Banco Bilbao Vizcaya Argentaria S.A. Purchases 982 Shares of ASML Holding N.V. $ASML

Banco Bilbao Vizcaya Argentaria S.A. lifted its position in ASML Holding N.V. (NASDAQ:ASML) by 14.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,887 shares of the semiconductor company’s stock after purchasing an additional 982 shares during the quarter. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in ASML were worth $7,638,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Capstone Wealth Management Group LLC increased its holdings in ASML by 5.2% in the 1st quarter. Capstone Wealth Management Group LLC now owns 2,511 shares of the semiconductor company’s stock valued at $1,664,000 after buying an additional 124 shares during the period. AQR Capital Management LLC lifted its holdings in shares of ASML by 141.1% during the 1st quarter. AQR Capital Management LLC now owns 6,871 shares of the semiconductor company’s stock worth $4,553,000 after acquiring an additional 4,021 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in shares of ASML by 153.1% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 17,210 shares of the semiconductor company’s stock valued at $11,404,000 after acquiring an additional 10,411 shares in the last quarter. Sivia Capital Partners LLC boosted its position in shares of ASML by 1.3% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,168 shares of the semiconductor company’s stock valued at $936,000 after acquiring an additional 15 shares in the last quarter. Finally, KBC Group NV bought a new stake in ASML in the second quarter valued at about $103,000. 26.07% of the stock is owned by institutional investors.

ASML News Roundup

Here are the key news stories impacting ASML this week:

• Positive Sentiment: ASML is moving into the semiconductor back-end market with a hybrid bonding system and AI-focused packaging plans, partnering with industry players to address advanced packaging demand — a potential new revenue stream beyond lithography that supports long-term growth. ASML Expands Beyond Lithography With Hybrid Bonding And AI Packaging Aims
• Positive Sentiment: ASML reported continued share repurchases (multiple transactions in March at ~€1,183–€1,197), signalling capital returns and management confidence while reducing share count. ASML reports transactions under its current share buyback program
• Positive Sentiment: TD Cowen reiterated a Buy rating with a $1,500 price target, reinforcing analyst conviction in ASML’s multi-year dominance in advanced semiconductor equipment. Analyst backing tends to support investor demand and higher valuations. TD Cowen Reiterates “Buy” Rating on ASML (ASML) With $1,500 PT
• Positive Sentiment: Industry research highlights the booming AI inference market and cites ASML as well positioned to benefit long-term, underscoring durable secular demand for its tools. The Artificial Intelligence (AI) Inference Market Could Reach $255 Billion by 2030. This Stock Is Best Positioned to Win.
• Neutral Sentiment: Market commentary noted ASML outperformed the broader market in recent trading, a factual snapshot of momentum rather than new fundamental news. ASML (ASML) Laps the Stock Market: Here’s Why
• Neutral Sentiment: Several write-ups summarize bullish investment theses on ASML (valuation, moat, AI exposure); useful for conviction but largely reiterative. Is ASML Holding N.V. (ASML) A Good Stock To Buy Now?
• Negative Sentiment: ASML announced ~1,700 management-level cuts (≈4% of workforce); employees report uncertainty seven weeks later — a near-term risk to morale, execution and communications that could pressure sentiment. ASML workers still in the dark seven weeks after 1,700 management cuts announced

Analyst Ratings Changes

Several research analysts recently issued reports on ASML shares. Sanford C. Bernstein reissued a “buy” rating on shares of ASML in a research report on Wednesday, February 25th. TD Cowen reaffirmed a “buy” rating on shares of ASML in a report on Wednesday, January 28th. JPMorgan Chase & Co. reiterated a “buy” rating on shares of ASML in a research note on Monday, February 2nd. Wells Fargo & Company increased their target price on ASML from $1,450.00 to $1,650.00 and gave the stock an “overweight” rating in a report on Thursday, January 29th. Finally, Morgan Stanley restated an “overweight” rating on shares of ASML in a research report on Friday, January 16th. Two analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, six have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, ASML currently has an average rating of “Moderate Buy” and an average price target of $1,475.00.

ASML Price Performance

NASDAQ:ASML opened at $1,375.56 on Tuesday. The firm has a market cap of $540.98 billion, a PE ratio of 53.28, a price-to-earnings-growth ratio of 1.30 and a beta of 1.88. ASML Holding N.V. has a 12 month low of $578.51 and a 12 month high of $1,547.22. The company has a quick ratio of 0.79, a current ratio of 1.26 and a debt-to-equity ratio of 0.14. The company’s 50-day moving average price is $1,383.36 and its two-hundred day moving average price is $1,134.97.

ASML Increases Dividend

The company also recently announced 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. This represents a $12.71 dividend on an annualized basis and a dividend yield of 0.9%. This is an increase from ASML’s previous quarterly dividend of $1.88. The ex-dividend date is Monday, April 27th. ASML’s dividend payout ratio is presently 25.10%.

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.