Lazard Asset Management LLC Has $448.61 Million Position in ASML Holding N.V. $ASML

Lazard Asset Management LLC boosted its holdings in ASML Holding N.V. (NASDAQ:ASML) by 25.8% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 339,642 shares of the semiconductor company’s stock after acquiring an additional 69,668 shares during the period. ASML accounts for 0.7% of Lazard Asset Management LLC’s holdings, making the stock its 26th biggest position. Lazard Asset Management LLC’s holdings in ASML were worth $448,610,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in ASML. Fisher Asset Management LLC increased its holdings in shares of ASML by 3.0% in the fourth quarter. Fisher Asset Management LLC now owns 4,484,949 shares of the semiconductor company’s stock valued at $4,798,268,000 after purchasing an additional 132,353 shares during the last quarter. Arrowstreet Capital Limited Partnership lifted its stake 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 worth $2,168,227,000 after buying an additional 96,860 shares during the last quarter. Price T Rowe Associates Inc. MD lifted its stake in shares of ASML by 14.5% during the 4th 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 buying an additional 193,068 shares during the last quarter. Dimensional Fund Advisors LP boosted its holdings in shares of ASML by 1.8% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,033,583 shares of the semiconductor company’s stock worth $1,364,963,000 after buying an additional 18,768 shares during the period. Finally, Invesco Ltd. boosted its holdings in shares of ASML by 15.2% during the 4th quarter. Invesco Ltd. now owns 978,922 shares of the semiconductor company’s stock worth $1,047,309,000 after buying an additional 129,320 shares during the period. Institutional investors and hedge funds own 26.07% of the company’s stock.

ASML Price Performance

Shares of ASML opened at $1,757.09 on Monday. ASML Holding N.V. has a 12 month low of $683.48 and a 12 month high of $1,999.96. The firm’s 50 day moving average is $1,754.95 and its 200-day moving average is $1,526.71. The stock has a market capitalization of $691.03 billion, a PE ratio of 54.67, a P/E/G ratio of 0.90 and a beta of 1.78. The company has a current ratio of 1.33, a quick ratio of 0.80 and a debt-to-equity ratio of 0.09.

ASML (NASDAQ:ASML) last released its earnings results on Sunday, June 28th. The semiconductor company reported $8.65 earnings per share for the quarter. The firm had revenue of $10.64 billion during the quarter. ASML had a return on equity of 52.71% and a net margin of 30.11%. Equities research analysts forecast that ASML Holding N.V. will post 43.6 EPS for the current year.

ASML Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, August 5th. Shareholders of record on Tuesday, July 28th will be paid a dividend of $2.1507 per share. This represents a $8.60 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend is Tuesday, July 28th. ASML’s payout ratio is presently 33.51%.

Key Stories Impacting ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Chipmaking equipment stocks, including ASML, rose after Intel signaled a higher capital spending outlook, reinforcing demand for semiconductor manufacturing tools. AMSL, AMAT, KLAC, LRCX: Chipmaking Equipment Stocks Rise On Intel’s CapEx Bump
• Positive Sentiment: Recent commentary highlighted ASML’s strong Q2 results and raised 2026 revenue outlook, with AI-related demand, higher lithography machine sales, and pricing power seen as key growth drivers. ASML: Surging AI CapEx A Catalyst
• Positive Sentiment: Analysts continue to point to ASML’s EUV leadership and High-NA technology as long-term beneficiaries of AI-driven advanced chip production. ASML Holdings’ EUV Leadership Strengthens Long-Term Growth
• Neutral Sentiment: ASML has also been getting attention from traders and Wall Street analysts, but the coverage is mostly reiterating existing bullish sentiment rather than introducing a new catalyst. Is Trending Stock ASML Holding N.V. (ASML) a Buy Now?
• Neutral Sentiment: Another article questioned whether ASML is still attractive at its premium valuation, suggesting investors are weighing upside potential against a rich price tag. ASML Owns AI’s Critical Bottleneck. Is the Stock Worth the Price?
• Negative Sentiment: Semiconductor stocks pulled back in July as investors took profits and worried about valuations after a strong AI-led run, which could limit near-term gains for ASML. Semiconductor Crossroads: Healthy Consolidation or Deeper Repricing?

Wall Street Analyst Weigh In

Several research analysts have weighed in on ASML shares. Citigroup reissued a “buy” rating on shares of ASML in a report on Friday, July 17th. Bank of America boosted their price objective on ASML from $2,268.00 to $2,345.00 and gave the stock a “buy” rating in a report on Monday, June 22nd. Susquehanna reaffirmed a “positive” rating on shares of ASML in a research report on Tuesday, June 30th. Weiss Ratings upgraded ASML from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, July 17th. Finally, Zacks Research cut ASML from a “strong-buy” rating to a “hold” rating in a report on Friday, July 3rd. Four equities research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $1,970.33.

ASML Company 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.