420 Shares of ASML Holding N.V. $ASML Acquired by Norris Perne & French LLP MI

Norris Perne & French LLP MI acquired a new position in shares of ASML Holding N.V. (NASDAQ:ASML) during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 420 shares of the semiconductor company’s stock, valued at approximately $761,000.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in ASML. Boston Common Asset Management LLC purchased a new stake in shares of ASML in the first quarter valued at $4,355,000. Puzo Michael J purchased a new position in shares of ASML during the 2nd quarter worth about $1,795,000. State Street Corp boosted its stake in shares of ASML by 4.4% during the 2nd quarter. State Street Corp now owns 85,872 shares of the semiconductor company’s stock worth $170,851,000 after purchasing an additional 3,632 shares during the period. QRG Capital Management Inc. grew its holdings in ASML by 12.5% during the 2nd quarter. QRG Capital Management Inc. now owns 26,167 shares of the semiconductor company’s stock valued at $52,057,000 after purchasing an additional 2,913 shares during the last quarter. Finally, Hennion & Walsh Asset Management Inc. grew its holdings in ASML by 23.9% during the 2nd quarter. Hennion & Walsh Asset Management Inc. now owns 6,371 shares of the semiconductor company’s stock valued at $12,675,000 after purchasing an additional 1,230 shares during the last quarter. 26.07% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on the stock. UBS Group reissued a “buy” rating on shares of ASML in a research report on Monday, September 28th. Citigroup reaffirmed a “buy” rating on shares of ASML in a research note on Thursday, October 15th. Wall Street Zen upgraded ASML from a “hold” rating to a “buy” rating in a report on Saturday, October 17th. Weiss Ratings upgraded ASML from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, October 16th. Finally, JPMorgan Chase & Co. decreased their price target on ASML from $2,400.00 to $2,350.00 and set an “overweight” rating for the company in a research note on Thursday, October 15th. Three equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, two have assigned a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, ASML currently has a consensus rating of “Moderate Buy” and a consensus price target of $2,079.12.

ASML News Roundup

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Polen Capital highlighted ASML as a beneficiary of accelerating demand for advanced semiconductor manufacturing. The investment manager views the company as positioned to benefit from AI-related growth rather than face disruption from it. ASML Benefits From Demand for Advanced Semiconductor Manufacturing
• Positive Sentiment: ASML remains the sole commercial supplier of EUV lithography systems used to produce leading-edge chips. Commentary suggests its technology, supplier network, and high switching costs create a durable competitive advantage, while projected 2026 revenue is already approaching the lower end of its previous 2030 outlook. ASML: The AI Bottleneck That Could Be Bigger Than Investors Expect
• Positive Sentiment: Reports that ASML’s EUV systems are sold out through 2028 reinforce strong order visibility and suggest AI chip demand continues to exceed available manufacturing capacity. Analysts also argue that Chinese competitors have not yet eroded ASML’s core EUV monopoly. Chinese Competitors Aren’t Eroding ASML’s EUV Core Monopoly
• Neutral Sentiment: Discussion of a potential stock split could make ASML shares more accessible to a broader investor base, but no split has been announced and the issue has no direct near-term earnings impact. Stock-Split Watch: Is ASML Next?
• Negative Sentiment: A Chinese state-owned company reportedly began mass-producing mid-tier lithography equipment, raising a longer-term threat to ASML’s China revenue and potentially shortening the timeline for regional competition. The risk appears more relevant to mature-node tools than ASML’s EUV franchise. China’s Mid-Tier Emergence Threatens ASML
• Negative Sentiment: A supply warning from Lam Research pressured the broader semiconductor-equipment group, with concerns that equipment constraints could limit industry growth and near-term outlooks. That read-through weighed on ASML despite its stronger structural demand story. Supply Constraints Pressure Chip Equipment Stocks

ASML Trading Up 0.7%

ASML stock opened at $1,571.80 on Friday. The company has a market capitalization of $605.80 billion, a PE ratio of 38.70, a P/E/G ratio of 0.66 and a beta of 1.77. ASML Holding N.V. has a 12 month low of $946.11 and a 12 month high of $1,999.96. The firm’s 50-day moving average is $1,720.15 and its 200 day moving average is $1,681.28. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.49 and a quick ratio of 1.01.

ASML (NASDAQ:ASML) last released its quarterly earnings data on Sunday, September 27th. The semiconductor company reported $14.71 earnings per share (EPS) for the quarter. The company had revenue of $13.27 billion during the quarter. ASML had a net margin of 34.10% and a return on equity of 64.24%. On average, research analysts anticipate that ASML Holding N.V. will post 46.03 EPS for the current year.

ASML Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, November 4th. Stockholders of record on Tuesday, October 27th will be paid a dividend of $2.1077 per share. This is a drop from ASML’s previous quarterly dividend of $2.1507. This represents a $8.43 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend is Tuesday, October 27th. ASML’s payout ratio is presently 17.90%.

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.