Mmbg Investment Advisors CO. Raises Stake in ASML Holding N.V. $ASML

Mmbg Investment Advisors CO. boosted its stake in shares of ASML Holding N.V. (NASDAQ:ASML) by 146.9% in the third quarter, HoldingsChannel reports. The institutional investor owned 1,852 shares of the semiconductor company’s stock after purchasing an additional 1,102 shares during the period. Mmbg Investment Advisors CO.’s holdings in ASML were worth $1,793,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of ASML. Capstone Wealth Management Group LLC raised its position in ASML by 5.2% during the 1st quarter. Capstone Wealth Management Group LLC now owns 2,511 shares of the semiconductor company’s stock valued at $1,664,000 after purchasing an additional 124 shares in the last quarter. AQR Capital Management LLC increased its stake in shares of ASML by 141.1% during the first quarter. AQR Capital Management LLC now owns 6,871 shares of the semiconductor company’s stock valued at $4,553,000 after buying an additional 4,021 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in ASML by 153.1% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 17,210 shares of the semiconductor company’s stock worth $11,404,000 after acquiring an additional 10,411 shares during the period. Sivia Capital Partners LLC grew its holdings in ASML by 1.3% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,168 shares of the semiconductor company’s stock worth $936,000 after acquiring an additional 15 shares in the last quarter. Finally, Aberdeen Group plc purchased a new position in ASML during the 2nd quarter valued at about $419,000. 26.07% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about ASML

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?

ASML Stock Performance

Shares of NASDAQ ASML opened at $1,406.61 on Monday. The company has a 50 day simple moving average of $1,245.79 and a two-hundred day simple moving average of $1,034.29. The stock has a market cap of $553.19 billion, a price-to-earnings ratio of 54.48, a PEG ratio of 1.60 and a beta of 1.89. 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 12 month low of $578.51 and a 12 month high of $1,493.47.

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 dividend of $3.1771 per share. This represents a $12.71 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Monday, April 27th. This is a positive change from ASML’s previous quarterly dividend of $1.88. ASML’s dividend payout ratio is currently 25.10%.

Analysts Set New Price Targets

Several analysts have issued reports on ASML shares. Wells Fargo & Company increased their target price on ASML from $1,450.00 to $1,650.00 and gave the company an “overweight” rating in a research report on Thursday, January 29th. Barclays upgraded shares of ASML from an “equal weight” rating to an “overweight” rating in a research note on Monday, January 26th. Bank of America lifted 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. TD Cowen restated a “buy” rating on shares of ASML in a report on Wednesday, January 28th. Finally, Rothschild & Co Redburn set a $1,200.00 target price on shares of ASML in a research note on Friday, November 7th. Three analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, ASML currently has an average rating of “Moderate Buy” and an average target price of $1,475.00.

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.