First American Trust FSB Sells 3,695 Shares of ASML Holding N.V. $ASML

First American Trust FSB lowered its stake in shares of ASML Holding N.V. (NASDAQ:ASML) by 42.8% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 4,948 shares of the semiconductor company’s stock after selling 3,695 shares during the quarter. First American Trust FSB’s holdings in ASML were worth $4,790,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Telos Capital Management Inc. raised its holdings in ASML by 4.5% during the 3rd quarter. Telos Capital Management Inc. now owns 10,850 shares of the semiconductor company’s stock worth $10,504,000 after purchasing an additional 463 shares during the last quarter. Daymark Wealth Partners LLC grew its position in shares of ASML by 25.3% during the 2nd quarter. Daymark Wealth Partners LLC now owns 4,664 shares of the semiconductor company’s stock worth $3,738,000 after buying an additional 941 shares during the period. Regents of The University of California bought a new stake in shares of ASML during the third quarter worth approximately $413,335,000. Transcendent Capital Group LLC acquired a new position in ASML in the third quarter valued at approximately $680,000. Finally, Principal Financial Group Inc. boosted its stake in ASML by 34.5% in the third quarter. Principal Financial Group Inc. now owns 15,583 shares of the semiconductor company’s stock valued at $15,086,000 after acquiring an additional 4,001 shares during the last quarter. Institutional investors and hedge funds own 26.07% of the company’s stock.

Key Headlines Impacting ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: ASML unveiled a major advance in its EUV light source that management says could lift throughput by as much as ~50% and target ~330 wafers per hour by 2030 — implying higher value per machine, stronger pricing power and extended competitive advantage versus rivals. Exclusive: ASML unveils EUV light source advance that could yield 50% more chips by 2030
• Positive Sentiment: ASML continues active share repurchases under its buyback program (mid‑Feb transactions reported), providing direct EPS support and signaling management confidence in cash generation. ASML reports transactions under its current share buyback program
• Positive Sentiment: Direxion launched a 2x leveraged single‑stock ETF tied to ASML, which could boost retail and ETF flows into the name and add incremental trading demand. Direxion Delivers Four New 2X Bull Single Stock Leveraged ETFs for High Conviction Stock Traders
• Neutral Sentiment: Market commentary and sector write‑ups reiterate ASML’s central role in the AI/nanotech supply chain — a supportive thematic tailwind but already well priced into the stock given ASML’s monopoly in EUV lithography. The Supply Chain Quietly Powering the AI Boom—And 4 Ways to Play It (ASML)
• Neutral Sentiment: Short market notes (Zacks/Yahoo) report ASML outperformed while broader markets dipped — a near‑term price observation rather than new fundamental news. ASML (ASML) Ascends While Market Falls: Some Facts to Note
• Negative Sentiment: ASML announced restructuring and targeted job cuts to simplify operations and remove post‑merger overlaps — could improve margins long term but raises near‑term execution risk, employee/PR noise and puts focus on hitting efficiency targets. ASML Restructuring And Job Cuts Put Efficiency And Execution In Focus

ASML Stock Up 1.1%

Shares of ASML stock opened at $1,485.99 on Tuesday. The company has a market capitalization of $584.41 billion, a P/E ratio of 57.55, a price-to-earnings-growth ratio of 1.67 and a beta of 1.89. 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 business has a 50-day moving average of $1,287.15 and a two-hundred day moving average of $1,066.20. ASML Holding N.V. has a 1 year low of $578.51 and a 1 year high of $1,493.47.

ASML Increases Dividend

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

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on the company. Berenberg Bank reissued a “buy” rating on shares of ASML in a research note on Friday, January 23rd. Rothschild & Co Redburn set a $1,200.00 target price on ASML in a research note on Friday, November 7th. Susquehanna restated a “positive” rating on shares of ASML in a report on Monday, January 12th. Weiss Ratings cut ASML from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, January 12th. Finally, Jefferies Financial Group reissued a “neutral” rating on shares of ASML in a research note on Wednesday, January 28th. Three research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus 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.