Columbia Asset Management Sells 866 Shares of ASML Holding N.V. $ASML

Columbia Asset Management decreased its position in ASML Holding N.V. (NASDAQ:ASML) by 32.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,816 shares of the semiconductor company’s stock after selling 866 shares during the quarter. Columbia Asset Management’s holdings in ASML were worth $1,758,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the company. Centerpoint Advisory Group bought a new stake in shares of ASML in the third quarter worth about $251,000. Tyche Wealth Partners LLC bought a new stake in shares of ASML in the 3rd quarter worth approximately $209,000. Everhart Financial Group Inc. increased its stake in shares of ASML by 12.2% during the third quarter. Everhart Financial Group Inc. now owns 313 shares of the semiconductor company’s stock valued at $303,000 after buying an additional 34 shares during the period. Keybank National Association OH raised its holdings in shares of ASML by 29.3% during the third quarter. Keybank National Association OH now owns 53,895 shares of the semiconductor company’s stock valued at $52,175,000 after acquiring an additional 12,209 shares in the last quarter. Finally, Private Wealth Partners LLC lifted its stake in ASML by 157.3% in the third quarter. Private Wealth Partners LLC now owns 1,312 shares of the semiconductor company’s stock worth $1,270,000 after acquiring an additional 802 shares during the period. 26.07% of the stock is currently owned by hedge funds and other institutional investors.

ASML Stock Down 2.2%

Shares of ASML stock opened at $1,423.00 on Friday. The company has a current ratio of 1.26, a quick ratio of 0.70 and a debt-to-equity ratio of 0.14. ASML Holding N.V. has a 12 month low of $578.51 and a 12 month high of $1,493.47. The stock has a market cap of $559.64 billion, a P/E ratio of 55.11, a P/E/G ratio of 1.75 and a beta of 1.86. The company has a 50 day simple moving average of $1,178.68 and a two-hundred day simple moving average of $983.63.

ASML Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, May 5th. Investors of record on Monday, April 27th will be issued a $3.1771 dividend. The ex-dividend date of this dividend is Monday, April 27th. This represents a $12.71 dividend on an annualized basis and a yield of 0.9%. This is an increase from ASML’s previous quarterly dividend of $1.88. ASML’s payout ratio is 24.79%.

Key ASML News

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Company raised 2026 guidance, reported record net bookings and a backlog that covers more than a year; management announced a dividend hike and a €12B+ share buyback plan — bolsters revenue visibility and cash-return story. Read More.
• Positive Sentiment: The Goldman Sachs Group initiated/issued a buy rating, signaling institutional conviction that demand for lithography (EUV/DUV) will persist. Read More.
• Positive Sentiment: Wells Fargo raised its price target to $1,650 and moved to overweight, reflecting upside potential from AI/memory-driven equipment demand. Read More.
• Positive Sentiment: Bernstein flagged robust China-related DUV demand and remained constructive on growth prospects tied to AI and memory capex cycles. Read More.
• Neutral Sentiment: ASML posted its Q4 results and published the earnings presentation — provides detail on bookings, backlog, margins and High-NA rollout that investors will parse for execution risk. Read More.
• Neutral Sentiment: Commentary pieces note excellent long-term monopoly in EUV but caution that outstanding results can still trigger short-term profit-taking given the stock’s rapid run-up. Read More.
• Negative Sentiment: Q4 EPS missed expectations despite revenue growth; Services weakness and higher costs weighed on profitability — a clear near-term headwind for sentiment. Read More.
• Negative Sentiment: Reporters and analysts flagged capacity constraints and whether ASML can fulfill record orders; those execution doubts contributed to intraday weakness. Read More.
• Negative Sentiment: Analyst caution/downgrade pieces and investor questions on the outlook have amplified volatility after the stock doubled from prior levels — underscores valuation risk. Read More.
• Negative Sentiment: ASML announced ~1,700 job cuts following record FY results — signals cost-structure adjustments but can be taken negatively by investors focused on execution/stability. Read More.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on ASML. Weiss Ratings downgraded shares of ASML from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, January 12th. Jefferies Financial Group reissued a “neutral” rating on shares of ASML in a research note on Wednesday. Wells Fargo & Company raised their target price on ASML from $1,450.00 to $1,650.00 and gave the company an “overweight” rating in a research note on Thursday. Berenberg Bank reissued a “buy” rating on shares of ASML in a research report on Friday, January 23rd. Finally, UBS Group reiterated a “buy” rating on shares of ASML in a research note on Thursday. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, seven have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $1,475.00.

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.