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

Longfellow Investment Management Co. LLC acquired a new stake in shares of ASML Holding N.V. (NASDAQ:ASML) in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 5,000 shares of the semiconductor company’s stock, valued at approximately $4,840,000. ASML makes up about 1.1% of Longfellow Investment Management Co. LLC’s holdings, making the stock its 15th biggest position.

Several other institutional investors have also made changes to their positions in ASML. Capstone Wealth Management Group LLC boosted its stake in ASML by 5.2% in the 1st quarter. Capstone Wealth Management Group LLC now owns 2,511 shares of the semiconductor company’s stock worth $1,664,000 after purchasing an additional 124 shares during the period. AQR Capital Management LLC lifted its holdings in shares of ASML by 141.1% in the first quarter. AQR Capital Management LLC now owns 6,871 shares of the semiconductor company’s stock valued at $4,553,000 after purchasing an additional 4,021 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in shares of ASML by 153.1% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 17,210 shares of the semiconductor company’s stock worth $11,404,000 after buying an additional 10,411 shares during the period. Sivia Capital Partners LLC grew its holdings in shares of ASML by 1.3% during the second quarter. Sivia Capital Partners LLC now owns 1,168 shares of the semiconductor company’s stock valued at $936,000 after buying an additional 15 shares in the last quarter. Finally, Sigma Planning Corp raised its position in ASML by 12.0% during the second quarter. Sigma Planning Corp now owns 959 shares of the semiconductor company’s stock valued at $768,000 after buying an additional 103 shares during the period. 26.07% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on ASML shares. Weiss Ratings upgraded ASML from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, February 26th. Zacks Research lowered shares of ASML from a “strong-buy” rating to a “hold” rating in a research report on Tuesday. Jefferies Financial Group restated a “neutral” rating on shares of ASML in a report on Wednesday, January 28th. Sanford C. Bernstein reiterated a “buy” rating on shares of ASML in a research note on Wednesday, February 25th. Finally, Berenberg Bank reiterated a “buy” rating on shares of ASML in a research report on Friday, January 23rd. Two analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, six have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $1,475.00.

Key Headlines Impacting ASML

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’

ASML Trading Down 2.2%

Shares of NASDAQ ASML opened at $1,368.36 on Friday. The business has a 50 day simple moving average of $1,348.34 and a 200 day simple moving average of $1,100.37. ASML Holding N.V. has a 52 week low of $578.51 and a 52 week high of $1,547.22. The stock has a market cap of $538.15 billion, a price-to-earnings ratio of 53.00, a PEG ratio of 1.59 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.

ASML Increases Dividend

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

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.