Boston Common Asset Management LLC Takes $4.36 Million Position in ASML Holding N.V. $ASML

Boston Common Asset Management LLC acquired a new stake in shares of ASML Holding N.V. (NASDAQ:ASML) in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 3,297 shares of the semiconductor company’s stock, valued at approximately $4,355,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Broderick Brian C bought a new stake in ASML during the 1st quarter worth approximately $2,642,000. Vision Retirement LLC boosted its position in shares of ASML by 7.8% in the first quarter. Vision Retirement LLC now owns 609 shares of the semiconductor company’s stock worth $805,000 after purchasing an additional 44 shares during the period. Legacy Wealth Advisors LLC boosted its position in shares of ASML by 40.3% in the first quarter. Legacy Wealth Advisors LLC now owns 369 shares of the semiconductor company’s stock worth $487,000 after purchasing an additional 106 shares during the period. Spartan Wealth Advisory Services LLC purchased a new stake in shares of ASML in the first quarter worth $5,546,000. Finally, Palladiem LLC increased its stake in shares of ASML by 35.4% in the first quarter. Palladiem LLC now owns 172 shares of the semiconductor company’s stock worth $249,000 after purchasing an additional 45 shares in the last quarter. 26.07% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several analysts have recently commented on the stock. Wells Fargo & Company raised their price objective on shares of ASML from $2,200.00 to $2,500.00 and gave the company an “overweight” rating in a research report on Thursday. Citigroup reiterated a “buy” rating on shares of ASML in a research note on Friday. Bank of America raised their price target on ASML from $2,268.00 to $2,345.00 and gave the company a “buy” rating in a report on Monday, June 22nd. Barclays reissued an “overweight” rating on shares of ASML in a report on Thursday. Finally, Sanford C. Bernstein upped their price objective on ASML from $1,971.00 to $2,623.00 and gave the stock an “outperform” rating in a research note on Monday, July 6th. Four equities research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have given a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $1,970.33.

ASML News Summary

Here are the key news stories impacting ASML this week:

• Positive Sentiment: ASML reported a Q2 earnings beat, with revenue and margins helped by stronger Installed Base Management sales and lithography shipments, and management raised its 2026 outlook again as AI-driven chip demand remains robust.
• Positive Sentiment: Several Wall Street firms turned more bullish, including JPMorgan raising its price target to $2,400 and other notes lifting fair value estimates on expectations for fuller EUV order books, stronger AI infrastructure demand, and better long-term shipment and margin assumptions.
• Positive Sentiment: ASML’s High-NA EUV momentum and broader industry tailwinds are reinforcing its role as a key AI enabler, with analysts pointing to strong unit demand, capacity expansion, and improving pricing power as support for multi-year growth.
• Neutral Sentiment: ASML announced a quarterly dividend of $2.1507 per share, with the ex-dividend date set for July 28 and payment due August 5; this is a shareholder-return update rather than a major operating catalyst.
• Negative Sentiment: Some investors remain cautious because valuation is already rich, and analysts note that forward estimates may be constrained by slower sales growth, even as the company benefits from AI demand.
• Negative Sentiment: Geopolitical risk is still a headwind, with China now expected to contribute about 20% of 2026 revenue and U.S.-China export restrictions creating uncertainty around future chipmaking equipment sales.

ASML Stock Performance

ASML stock opened at $1,747.58 on Monday. The stock has a market cap of $687.29 billion, a P/E ratio of 54.37, a PEG ratio of 0.96 and a beta of 1.78. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.33 and a quick ratio of 0.80. ASML Holding N.V. has a 1 year low of $683.48 and a 1 year high of $1,999.96. The firm’s 50 day moving average price is $1,731.99 and its 200-day moving average price is $1,503.48.

ASML (NASDAQ:ASML) last issued its earnings results on Monday, March 30th. The semiconductor company reported $8.28 earnings per share for the quarter. ASML had a net margin of 30.11% and a return on equity of 52.71%. The firm had revenue of $10.15 billion during the quarter. On average, equities analysts predict that ASML Holding N.V. will post 40.32 earnings per share for the current fiscal year.

ASML Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, August 5th. Shareholders of record on Tuesday, July 28th will be paid a $2.1507 dividend. The ex-dividend date is Tuesday, July 28th. This represents a $8.60 annualized dividend and a yield of 0.5%. ASML’s payout ratio is presently 33.51%.

ASML 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.