Gamco Investors INC. ET AL grew its holdings in ASML Holding N.V. (NASDAQ:ASML – Free Report) by 5.0% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 6,352 shares of the semiconductor company’s stock after purchasing an additional 300 shares during the quarter. Gamco Investors INC. ET AL’s holdings in ASML were worth $8,390,000 at the end of the most recent reporting period.
Several other hedge funds have also recently modified their holdings of the business. Cornerstone Financial Management LLC bought a new position in shares of ASML during the fourth quarter valued at approximately $26,000. Portus Wealth Advisors LLC purchased a new stake in ASML during the first quarter worth $32,000. Resources Management Corp CT ADV lifted its holdings in ASML by 1,150.0% during the fourth quarter. Resources Management Corp CT ADV now owns 25 shares of the semiconductor company’s stock worth $27,000 after buying an additional 23 shares during the period. North Star Investment Management Corp. boosted its position in ASML by 68.8% during the 4th quarter. North Star Investment Management Corp. now owns 27 shares of the semiconductor company’s stock valued at $29,000 after acquiring an additional 11 shares in the last quarter. Finally, Jessup Wealth Management Inc bought a new stake in ASML during the 4th quarter valued at $30,000. Hedge funds and other institutional investors own 26.07% of the company’s stock.
ASML News Roundup
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?
ASML Price Performance
ASML (NASDAQ:ASML – Get Free Report) last announced its quarterly earnings data on Sunday, June 28th. The semiconductor company reported $8.65 earnings per share for the quarter. The firm had revenue of $10.64 billion for the quarter. ASML had a net margin of 30.11% and a return on equity of 52.71%. As a group, equities analysts expect that ASML Holding N.V. will post 43.6 EPS for the current fiscal year.
ASML Cuts Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 5th. Shareholders of record on Tuesday, July 28th will be given a $2.1507 dividend. This represents a $8.60 annualized dividend and a yield of 0.5%. The ex-dividend date is Tuesday, July 28th. ASML’s dividend payout ratio is currently 33.51%.
Wall Street Analysts Forecast Growth
Several research analysts have recently commented on the company. UBS Group reissued a “buy” rating on shares of ASML in a research report on Wednesday, July 1st. Morgan Stanley reaffirmed an “overweight” rating on shares of ASML in a research report on Tuesday, July 7th. Freedom Capital upgraded ASML from a “hold” rating to a “strong-buy” rating in a research note on Thursday, April 16th. Wall Street Zen upgraded shares of ASML from a “hold” rating to a “buy” rating in a report on Saturday, July 18th. Finally, Morningstar lowered shares of ASML to a “sell” rating in a research report on Wednesday, May 27th. 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 issued a Sell rating to the company. According to data from MarketBeat, ASML presently has an average rating of “Moderate Buy” and an average target price of $1,970.33.
View Our Latest Stock Report on ASML
About ASML
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.
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