Thurston Springer Miller Herd & Titak Inc. Grows Stock Holdings in ASML Holding N.V. $ASML

Thurston Springer Miller Herd & Titak Inc. increased its position in shares of ASML Holding N.V. (NASDAQ:ASML) by 403.0% in the fourth quarter, HoldingsChannel.com reports. The firm owned 508 shares of the semiconductor company’s stock after acquiring an additional 407 shares during the quarter. Thurston Springer Miller Herd & Titak Inc.’s holdings in ASML were worth $543,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Telos Capital Management Inc. increased its holdings in shares of ASML by 4.5% in the 3rd quarter. Telos Capital Management Inc. now owns 10,850 shares of the semiconductor company’s stock valued at $10,504,000 after acquiring an additional 463 shares during the last quarter. Regents of The University of California purchased a new stake in ASML during the third quarter worth approximately $413,335,000. Dimensional Fund Advisors LP lifted its stake in ASML by 4.1% during the third quarter. Dimensional Fund Advisors LP now owns 990,816 shares of the semiconductor company’s stock worth $959,180,000 after purchasing an additional 38,660 shares during the last quarter. Transcendent Capital Group LLC acquired a new position in ASML in the third quarter valued at approximately $680,000. Finally, Principal Financial Group Inc. boosted its holdings in ASML by 34.5% in the third quarter. Principal Financial Group Inc. now owns 15,583 shares of the semiconductor company’s stock valued at $15,086,000 after purchasing an additional 4,001 shares in the last quarter. 26.07% of the stock is currently owned by institutional investors and hedge funds.

Key ASML News

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Bernstein/SocGen reiterated an Outperform and raised ASML’s price target to $1,971, citing strong secular demand from AI, DRAM capacity builds and ASML’s dominant lithography position — this supports upside expectations for longer-term revenue and margins. Article Title
• Positive Sentiment: JPMorgan reiterated a Buy rating on ASML, reinforcing sell-side conviction that ASML can benefit from continued capital spending in advanced chips. This helps institutional demand and investor confidence. Article Title
• Positive Sentiment: Billionaire Steve Cohen (and his fund) is reported to be buying ASML, signaling high-net-worth/institutional investor interest which can boost sentiment and liquidity for the stock. Article Title
• Neutral Sentiment: Coverage pieces and trending-stock writeups (Zacks/Yahoo) note recent volatility and investor attention; useful for retail flows but not new fundamental news. Watch volumes and options activity for short-term moves. Article Title
• Negative Sentiment: Reuters reports a cross-party U.S. proposal to tighten export controls on advanced chipmaking equipment to China — ASML is likely among the most affected given its EUV tools used in leading-edge processes; potential restrictions could hit future revenue and delay Chinese demand. Article Title
• Negative Sentiment: Barron’s highlights a specific House bill that would ban more chipmaking equipment shipments to China and names ASML as one of the companies that would feel the most pain if enacted — legislative risk increases geopolitical uncertainty and near-term revenue risk. Article Title

ASML Price Performance

ASML stock opened at $1,317.23 on Friday. The company has a current ratio of 1.26, a quick ratio of 0.79 and a debt-to-equity ratio of 0.14. The company has a market capitalization of $518.04 billion, a P/E ratio of 51.02, a PEG ratio of 1.27 and a beta of 1.88. The business has a 50 day simple moving average of $1,393.74 and a 200-day simple moving average of $1,186.82. ASML Holding N.V. has a twelve month low of $578.51 and a twelve month high of $1,547.22.

ASML Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, May 5th. Investors of record on Monday, April 27th will be paid a dividend of $3.1771 per share. The ex-dividend date is Monday, April 27th. This represents a $12.71 dividend on an annualized basis and a yield of 1.0%. This is an increase from ASML’s previous quarterly dividend of $1.88. ASML’s dividend payout ratio (DPR) is currently 25.10%.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on ASML shares. Susquehanna reissued a “positive” rating on shares of ASML in a report on Monday, January 12th. Morgan Stanley reaffirmed an “overweight” rating on shares of ASML in a research report on Friday, January 16th. KGI Securities set a $1,415.00 price target on shares of ASML and gave the stock an “outperform” rating in a research note on Thursday, January 15th. Barclays reissued a “buy” rating on shares of ASML in a research report on Wednesday. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of ASML in a research note on Wednesday, February 25th. Two analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, six have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, ASML presently has a consensus rating of “Moderate Buy” and an average price target of $1,482.50.

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.