DSM Capital Partners LLC Acquires Shares of 3,405 ASML Holding N.V. $ASML

DSM Capital Partners LLC bought a new position in shares of ASML Holding N.V. (NASDAQ:ASML) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 3,405 shares of the semiconductor company’s stock, valued at approximately $3,296,000.

Other large investors have also recently modified their holdings of the company. Fisher Asset Management LLC lifted its holdings in shares of ASML by 6.3% in the 2nd quarter. Fisher Asset Management LLC now owns 4,244,254 shares of the semiconductor company’s stock worth $3,401,304,000 after buying an additional 250,934 shares during the period. Acadian Asset Management LLC lifted its stake in ASML by 114.3% in the second quarter. Acadian Asset Management LLC now owns 329,878 shares of the semiconductor company’s stock worth $264,333,000 after acquiring an additional 175,939 shares during the period. Rafferty Asset Management LLC grew its holdings in ASML by 32.4% during the 2nd quarter. Rafferty Asset Management LLC now owns 413,280 shares of the semiconductor company’s stock worth $331,198,000 after acquiring an additional 101,041 shares in the last quarter. Marshall Wace LLP increased its position in ASML by 1,638.6% during the 2nd quarter. Marshall Wace LLP now owns 75,928 shares of the semiconductor company’s stock valued at $60,848,000 after purchasing an additional 80,863 shares during the period. Finally, Massachusetts Financial Services Co. MA raised its holdings in shares of ASML by 14.1% in the 2nd quarter. Massachusetts Financial Services Co. MA now owns 583,093 shares of the semiconductor company’s stock valued at $467,285,000 after purchasing an additional 72,164 shares in the last quarter. Hedge funds and other institutional investors own 26.07% of the company’s stock.

ASML News Roundup

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Sanford C. Bernstein upgraded ASML to a top pick / Outperform, highlighting “unprecedented” AI-driven EUV demand as a structural tailwind for the company — a key catalyst for investor buying. This Stock Is Bernstein’s Top Pick in European Chips. It’s About ‘Unprecedented AI Demand.
• Positive Sentiment: Broker upgrade and upbeat demand outlook triggered a sharp intraday rally (reports note an ~8.8% jump in an earlier session), signaling momentum and heavier-than-normal volume as institutions reposition. ASML (ASML) Surges 8.8%: Is This an Indication of Further Gains?
• Positive Sentiment: Coverage notes ASML hit fresh record highs after the analyst upgrade as demand from memory-chip producers and AI-focused customers lifts near-term order visibility. ASML’s stock hits another record high after analyst upgrade
• Positive Sentiment: Multiple outlets summarize that Wall Street analysts are broadly optimistic and that recent rating changes are influencing investor action—supporting continued momentum while analysts update estimates. Is ASML (ASML) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: After the sharp run-up, valuation-focused pieces are flagging that ASML is now trading at premium multiples; investors are being prompted to reassess fair value given elevated P/E and recent momentum. Assessing ASML Holding’s (ENXTAM:ASML) Valuation After Strong Recent Share Price Momentum
• Neutral Sentiment: Short updates and market summaries note modest additional gains in the latest session, reflecting follow‑through after the analyst-driven rally rather than new company-specific news. ASML (ASML) Laps the Stock Market: Here’s Why

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on ASML. HSBC reiterated a “buy” rating on shares of ASML in a research note on Friday, October 17th. DZ Bank reiterated a “neutral” rating on shares of ASML in a report on Wednesday, October 15th. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of ASML in a research note on Wednesday, December 10th. Citigroup reiterated a “buy” rating on shares of ASML in a research note on Wednesday, December 10th. Finally, Arete Research raised shares of ASML to a “strong-buy” rating in a research report on Friday, September 12th. Three equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $1,270.67.

ASML Stock Performance

ASML opened at $1,242.19 on Wednesday. The company has a market cap of $488.53 billion, a P/E ratio of 50.56, a price-to-earnings-growth ratio of 1.83 and a beta of 1.86. The company has a quick ratio of 0.70, a current ratio of 1.31 and a debt-to-equity ratio of 0.14. The firm’s 50-day moving average price is $1,065.26 and its 200-day moving average price is $917.00. ASML Holding N.V. has a 52-week low of $578.51 and a 52-week high of $1,246.38.

ASML (NASDAQ:ASML) last released its earnings results on Wednesday, October 15th. The semiconductor company reported $6.41 earnings per share for the quarter, topping the consensus estimate of $6.27 by $0.14. ASML had a net margin of 27.08% and a return on equity of 47.74%. The company had revenue of $8.80 billion for the quarter, compared to the consensus estimate of $8.99 billion. During the same quarter in the previous year, the firm earned $5.28 EPS. ASML’s revenue was up .7% compared to the same quarter last year. As a group, equities analysts anticipate that ASML Holding N.V. will post 25.17 EPS for the current fiscal year.

ASML Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, November 6th. Stockholders of record on Wednesday, October 29th were issued a $1.857 dividend. This is a boost from ASML’s previous quarterly dividend of $1.86. This represents a $7.43 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend was Wednesday, October 29th. ASML’s dividend payout ratio is currently 25.80%.

ASML 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.