Thrivent Financial for Lutherans Has $976,000 Stock Position in ASML Holding N.V. $ASML

Thrivent Financial for Lutherans cut its stake in ASML Holding N.V. (NASDAQ:ASML) by 78.3% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 1,008 shares of the semiconductor company’s stock after selling 3,642 shares during the period. Thrivent Financial for Lutherans’ holdings in ASML were worth $976,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Fisher Asset Management LLC boosted its stake in shares of ASML by 6.3% in the 2nd quarter. Fisher Asset Management LLC now owns 4,244,254 shares of the semiconductor company’s stock valued at $3,401,304,000 after purchasing an additional 250,934 shares during the last quarter. Franklin Resources Inc. boosted its position 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 acquiring an additional 37,994 shares during the last quarter. Massachusetts Financial Services Co. MA grew its holdings in ASML by 14.1% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 583,093 shares of the semiconductor company’s stock worth $467,285,000 after acquiring an additional 72,164 shares during the period. Brown Advisory Inc. raised its position in shares of ASML by 1.8% in the 2nd quarter. Brown Advisory Inc. now owns 448,798 shares of the semiconductor company’s stock worth $359,662,000 after acquiring an additional 8,070 shares in the last quarter. Finally, Envestnet Asset Management Inc. raised its position in shares of ASML by 0.7% in the 2nd quarter. Envestnet Asset Management Inc. now owns 433,558 shares of the semiconductor company’s stock worth $347,445,000 after acquiring an additional 2,837 shares in the last quarter. Institutional investors own 26.07% of the company’s stock.

Key ASML News

Here are the key news stories impacting ASML this week:

• Positive Sentiment: ASML is central to AI capex and EU chip ambitions — multiple reports highlight that demand for EUV systems from datacenter and national semiconductor initiatives is driving strong order momentum and sustaining a multi‑year TAM outlook. ASML Sits At Center Of AI Capex Boom And EU Chip Ambitions
• Positive Sentiment: High‑NA EUV moves (Imec) point to longer‑term product roadmap upside — technology advances tied to AI chips could expand addressable market and justify premium long‑term growth expectations. ASML High NA EUV Move At Imec Tied To AI And Valuation
• Positive Sentiment: Momentum: ASML has climbed ~11% in the last month on AI demand signals, a ~€38.8B backlog and upward 2026 estimate revisions — factors that support near‑term revenue visibility. ASML Climbs 11% in a Month: Time to Buy, Sell or Hold the Stock?
• Positive Sentiment: New single‑stock ETFs (2x) from Direxion that include ASML may boost trading liquidity and give active traders more precise exposure — could increase volume and short‑term interest. Direxion Launches Single-Stock ETFs for ASML, BABA, MRVL, and SOFI
• Neutral Sentiment: Corporate transparency push — ASML’s new Transparency Hub (announced/featured in academic forum) improves public disclosure and may help address policy/PR risk, but it’s not an immediate revenue driver. Making the Fine Print Visible: Introducing ASML’s Transparency Hub
• Neutral Sentiment: Analyst write‑ups and valuation reviews are proliferating following the share surge — several pieces reassess ASML’s outlook and valuation (mixed conclusions). Assessing ASML Holding (NasdaqGS:ASML) After Strong AI-Driven Share Price Surge Assessing ASML Holding’s (NasdaqGS:ASML) Valuation After Strong Recent Share Price Performance
• Neutral Sentiment: Reported short‑interest figures in recent feeds show anomalous/zero values (data artifact) — no clear signal of a significant change in short positioning based on the available numbers.
• Negative Sentiment: Valuation remains a headwind — ASML’s high P/E (around mid‑50s) and rapid share appreciation prompt concerns that the stock is priced for near‑perfect execution; this keeps some profit‑taking and cautious positioning in play. ASML Climbs 11% in a Month: Time to Buy, Sell or Hold the Stock?

Analysts Set New Price Targets

Several equities research analysts recently commented on ASML shares. Citigroup reaffirmed a “buy” rating on shares of ASML in a research note on Tuesday, January 20th. TD Cowen reissued a “buy” rating on shares of ASML in a research note on Wednesday, January 28th. Cantor Fitzgerald restated an “overweight” rating on shares of ASML in a report on Tuesday, December 16th. Royal Bank Of Canada upped their price objective on shares of ASML from $1,550.00 to $1,625.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. Finally, Rothschild & Co Redburn set a $1,200.00 price objective on shares of ASML in a research report on Friday, November 7th. Three research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, six have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, ASML presently has an average rating of “Moderate Buy” and a consensus target price of $1,475.00.

ASML Stock Down 0.0%

ASML opened at $1,406.61 on Friday. ASML Holding N.V. has a fifty-two week low of $578.51 and a fifty-two week high of $1,493.47. The firm has a market capitalization of $553.20 billion, a P/E ratio of 54.48, a PEG ratio of 1.60 and a beta of 1.89. The company’s 50-day moving average is $1,245.79 and its 200 day moving average is $1,032.10. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.26 and a quick ratio of 0.79.

ASML Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, May 5th. Stockholders of record on Monday, April 27th will be paid a $3.1771 dividend. This represents a $12.71 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Monday, April 27th. This is a boost from ASML’s previous quarterly dividend of $1.88. ASML’s dividend payout ratio (DPR) is presently 41.83%.

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.