Birch Hill Investment Advisors LLC Acquires 38,764 Shares of ASML Holding N.V. $ASML

Birch Hill Investment Advisors LLC boosted its position in ASML Holding N.V. (NASDAQ:ASML) by 15,321.7% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 39,017 shares of the semiconductor company’s stock after purchasing an additional 38,764 shares during the period. ASML comprises 1.6% of Birch Hill Investment Advisors LLC’s portfolio, making the stock its 21st biggest holding. Birch Hill Investment Advisors LLC’s holdings in ASML were worth $37,772,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. City Holding Co. bought a new stake in ASML during the 3rd quarter valued at approximately $26,000. Princeton Global Asset Management LLC increased its holdings in ASML by 153.8% in the 2nd quarter. Princeton Global Asset Management LLC now owns 33 shares of the semiconductor company’s stock valued at $26,000 after acquiring an additional 20 shares during the last quarter. Binnacle Investments Inc lifted its stake in ASML by 78.9% in the 2nd quarter. Binnacle Investments Inc now owns 34 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 15 shares in the last quarter. Pin Oak Investment Advisors Inc. bought a new position in shares of ASML during the 2nd quarter valued at about $30,000. Finally, Washington Trust Advisors Inc. increased its holdings in shares of ASML by 129.4% in the second quarter. Washington Trust Advisors Inc. now owns 39 shares of the semiconductor company’s stock worth $31,000 after purchasing an additional 22 shares during the last quarter. Hedge funds and other institutional investors own 26.07% of the company’s stock.

Key ASML News

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Sanford C. Bernstein upgraded ASML, boosting investor confidence in near-term demand for chip‑making equipment and supporting the stock’s momentum. ASML (NASDAQ:ASML) Stock Rating Upgraded by Sanford C. Bernstein
• Positive Sentiment: Mizuho Securities reiterated a Buy on ASML, reinforcing sell‑side conviction that EUV exposure and AI-led capex will sustain order flow. Mizuho Securities Remains a Buy on ASML Holding NV
• Positive Sentiment: Analysts and commentary note a 58% six‑month rally as AI chip demand lifts EUV orders — a tailwind that underpins medium‑term revenue and margin visibility. ASML Stock Rises 58.2% in 6 Months
• Neutral Sentiment: ASML denied claims that its social‑media accounts were hacked, removing a short‑term reputational risk; this clears one headline that could have spooked investors. ASML says social media hacking claims are untrue
• Neutral Sentiment: Deep-dive pieces highlight strong AI and memory tailwinds but warn the stock looks fully priced, flagging valuation risk despite 2027 revenue projections. Investors should weigh growth visibility against a high P/E. ASML: AI Tailwinds, Memory Upside – But The Stock Looks Fully Priced
• Neutral Sentiment: Valuation-focused coverage examines the share run and whether current prices already reflect expected EUV order growth and pricing power. This keeps debate open on buy/hold decisions. Assessing ASML Holding’s Valuation After Strong Recent Share Price Momentum
• Negative Sentiment: Bernstein (reporting) cut an earlier, very high price target — a headline that can pressure sentiment and prompt some profit‑taking after the recent run. Bernstein drops eye-popping price target on ASML stock
• Negative Sentiment: Intraday reports explain the stock’s pullback as a mix of profit‑taking after strong gains, mixed analyst moves and valuation concerns — factors driving today’s downward pressure. Why ASML (ASML) Dipped More Than Broader Market Today

Analysts Set New Price Targets

A number of equities analysts have commented on the stock. Arete Research raised shares of ASML to a “strong-buy” rating in a research note on Friday, September 12th. JPMorgan Chase & Co. increased their price target on shares of ASML from $1,175.00 to $1,275.00 and gave the company a “buy” rating in a report on Monday, December 1st. Hsbc Global Res raised ASML to a “strong-buy” rating in a research note on Monday, October 6th. New Street Research restated a “neutral” rating on shares of ASML in a research report on Monday, October 6th. Finally, Evercore ISI restated an “outperform” rating on shares of ASML in a research report on Thursday, October 16th. Three analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat.com, ASML has a consensus rating of “Moderate Buy” and an average price target of $1,270.67.

ASML Stock Performance

Shares of ASML stock opened at $1,228.47 on Thursday. The company has a quick ratio of 0.70, a current ratio of 1.31 and a debt-to-equity ratio of 0.14. The stock’s fifty day moving average is $1,068.41 and its two-hundred day moving average is $919.18. ASML Holding N.V. has a 52 week low of $578.51 and a 52 week high of $1,246.38. The company has a market capitalization of $483.13 billion, a PE ratio of 50.00, a price-to-earnings-growth ratio of 1.85 and a beta of 1.86.

ASML (NASDAQ:ASML) last posted its quarterly earnings results on Wednesday, October 15th. The semiconductor company reported $6.41 EPS for the quarter, topping analysts’ consensus estimates of $6.27 by $0.14. The firm had revenue of $8.80 billion for the quarter, compared to analysts’ expectations of $8.99 billion. ASML had a net margin of 27.08% and a return on equity of 47.74%. The business’s revenue for the quarter was up .7% on a year-over-year basis. During the same period in the prior year, the business posted $5.28 earnings per share. As a group, analysts expect that ASML Holding N.V. will post 25.17 earnings per share for the current year.

ASML Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, November 6th. Shareholders of record on Wednesday, October 29th were issued a $1.857 dividend. The ex-dividend date was Wednesday, October 29th. This represents a $7.43 annualized dividend and a dividend yield of 0.6%. This is a positive change from ASML’s previous quarterly dividend of $1.86. ASML’s dividend payout ratio (DPR) is currently 25.80%.

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.