Thomasville National Bank Acquires 925 Shares of ASML Holding N.V. $ASML

Thomasville National Bank grew its stake in shares of ASML Holding N.V. (NASDAQ:ASML) by 2.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 42,046 shares of the semiconductor company’s stock after acquiring an additional 925 shares during the quarter. ASML comprises about 2.6% of Thomasville National Bank’s holdings, making the stock its 10th largest position. Thomasville National Bank’s holdings in ASML were worth $40,704,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of the stock. Capstone Wealth Management Group LLC grew its stake 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 valued at $1,664,000 after buying an additional 124 shares during the period. Nuveen LLC acquired a new position in ASML in the first quarter valued at $1,376,000. CW Advisors LLC boosted its holdings in ASML by 42.8% in the first quarter. CW Advisors LLC now owns 2,059 shares of the semiconductor company’s stock valued at $1,372,000 after acquiring an additional 617 shares during the last quarter. Norinchukin Bank The grew its position in ASML by 183.0% during the first quarter. Norinchukin Bank The now owns 2,425 shares of the semiconductor company’s stock valued at $1,607,000 after acquiring an additional 1,568 shares during the period. Finally, Compound Planning Inc. increased its stake in ASML by 8.8% during the first quarter. Compound Planning Inc. now owns 3,582 shares of the semiconductor company’s stock worth $2,374,000 after acquiring an additional 291 shares during the last quarter. 26.07% of the stock is currently owned by hedge funds and other institutional investors.

ASML Trading Up 1.9%

NASDAQ:ASML opened at $1,055.98 on Friday. The stock has a market cap of $415.29 billion, a price-to-earnings ratio of 42.98, a price-to-earnings-growth ratio of 1.64 and a beta of 1.87. ASML Holding N.V. has a one year low of $578.51 and a one year high of $1,141.72. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.70 and a current ratio of 1.31. The business’s 50-day simple moving average is $1,046.35 and its 200 day simple moving average is $887.60.

ASML (NASDAQ:ASML) last posted its quarterly earnings data on Wednesday, October 15th. The semiconductor company reported $6.41 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.27 by $0.14. The company had revenue of $8.80 billion for the quarter, compared to the consensus estimate of $8.99 billion. ASML had a return on equity of 47.74% and a net margin of 27.08%.ASML’s revenue for the quarter was up .7% compared to the same quarter last year. During the same period in the previous year, the business earned $5.28 EPS. As a group, sell-side analysts predict that ASML Holding N.V. will post 25.17 earnings per share for the current fiscal year.

ASML Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, November 6th. Shareholders of record on Wednesday, October 29th were issued a dividend of $1.857 per share. The ex-dividend date of this dividend was Wednesday, October 29th. This represents a $7.43 annualized dividend and a yield of 0.7%. This is an increase from ASML’s previous quarterly dividend of $1.86. ASML’s dividend payout ratio (DPR) is 25.80%.

Analyst Upgrades and Downgrades

Several research analysts recently commented on ASML shares. Citigroup restated a “buy” rating on shares of ASML in a report on Wednesday, December 10th. Bank of America lifted their target price on shares of ASML from $1,092.00 to $1,331.00 and gave the company a “buy” rating in a report on Wednesday, December 3rd. UBS Group reiterated a “buy” rating on shares of ASML in a report on Thursday, December 11th. Wells Fargo & Company boosted their price objective on ASML from $1,105.00 to $1,140.00 and gave the stock an “overweight” rating in a research note on Thursday, October 16th. Finally, Susquehanna upped their target price on ASML from $965.00 to $1,150.00 and gave the stock a “positive” rating in a research report on Friday, October 10th. Three investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $1,171.83.

Key Headlines Impacting ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Analysts and commentators argue ASML’s market dominance and high barriers to entry remain intact, helping defend pricing and long-term margins. ASML’s Market Dominance Remains Unshaken by Workaround Attempts
• Positive Sentiment: Bloomberg profiles ASML’s rising public role and geopolitical importance, which can strengthen its negotiating position with customers and governments. Europe’s Indispensable Chipmaking Company Finds Its Voice
• Positive Sentiment: Intel installed the industry’s first commercial High-NA EUV tool (ASML Twinscan EXE:5200B), signaling early customer adoption of ASML’s highest-end systems — a direct revenue and backlog catalyst if others follow. Intel installs industry’s first commercial High-NA EUV lithography tool
• Positive Sentiment: Industry analysis notes that greater EUV adoption in logic and DRAM should lift ASML’s ASPs and services mix over time, supporting margins. Will EUV Adoption in Logic and DRAM Lift ASML’s Margins Over Time?
• Positive Sentiment: ASML shares recently outperformed the broader market, reflecting investor optimism about demand and durable competitive advantages. ASML (ASML) Outperforms Broader Market
• Neutral Sentiment: Barclays issued a “Neutral” rating — a reminder that some sell-side views expect more moderation in shares despite the long-term story. ASML Earns “Neutral” Rating from Barclays
• Neutral Sentiment: Elevated investor search interest signals attention but not a directional catalyst by itself. Investors Heavily Search ASML
• Negative Sentiment: Multiple reports claim Chinese teams have reverse-engineered or built prototype EUV/EUV-like machines and upgraded older ASML tools to boost AI-chip production — a direct threat to ASML’s long-term exclusivity and to export-control effectiveness. China reverse-engineers the most advanced chip-making machine
• Negative Sentiment: Coverage details Chinese workarounds — upgrading legacy ASML kits and using ex-ASML engineers to create domestic prototypes — which could reduce future demand for ASML systems in that market and pressure geopolitical tensions. China upgrades ASML kit to get around US controls
• Negative Sentiment: Financial Times and other outlets report China boosting AI-chip output by retrofitting older ASML machines — a nearer-term challenge to ASML’s addressable market in China. China boosts AI chip output by upgrading older ASML machines
• Negative Sentiment: Deep dives describe a secret “Manhattan Project” effort in China to build EUV-capable systems, and multiple outlets cite prototypes assembled by former ASML employees — a structural IP and geopolitical risk. Inside China’s ‘Manhattan Project’: China Moves Closer to Chip Self-Reliance
• Negative Sentiment: Further reporting on prototypes and ex-ASML engineers highlights enforcement and export-control limits, raising uncertainty about ASML’s China exposure over time. China reportedly has a prototype EUV machine built by ex-ASML employees

ASML Company 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.