Anchyra Partners LLC Buys Shares of 683 ASML Holding N.V. $ASML

Anchyra Partners LLC purchased a new position in ASML Holding N.V. (NASDAQ:ASML) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 683 shares of the semiconductor company’s stock, valued at approximately $731,000.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Manning & Napier Advisors LLC purchased a new position in ASML during the third quarter worth about $25,000. City Holding Co. purchased a new stake in ASML in the 3rd quarter valued at about $26,000. Binnacle Investments Inc increased its stake in shares of ASML by 78.9% during the 2nd quarter. Binnacle Investments Inc now owns 34 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 15 shares during the last quarter. JPL Wealth Management LLC purchased a new position in shares of ASML during the 3rd quarter worth about $34,000. Finally, Wealth Watch Advisors INC purchased a new position in shares of ASML during the 3rd quarter worth about $34,000. 26.07% of the stock is currently owned by hedge funds and other institutional investors.

ASML Price Performance

NASDAQ ASML opened at $1,457.70 on Monday. The company has a quick ratio of 0.78, a current ratio of 1.36 and a debt-to-equity ratio of 0.13. ASML Holding N.V. has a fifty-two week low of $651.46 and a fifty-two week high of $1,547.22. The business has a 50 day moving average price of $1,401.41 and a two-hundred day moving average price of $1,237.81. The stock has a market cap of $573.28 billion, a PE ratio of 52.28, a P/E/G ratio of 1.48 and a beta of 1.88.

ASML Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, May 5th. Stockholders of record on Monday, April 27th will be given a dividend of $3.1771 per share. The ex-dividend date of this dividend 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 0.9%. ASML’s dividend payout ratio is presently 23.24%.

Key Headlines Impacting ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Multiple brokerages reaffirmed or raised conviction — UBS and Sanford C. Bernstein kept “buy” calls this week, and several analysts have raised price targets after a strong Q1, supporting investor confidence in ASML’s long-term demand. ASML Gets a Buy Rating From Bernstein
• Positive Sentiment: Shareholder-approved dividend, capital measures and board updates at the 2026 AGM reduce governance uncertainty and return capital to investors — a constructive signal for medium-term holders. ASML Shareholders Approve 2025 Dividend, Capital Measures and Board Changes at 2026 AGM
• Positive Sentiment: Broader bullish narratives on AI and semicap exposure keep ASML in favor — outlets are highlighting ASML as a top AI-related idea that could push market capitalization much higher. That thematic demand supports premium valuation multiples. ASML: One of the Stocks That Could Break Trillion Dollar Ceiling
• Neutral Sentiment: Industry demand commentary (eg. DRAM/AI-driven memory tightness) is supportive for the semiconductor equipment cycle generally, which indirectly benefits ASML but doesn’t guarantee immediate order acceleration for its highest-end tools. ‘DRAM Will Double or Triple From Here’ as AI Demand Outpaces Supply Chain Capacity
• Negative Sentiment: TSMC said it will delay adoption of ASML’s next‑gen high‑NA EUV tools until 2029, undercutting near-term demand for ASML’s highest-margin, top-end systems and prompting market value loss. This is the primary immediate negative catalyst. TSMC delays ASML high-NA EUV adoption to 2029
• Negative Sentiment: Press coverage highlights a substantial market-cap hit after TSMC’s stance (WSJ coverage noted nearly $17B lost in value), underlining how dependent ASML’s near-term sentiment is on orders from a handful of big customers. ASML Loses Nearly $17 Billion of Value as TSMC Shuns Top-End Machines
• Negative Sentiment: Regulatory risk: an analysis argues the MATCH Act (export-control style measures) could materially hit ASML revenue if access to certain markets or tech is restricted — a longer‑term legislative/regulatory downside investors should monitor. The MATCH Act Could Blow a Hole in ASML’s Revenue. Here’s What Investors Need to Know.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the stock. Barclays reaffirmed a “buy” rating on shares of ASML in a research report on Wednesday, April 15th. Grupo Santander cut shares of ASML to an “underperform” rating in a research note on Thursday, January 22nd. UBS Group reaffirmed a “buy” rating on shares of ASML in a research report on Thursday. Sanford C. Bernstein reiterated a “buy” rating on shares of ASML in a report on Thursday. Finally, The Goldman Sachs Group reissued a “buy” rating on shares of ASML in a research report on Wednesday, April 15th. Three research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,504.38.

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.