ASML Holding N.V. $ASML Shares Bought by Silvant Capital Management LLC

Silvant Capital Management LLC lifted its stake in shares of ASML Holding N.V. (NASDAQ:ASML) by 2.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 17,882 shares of the semiconductor company’s stock after purchasing an additional 432 shares during the quarter. ASML comprises 0.6% of Silvant Capital Management LLC’s portfolio, making the stock its 24th largest position. Silvant Capital Management LLC’s holdings in ASML were worth $17,311,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in ASML. Manning & Napier Advisors LLC bought a new position in shares of ASML during the third quarter worth about $25,000. City Holding Co. bought a new stake in ASML in the 3rd quarter valued at about $26,000. Binnacle Investments Inc boosted its stake in ASML by 78.9% during the 2nd quarter. Binnacle Investments Inc now owns 34 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 15 shares during the period. Pin Oak Investment Advisors Inc. bought a new position in ASML in the 2nd quarter worth about $30,000. Finally, IAG Wealth Partners LLC grew its position in ASML by 300.0% in the 3rd quarter. IAG Wealth Partners LLC now owns 40 shares of the semiconductor company’s stock worth $39,000 after purchasing an additional 30 shares during the last quarter. Institutional investors and hedge funds own 26.07% of the company’s stock.

ASML Trading Up 1.9%

ASML stock opened at $1,383.40 on Wednesday. ASML Holding N.V. has a 12-month low of $578.51 and a 12-month high of $1,547.22. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.26 and a quick ratio of 0.79. The stock has a market capitalization of $544.06 billion, a PE ratio of 53.58, a price-to-earnings-growth ratio of 1.31 and a beta of 1.88. The firm has a 50 day simple moving average of $1,364.81 and a 200-day simple moving average of $1,118.01.

ASML Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, May 5th. Shareholders of record on Monday, April 27th will be paid a dividend of $3.1771 per share. This represents a $12.71 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend is Monday, April 27th. This is an increase from ASML’s previous quarterly dividend of $1.88. ASML’s dividend payout ratio is 25.10%.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on the company. Weiss Ratings raised ASML from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, February 26th. Wells Fargo & Company increased their price objective on ASML from $1,450.00 to $1,650.00 and gave the stock an “overweight” rating in a report on Thursday, January 29th. Morgan Stanley reaffirmed an “overweight” rating on shares of ASML in a research note on Friday, January 16th. Berenberg Bank reiterated a “buy” rating on shares of ASML in a research report on Friday, January 23rd. Finally, Sanford C. Bernstein reissued a “buy” rating on shares of ASML in a research note on Wednesday, February 25th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, six have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $1,475.00.

ASML News Summary

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Netherlands gives ASML approval to build a large new campus that could create ~20,000 jobs — a long‑term capacity and talent boost that supports production scale and government backing. ASML gets green light for new campus creating 20,000 jobs
• Positive Sentiment: BofA raised its price target (to $1,886) and reiterated bullish thesis, signaling continued analyst confidence that can support higher multiples. BofA Lifts PT on ASML Holding N.V. (ASML) to $1,886 from $1,868 – Here’s Why
• Positive Sentiment: Industry analysis highlights ASML’s critical position in the AI-driven semiconductor cycle — EUV lithography remains a structural bottleneck, underpinning durable demand for ASML systems. ASML And The AI Race: One Technology To Rule Them All
• Positive Sentiment: ASML continues buyback activity (company reports transactions under its current repurchase program), which reduces float and supports EPS and the stock. ASML reports transactions under its current share buyback program
• Positive Sentiment: Board changes signal governance focus on AI and packaging strategy, aligning management oversight with growth priorities. ASML Board Shake Up Links Governance To AI And Packaging Push
• Neutral Sentiment: Market note: ASML shares advanced while broader market fell in the most recent session — momentum vs. macro is mixed; monitor whether strength holds. ASML (ASML) Advances While Market Declines: Some Information for Investors
• Neutral Sentiment: Analyst/valuation discussion: some sources flag a high P/E after a strong rally but point to a EUR 38.8B backlog and structural AI demand as offsets — valuation is a watchpoint. Should You Buy, Sell or Hold ASML Stock at a P/E of 36.67X?
• Neutral Sentiment: Macro/risks note: energy/logistics costs and geopolitics (export controls on China) are mentioned as manageable for now but remain key downside scenarios. ASML: Energy And Recession Fears Rise, But AI Semiconductor Demand Is Solid For Now
• Neutral Sentiment: Short‑interest reports in this cycle appear inconsistent/insignificant (data shows zero shares/NaN), so short activity is not currently a clear market driver.
• Negative Sentiment: Recent headlines about China’s drive to build domestic lithography capabilities triggered a near‑term selloff last week (heightening volatility and reminding investors of geopolitical/competitive headlines that can pressure the stock). Why ASML Investors Shouldn’t Worry About Competition From China

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.