Clearstead Advisors LLC lifted its position in shares of ASML Holding N.V. (NASDAQ:ASML – Free Report) by 35.4% during the third quarter, Holdings Channel.com reports. The institutional investor owned 1,255 shares of the semiconductor company’s stock after acquiring an additional 328 shares during the quarter. Clearstead Advisors LLC’s holdings in ASML were worth $1,216,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also recently made changes to their positions in ASML. Fisher Asset Management LLC grew its holdings in ASML by 6.3% during the 2nd quarter. Fisher Asset Management LLC now owns 4,244,254 shares of the semiconductor company’s stock worth $3,401,304,000 after acquiring an additional 250,934 shares in the last quarter. WCM Investment Management LLC boosted its stake in shares of ASML by 24.9% during the third quarter. WCM Investment Management LLC now owns 1,933,748 shares of the semiconductor company’s stock valued at $1,861,445,000 after purchasing an additional 385,502 shares in the last quarter. Franklin Resources Inc. increased its holdings in ASML by 5.2% during the second quarter. Franklin Resources Inc. now owns 763,590 shares of the semiconductor company’s stock valued at $611,933,000 after buying an additional 37,994 shares during the period. Massachusetts Financial Services Co. MA raised its stake in ASML by 14.1% in the second quarter. Massachusetts Financial Services Co. MA now owns 583,093 shares of the semiconductor company’s stock worth $467,285,000 after buying an additional 72,164 shares in the last quarter. Finally, Brown Advisory Inc. lifted its holdings in ASML by 1.8% during the second quarter. Brown Advisory Inc. now owns 448,798 shares of the semiconductor company’s stock worth $359,662,000 after buying an additional 8,070 shares during the period. 26.07% of the stock is currently owned by institutional investors.
Trending Headlines about ASML
Here are the key news stories impacting ASML this week:
- Positive Sentiment: ASML explicitly shifted its outlook in the 2025 annual report to call AI the main long‑term driver of demand — a firmer, more bullish tone than last year that supports higher equipment demand expectations. ASML sees AI demand as long-term growth driver
- Positive Sentiment: Analysts at Deutsche Bank and Sanford C. Bernstein reaffirmed “buy” ratings, providing broker support that can lift investor sentiment and flow. MarketScreener: Deutsche Bank reaffirms buy MarketScreener: Bernstein keeps buy
- Positive Sentiment: ASML’s system sales rose double digits in 2025 and the company reports a robust backlog tied to AI-driven logic and memory demand — fundamental revenue upside. Zacks: Systems sales grow in double digits
- Positive Sentiment: Technology roadmap progress: ASML is developing 1000W EUV light sources to raise throughput (targeting ~330 wafers/hr by 2030), which would materially boost future production capacity and long‑term revenue potential. Electronics Weekly: 1000W light source
- Positive Sentiment: Short interest fell ~17.7% to ~997.7k shares (as of Feb. 13), lowering a near‑term source of downward pressure and suggesting less aggressive bearish positioning. No external link
- Neutral Sentiment: Broker/coverage pieces and “invest in ASML” roundup articles are highlighting ASML — these can attract flows but are not new fundamentals. Yahoo: Brokers suggest investing
- Neutral Sentiment: New leveraged single‑stock ETFs tied to ASML could increase trading volume and volatility (more short‑term liquidity, not a direct fundamental change). Yahoo: Direxion 2X ETFs
- Negative Sentiment: Comparative research notes (e.g., Lam Research vs ASML) argue Lam may offer stronger near‑term growth and a more attractive valuation, highlighting competitive and valuation risks that could cap further upside. Zacks: LRCX vs ASML
ASML Trading Up 1.9%
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 paid a $3.1771 dividend. This is a boost from ASML’s previous quarterly dividend of $1.88. The ex-dividend date is Monday, April 27th. This represents a $12.71 dividend on an annualized basis and a yield of 0.8%. ASML’s dividend payout ratio (DPR) is 25.10%.
Wall Street Analyst Weigh In
ASML has been the topic of a number of analyst reports. Citigroup reiterated a “buy” rating on shares of ASML in a report on Tuesday, January 20th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of ASML in a research report on Tuesday, December 16th. Rothschild & Co Redburn set a $1,200.00 target price on shares of ASML in a report on Friday, November 7th. JPMorgan Chase & Co. reissued a “buy” rating on shares of ASML in a research report on Monday, February 2nd. Finally, Zacks Research upgraded shares of ASML from a “hold” rating to a “strong-buy” rating in a report on Friday, January 30th. Three investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, six have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $1,475.00.
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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