Boston Common Asset Management LLC Purchases New Position in ASML Holding N.V. $ASML

Boston Common Asset Management LLC purchased a new stake in shares of ASML Holding N.V. (NASDAQ:ASML) in the 1st quarter, Holdings Channel.com reports. The firm purchased 3,297 shares of the semiconductor company’s stock, valued at approximately $4,355,000.

Several other institutional investors have also added to or reduced their stakes in ASML. Capstone Wealth Management Group LLC raised its holdings in shares of ASML by 5.2% during the 1st quarter. Capstone Wealth Management Group LLC now owns 2,511 shares of the semiconductor company’s stock worth $1,664,000 after acquiring an additional 124 shares in the last quarter. AQR Capital Management LLC grew its holdings in shares of ASML by 141.1% in the first quarter. AQR Capital Management LLC now owns 6,871 shares of the semiconductor company’s stock valued at $4,553,000 after purchasing an additional 4,021 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in shares of ASML by 153.1% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 17,210 shares of the semiconductor company’s stock valued at $11,404,000 after purchasing an additional 10,411 shares in the last quarter. Sivia Capital Partners LLC increased its position in ASML by 1.3% in the second quarter. Sivia Capital Partners LLC now owns 1,168 shares of the semiconductor company’s stock worth $936,000 after purchasing an additional 15 shares during the last quarter. Finally, NewEdge Advisors LLC increased its position in ASML by 5.2% in the second quarter. NewEdge Advisors LLC now owns 11,383 shares of the semiconductor company’s stock worth $9,122,000 after purchasing an additional 559 shares during the last quarter. Hedge funds and other institutional investors own 26.07% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on ASML shares. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of ASML in a research note on Friday, July 10th. Zacks Research downgraded shares of ASML from a “strong-buy” rating to a “hold” rating in a report on Friday, July 3rd. Citigroup restated a “buy” rating on shares of ASML in a report on Friday. Barclays restated an “overweight” rating on shares of ASML in a research report on Thursday. Finally, Wells Fargo & Company increased their price target on shares of ASML from $2,200.00 to $2,500.00 and gave the company an “overweight” rating in a report on Thursday. Four investment analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have given a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $1,970.33.

Key ASML News

Here are the key news stories impacting ASML this week:

• Positive Sentiment: ASML reported a Q2 earnings beat, with revenue and margins helped by stronger Installed Base Management sales and lithography shipments, and management raised its 2026 outlook again as AI-driven chip demand remains robust.
• Positive Sentiment: Several Wall Street firms turned more bullish, including JPMorgan raising its price target to $2,400 and other notes lifting fair value estimates on expectations for fuller EUV order books, stronger AI infrastructure demand, and better long-term shipment and margin assumptions.
• Positive Sentiment: ASML’s High-NA EUV momentum and broader industry tailwinds are reinforcing its role as a key AI enabler, with analysts pointing to strong unit demand, capacity expansion, and improving pricing power as support for multi-year growth.
• Neutral Sentiment: ASML announced a quarterly dividend of $2.1507 per share, with the ex-dividend date set for July 28 and payment due August 5; this is a shareholder-return update rather than a major operating catalyst.
• Negative Sentiment: Some investors remain cautious because valuation is already rich, and analysts note that forward estimates may be constrained by slower sales growth, even as the company benefits from AI demand.
• Negative Sentiment: Geopolitical risk is still a headwind, with China now expected to contribute about 20% of 2026 revenue and U.S.-China export restrictions creating uncertainty around future chipmaking equipment sales.

ASML Price Performance

Shares of ASML opened at $1,747.58 on Monday. The company has a market cap of $687.29 billion, a PE ratio of 54.37, a P/E/G ratio of 0.96 and a beta of 1.78. The business has a fifty day moving average of $1,731.99 and a 200 day moving average of $1,503.48. ASML Holding N.V. has a 52-week low of $683.48 and a 52-week high of $1,999.96. The company has a quick ratio of 0.80, a current ratio of 1.33 and a debt-to-equity ratio of 0.09.

ASML (NASDAQ:ASML) last posted its quarterly earnings data on Monday, March 30th. The semiconductor company reported $8.28 earnings per share for the quarter. ASML had a net margin of 30.11% and a return on equity of 52.71%. The business had revenue of $10.15 billion for the quarter. On average, sell-side analysts expect that ASML Holding N.V. will post 40.32 EPS for the current year.

ASML Cuts Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 5th. Investors of record on Tuesday, July 28th will be given a $2.1507 dividend. This represents a $8.60 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend is Tuesday, July 28th. ASML’s dividend payout ratio is 33.51%.

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.