Northside Capital Management LLC raised its stake in shares of ASML Holding N.V. (NASDAQ:ASML – Free Report) by 127.0% during the 2nd quarter, HoldingsChannel reports. The firm owned 1,512 shares of the semiconductor company’s stock after purchasing an additional 846 shares during the quarter. Northside Capital Management LLC’s holdings in ASML were worth $3,010,000 as of its most recent filing with the Securities & Exchange Commission.
Other institutional investors also recently modified their holdings of the company. Boston Common Asset Management LLC acquired a new position in shares of ASML during the 1st quarter worth about $4,355,000. Cambridge Investment Research Advisors Inc. boosted its stake in ASML by 3.5% during the 4th quarter. Cambridge Investment Research Advisors Inc. now owns 22,467 shares of the semiconductor company’s stock valued at $24,036,000 after purchasing an additional 760 shares during the period. Bingham Private Wealth LLC acquired a new stake in ASML in the 4th quarter valued at approximately $1,444,000. Keudell Morrison Wealth Management acquired a new stake in ASML in the 4th quarter valued at approximately $1,402,000. Finally, Keybank National Association OH increased its position in ASML by 21.3% in the 4th quarter. Keybank National Association OH now owns 65,354 shares of the semiconductor company’s stock worth $69,920,000 after buying an additional 11,459 shares during the period. Institutional investors own 26.07% of the company’s stock.
Analyst Upgrades and Downgrades
A number of research 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. Wall Street Zen upgraded shares of ASML from a “hold” rating to a “buy” rating in a research note on Saturday, July 18th. Freedom Capital raised shares of ASML from a “hold” rating to a “strong-buy” rating in a research report on Thursday, April 16th. JPMorgan Chase & Co. upped their target price on shares of ASML from $2,200.00 to $2,400.00 and gave the company an “overweight” rating in a research note on Thursday, July 16th. Finally, Argus set a $2,100.00 price target on shares of ASML in a report on Thursday, July 16th. Four investment analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have assigned a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,970.33.
ASML Trading Up 3.8%
ASML stock opened at $1,799.38 on Wednesday. The business has a 50 day moving average price of $1,774.11 and a two-hundred day moving average price of $1,559.04. The company has a quick ratio of 0.80, a current ratio of 1.33 and a debt-to-equity ratio of 0.09. The stock has a market cap of $707.66 billion, a price-to-earnings ratio of 55.99, a price-to-earnings-growth ratio of 0.86 and a beta of 1.79. ASML Holding N.V. has a 12 month low of $716.20 and a 12 month high of $1,999.96.
ASML (NASDAQ:ASML – Get Free Report) last announced its quarterly earnings data on Sunday, June 28th. The semiconductor company reported $8.65 EPS for the quarter. ASML had a return on equity of 52.71% and a net margin of 30.11%.The company had revenue of $10.64 billion during the quarter. As a group, equities analysts forecast that ASML Holding N.V. will post 44.85 EPS for the current year.
ASML Cuts Dividend
The company also recently announced a quarterly dividend, which was paid on Wednesday, August 5th. Investors of record on Tuesday, July 28th were given a $2.1507 dividend. This represents a $8.60 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend was Tuesday, July 28th. ASML’s dividend payout ratio (DPR) is 22.62%.
ASML News Roundup
Here are the key news stories impacting ASML this week:
- Positive Sentiment: TSMC’s accelerating revenue growth is reigniting expectations for demand for ASML’s lithography systems, particularly equipment used to manufacture advanced AI chips. ASML Stock Jumps 4.1% as TSMC Revenue Reignites Tool Demand
- Positive Sentiment: Investors responded to the strong sales signal from a major customer, reinforcing the view that ASML’s equipment remains essential to the AI-chip supply chain. Why ASML Holding Stock Rallied Tuesday Morning
- Positive Sentiment: TSMC’s performance also supports ASML’s capacity-expansion strategy and the broader long-term investment thesis that the company is a key enabler of AI infrastructure. A recent analyst view cited a price target implying substantial potential upside from the recent trading level. ASML Stock Rises 1.7% as AI Demand Signal Strengthens
- Neutral Sentiment: Reported short interest was listed at zero shares, with a zero-day short-interest ratio. Because the figures show no measurable short position and include an invalid percentage-change calculation, they provide little actionable insight into trading sentiment.
- Neutral Sentiment: Erste Group Bank issued a fiscal 2026 earnings estimate for ASML, but the available report does not provide the estimate or indicate a change in analyst expectations. FY2026 Earnings Estimate for ASML Issued By Erste Group Bank
- Negative Sentiment: Investors continue to monitor a potential Chinese competitive threat: a Chinese company is reportedly developing its own deep-ultraviolet lithography systems. If successful, this could pressure ASML’s long-term position in some lower-end equipment markets, although the report does not establish commercial-scale competition. ASML Faces a Fresh Threat Out of China. Is the Dip in the Stock Worth Buying?
About ASML
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.
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