares of the semiconductor company’s stock worth $15,086,000 after purchasing an additional 4,001 shares during the period. Institutional investors own 26.07% of the company’s stock.

ASML Stock Performance

ASML stock opened at $1,389.16 on Wednesday. ASML Holding N.V. has a twelve month low of $578.51 and a twelve month high of $1,547.22. The firm has a market cap of $546.33 billion, a price-to-earnings ratio of 53.80, a PEG ratio of 1.33 and a beta of 1.88. The business’s fifty day simple moving average is $1,386.30 and its two-hundred day simple moving average is $1,139.52. The company has a quick ratio of 0.79, a current ratio of 1.26 and a debt-to-equity ratio of 0.14.

ASML Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, May 5th. Investors of record on Monday, April 27th will be paid a $3.1771 dividend. The ex-dividend date of this dividend is Monday, April 27th. This represents a $12.71 annualized dividend and a yield of 0.9%. This is a boost from ASML’s previous quarterly dividend of $1.88. ASML’s payout ratio is 41.83%.

Analysts Set New Price Targets

Several analysts recently weighed in on ASML shares. Weiss Ratings upgraded ASML from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, February 26th. Zacks Research cut shares of ASML from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, March 3rd. TD Cowen reissued a “buy” rating on shares of ASML in a research note on Wednesday, January 28th. KGI Securities set a $1,415.00 price target on shares of ASML and gave the stock an “outperform” rating in a research note on Thursday, January 15th. Finally, The Goldman Sachs Group reiterated a “buy” rating on shares of ASML in a report on Wednesday, January 28th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, ASML presently has a consensus rating of “Moderate Buy” and an average target price of $1,475.00.

Key Headlines Impacting ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Major analysts reiterated bullish views and high price targets (around $1,500 / €1,500), supporting investor confidence in ASML’s long-term growth tied to AI and advanced-node demand. Analysts Remain Optimistic About ASML Holding (ASML)
• Positive Sentiment: ASML disclosed ongoing share repurchases under its buyback program (multiple mid‑March transactions), which reduces float and signals management confidence — a clear near‑term support for the stock. ASML reports transactions under its current share buyback program
• Positive Sentiment: ASML is expanding beyond lithography into hybrid bonding and AI-focused packaging equipment, which diversifies revenue streams and positions the company to capture more of the advanced-packaging spend tied to AI chips. ASML Expands Beyond Lithography With Hybrid Bonding And AI Packaging Aims
• Positive Sentiment: Industry coverage highlighting ASML as a key “picks-and-shovels” play for the AI data‑center buildout reinforces the thesis that demand for extreme‑UV and advanced packaging tools will remain robust. The AI Arms Race Is Shifting Again—These 2 “Picks and Shovels” Plays are Worth Adding to the Radar
• Neutral Sentiment: Data show effectively zero reported short interest in recent filings (appears to be a reporting anomaly), so short pressure is not a current driver of the move. (March short‑interest entry shows 0 shares.)
• Neutral Sentiment: Several bullish writeups and market‑commentary pieces note ASML’s sector leadership and long runway tied to AI inference demand, reinforcing sentiment but not delivering new company-specific catalysts. The Artificial Intelligence (AI) Inference Market Could Reach $255 Billion by 2030. This Stock Is Best Positioned to Win.
• Negative Sentiment: Management recently announced about 1,700 role cuts (~4% of global headcount) and employees report uncertainty seven weeks later—this could weigh on execution, morale and near‑term productivity if not well managed. ASML workers still in the dark seven weeks after 1,700 management cuts announced — cuts represent 4% of its global workforce

ASML Profile

ASML Holding N.V. (NASDAQ: ASML) is a Dutch company that develops, manufactures and services advanced photolithography systems used to produce semiconductor chips. Headquartered in Veldhoven, Netherlands, ASML supplies capital equipment and associated software and services that enable semiconductor manufacturers to pattern the intricate circuits on silicon wafers. The company is widely recognized for its leadership in extreme ultraviolet (EUV) lithography as well as its deep ultraviolet (DUV) platforms used across multiple process nodes.

ASML’s product portfolio includes EUV and DUV lithography machines, light sources, imaging optics and control software, together with spare parts, upgrades and field services.