Thurston Springer Miller Herd & Titak Inc. raised its position in ASML Holding N.V. (NASDAQ:ASML – Free Report) by 403.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 508 shares of the semiconductor company’s stock after purchasing an additional 407 shares during the quarter. Thurston Springer Miller Herd & Titak Inc.’s holdings in ASML were worth $543,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also modified their holdings of the company. Capital International Investors raised its holdings in shares of ASML by 17.3% in the 3rd quarter. Capital International Investors now owns 3,919,154 shares of the semiconductor company’s stock valued at $3,791,982,000 after buying an additional 577,448 shares during the period. Arrowstreet Capital Limited Partnership purchased a new position in ASML during the 3rd quarter valued at about $505,510,000. Regents of The University of California purchased a new position in ASML during the 3rd quarter valued at about $413,335,000. WCM Investment Management LLC grew its position in ASML by 24.9% in the 3rd quarter. WCM Investment Management LLC now owns 1,933,748 shares of the semiconductor company’s stock valued at $1,861,445,000 after acquiring an additional 385,502 shares in the last quarter. Finally, Alliancebernstein L.P. grew its position in ASML by 75.6% in the 3rd quarter. Alliancebernstein L.P. now owns 790,869 shares of the semiconductor company’s stock valued at $765,632,000 after acquiring an additional 340,518 shares in the last quarter. 26.07% of the stock is currently owned by hedge funds and other institutional investors.
Trending Headlines about ASML
Here are the key news stories impacting ASML this week:
- Positive Sentiment: Bernstein/SocGen reiterated an Outperform and raised ASML’s price target to $1,971, citing strong secular demand from AI, DRAM capacity builds and ASML’s dominant lithography position — this supports upside expectations for longer-term revenue and margins. Article Title
- Positive Sentiment: JPMorgan reiterated a Buy rating on ASML, reinforcing sell-side conviction that ASML can benefit from continued capital spending in advanced chips. This helps institutional demand and investor confidence. Article Title
- Positive Sentiment: Billionaire Steve Cohen (and his fund) is reported to be buying ASML, signaling high-net-worth/institutional investor interest which can boost sentiment and liquidity for the stock. Article Title
- Neutral Sentiment: Coverage pieces and trending-stock writeups (Zacks/Yahoo) note recent volatility and investor attention; useful for retail flows but not new fundamental news. Watch volumes and options activity for short-term moves. Article Title
- Negative Sentiment: Reuters reports a cross-party U.S. proposal to tighten export controls on advanced chipmaking equipment to China — ASML is likely among the most affected given its EUV tools used in leading-edge processes; potential restrictions could hit future revenue and delay Chinese demand. Article Title
- Negative Sentiment: Barron’s highlights a specific House bill that would ban more chipmaking equipment shipments to China and names ASML as one of the companies that would feel the most pain if enacted — legislative risk increases geopolitical uncertainty and near-term revenue risk. Article Title
ASML Stock Performance
ASML Increases Dividend
The company also recently declared a quarterly dividend, which will be paid on Tuesday, May 5th. Investors of record on Monday, April 27th will be paid a $3.1771 dividend. This is an increase from ASML’s previous quarterly dividend of $1.88. This represents a $12.71 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Monday, April 27th. ASML’s payout ratio is presently 25.10%.
Analyst Upgrades and Downgrades
ASML has been the topic of several research reports. KGI Securities set a $1,415.00 price target on shares of ASML and gave the stock an “outperform” rating in a research report on Thursday, January 15th. Berenberg Bank reaffirmed a “buy” rating on shares of ASML in a research note on Friday, January 23rd. Jefferies Financial Group reiterated a “neutral” rating on shares of ASML in a report on Wednesday, January 28th. Grupo Santander cut shares of ASML to an “underperform” rating in a research report on Thursday, January 22nd. Finally, Cantor Fitzgerald restated an “overweight” rating on shares of ASML in a research note on Tuesday, December 16th. Two analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $1,482.50.
Check Out Our Latest Research Report on ASML
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.
Featured Articles
Receive News & Ratings for ASML Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for ASML and related companies with MarketBeat.com's FREE daily email newsletter.
