Longfellow Investment Management Co. LLC Makes New Investment in ASML Holding N.V. $ASML

Longfellow Investment Management Co. LLC purchased a new position in shares of ASML Holding N.V. (NASDAQ:ASML) in the 3rd quarter, HoldingsChannel.com reports. The institutional investor purchased 5,000 shares of the semiconductor company’s stock, valued at approximately $4,840,000. ASML comprises approximately 1.1% of Longfellow Investment Management Co. LLC’s portfolio, making the stock its 15th largest position.

A number of other hedge funds have also made changes to their positions in ASML. Consolidated Portfolio Review Corp raised its stake in shares of ASML by 28.0% in the 3rd quarter. Consolidated Portfolio Review Corp now owns 1,050 shares of the semiconductor company’s stock valued at $1,016,000 after acquiring an additional 230 shares in the last quarter. Orion Porfolio Solutions LLC grew its holdings in ASML by 3.4% during the third quarter. Orion Porfolio Solutions LLC now owns 16,812 shares of the semiconductor company’s stock valued at $16,276,000 after purchasing an additional 545 shares during the last quarter. KCM Investment Advisors LLC bought a new position in shares of ASML in the third quarter valued at approximately $238,000. Winch Advisory Services LLC raised its position in shares of ASML by 16.9% in the third quarter. Winch Advisory Services LLC now owns 1,029 shares of the semiconductor company’s stock valued at $996,000 after purchasing an additional 149 shares during the period. Finally, Talos Eurisko Asset Management LP acquired a new stake in shares of ASML in the third quarter worth $43,854,000. Institutional investors and hedge funds own 26.07% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on ASML. Sanford C. Bernstein reiterated a “buy” rating on shares of ASML in a research note on Wednesday, February 25th. Citigroup restated a “buy” rating on shares of ASML in a report on Tuesday, January 20th. Wells Fargo & Company lifted their price objective on ASML from $1,450.00 to $1,650.00 and gave the stock an “overweight” rating in a research note on Thursday, January 29th. Berenberg Bank reaffirmed a “buy” rating on shares of ASML in a report on Friday, January 23rd. Finally, UBS Group reiterated a “buy” rating on shares of ASML in a report on Tuesday. Two investment analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, six have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $1,475.00.

ASML Trading Down 2.2%

ASML stock opened at $1,368.36 on Friday. ASML Holding N.V. has a 12 month low of $578.51 and a 12 month high of $1,547.22. The stock has a market cap of $538.15 billion, a price-to-earnings ratio of 53.00, a price-to-earnings-growth ratio of 1.59 and a beta of 1.88. The business has a 50 day moving average price of $1,348.34 and a two-hundred day moving average price of $1,100.37. The company has a quick ratio of 0.79, a current ratio of 1.26 and a debt-to-equity ratio of 0.14.

ASML Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, May 5th. Investors of record on Monday, April 27th will be given a $3.1771 dividend. This represents a $12.71 annualized dividend and a yield of 0.9%. This is an increase from ASML’s previous quarterly dividend of $1.88. The ex-dividend date of this dividend is Monday, April 27th. ASML’s dividend payout ratio (DPR) is 41.83%.

More ASML News

Here are the key news stories impacting ASML this week:

• Positive Sentiment: UBS reaffirmed a Buy on ASML, providing fresh analyst backing that supports upside for the stock. ASML (NASDAQ:ASML) Earns “Buy” Rating from UBS Group
• Positive Sentiment: Zacks reports ASML’s revenue mix is shifting toward higher‑margin EUV systems driven by AI chip demand, and growth is moving toward South Korea and Taiwan as China’s share falls — a near‑term revenue tailwind tied to AI adoption. ASML’s Revenue Mix is Changing: What are the Latest Growth Drivers?
• Neutral Sentiment: ASML is a trending stock on Zacks (heightened retail/attention can add volatility but is not a directional catalyst by itself). ASML Holding N.V. (ASML) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Short‑interest data shown in filings appears inconsistent (reports claim a “large increase” yet list 0 shares/NaN changes and a 0.0 days ratio). This likely reflects a data/reporting anomaly rather than a meaningful short‑squeeze signal. (No external link available.)
• Negative Sentiment: Zacks Research downgraded ASML from “strong‑buy” to “hold”, a near‑term negative that can pressure sentiment and trigger profit‑taking by short‑term holders. Zacks.com
• Negative Sentiment: Reuters reports Chinese chip industry leaders calling for a coordinated push to build domestic lithography systems (an effort to create a local rival to ASML). That raises long‑term competitive and geopolitical risk for ASML’s China exposure. China’s top chip bosses urge supportive policies to create ‘China’s 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.