Blue Chip Partners LLC Sells 386 Shares of ASML Holding N.V. $ASML

Blue Chip Partners LLC lowered its position in shares of ASML Holding N.V. (NASDAQ:ASML) by 1.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 23,690 shares of the semiconductor company’s stock after selling 386 shares during the period. ASML comprises about 2.3% of Blue Chip Partners LLC’s holdings, making the stock its 16th largest holding. Blue Chip Partners LLC’s holdings in ASML were worth $31,291,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Fisher Asset Management LLC increased its holdings in ASML by 3.0% during the 4th quarter. Fisher Asset Management LLC now owns 4,484,949 shares of the semiconductor company’s stock valued at $4,798,268,000 after purchasing an additional 132,353 shares during the period. Arrowstreet Capital Limited Partnership raised its position in shares of ASML by 6.3% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 1,641,565 shares of the semiconductor company’s stock worth $2,168,227,000 after purchasing an additional 96,860 shares during the last quarter. Price T Rowe Associates Inc. MD grew its holdings in shares of ASML by 14.5% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 1,526,411 shares of the semiconductor company’s stock valued at $1,633,046,000 after buying an additional 193,068 shares during the last quarter. Dimensional Fund Advisors LP raised its stake in shares of ASML by 1.8% in the first quarter. Dimensional Fund Advisors LP now owns 1,033,583 shares of the semiconductor company’s stock worth $1,364,963,000 after purchasing an additional 18,768 shares during the last quarter. Finally, Invesco Ltd. raised its holdings in shares of ASML by 15.2% during the fourth quarter. Invesco Ltd. now owns 978,922 shares of the semiconductor company’s stock valued at $1,047,309,000 after purchasing an additional 129,320 shares during the last quarter. Institutional investors own 26.07% of the company’s stock.

ASML News Summary

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Chipmaking equipment stocks, including ASML, rose after Intel signaled a higher capital spending outlook, reinforcing demand for semiconductor manufacturing tools. AMSL, AMAT, KLAC, LRCX: Chipmaking Equipment Stocks Rise On Intel’s CapEx Bump
• Positive Sentiment: Recent commentary highlighted ASML’s strong Q2 results and raised 2026 revenue outlook, with AI-related demand, higher lithography machine sales, and pricing power seen as key growth drivers. ASML: Surging AI CapEx A Catalyst
• Positive Sentiment: Analysts continue to point to ASML’s EUV leadership and High-NA technology as long-term beneficiaries of AI-driven advanced chip production. ASML Holdings’ EUV Leadership Strengthens Long-Term Growth
• Neutral Sentiment: ASML has also been getting attention from traders and Wall Street analysts, but the coverage is mostly reiterating existing bullish sentiment rather than introducing a new catalyst. Is Trending Stock ASML Holding N.V. (ASML) a Buy Now?
• Neutral Sentiment: Another article questioned whether ASML is still attractive at its premium valuation, suggesting investors are weighing upside potential against a rich price tag. ASML Owns AI’s Critical Bottleneck. Is the Stock Worth the Price?
• Negative Sentiment: Semiconductor stocks pulled back in July as investors took profits and worried about valuations after a strong AI-led run, which could limit near-term gains for ASML. Semiconductor Crossroads: Healthy Consolidation or Deeper Repricing?

Analyst Ratings Changes

ASML has been the topic of several research reports. Freedom Capital raised ASML from a “hold” rating to a “strong-buy” rating in a research report on Thursday, April 16th. DZ Bank raised shares of ASML from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. The Goldman Sachs Group reiterated a “buy” rating on shares of ASML in a research report on Thursday, June 11th. Sanford C. Bernstein lifted their price objective on shares of ASML from $1,971.00 to $2,623.00 and gave the stock an “outperform” rating in a research note on Monday, July 6th. Finally, Royal Bank Of Canada increased their price target on ASML from $1,700.00 to $2,000.00 and gave the company an “outperform” rating in a report on Tuesday, July 14th. Four investment analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have assigned a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $1,970.33.

ASML Price Performance

NASDAQ ASML opened at $1,757.09 on Monday. The company has a market cap of $691.03 billion, a PE ratio of 54.67, a P/E/G ratio of 0.90 and a beta of 1.78. The company has a debt-to-equity ratio of 0.09, a quick ratio of 0.80 and a current ratio of 1.33. ASML Holding N.V. has a 52-week low of $683.48 and a 52-week high of $1,999.96. The firm’s 50 day moving average price is $1,754.95 and its 200-day moving average price is $1,526.71.

ASML (NASDAQ:ASML) last issued its quarterly earnings data on Sunday, June 28th. The semiconductor company reported $8.65 earnings per share for the quarter. The company had revenue of $10.64 billion for the quarter. ASML had a return on equity of 52.71% and a net margin of 30.11%. Sell-side analysts forecast that ASML Holding N.V. will post 43.6 EPS for the current fiscal year.

ASML Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, August 5th. Investors of record on Tuesday, July 28th will be given a dividend of $2.1507 per share. This represents a $8.60 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend is Tuesday, July 28th. ASML’s dividend payout ratio is currently 33.51%.

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.