JT Stratford LLC Has $2.95 Million Stock Position in ASML Holding N.V. $ASML

JT Stratford LLC boosted its holdings in shares of ASML Holding N.V. (NASDAQ:ASML) by 63.4% in the third quarter, HoldingsChannel reports. The fund owned 3,044 shares of the semiconductor company’s stock after buying an additional 1,181 shares during the quarter. JT Stratford LLC’s holdings in ASML were worth $2,947,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently bought and sold shares of ASML. Regents of The University of California acquired a new stake in shares of ASML during the third quarter worth approximately $413,335,000. WCM Investment Management LLC increased its stake in ASML by 24.9% in the 3rd quarter. WCM Investment Management LLC now owns 1,933,748 shares of the semiconductor company’s stock valued at $1,861,445,000 after buying an additional 385,502 shares during the period. Fisher Asset Management LLC lifted its position in ASML by 6.3% in the 2nd quarter. Fisher Asset Management LLC now owns 4,244,254 shares of the semiconductor company’s stock worth $3,401,304,000 after buying an additional 250,934 shares in the last quarter. Acadian Asset Management LLC boosted its stake in shares of ASML by 114.3% during the 2nd quarter. Acadian Asset Management LLC now owns 329,878 shares of the semiconductor company’s stock valued at $264,333,000 after buying an additional 175,939 shares during the period. Finally, Rafferty Asset Management LLC boosted its stake in shares of ASML by 32.4% during the 2nd quarter. Rafferty Asset Management LLC now owns 413,280 shares of the semiconductor company’s stock valued at $331,198,000 after buying an additional 101,041 shares during the period. Hedge funds and other institutional investors own 26.07% of the company’s stock.

Wall Street Analysts Forecast Growth

ASML has been the topic of a number of research reports. JPMorgan Chase & Co. reaffirmed a “buy” rating on shares of ASML in a research note on Monday, February 2nd. Rothschild & Co Redburn set a $1,200.00 target price on ASML in a research report on Friday, November 7th. Berenberg Bank reiterated a “buy” rating on shares of ASML in a report on Friday, January 23rd. TD Cowen restated a “buy” rating on shares of ASML in a report on Wednesday, January 28th. Finally, Royal Bank Of Canada raised their price objective on shares of ASML from $1,550.00 to $1,625.00 and gave the company an “outperform” rating in a research report on Thursday, January 29th. Three analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $1,475.00.

ASML News Summary

Here are the key news stories impacting ASML this week:

• Positive Sentiment: ASML is planning new tools aimed at larger chips and 3D advanced packaging, signaling a potential expansion of its total addressable market beyond EUV equipment — this could drive long-term revenue diversification and upside if execution and customer adoption follow. Read More.
• Positive Sentiment: UBS reaffirmed a “buy” rating on ASML, which supports investor confidence and may underpin further share-strength if institutional sentiment remains favorable. Read More.
• Neutral Sentiment: Short-interest data posted for early March shows 0 shares and nonsensical “NaN” changes — this appears to be a reporting glitch and provides no actionable signal about bearish positioning or short pressure at present.
• Neutral Sentiment: Additional trade press and industry outlets echo the advanced-packaging expansion narrative, corroborating the strategic direction but not yet providing concrete timeline or revenue guidance. Read More.
• Negative Sentiment: Separately, ASML experienced a pullback in an earlier session (reported March 2), illustrating short-term sensitivity to broader market moves and highlighting potential near-term volatility despite strategic positives. Read More.

ASML Stock Up 2.8%

ASML opened at $1,399.37 on Thursday. The firm has a market cap of $550.34 billion, a P/E ratio of 54.20, a price-to-earnings-growth ratio of 1.55 and a beta of 1.88. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.79 and a current ratio of 1.26. The business has a 50 day moving average price of $1,342.26 and a 200 day moving average price of $1,098.50. ASML Holding N.V. has a twelve month low of $578.51 and a twelve month high of $1,547.22.

ASML Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 5th. Investors of record on Monday, April 27th will be issued a dividend of $3.1771 per share. The ex-dividend date of this dividend is Monday, April 27th. This represents a $12.71 annualized dividend and a dividend yield of 0.9%. This is an increase from ASML’s previous quarterly dividend of $1.88. ASML’s payout ratio is currently 25.10%.

ASML 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.