Cary Street Partners Financial LLC Acquires 9,607 Shares of ASML Holding N.V. $ASML

Cary Street Partners Financial LLC increased its holdings in shares of ASML Holding N.V. (NASDAQ:ASML) by 448.5% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 11,749 shares of the semiconductor company’s stock after purchasing an additional 9,607 shares during the period. Cary Street Partners Financial LLC’s holdings in ASML were worth $11,374,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Telos Capital Management Inc. grew its holdings in shares of ASML by 4.5% during the 3rd quarter. Telos Capital Management Inc. now owns 10,850 shares of the semiconductor company’s stock worth $10,504,000 after purchasing an additional 463 shares in the last quarter. Daymark Wealth Partners LLC lifted its position in ASML by 25.3% in the second quarter. Daymark Wealth Partners LLC now owns 4,664 shares of the semiconductor company’s stock worth $3,738,000 after purchasing an additional 941 shares during the period. Regents of The University of California bought a new position in ASML in the third quarter worth $413,335,000. Transcendent Capital Group LLC acquired a new stake in ASML during the third quarter worth $680,000. Finally, Principal Financial Group Inc. increased its holdings in ASML by 34.5% in the 3rd quarter. Principal Financial Group Inc. now owns 15,583 shares of the semiconductor company’s stock valued at $15,086,000 after buying an additional 4,001 shares during the period. Institutional investors and hedge funds own 26.07% of the company’s stock.

Trending Headlines about ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Major EUV light‑source advance — ASML says a new higher‑power EUV source could raise chip throughput as much as ~50% by 2030, which would strengthen ASML’s technological edge and increase addressable demand for its machines. Exclusive: ASML unveils EUV light source advance that could yield 50% more chips by 2030 — Reuters
• Positive Sentiment: Revenue momentum and backlog — Systems sales rose ~12.4% in 2025 as AI-driven logic and memory demand lifted EUV adoption; management cites a healthy backlog that supports near‑term revenue visibility. ASML’s Systems Sales Grow in Double Digits: What’s Ahead? — Zacks
• Positive Sentiment: Share repurchases and ETF product tie‑ins — ASML disclosed ongoing buyback transactions (regular repurchases at ~€1,180–€1,240 recently) and a new 2x single‑stock ETF listing tied to ASML could increase trading flows and demand for the shares. ASML reports transactions under its current share buyback program — GlobeNewswire
• Neutral Sentiment: Market positioning in AI supply chain — Multiple investor writeups highlight ASML as a critical chokepoint in the AI chip supply chain, supporting structural demand but also implying exposure to semiconductor capex cycles. The Supply Chain Quietly Powering the AI Boom—And 4 Ways to Play It — MarketBeat
• Neutral Sentiment: Analyst comparisons — A recent piece compares ASML with peers (e.g., Lam Research), noting Lam’s stronger near‑term growth profile and more attractive valuation, which introduces relative value questions for some investors. LRCX vs. ASML: Which Semiconductor Equipment Giant Is the Better Buy? — Zacks
• Negative Sentiment: Restructuring and job cuts — ASML has announced workforce restructuring and targeted reductions to simplify operations and eliminate overlaps; near‑term restructuring costs and execution risk may pressure sentiment if not managed cleanly. ASML Restructuring And Job Cuts Put Efficiency And Execution In Focus — Yahoo Finance
• Positive Sentiment: Industry recognition — Trade coverage (Barron’s) lists ASML among names that could outperform in the current rotation away from AI hyperscalers, positioning ASML as a defensive beneficiary of broader chip investment. The Anti-AI Trade Is Red Hot. Here’s What’s Winning. — Barron’s

Analyst Upgrades and Downgrades

ASML has been the subject of a number of analyst reports. Santander downgraded shares of ASML from a “neutral” rating to an “underperform” rating in a report on Thursday, January 22nd. Barclays upgraded shares of ASML from an “equal weight” rating to an “overweight” rating in a research note on Monday, January 26th. UBS Group reiterated a “buy” rating on shares of ASML in a research note on Thursday, January 29th. 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, Weiss Ratings lowered ASML from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, January 12th. Three investment analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, six have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $1,475.00.

ASML Stock Performance

NASDAQ:ASML opened at $1,497.80 on Wednesday. The stock has a market capitalization of $589.06 billion, a P/E ratio of 58.01, a price-to-earnings-growth ratio of 1.69 and a beta of 1.89. The company has a current ratio of 1.26, a quick ratio of 0.79 and a debt-to-equity ratio of 0.14. ASML Holding N.V. has a 1 year low of $578.51 and a 1 year high of $1,507.35. The firm has a 50 day moving average of $1,295.58 and a 200-day moving average of $1,071.67.

ASML Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 5th. Shareholders of record on Monday, April 27th will be paid a $3.1771 dividend. This is an increase from ASML’s previous quarterly dividend of $1.88. This represents a $12.71 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Monday, April 27th. ASML’s payout ratio is presently 41.83%.

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.