Scholtz & Company LLC Increases Stake in ASML Holding N.V. $ASML

Scholtz & Company LLC grew its stake in ASML Holding N.V. (NASDAQ:ASML) by 9.6% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,116 shares of the semiconductor company’s stock after buying an additional 362 shares during the quarter. ASML accounts for about 4.1% of Scholtz & Company LLC’s investment portfolio, making the stock its 7th biggest holding. Scholtz & Company LLC’s holdings in ASML were worth $8,189,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently made changes to their positions in the stock. NBH Bank bought a new stake in ASML in the 2nd quarter valued at $26,000. Field & Main Bank acquired a new position in ASML in the 2nd quarter worth $30,000. Tsfg LLC bought a new position in ASML during the 2nd quarter worth about $44,000. Cornerstone Financial Management LLC bought a new position in ASML during the 4th quarter worth about $26,000. Finally, Portus Wealth Advisors LLC bought a new position in ASML during the 1st quarter worth about $32,000. Institutional investors own 26.07% of the company’s stock.

ASML Stock Performance

ASML opened at $1,729.52 on Thursday. The business’s 50-day simple moving average is $1,740.88 and its 200 day simple moving average is $1,608.27. ASML Holding N.V. has a 52-week low of $791.02 and a 52-week high of $1,999.96. The company has a debt-to-equity ratio of 0.09, a quick ratio of 0.80 and a current ratio of 1.33. The firm has a market capitalization of $680.19 billion, a PE ratio of 53.81, a PEG ratio of 0.87 and a beta of 1.79.

ASML (NASDAQ:ASML) last posted its quarterly earnings results on Sunday, June 28th. The semiconductor company reported $8.65 earnings per share for the quarter. ASML had a return on equity of 52.71% and a net margin of 30.11%.The firm had revenue of $10.62 billion for the quarter. As a group, sell-side analysts expect that ASML Holding N.V. will post 44.99 earnings per share for the current fiscal year.

ASML Cuts Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, August 5th. Shareholders of record on Tuesday, July 28th were paid a $2.1507 dividend. The ex-dividend date was Tuesday, July 28th. This represents a $8.60 dividend on an annualized basis and a yield of 0.5%. ASML’s dividend payout ratio (DPR) is currently 22.62%.

Wall Street Analyst Weigh In

A number of analysts have recently commented on the company. Zacks Research lowered ASML from a “strong-buy” rating to a “hold” rating in a report on Friday, July 3rd. Susquehanna reiterated a “positive” rating on shares of ASML in a report on Tuesday, June 30th. The Goldman Sachs Group reissued a “buy” rating on shares of ASML in a research report on Thursday, June 11th. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of ASML in a research note on Friday, July 10th. Finally, Argus set a $2,100.00 price target on shares of ASML in a research note on Thursday, July 16th. Four equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, ASML has an average rating of “Moderate Buy” and an average target price of $1,970.33.

Trending Headlines about ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Major chipmakers are committing to ASML’s High-NA EUV technology. Samsung plans to use the equipment for DRAM production in 2028, while TSMC expects to deploy it for advanced logic manufacturing beginning in 2030. The expanding customer base strengthens ASML’s long-term growth visibility. TSMC, Samsung commit to ASML’s newest chipmaking tools as AI drives demand
• Positive Sentiment: Intel reported more than one million wafers processed using High-NA EUV equipment. The milestone indicates that ASML’s next-generation tools are progressing from development toward production use, including Intel’s upcoming 18A products. Intel and ASML are also working on solutions to address High-NA’s smaller exposure field for large chips. Intel’s ASML Milestone Gives Investors a New Reason to Revisit the Stock
• Positive Sentiment: ASML and TSMC are developing a 12-inch photomask pilot line to improve High-NA EUV efficiency and reduce manufacturing costs. The initiative targets pilot-line operations by 2031 and broader production readiness by 2033. ASML and TSMC Announce Initiative to Pioneer Industry Transition to Large-Format Photomasks for High NA EUV
• Neutral Sentiment: Management has raised 2026 revenue guidance twice and now expects approximately 65 low-NA EUV systems and more than 45% year-over-year EUV revenue growth. However, much of the newest customer adoption remains several years away, limiting its immediate earnings impact.
• Negative Sentiment: After reaching near-record levels, ASML’s premium valuation and high beta make the stock vulnerable to profit-taking and broader market pressure. The latest decline occurred despite favorable industry news, suggesting investors may be demanding stronger near-term financial catalysts.

ASML Profile

ASML Holding N.V. is a Netherlands-based technology company that develops and manufactures lithography systems used by semiconductor manufacturers to produce integrated circuits. Its equipment uses light to project intricate circuit patterns onto silicon wafers, an essential step in the production of chips for computers, smartphones, automobiles, data centers and other electronic devices.

The company’s product portfolio includes extreme ultraviolet (EUV) lithography systems, deep ultraviolet (DUV) lithography systems and advanced metrology and inspection technologies.