Partners Wealth Management LLC purchased a new stake in ASML Holding N.V. (NASDAQ:ASML – Free Report) in the third quarter, Holdings Channel reports. The firm purchased 1,565 shares of the semiconductor company’s stock, valued at approximately $2,835,000.
Several other hedge funds and other institutional investors also recently bought and sold shares of the company. Soltis Investment Advisors LLC raised its holdings in shares of ASML by 33.0% in the third quarter. Soltis Investment Advisors LLC now owns 5,941 shares of the semiconductor company’s stock valued at $10,763,000 after acquiring an additional 1,475 shares in the last quarter. Everett Harris & Co. CA lifted its stake in ASML by 4.8% in the third quarter. Everett Harris & Co. CA now owns 217 shares of the semiconductor company’s stock worth $393,000 after acquiring an additional 10 shares during the period. ERn Financial LLC grew its holdings in ASML by 9.5% during the 3rd quarter. ERn Financial LLC now owns 230 shares of the semiconductor company’s stock worth $417,000 after acquiring an additional 20 shares in the last quarter. Crew Capital Management Ltd grew its holdings in ASML by 2.5% during the 3rd quarter. Crew Capital Management Ltd now owns 1,058 shares of the semiconductor company’s stock worth $1,917,000 after acquiring an additional 26 shares in the last quarter. Finally, United Asset Strategies Inc. grew its holdings in ASML by 1.9% during the 3rd quarter. United Asset Strategies Inc. now owns 13,234 shares of the semiconductor company’s stock worth $23,976,000 after acquiring an additional 247 shares in the last quarter. Institutional investors own 26.07% of the company’s stock.
Key ASML News
Here are the key news stories impacting ASML this week:
- Positive Sentiment: Erste Group Bank raised its ASML EPS forecasts to $47.56 for fiscal 2026 and $64.62 for fiscal 2027, above its previous estimates. The revisions signal improving confidence in demand for ASML’s lithography systems and future earnings growth. MarketBeat analyst estimate report
- Positive Sentiment: Articles from InvestorPlace and Zacks highlight ASML’s structural competitive advantage. It remains the world’s sole supplier of extreme-ultraviolet lithography equipment, a technology required to manufacture the most advanced chips. Even highly vertically integrated companies such as Elon Musk’s Tesla and SpaceX continue to depend on ASML’s equipment indirectly through leading-edge foundries. InvestorPlace supply-chain article
- Positive Sentiment: Zacks’ long-term growth analysis and Seeking Alpha commentary reinforce the view that ASML’s monopoly-like market position, semiconductor industry exposure and earnings potential make it an attractive growth company. Zacks long-term growth analysis
- Positive Sentiment: ASML is scheduled to pay its next dividend on November 4, providing a near-term income catalyst for shareholders. Finbold dividend report
- Neutral Sentiment: Recent options-market coverage points to positioning for a potentially sharp move in ASML shares. This may support near-term momentum, but options activity is a sentiment indicator rather than evidence of improving fundamentals. Zacks options-market analysis
- Negative Sentiment: Valuation is the main counterweight: commentary describes ASML as an exceptional business but an expensive stock. With a high earnings multiple, further gains may depend on the company delivering strong growth and avoiding delays in semiconductor-capital-spending plans. Seeking Alpha valuation analysis
Analyst Upgrades and Downgrades
Several research firms have recently commented on ASML. UBS Group restated a “buy” rating on shares of ASML in a report on Monday, September 28th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of ASML in a research note on Friday, July 10th. Argus set a $2,100.00 price objective on shares of ASML in a report on Thursday, July 16th. Royal Bank Of Canada reissued an “outperform” rating and set a $2,100.00 price objective on shares of ASML in a report on Wednesday, October 7th. Finally, Barclays reissued an “overweight” rating on shares of ASML in a research note on Thursday, July 16th. Three research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, two have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $2,079.12.
View Our Latest Research Report on ASML
ASML Trading Up 0.8%
NASDAQ:ASML opened at $1,675.70 on Friday. ASML Holding N.V. has a 52 week low of $946.11 and a 52 week high of $1,999.96. The firm has a 50 day moving average of $1,708.40 and a 200 day moving average of $1,594.40. The company has a quick ratio of 1.01, a current ratio of 1.49 and a debt-to-equity ratio of 0.09. The stock has a market capitalization of $645.85 billion, a price-to-earnings ratio of 41.25, a PEG ratio of 0.69 and a beta of 1.77.
ASML (NASDAQ:ASML – Get Free Report) last released its quarterly earnings results on Sunday, September 27th. The semiconductor company reported $14.71 earnings per share (EPS) for the quarter. The business had revenue of $13.27 billion for the quarter. ASML had a net margin of 34.10% and a return on equity of 64.24%. As a group, sell-side analysts anticipate that ASML Holding N.V. will post 46.54 earnings per share for the current fiscal year.
ASML Cuts Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, November 4th. Stockholders of record on Tuesday, October 27th will be given a $2.1077 dividend. This represents a $8.43 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend is Tuesday, October 27th. This is a negative change from ASML’s previous quarterly dividend of $2.1507. ASML’s payout ratio is 17.65%.
ASML Company Profile
ASML Holding N.V. is a Netherlands-based technology company that develops and manufactures advanced lithography systems used by semiconductor manufacturers to produce integrated circuits. Its equipment helps customers transfer intricate circuit patterns onto silicon wafers, a critical step in the production of processors, memory chips and other semiconductor devices.
ASML’s product portfolio includes extreme ultraviolet (EUV) lithography systems, which support the production of the most advanced chips, as well as deep ultraviolet (DUV) lithography systems for a broad range of semiconductor applications.
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