NewEdge Advisors LLC increased its position in ASML Holding N.V. (NASDAQ:ASML – Free Report) by 3.2% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 16,486 shares of the semiconductor company’s stock after purchasing an additional 506 shares during the quarter. NewEdge Advisors LLC’s holdings in ASML were worth $32,798,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Fisher Asset Management LLC boosted its position in shares of ASML by 3.0% during the 4th quarter. Fisher Asset Management LLC now owns 4,484,949 shares of the semiconductor company’s stock valued at $4,798,268,000 after acquiring an additional 132,353 shares in the last quarter. Van ECK Associates Corp raised its position 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 worth $4,892,869,000 after purchasing an additional 592,125 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its position in ASML by 6.3% in the first quarter. Arrowstreet Capital Limited Partnership now owns 1,641,565 shares of the semiconductor company’s stock worth $2,168,227,000 after purchasing an additional 96,860 shares in the last quarter. Bank of America Corp DE raised its position in ASML by 1.2% in the first quarter. Bank of America Corp DE now owns 1,560,256 shares of the semiconductor company’s stock worth $2,060,833,000 after purchasing an additional 19,051 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD lifted its stake in ASML by 14.5% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 1,526,411 shares of the semiconductor company’s stock worth $1,633,046,000 after purchasing an additional 193,068 shares during the period. Institutional investors own 26.07% of the company’s stock.
ASML Stock Performance
ASML stock opened at $1,729.52 on Thursday. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.33 and a quick ratio of 0.80. The company has a 50 day moving average price of $1,740.88 and a 200 day moving average price of $1,608.27. ASML Holding N.V. has a fifty-two week low of $791.02 and a fifty-two week high of $1,999.96. The stock has a market capitalization of $680.19 billion, a PE ratio of 53.81, a price-to-earnings-growth ratio of 0.87 and a beta of 1.79.
ASML Cuts Dividend
The firm also recently announced a quarterly dividend, which was paid on Wednesday, August 5th. Shareholders of record on Tuesday, July 28th were issued a dividend of $2.1507 per share. The ex-dividend date was Tuesday, July 28th. This represents a $8.60 annualized dividend and a yield of 0.5%. ASML’s payout ratio is currently 22.62%.
Key Stories Impacting ASML
Here are the key news stories impacting ASML this week:
- Positive Sentiment: Major chipmakers are committing to ASML’s High-NA EUV technology. Samsung plans to use the equipment for DRAM production in 2028, while TSMC expects to deploy it for advanced logic manufacturing beginning in 2030. The expanding customer base strengthens ASML’s long-term growth visibility. TSMC, Samsung commit to ASML’s newest chipmaking tools as AI drives demand
- Positive Sentiment: Intel reported more than one million wafers processed using High-NA EUV equipment. The milestone indicates that ASML’s next-generation tools are progressing from development toward production use, including Intel’s upcoming 18A products. Intel and ASML are also working on solutions to address High-NA’s smaller exposure field for large chips. Intel’s ASML Milestone Gives Investors a New Reason to Revisit the Stock
- Positive Sentiment: ASML and TSMC are developing a 12-inch photomask pilot line to improve High-NA EUV efficiency and reduce manufacturing costs. The initiative targets pilot-line operations by 2031 and broader production readiness by 2033. ASML and TSMC Announce Initiative to Pioneer Industry Transition to Large-Format Photomasks for High NA EUV
- Neutral Sentiment: Management has raised 2026 revenue guidance twice and now expects approximately 65 low-NA EUV systems and more than 45% year-over-year EUV revenue growth. However, much of the newest customer adoption remains several years away, limiting its immediate earnings impact.
- Negative Sentiment: After reaching near-record levels, ASML’s premium valuation and high beta make the stock vulnerable to profit-taking and broader market pressure. The latest decline occurred despite favorable industry news, suggesting investors may be demanding stronger near-term financial catalysts.
Analyst Upgrades and Downgrades
ASML has been the topic of a number of recent research reports. Argus set a $2,100.00 price objective on ASML in a report on Thursday, July 16th. Morningstar downgraded ASML to a “sell” rating in a research report on Wednesday, May 27th. Citigroup reaffirmed a “buy” rating on shares of ASML in a research note on Friday, July 17th. Zacks Research cut ASML from a “strong-buy” rating to a “hold” rating in a research report on Friday, July 3rd. Finally, UBS Group reiterated a “buy” rating on shares of ASML in a research report on Wednesday, July 1st. Four investment analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have given a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $1,970.33.
Get Our Latest Stock Report on ASML
ASML Company Profile
ASML Holding N.V. is a Netherlands-based technology company that develops and manufactures lithography systems used by semiconductor manufacturers to produce integrated circuits. Its equipment uses light to project intricate circuit patterns onto silicon wafers, an essential step in the production of chips for computers, smartphones, automobiles, data centers and other electronic devices.
The company’s product portfolio includes extreme ultraviolet (EUV) lithography systems, deep ultraviolet (DUV) lithography systems and advanced metrology and inspection technologies.
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