2,878 Shares in ASML Holding N.V. $ASML Acquired by Greenfield Seitz Capital Management LLC

Greenfield Seitz Capital Management LLC bought a new position in shares of ASML Holding N.V. (NASDAQ:ASML) in the 3rd quarter, HoldingsChannel reports. The institutional investor bought 2,878 shares of the semiconductor company’s stock, valued at approximately $2,786,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Capital International Investors lifted its stake in shares of ASML by 17.3% in the 3rd quarter. Capital International Investors now owns 3,919,154 shares of the semiconductor company’s stock valued at $3,791,982,000 after purchasing an additional 577,448 shares during the period. Arrowstreet Capital Limited Partnership acquired a new position in shares of ASML in the third quarter worth about $505,510,000. Regents of The University of California purchased a new stake in shares of ASML during the 3rd quarter worth about $413,335,000. WCM Investment Management LLC boosted its stake in shares of ASML by 24.9% during the 3rd quarter. WCM Investment Management LLC now owns 1,933,748 shares of the semiconductor company’s stock worth $1,861,445,000 after acquiring an additional 385,502 shares in the last quarter. Finally, Alliancebernstein L.P. grew its position in shares of ASML by 75.6% during the 3rd quarter. Alliancebernstein L.P. now owns 790,869 shares of the semiconductor company’s stock valued at $765,632,000 after acquiring an additional 340,518 shares during the period. 26.07% of the stock is currently owned by institutional investors and hedge funds.

ASML Trading Up 1.0%

Shares of ASML stock opened at $1,389.16 on Wednesday. The company has a current ratio of 1.26, a quick ratio of 0.79 and a debt-to-equity ratio of 0.14. ASML Holding N.V. has a twelve month low of $578.51 and a twelve month high of $1,547.22. The company’s 50-day moving average price is $1,386.30 and its 200-day moving average price is $1,139.52. The stock has a market cap of $546.33 billion, a price-to-earnings ratio of 53.80, a PEG ratio of 1.33 and a beta of 1.88.

ASML Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, May 5th. Shareholders of record on Monday, April 27th will be given a dividend of $3.1771 per share. This is a boost from ASML’s previous quarterly dividend of $1.88. 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. ASML’s dividend payout ratio (DPR) is 41.83%.

Key Stories Impacting ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Major analysts reiterated bullish views and high price targets (around $1,500 / €1,500), supporting investor confidence in ASML’s long-term growth tied to AI and advanced-node demand. Analysts Remain Optimistic About ASML Holding (ASML)
• Positive Sentiment: ASML disclosed ongoing share repurchases under its buyback program (multiple mid‑March transactions), which reduces float and signals management confidence — a clear near‑term support for the stock. ASML reports transactions under its current share buyback program
• Positive Sentiment: ASML is expanding beyond lithography into hybrid bonding and AI-focused packaging equipment, which diversifies revenue streams and positions the company to capture more of the advanced-packaging spend tied to AI chips. ASML Expands Beyond Lithography With Hybrid Bonding And AI Packaging Aims
• Positive Sentiment: Industry coverage highlighting ASML as a key “picks-and-shovels” play for the AI data‑center buildout reinforces the thesis that demand for extreme‑UV and advanced packaging tools will remain robust. The AI Arms Race Is Shifting Again—These 2 “Picks and Shovels” Plays are Worth Adding to the Radar
• Neutral Sentiment: Data show effectively zero reported short interest in recent filings (appears to be a reporting anomaly), so short pressure is not a current driver of the move. (March short‑interest entry shows 0 shares.)
• Neutral Sentiment: Several bullish writeups and market‑commentary pieces note ASML’s sector leadership and long runway tied to AI inference demand, reinforcing sentiment but not delivering new company-specific catalysts. The Artificial Intelligence (AI) Inference Market Could Reach $255 Billion by 2030. This Stock Is Best Positioned to Win.
• Negative Sentiment: Management recently announced about 1,700 role cuts (~4% of global headcount) and employees report uncertainty seven weeks later—this could weigh on execution, morale and near‑term productivity if not well managed. ASML workers still in the dark seven weeks after 1,700 management cuts announced — cuts represent 4% of its global workforce

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the company. Santander downgraded ASML from a “neutral” rating to an “underperform” rating in a research report on Thursday, January 22nd. TD Cowen reiterated a “buy” rating on shares of ASML in a research report on Wednesday, January 28th. Bank of America boosted their price target on shares of ASML from $1,092.00 to $1,331.00 and gave the stock a “buy” rating in a report on Wednesday, December 3rd. Weiss Ratings upgraded shares of ASML from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, February 26th. Finally, Cantor Fitzgerald reiterated an “overweight” rating on shares of ASML in a research report on Tuesday, December 16th. Two analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, six have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,475.00.

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.