Cary Street Partners Financial LLC Has $11.37 Million Holdings in ASML Holding N.V. $ASML

Cary Street Partners Financial LLC increased its position in ASML Holding N.V. (NASDAQ:ASML) by 448.5% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 11,749 shares of the semiconductor company’s stock after purchasing an additional 9,607 shares during the period. Cary Street Partners Financial LLC’s holdings in ASML were worth $11,374,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Fisher Asset Management LLC lifted its stake in 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 acquiring an additional 250,934 shares in the last quarter. WCM Investment Management LLC boosted its holdings in shares of ASML by 24.9% during the third quarter. WCM Investment Management LLC now owns 1,933,748 shares of the semiconductor company’s stock worth $1,861,445,000 after purchasing an additional 385,502 shares during the period. Franklin Resources Inc. grew its position in ASML by 5.2% during the second quarter. Franklin Resources Inc. now owns 763,590 shares of the semiconductor company’s stock valued at $611,933,000 after purchasing an additional 37,994 shares in the last quarter. Massachusetts Financial Services Co. MA increased its stake in 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 buying an additional 72,164 shares during the period. Finally, Brown Advisory Inc. boosted its stake in shares of ASML by 1.8% during the 2nd quarter. Brown Advisory Inc. now owns 448,798 shares of the semiconductor company’s stock valued at $359,662,000 after buying an additional 8,070 shares during the period. Hedge funds and other institutional investors own 26.07% of the company’s stock.

Analysts Set New Price Targets

ASML has been the subject of several recent research reports. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of ASML in a report on Thursday, January 29th. KGI Securities set a $1,415.00 price target on ASML and gave the stock an “outperform” rating in a research note on Thursday, January 15th. TD Cowen reiterated a “buy” rating on shares of ASML in a report on Wednesday, January 28th. The Goldman Sachs Group restated a “buy” rating on shares of ASML in a report on Wednesday, January 28th. Finally, Cantor Fitzgerald reiterated an “overweight” rating on shares of ASML in a research note on Tuesday, December 16th. Three analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, six have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, ASML has a consensus rating of “Moderate Buy” and an average target price of $1,475.00.

ASML Stock Up 0.8%

Shares of ASML stock opened at $1,497.80 on Wednesday. The stock’s 50 day simple moving average is $1,295.58 and its 200 day simple moving average is $1,071.67. ASML Holding N.V. has a twelve month low of $578.51 and a twelve month high of $1,507.35. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.79 and a current ratio of 1.26. The company has a market capitalization of $589.06 billion, a price-to-earnings ratio of 58.01, a PEG ratio of 1.69 and a beta of 1.89.

ASML Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 5th. Stockholders of record on Monday, April 27th will be paid a $3.1771 dividend. The ex-dividend date is Monday, April 27th. This is a positive change from ASML’s previous quarterly dividend of $1.88. This represents a $12.71 dividend on an annualized basis and a dividend yield of 0.8%. ASML’s dividend payout ratio is presently 41.83%.

Trending Headlines about ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Major EUV light‑source advance — ASML says a new higher‑power EUV source could raise chip throughput as much as ~50% by 2030, which would strengthen ASML’s technological edge and increase addressable demand for its machines. Exclusive: ASML unveils EUV light source advance that could yield 50% more chips by 2030 — Reuters
• Positive Sentiment: Revenue momentum and backlog — Systems sales rose ~12.4% in 2025 as AI-driven logic and memory demand lifted EUV adoption; management cites a healthy backlog that supports near‑term revenue visibility. ASML’s Systems Sales Grow in Double Digits: What’s Ahead? — Zacks
• Positive Sentiment: Share repurchases and ETF product tie‑ins — ASML disclosed ongoing buyback transactions (regular repurchases at ~€1,180–€1,240 recently) and a new 2x single‑stock ETF listing tied to ASML could increase trading flows and demand for the shares. ASML reports transactions under its current share buyback program — GlobeNewswire
• Neutral Sentiment: Market positioning in AI supply chain — Multiple investor writeups highlight ASML as a critical chokepoint in the AI chip supply chain, supporting structural demand but also implying exposure to semiconductor capex cycles. The Supply Chain Quietly Powering the AI Boom—And 4 Ways to Play It — MarketBeat
• Neutral Sentiment: Analyst comparisons — A recent piece compares ASML with peers (e.g., Lam Research), noting Lam’s stronger near‑term growth profile and more attractive valuation, which introduces relative value questions for some investors. LRCX vs. ASML: Which Semiconductor Equipment Giant Is the Better Buy? — Zacks
• Negative Sentiment: Restructuring and job cuts — ASML has announced workforce restructuring and targeted reductions to simplify operations and eliminate overlaps; near‑term restructuring costs and execution risk may pressure sentiment if not managed cleanly. ASML Restructuring And Job Cuts Put Efficiency And Execution In Focus — Yahoo Finance
• Positive Sentiment: Industry recognition — Trade coverage (Barron’s) lists ASML among names that could outperform in the current rotation away from AI hyperscalers, positioning ASML as a defensive beneficiary of broader chip investment. The Anti-AI Trade Is Red Hot. Here’s What’s Winning. — Barron’s

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.