10,000 Shares in ASML Holding N.V. $ASML Bought by Schwartz Investment Counsel Inc.

Schwartz Investment Counsel Inc. acquired a new stake in ASML Holding N.V. (NASDAQ:ASML) during the 3rd quarter, Holdings Channel.com reports. The firm acquired 10,000 shares of the semiconductor company’s stock, valued at approximately $18,117,000.

Other large investors have also bought and sold shares of the company. Van ECK Associates Corp boosted its stake in ASML by 31.7% in the second quarter. Van ECK Associates Corp now owns 2,459,420 shares of the semiconductor company’s stock valued at $4,892,869,000 after acquiring an additional 592,125 shares during the last quarter. BlackRock Inc. raised its position in shares of ASML by 4.9% during the 2nd quarter. BlackRock Inc. now owns 1,282,190 shares of the semiconductor company’s stock valued at $2,550,840,000 after acquiring an additional 59,888 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its position in shares of ASML by 6.3% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 1,641,565 shares of the semiconductor company’s stock valued at $2,168,227,000 after acquiring an additional 96,860 shares during the last quarter. Bank of America Corp DE lifted its stake in shares of ASML by 1.2% in the 1st quarter. Bank of America Corp DE now owns 1,560,256 shares of the semiconductor company’s stock valued at $2,060,833,000 after purchasing an additional 19,051 shares during the period. Finally, Dimensional Fund Advisors LP lifted its stake in shares of ASML by 1.8% in the 1st quarter. Dimensional Fund Advisors LP now owns 1,033,583 shares of the semiconductor company’s stock valued at $1,364,963,000 after purchasing an additional 18,768 shares during the period. 26.07% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research analysts have recently issued reports on the company. Jefferies Financial Group restated a “neutral” rating on shares of ASML in a research report on Wednesday, September 30th. Zacks Research downgraded ASML from a “strong-buy” rating to a “hold” rating in a report on Friday, July 3rd. JPMorgan Chase & Co. cut their target price on ASML from $2,400.00 to $2,350.00 and set an “overweight” rating on the stock in a research note on Thursday, October 15th. Wells Fargo & Company increased their target price on ASML from $2,200.00 to $2,500.00 and gave the company an “overweight” rating in a research note on Thursday, July 16th. Finally, Barclays restated an “overweight” rating on shares of ASML in a report on Thursday, July 16th. Three investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, two have issued a Hold rating and three have issued a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $2,079.12.

ASML Stock Performance

Shares of NASDAQ ASML opened at $1,635.57 on Wednesday. ASML Holding N.V. has a 52-week low of $946.11 and a 52-week high of $1,999.96. The stock has a market cap of $630.38 billion, a P/E ratio of 40.27 and a beta of 1.77. The firm has a 50 day moving average price of $1,712.72 and a 200 day moving average price of $1,590.05.

ASML (NASDAQ:ASML) last posted its earnings results on Sunday, September 27th. The semiconductor company reported $14.71 earnings per share for the quarter. The firm had revenue of $13.27 billion during the quarter. Analysts predict that ASML Holding N.V. will post 46.03 earnings per share for the current fiscal year.

ASML Cuts Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, November 4th. Stockholders of record on Tuesday, October 27th will be issued a $2.1077 dividend. This is a negative change from ASML’s previous quarterly dividend of $2.1507. The ex-dividend date of this dividend is Tuesday, October 27th. This represents a $8.43 annualized dividend and a dividend yield of 0.5%. ASML’s dividend payout ratio (DPR) is presently 17.63%.

Key Headlines Impacting ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: ASML plans to distribute more than $812 million in dividends on November 4, supporting the stock’s appeal to income-oriented investors. ASML’s $812 Million Dividend: What Shareholders Collect on Nov. 4
• Positive Sentiment: Strong EUV demand and higher guidance reinforce expectations that ASML will benefit from sustained AI-related semiconductor manufacturing investment. Servicing revenue, a higher-margin business, is also expected to drive significant 2026 sales and earnings growth. ASML Holding N.V. (ASML) Gains on Strong EUV Demand and Higher Guidance
• Positive Sentiment: ASML repurchased roughly 343,000 shares for about €499 million from October 19–23. Buybacks can support per-share earnings and signal management’s confidence in the company’s valuation and cash-generation capacity. ASML reports transactions under its current share buyback program
• Positive Sentiment: ING estimates ASML’s economic footprint could reach 2.2% of the Netherlands’ gross value-added in 2026, highlighting the company’s growing importance as AI-driven chip investment accelerates. Netherlands bucks Europe’s tech trend as chipmaking giant rides AI boom
• Neutral Sentiment: Reported short interest was zero as of October 26, indicating little evidence of active bearish positioning, though the figure provides limited incremental information for investors.
• Negative Sentiment: Despite strong third-quarter growth, ASML delayed additional capacity expansion until after fiscal 2027. The cautious investment timetable may raise concerns about supply constraints or management’s confidence in the durability of AI-related demand. Why ASML’s Q3 2026 Results Dropped The Stock Price
• Negative Sentiment: Vietnam’s first chip plant may miss its 2027 target, and sources reportedly said there is no agreement yet with ASML. This could delay a potential equipment opportunity, although the near-term financial impact appears limited. Vietnam’s first chip plant unlikely to meet 2027 target

ASML Profile

ASML Holding N.V. is a Netherlands-based technology company that develops and manufactures advanced lithography systems used by semiconductor manufacturers to produce integrated circuits. Its equipment helps customers transfer intricate circuit patterns onto silicon wafers, a critical step in the production of processors, memory chips and other semiconductor devices.

ASML’s product portfolio includes extreme ultraviolet (EUV) lithography systems, which support the production of the most advanced chips, as well as deep ultraviolet (DUV) lithography systems for a broad range of semiconductor applications.