Principal Financial Group Inc. Has $110.80 Million Position in ASML Holding N.V. $ASML

Principal Financial Group Inc. lifted its holdings in shares of ASML Holding N.V. (NASDAQ:ASML) by 101.5% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 83,887 shares of the semiconductor company’s stock after purchasing an additional 42,254 shares during the period. Principal Financial Group Inc.’s holdings in ASML were worth $110,800,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in ASML. Gradient Investments LLC lifted its stake in shares of ASML by 424.3% during the fourth quarter. Gradient Investments LLC now owns 14,388 shares of the semiconductor company’s stock valued at $15,393,000 after acquiring an additional 11,644 shares during the period. Bingham Private Wealth LLC acquired a new stake in ASML in the fourth quarter worth about $1,444,000. Cambridge Investment Research Advisors Inc. increased its position in ASML by 3.5% in the fourth quarter. Cambridge Investment Research Advisors Inc. now owns 22,467 shares of the semiconductor company’s stock worth $24,036,000 after purchasing an additional 760 shares during the period. Ervin Investment Management LLC raised its holdings in ASML by 1,236.4% during the 4th quarter. Ervin Investment Management LLC now owns 33,037 shares of the semiconductor company’s stock worth $35,000 after purchasing an additional 30,565 shares during the last quarter. Finally, Keybank National Association OH raised its holdings in ASML by 21.3% during the 4th quarter. Keybank National Association OH now owns 65,354 shares of the semiconductor company’s stock worth $69,920,000 after purchasing an additional 11,459 shares during the last quarter. 26.07% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

ASML has been the topic of a number of research reports. Zacks Research downgraded shares of ASML from a “strong-buy” rating to a “hold” rating in a research report on Friday, July 3rd. Freedom Capital raised shares of ASML from a “hold” rating to a “strong-buy” rating in a research note on Thursday, April 16th. Berenberg Bank restated a “buy” rating on shares of ASML in a report on Friday, May 8th. Wells Fargo & Company raised their price objective on shares of ASML from $1,750.00 to $2,200.00 and gave the company an “overweight” rating in a research note on Monday, June 22nd. Finally, Bank of America lifted their target price on shares of ASML from $2,268.00 to $2,345.00 and gave the stock a “buy” rating in a report on Monday, June 22nd. Three investment analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, six have assigned a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat, ASML has a consensus rating of “Moderate Buy” and an average price target of $1,891.62.

ASML Stock Performance

Shares of NASDAQ:ASML opened at $1,816.64 on Thursday. The firm’s 50 day simple moving average is $1,723.52 and its 200 day simple moving average is $1,493.66. ASML Holding N.V. has a fifty-two week low of $683.48 and a fifty-two week high of $1,999.96. The company has a market capitalization of $714.46 billion, a price-to-earnings ratio of 65.16, a P/E/G ratio of 1.35 and a beta of 1.78. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.36 and a quick ratio of 0.78.

ASML (NASDAQ:ASML) last issued its quarterly earnings data on Monday, March 30th. The semiconductor company reported $8.28 earnings per share (EPS) for the quarter. The firm had revenue of $10.15 billion during the quarter. ASML had a net margin of 27.65% and a return on equity of 48.69%. As a group, sell-side analysts forecast that ASML Holding N.V. will post 36.62 earnings per share for the current year.

ASML News Summary

Here are the key news stories impacting ASML this week:

• Positive Sentiment: ASML beat Q2 expectations, reporting stronger-than-expected revenue and profit, which reassured investors that demand for its semiconductor manufacturing tools remains robust. ASML tops Q2 estimates on AI chip demand
• Positive Sentiment: The company raised its 2026 sales forecast for the second time this year to €43 billion-€45 billion and lifted gross margin guidance to 54%-56%, signaling that AI-related orders are coming in faster than expected. ASML hikes sales forecast for second time this year on strong AI chip demand
• Positive Sentiment: Management said EUV capacity is nearly fully booked through the end of 2027 and that it has room to raise prices on some tools, both of which suggest pricing power and strong forward visibility. ASML has room to raise prices, CFO says
• Positive Sentiment: Intel’s use of ASML’s next-generation High-NA EUV system for Panther Lake production highlights real customer adoption of ASML’s most advanced technology, reinforcing the company’s long-term competitive moat. Intel turns to next-generation ASML tool to help make its laptop chips
• Neutral Sentiment: Analyst commentary and media coverage broadly frame ASML’s results as a positive signal for the AI semiconductor trade, but those takes mainly reflect the earnings news rather than adding new fundamentals. Why ASML’s AI Monopoly Is Still Getting Stronger
• Negative Sentiment: Geopolitical and China-export risks remain a concern, and investors may still question whether ASML’s premium valuation is fully justified despite the upbeat quarter. Chip toolmaker ASML expected to shine light on capacity and China challenges

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.