ASML Holding N.V. $ASML Shares Purchased by Jag Capital Management LLC

Jag Capital Management LLC raised its position in ASML Holding N.V. (NASDAQ:ASML) by 29.6% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,161 shares of the semiconductor company’s stock after purchasing an additional 4,380 shares during the quarter. ASML makes up approximately 2.8% of Jag Capital Management LLC’s holdings, making the stock its 10th biggest position. Jag Capital Management LLC’s holdings in ASML were worth $25,308,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of ASML. Cornerstone Financial Management LLC acquired a new position in ASML in the fourth quarter worth approximately $26,000. Portus Wealth Advisors LLC acquired a new stake in ASML in the first quarter valued at approximately $32,000. Resources Management Corp CT ADV lifted its stake in ASML by 1,150.0% in the fourth quarter. Resources Management Corp CT ADV now owns 25 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 23 shares during the last quarter. North Star Investment Management Corp. grew its position in ASML by 68.8% in the fourth quarter. North Star Investment Management Corp. now owns 27 shares of the semiconductor company’s stock worth $29,000 after acquiring an additional 11 shares in the last quarter. Finally, Jessup Wealth Management Inc bought a new stake in ASML in the fourth quarter worth approximately $30,000. 26.07% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on the stock. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of ASML in a report on Friday, July 10th. Barclays restated an “overweight” rating on shares of ASML in a report on Thursday. JPMorgan Chase & Co. boosted their price target on ASML from $2,200.00 to $2,400.00 and gave the stock an “overweight” rating in a research report on Thursday. Wall Street Zen downgraded ASML from a “buy” rating to a “hold” rating in a research note on Sunday, May 3rd. Finally, Argus set a $2,100.00 target price on ASML in a report on Thursday. Three research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, six have issued a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, ASML currently has a consensus rating of “Moderate Buy” and an average price target of $1,970.33.

ASML News Roundup

Here are the key news stories impacting ASML this week:

• Positive Sentiment: ASML beat second-quarter expectations on both revenue and profit, with stronger margins and higher installed-base sales helping results. ASML tops Q2 estimates on AI chip demand
• Positive Sentiment: The company raised its 2026 sales forecast again and lifted its margin outlook, signaling that AI-related chip demand is still accelerating and that customers are expanding capacity. ASML hikes sales forecast for second time this year on strong AI chip demand
• Positive Sentiment: Analysts reacted favorably, with multiple firms raising price targets and calling out strong unit demand, better pricing power, and ASML’s key role in the AI buildout. Tech stocks live updates: Tech stocks rise as ASML raises forecast on strong demand for AI chips
• Neutral Sentiment: Intel said it reached a High-NA EUV manufacturing milestone with ASML, reinforcing the technology’s adoption and ASML’s leadership in next-generation lithography. Intel (INTC) Reaches High NA EUV Milestone
• Negative Sentiment: The broader semiconductor group was pressured as investors worried about capital spending and free cash flow after TSMC’s update, which spilled over into related chip names. Why Marvell Technology (MRVL) Stock Is Down Today

ASML Price Performance

Shares of NASDAQ:ASML opened at $1,784.87 on Friday. The firm has a market capitalization of $701.95 billion, a PE ratio of 55.53, a PEG ratio of 1.38 and a beta of 1.78. The company has a current ratio of 1.36, a quick ratio of 0.78 and a debt-to-equity ratio of 0.13. ASML Holding N.V. has a 1-year low of $683.48 and a 1-year high of $1,999.96. The business’s 50 day moving average is $1,728.88 and its 200-day moving average is $1,498.68.

ASML (NASDAQ:ASML) last announced its quarterly earnings results on Monday, March 30th. The semiconductor company reported $8.28 earnings per share (EPS) for the quarter. ASML had a net margin of 30.11% and a return on equity of 54.12%. The firm had revenue of $10.15 billion for the quarter. Sell-side analysts predict that ASML Holding N.V. will post 36.6 earnings per share for the current year.

ASML Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, August 5th. Stockholders of record on Tuesday, July 28th will be issued a $2.1507 dividend. The ex-dividend date of this dividend is Tuesday, July 28th. This represents a $8.60 dividend on an annualized basis and a dividend yield of 0.5%. ASML’s dividend payout ratio is presently 38.63%.

About ASML

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.