Florida Trust Wealth Management Co lifted its position in ASML Holding N.V. (NASDAQ:ASML – Free Report) by 1.8% during the 3rd quarter, HoldingsChannel reports. The firm owned 23,322 shares of the semiconductor company’s stock after acquiring an additional 419 shares during the quarter. Florida Trust Wealth Management Co’s holdings in ASML were worth $22,578,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Daymark Wealth Partners LLC increased its position in shares of ASML by 25.3% during the second quarter. Daymark Wealth Partners LLC now owns 4,664 shares of the semiconductor company’s stock worth $3,738,000 after acquiring an additional 941 shares during the period. Vanguard Personalized Indexing Management LLC grew its stake in ASML by 6.9% in the second quarter. Vanguard Personalized Indexing Management LLC now owns 18,899 shares of the semiconductor company’s stock worth $15,153,000 after purchasing an additional 1,225 shares in the last quarter. Exchange Traded Concepts LLC grew its stake in ASML by 30.1% in the third quarter. Exchange Traded Concepts LLC now owns 13,919 shares of the semiconductor company’s stock worth $13,475,000 after purchasing an additional 3,217 shares in the last quarter. ST Germain D J Co. Inc. increased its holdings in ASML by 3.8% during the 3rd quarter. ST Germain D J Co. Inc. now owns 31,851 shares of the semiconductor company’s stock worth $30,835,000 after purchasing an additional 1,171 shares during the period. Finally, Vontobel Holding Ltd. raised its position in ASML by 17.9% during the 3rd quarter. Vontobel Holding Ltd. now owns 53,432 shares of the semiconductor company’s stock valued at $51,727,000 after purchasing an additional 8,118 shares in the last quarter. 26.07% of the stock is owned by institutional investors.
Key Headlines Impacting ASML
Here are the key news stories impacting ASML this week:
- Positive Sentiment: TSMC’s $52–$56B 2026 capex guidance creates near‑term, essentially guaranteed equipment orders for suppliers like ASML — the MarketBeat piece outlines why ASML (sole supplier of EUV) should benefit from that spending surge. The $56 Billion Draft: Follow TSMC’s CapEx Stream
- Positive Sentiment: Major outlets and analysts are pricing in the tailwind: CNBC notes ASML hit record highs after TSMC’s earnings and says ASML is uniquely positioned as the only supplier of machines needed for cutting‑edge AI chips. ASML hits record high on AI boost — and analysts see plenty of room to run
- Positive Sentiment: Technical roadmap: Zacks reports ASML is pushing High‑NA EUV into production, a manufacturing leap that supports sub‑2nm logic and DRAM — adoption would sustain multi‑year EUV demand. ASML Pushes High-NA EUV Forward
- Positive Sentiment: Analyst and bank coverage is supportive: Royal Bank of Canada started coverage with an “outperform” and $1,550 target, and JPMorgan‑referencing coverage forecasts strong price appreciation — both reinforce bullish sentiment. RBC coverage (read more) JPMorgan forecast
- Positive Sentiment: Industry analyses emphasize TSMC’s spending is a bigger win for ASML than peers because EUV machines are non‑substitutable and required for advanced nodes — investing.com explains the asymmetric benefit to ASML’s orderbook. Why TSMC’s capex upgrade is a bigger win for ASML than peers?
- Positive Sentiment: Competitive moat reminder: Digitimes reports ASML’s CEO saying China’s EUV capability lags by many generations — a reminder that ASML’s EUV monopoly and technological lead limit near‑term competitive risk. ASML CEO claims China’s EUV lags
- Neutral Sentiment: Some broker actions are mixed: UBS reaffirmed its buy, while Jefferies and Barclays reiterated neutral ratings — these keep sentiment constructive but show not all firms are upgrading aggressively. UBS buy reaffirmed Jefferies neutral
ASML Trading Up 2.0%
Wall Street Analyst Weigh In
Several brokerages have recently commented on ASML. Jefferies Financial Group restated a “neutral” rating on shares of ASML in a research note on Tuesday, January 13th. UBS Group reiterated a “buy” rating on shares of ASML in a report on Monday, January 12th. HSBC restated a “buy” rating on shares of ASML in a report on Friday, October 17th. Weiss Ratings downgraded shares of ASML from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, January 12th. Finally, Wells Fargo & Company boosted their price objective on shares of ASML from $1,140.00 to $1,450.00 and gave the stock an “overweight” rating in a research note on Thursday. Three analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $1,392.75.
View Our Latest Research Report on ASML
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.
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