S.E.E.D. Planning Group LLC purchased a new stake in ASML Holding N.V. (NASDAQ:ASML – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 5,481 shares of the semiconductor company’s stock, valued at approximately $9,930,000. ASML accounts for approximately 2.3% of S.E.E.D. Planning Group LLC’s portfolio, making the stock its 17th biggest holding.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Baron Wealth Management LLC grew its holdings in shares of ASML by 1.8% during the second quarter. Baron Wealth Management LLC now owns 333 shares of the semiconductor company’s stock worth $662,000 after purchasing an additional 6 shares during the last quarter. Whitener Capital Management Inc. raised its holdings in shares of ASML by 2.8% in the second quarter. Whitener Capital Management Inc. now owns 218 shares of the semiconductor company’s stock valued at $434,000 after buying an additional 6 shares during the last quarter. Founders Financial Alliance LLC raised its holdings in shares of ASML by 2.3% in the second quarter. Founders Financial Alliance LLC now owns 266 shares of the semiconductor company’s stock valued at $529,000 after buying an additional 6 shares during the last quarter. Evolution Wealth Management Inc. grew its holdings in ASML by 22.6% during the 1st quarter. Evolution Wealth Management Inc. now owns 38 shares of the semiconductor company’s stock worth $50,000 after acquiring an additional 7 shares during the last quarter. Finally, Bradley Foster & Sargent Inc. CT grew its holdings in ASML by 0.3% during the 1st quarter. Bradley Foster & Sargent Inc. CT now owns 2,232 shares of the semiconductor company’s stock worth $2,948,000 after acquiring an additional 7 shares during the last quarter. Hedge funds and other institutional investors own 26.07% of the company’s stock.
Trending Headlines about ASML
Here are the key news stories impacting ASML this week:
- Positive Sentiment: Potentially stronger 2027 outlook: JPMorgan expects ASML to indicate robust semiconductor-equipment demand in 2027, potentially exceeding current market consensus. The bank views the stock’s valuation discount as unjustified, providing a possible catalyst if management confirms improving bookings and visibility. ASML could signal stronger-than-expected 2027 outlook, JP Morgan says
- Positive Sentiment: AI demand supports the long-term growth thesis: ASML’s extreme-ultraviolet (EUV) lithography systems remain essential for manufacturing leading-edge chips used in artificial intelligence infrastructure. Analysts also point to the company’s technology leadership, capacity expansion, and collaboration with Samsung as supports for its growth runway. ASML is Charging Toward $2,000 and It’s Easy To See Why
- Positive Sentiment: Analyst remains bullish: A Seeking Alpha analysis maintained a “Buy” rating and raised its price target to $2,190, citing ASML’s technology advantage and potential to meet its €43–€45 billion full-year sales guidance with 54%–56% margins. ASML: Buy Before Earnings As The Growth Runway Extends
- Neutral Sentiment: Third-quarter earnings are the immediate catalyst: ASML is scheduled to report quarterly results Wednesday. Investors will focus on orders, shipment timing, margins, and whether management can support the expected backloaded delivery ramp and 2027 growth outlook. ASML Set to Release Quarterly Earnings on Wednesday
- Negative Sentiment: Execution and competitive concerns remain: The shift toward higher-NA EUV systems raises manufacturing and delivery-complexity risks, while Chinese competitors’ progress in DUV equipment and concerns about a slowdown in AI infrastructure spending are pressuring sentiment. ASML Stock Slips as High-NA Mask Shift Raises Execution Stakes
ASML Trading Down 1.5%
ASML (NASDAQ:ASML – Get Free Report) last issued its quarterly earnings results on Sunday, June 28th. The semiconductor company reported $8.65 EPS for the quarter. The company had revenue of $10.62 billion during the quarter. ASML had a net margin of 30.11% and a return on equity of 52.71%. On average, analysts predict that ASML Holding N.V. will post 43.86 earnings per share for the current year.
ASML Cuts Dividend
The firm also recently announced a quarterly dividend, which was paid on Wednesday, August 5th. Shareholders of record on Tuesday, July 28th were issued a dividend of $2.1507 per share. The ex-dividend date of this dividend was Tuesday, July 28th. This represents a $8.60 dividend on an annualized basis and a yield of 0.5%. This is a drop from ASML’s previous quarterly dividend of $3.1771. ASML’s dividend payout ratio (DPR) is presently 22.62%.
Analyst Ratings Changes
A number of equities analysts have weighed in on ASML shares. Argus set a $2,100.00 target price on shares of ASML in a research note on Thursday, July 16th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of ASML in a report on Friday, July 10th. Susquehanna restated a “positive” rating on shares of ASML in a research report on Tuesday, June 30th. DZ Bank raised ASML from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Finally, Barclays reiterated an “overweight” rating on shares of ASML in a research report on Thursday, July 16th. Three equities research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, three have issued a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, ASML presently has a consensus rating of “Moderate Buy” and an average target price of $1,981.44.
Get Our Latest Analysis on ASML
ASML 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 projects patterns onto silicon wafers, enabling the creation of increasingly smaller and more powerful semiconductor features.
ASML’s product portfolio includes extreme ultraviolet (EUV) lithography systems, deep ultraviolet (DUV) lithography systems, and related metrology and inspection solutions.
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