Artisan Partners Limited Partnership Makes New Investment in ASML Holding N.V. $ASML

Artisan Partners Limited Partnership bought a new stake in ASML Holding N.V. (NASDAQ:ASML) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 55,397 shares of the semiconductor company’s stock, valued at approximately $53,629,000.

Several other institutional investors have also bought and sold shares of ASML. Manning & Napier Advisors LLC bought a new position in ASML during the 3rd quarter valued at $25,000. City Holding Co. purchased a new stake in shares of ASML in the third quarter valued at about $26,000. Binnacle Investments Inc raised its holdings in shares of ASML by 78.9% in the second quarter. Binnacle Investments Inc now owns 34 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 15 shares during the last quarter. Pin Oak Investment Advisors Inc. bought a new position in shares of ASML during the second quarter valued at about $30,000. Finally, Riggs Asset Managment Co. Inc. boosted its holdings in ASML by 100.0% during the second quarter. Riggs Asset Managment Co. Inc. now owns 50 shares of the semiconductor company’s stock worth $40,000 after purchasing an additional 25 shares during the last quarter. Institutional investors own 26.07% of the company’s stock.

Key ASML News

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Senior management says ASML’s next‑generation EUV tools are ready for high‑volume production — a meaningful long‑term revenue and competitive catalyst for AI and advanced node chipmakers. Exclusive: ASML says next-gen EUV tools ready to mass-produce chips, marking key shift for AI chip production
• Positive Sentiment: Two institutional research houses issued buy/outperform views (Sanford C. Bernstein and Deutsche Bank), reinforcing analyst support and helping justify ASML’s premium multiple. ASML (NASDAQ:ASML) Earns Buy Rating from Sanford C. Bernstein ASML (NASDAQ:ASML) Earns Buy Rating from Deutsche Bank Aktiengesellschaft
• Neutral Sentiment: Short‑interest reports show a large reported increase for February, but the published figures appear anomalous (zero shares / NaN change); treat the data cautiously until corrected — unclear immediate market impact.
• Neutral Sentiment: Morning commentary and articles explain the intraday weakness (sector rotation after a strong run in semiconductor equities). Coverage includes explanatory pieces that may prolong volatility but not change the long‑term story. Why ASML Stock Was Down Today
• Negative Sentiment: Near‑term investor concerns: analysts and commentary flagged an expected step‑down in China‑related revenue for 2026 (backlog normalization and export controls) and demand normalization after strong 2025 shipments — a main reason for profit‑taking and the stock pullback. ASML slides 6.3% as investors reassess 2026 China exposure and chip-tool demand

Analyst Ratings Changes

Several research firms have commented on ASML. Grupo Santander lowered shares of ASML to an “underperform” rating in a research note on Thursday, January 22nd. The Goldman Sachs Group reaffirmed a “buy” rating on shares of ASML in a research report on Wednesday, January 28th. Wells Fargo & Company lifted their price target on ASML from $1,450.00 to $1,650.00 and gave the stock an “overweight” rating in a report on Thursday, January 29th. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of ASML in a research note on Wednesday. Finally, Barclays upgraded ASML from an “equal weight” rating to an “overweight” rating in a research note on Monday, January 26th. Three analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, five have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $1,475.00.

ASML Stock Down 0.9%

Shares of NASDAQ ASML opened at $1,450.56 on Friday. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.26 and a quick ratio of 0.79. The stock has a market capitalization of $570.48 billion, a PE ratio of 56.18, a P/E/G ratio of 1.66 and a beta of 1.89. ASML Holding N.V. has a one year low of $578.51 and a one year high of $1,547.22. The business’s fifty day moving average price is $1,322.24 and its 200-day moving average price is $1,082.61.

ASML Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, May 5th. Shareholders of record on Monday, April 27th will be given a dividend of $3.1771 per share. This is a boost from ASML’s previous quarterly dividend of $1.88. This represents a $12.71 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Monday, April 27th. ASML’s dividend payout ratio (DPR) is 41.83%.

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.