Birch Hill Investment Advisors LLC Has $37.77 Million Holdings in ASML Holding N.V. $ASML

Birch Hill Investment Advisors LLC grew its stake in ASML Holding N.V. (NASDAQ:ASML) by 15,321.7% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 39,017 shares of the semiconductor company’s stock after buying an additional 38,764 shares during the quarter. ASML accounts for about 1.6% of Birch Hill Investment Advisors LLC’s investment portfolio, making the stock its 21st biggest holding. Birch Hill Investment Advisors LLC’s holdings in ASML were worth $37,772,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also modified their holdings of ASML. Fisher Asset Management LLC increased its position in shares of ASML by 6.3% in the second quarter. Fisher Asset Management LLC now owns 4,244,254 shares of the semiconductor company’s stock valued at $3,401,304,000 after acquiring an additional 250,934 shares during the last quarter. Acadian Asset Management LLC increased its position in ASML by 114.3% during the second quarter. Acadian Asset Management LLC now owns 329,878 shares of the semiconductor company’s stock worth $264,333,000 after buying an additional 175,939 shares during the last quarter. Rafferty Asset Management LLC lifted its stake in shares of 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 buying an additional 101,041 shares during 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 worth $60,848,000 after buying an additional 80,863 shares during the period. Finally, Massachusetts Financial Services Co. MA raised its position in shares of ASML by 14.1% in the second quarter. Massachusetts Financial Services Co. MA now owns 583,093 shares of the semiconductor company’s stock valued at $467,285,000 after buying an additional 72,164 shares in the last quarter. 26.07% of the stock is currently owned by institutional investors.

ASML Price Performance

Shares of NASDAQ:ASML opened at $1,228.47 on Thursday. The company has a 50 day moving average of $1,068.41 and a 200 day moving average of $919.18. The company has a current ratio of 1.31, a quick ratio of 0.70 and a debt-to-equity ratio of 0.14. The stock has a market cap of $483.13 billion, a P/E ratio of 50.00, a P/E/G ratio of 1.85 and a beta of 1.86. ASML Holding N.V. has a 12 month low of $578.51 and a 12 month high of $1,246.38.

ASML (NASDAQ:ASML) last posted its quarterly earnings data on Wednesday, October 15th. The semiconductor company reported $6.41 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.27 by $0.14. The company had revenue of $8.80 billion during the quarter, compared to analyst estimates of $8.99 billion. ASML had a return on equity of 47.74% and a net margin of 27.08%.The firm’s quarterly revenue was up .7% on a year-over-year basis. During the same quarter last year, the company earned $5.28 earnings per share. As a group, sell-side analysts forecast that ASML Holding N.V. will post 25.17 EPS for the current fiscal year.

ASML Increases Dividend

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

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on ASML. Morningstar lowered ASML to a “hold” rating in a research note on Thursday, September 18th. Weiss Ratings upgraded shares of ASML from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, October 24th. The Goldman Sachs Group reissued a “buy” rating on shares of ASML in a research note on Friday, October 10th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of ASML in a research report on Wednesday, December 10th. Finally, Bank of America upped their price target on shares of ASML from $1,092.00 to $1,331.00 and gave the company a “buy” rating in a research report on Wednesday, December 3rd. Three equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $1,270.67.

Key Stories Impacting ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Sanford C. Bernstein upgraded ASML, boosting investor confidence in near-term demand for chip‑making equipment and supporting the stock’s momentum. ASML (NASDAQ:ASML) Stock Rating Upgraded by Sanford C. Bernstein
• Positive Sentiment: Mizuho Securities reiterated a Buy on ASML, reinforcing sell‑side conviction that EUV exposure and AI-led capex will sustain order flow. Mizuho Securities Remains a Buy on ASML Holding NV
• Positive Sentiment: Analysts and commentary note a 58% six‑month rally as AI chip demand lifts EUV orders — a tailwind that underpins medium‑term revenue and margin visibility. ASML Stock Rises 58.2% in 6 Months
• Neutral Sentiment: ASML denied claims that its social‑media accounts were hacked, removing a short‑term reputational risk; this clears one headline that could have spooked investors. ASML says social media hacking claims are untrue
• Neutral Sentiment: Deep-dive pieces highlight strong AI and memory tailwinds but warn the stock looks fully priced, flagging valuation risk despite 2027 revenue projections. Investors should weigh growth visibility against a high P/E. ASML: AI Tailwinds, Memory Upside – But The Stock Looks Fully Priced
• Neutral Sentiment: Valuation-focused coverage examines the share run and whether current prices already reflect expected EUV order growth and pricing power. This keeps debate open on buy/hold decisions. Assessing ASML Holding’s Valuation After Strong Recent Share Price Momentum
• Negative Sentiment: Bernstein (reporting) cut an earlier, very high price target — a headline that can pressure sentiment and prompt some profit‑taking after the recent run. Bernstein drops eye-popping price target on ASML stock
• Negative Sentiment: Intraday reports explain the stock’s pullback as a mix of profit‑taking after strong gains, mixed analyst moves and valuation concerns — factors driving today’s downward pressure. Why ASML (ASML) Dipped More Than Broader Market Today

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.