Armstrong Henry H Associates Inc. Buys 1,161 Shares of ASML Holding N.V. $ASML

Armstrong Henry H Associates Inc. grew its stake in shares of ASML Holding N.V. (NASDAQ:ASML) by 13.9% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 9,516 shares of the semiconductor company’s stock after acquiring an additional 1,161 shares during the quarter. ASML accounts for 1.6% of Armstrong Henry H Associates Inc.’s portfolio, making the stock its 8th largest position. Armstrong Henry H Associates Inc.’s holdings in ASML were worth $17,240,000 at the end of the most recent reporting period.

A number of other institutional investors also recently made changes to their positions in ASML. Van ECK Associates Corp boosted its stake in shares of ASML by 31.7% during the second quarter. Van ECK Associates Corp now owns 2,459,420 shares of the semiconductor company’s stock valued at $4,892,869,000 after acquiring an additional 592,125 shares during the last quarter. BlackRock Inc. raised its stake in ASML by 4.9% in the 2nd quarter. BlackRock Inc. now owns 1,282,190 shares of the semiconductor company’s stock valued at $2,550,840,000 after purchasing an additional 59,888 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its stake in ASML by 6.3% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 1,641,565 shares of the semiconductor company’s stock valued at $2,168,227,000 after purchasing an additional 96,860 shares during the last quarter. Bank of America Corp DE lifted its holdings in ASML by 1.2% in the 1st quarter. Bank of America Corp DE now owns 1,560,256 shares of the semiconductor company’s stock valued at $2,060,833,000 after purchasing an additional 19,051 shares in the last quarter. Finally, Dimensional Fund Advisors LP lifted its holdings in ASML by 1.8% in the 1st quarter. Dimensional Fund Advisors LP now owns 1,033,583 shares of the semiconductor company’s stock valued at $1,364,963,000 after purchasing an additional 18,768 shares in the last quarter. 26.07% of the stock is owned by institutional investors and hedge funds.

ASML News Summary

Here are the key news stories impacting ASML this week:

• Positive Sentiment: J.P. Morgan expects ASML to provide a stronger-than-expected 2027 demand outlook, potentially exceeding current consensus estimates. The view suggests sustained orders for advanced chipmaking equipment despite recent concerns about AI infrastructure spending. ASML could signal stronger-than-expected 2027 outlook, JP Morgan says
• Positive Sentiment: Analysts remain constructive ahead of earnings, citing ASML’s EUV technology leadership, capacity roadmap and effective monopoly in the most advanced chipmaking machines. One bullish view raised its price target to $2,190 and expects results to support full-year sales guidance of €43 billion to €45 billion and margins of 54% to 56%. ASML: Buy Before Earnings As The Growth Runway Extends
• Positive Sentiment: AI-related chip demand and collaborations, including with Samsung, continue to support expectations for ASML’s advanced technologies. Its unique position as the leading supplier of EUV equipment remains the company’s primary competitive advantage. Can Rising AI Demand Drive Growth for ASML’s Advanced Technologies?
• Neutral Sentiment: ASML’s third-quarter earnings release is the immediate focus for investors, with results expected to clarify the timing of a heavily backloaded shipment ramp and the strength of 2027 bookings. ASML Set to Release Quarterly Earnings
• Negative Sentiment: Investors remain concerned that a slowdown in AI infrastructure spending, increased Chinese competition in DUV equipment and the shift toward higher-NA systems could raise execution risks and pressure near-term sentiment. The high valuation leaves less room for disappointment. ASML Stock Slips as High-NA Mask Shift Raises Execution Stakes

ASML Stock Performance

Shares of NASDAQ:ASML traded down $29.13 during trading on Wednesday, hitting $1,804.97. 725,371 shares of the company traded hands, compared to its average volume of 1,751,766. ASML Holding N.V. has a one year low of $935.41 and a one year 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. The business’s fifty day moving average is $1,729.86 and its 200-day moving average is $1,652.19. The stock has a market capitalization of $709.86 billion, a price-to-earnings ratio of 56.19, a PEG ratio of 0.94 and a beta of 1.77.

ASML (NASDAQ:ASML) last issued its quarterly earnings data on Sunday, June 28th. The semiconductor company reported $8.65 earnings per share (EPS) for the quarter. ASML had a return on equity of 52.71% and a net margin of 30.11%.The business had revenue of $10.62 billion during the quarter. As a group, equities analysts predict that ASML Holding N.V. will post 43.86 earnings per share for the current fiscal year.

ASML Cuts Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, August 5th. Stockholders of record on Tuesday, July 28th were issued a $2.1507 dividend. This represents a $8.60 annualized dividend and a dividend yield of 0.5%. This is a drop from ASML’s previous quarterly dividend of $3.1771. The ex-dividend date was Tuesday, July 28th. ASML’s payout ratio is 22.62%.

Analyst Ratings Changes

A number of equities research analysts have recently commented on the stock. The Goldman Sachs Group reiterated a “buy” rating on shares of ASML in a report on Thursday, June 11th. Morgan Stanley restated an “overweight” rating on shares of ASML in a research report on Tuesday, July 7th. Zacks Research downgraded ASML from a “strong-buy” rating to a “hold” rating in a research report on Friday, July 3rd. Susquehanna restated a “positive” rating on shares of ASML in a report on Tuesday, June 30th. Finally, JPMorgan Chase & Co. raised their price objective on ASML from $2,200.00 to $2,400.00 and gave the stock an “overweight” rating in a report on Thursday, July 16th. Three analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, three have issued a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $1,981.44.

ASML Profile

ASML Holding N.V. is a Netherlands-based technology company that develops and manufactures advanced lithography systems used by semiconductor manufacturers to produce integrated circuits. Its equipment projects patterns onto silicon wafers, enabling the creation of increasingly smaller and more powerful semiconductor features.

ASML’s product portfolio includes extreme ultraviolet (EUV) lithography systems, deep ultraviolet (DUV) lithography systems, and related metrology and inspection solutions.