ASML Holding N.V. $ASML Shares Acquired by Keybank National Association OH

Keybank National Association OH boosted its position in shares of ASML Holding N.V. (NASDAQ:ASML) by 3.7% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 75,982 shares of the semiconductor company’s stock after buying an additional 2,689 shares during the quarter. Keybank National Association OH’s holdings in ASML were worth $137,654,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of the company. Cornerstone Wealth Management LLC lifted its stake in shares of ASML by 9.5% in the 3rd quarter. Cornerstone Wealth Management LLC now owns 1,214 shares of the semiconductor company’s stock valued at $2,200,000 after purchasing an additional 105 shares during the period. Narwhal Capital Management grew its stake in shares of ASML by 113.0% during the third quarter. Narwhal Capital Management now owns 2,631 shares of the semiconductor company’s stock worth $4,767,000 after purchasing an additional 1,396 shares during the period. 71 West Capital Partners grew its stake in shares of ASML by 1.1% during the third quarter. 71 West Capital Partners now owns 17,956 shares of the semiconductor company’s stock worth $32,530,000 after purchasing an additional 190 shares during the period. United Capital Management of KS Inc. grew its stake in shares of ASML by 0.6% during the third quarter. United Capital Management of KS Inc. now owns 5,710 shares of the semiconductor company’s stock worth $10,345,000 after purchasing an additional 33 shares during the period. Finally, Kestra Investment Management LLC increased its holdings in ASML by 11.1% in the third quarter. Kestra Investment Management LLC now owns 291 shares of the semiconductor company’s stock valued at $527,000 after purchasing an additional 29 shares during the last quarter. 26.07% of the stock is currently owned by institutional investors.

Key Stories Impacting ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: ASML raised its 2026 sales outlook after a strong third-quarter beat, citing accelerating AI demand. The growth opportunity is favorable, although expanding capacity will be an execution challenge. Article: ASML Raises 2026 Guidance as AI Demand Accelerates Capacity Expansion
• Positive Sentiment: Samsung and SK hynix are reportedly competing for ASML EUV equipment amid expected 2027–2028 shortages, pointing to strong demand from major chipmakers. Article: Samsung and SK hynix reportedly race for ASML EUV systems
• Neutral Sentiment: ASML reported share repurchases under its buyback program, which may provide some support, though the disclosed transactions do not indicate a change in the company’s outlook. Article: ASML reports transactions under its current share buyback program
• Negative Sentiment: Unions reportedly walked away from talks over ASML’s reorganization, raising the risk of labor friction and disruption during a period when the company needs to expand production. Article: ASML Holding stock faces labor dispute as unions quit reorganization talks
• Negative Sentiment: Investors are also weighing whether ASML’s valuation already reflects much of its long-term growth, alongside capacity-expansion and export-related risks. Those concerns could limit the stock’s response to strong AI demand. Article: ASML stock may be priced for perfection after a 125% run
• Negative Sentiment: ETFs were net sellers of ASML shares on November 6, selling $82.9 million, a potential near-term supply overhang. Article: ETFs are net sellers of ASML

Analysts Set New Price Targets

A number of equities analysts have issued reports on ASML shares. Wells Fargo & Company raised their target price on ASML from $2,200.00 to $2,500.00 and gave the stock an “overweight” rating in a report on Thursday, July 16th. Wall Street Zen upgraded ASML from a “hold” rating to a “buy” rating in a research report on Saturday, October 17th. Argus set a $2,100.00 price target on ASML in a research note on Thursday, July 16th. UBS Group reiterated a “buy” rating on shares of ASML in a research report on Monday, September 28th. Finally, DZ Bank raised shares of ASML from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, two have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $2,204.71.

ASML Stock Performance

Shares of ASML stock opened at $1,507.85 on Wednesday. ASML Holding N.V. has a 12 month low of $946.11 and a 12 month high of $1,999.96. The company’s fifty day simple moving average is $1,669.83 and its 200-day simple moving average is $1,601.18. The firm has a market cap of $581.16 billion, a PE ratio of 37.12, a P/E/G ratio of 0.63 and a beta of 1.80. The company has a quick ratio of 1.01, a current ratio of 1.49 and a debt-to-equity ratio of 0.09.

ASML (NASDAQ:ASML) last posted its quarterly 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. ASML had a return on equity of 64.24% and a net margin of 34.10%. Equities research analysts expect that ASML Holding N.V. will post 46.54 EPS for the current fiscal year.

ASML Cuts Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, November 4th. Investors of record on Tuesday, October 27th were issued a dividend of $2.1077 per share. This represents a $8.43 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend was Tuesday, October 27th. This is a negative change from ASML’s previous quarterly dividend of $2.1507. ASML’s payout ratio is presently 17.55%.

About ASML

ASML Holding N.V. is a Netherlands-based technology company that develops and manufactures equipment used to produce semiconductor chips. Its systems are used by chipmakers to create the intricate patterns that form circuits on silicon wafers. The company’s products include extreme ultraviolet (EUV) and deep ultraviolet (DUV) lithography systems, along with metrology and inspection equipment, computational lithography software, and related services. ASML also supports customers with system maintenance, upgrades, and technical assistance.