Lansing Street Advisors Buys Shares of 464 ASML Holding N.V. $ASML

Lansing Street Advisors bought a new position in shares of ASML Holding N.V. (NASDAQ:ASML) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 464 shares of the semiconductor company’s stock, valued at approximately $449,000.

Other hedge funds have also recently bought and sold shares of the company. Xponance Inc. bought a new position in ASML in the third quarter valued at approximately $348,000. Integrated Advisors Network LLC increased its position in shares of ASML by 2.9% during the third quarter. Integrated Advisors Network LLC now owns 884 shares of the semiconductor company’s stock worth $856,000 after acquiring an additional 25 shares in the last quarter. Clifford Swan Investment Counsel LLC acquired a new stake in shares of ASML during the third quarter worth $215,000. West Family Investments Inc. lifted its position in ASML by 1.1% in the 3rd quarter. West Family Investments Inc. now owns 1,960 shares of the semiconductor company’s stock valued at $1,897,000 after acquiring an additional 21 shares in the last quarter. Finally, Mesirow Financial Investment Management Inc. boosted its stake in ASML by 41.7% in the 3rd quarter. Mesirow Financial Investment Management Inc. now owns 1,125 shares of the semiconductor company’s stock worth $1,090,000 after purchasing an additional 331 shares during the period. 26.07% of the stock is currently owned by institutional investors and hedge funds.

ASML Trading Down 4.1%

ASML stock opened at $1,463.80 on Friday. The company’s 50-day simple moving average is $1,314.35 and its 200 day simple moving average is $1,077.55. ASML Holding N.V. has a 52 week low of $578.51 and a 52 week high of $1,547.22. The company has a market capitalization of $575.68 billion, a PE ratio of 56.69, a price-to-earnings-growth ratio of 1.74 and a beta of 1.89. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.79 and a current ratio of 1.26.

ASML Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, May 5th. Stockholders 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 of this dividend is Monday, April 27th. This represents a $12.71 dividend on an annualized basis and a dividend yield of 0.9%. ASML’s payout ratio is presently 25.10%.

Analyst Ratings Changes

Several analysts have issued reports on ASML shares. The Goldman Sachs Group reissued a “buy” rating on shares of ASML in a research note on Wednesday, January 28th. Susquehanna reaffirmed a “positive” rating on shares of ASML in a research report on Monday, January 12th. Rothschild & Co Redburn set a $1,200.00 target price on ASML in a research report on Friday, November 7th. Barclays upgraded ASML from an “equal weight” rating to an “overweight” rating in a research note on Monday, January 26th. Finally, Grupo Santander downgraded ASML to an “underperform” rating in a research report on Thursday, January 22nd. Three analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $1,475.00.

ASML News Summary

Here are the key news stories impacting ASML this week:

• Positive Sentiment: ASML says its next‑generation EUV lithography tools are ready for mass production, a major technological milestone that supports future revenue and AI chip production ramps. Reuters: Exclusive: ASML says next-gen EUV tools ready to mass-produce chips
• Positive Sentiment: In its 2025 annual report ASML elevated AI to the primary long‑term demand driver, which underpins the company’s multi‑year demand thesis and justifies premium multiple assumptions. Reuters: ASML sees AI demand long-term
• Positive Sentiment: Several sell‑side firms reaffirmed “buy/overweight” ratings recently, maintaining bullish analyst support and high price targets that provide a valuation anchor for investors. MarketScreener: Deutsche Bank reaffirms buy
• Neutral Sentiment: ASML published its 2025 annual reports reinforcing the strategic narrative around innovation and partnerships; informative for investors but not a fresh catalyst. GlobeNewswire: ASML publishes 2025 Annual Reports
• Neutral Sentiment: Short‑interest reporting in February shows inconsistent data (some filings report declines, others show anomalous zeros), suggesting limited short‑seller pressure but also noisy data reporting. Investors should treat the short‑interest figures with caution. (source: aggregated filings)
• Negative Sentiment: Market commentary highlights investor reassessment of ASML’s 2026 outlook — particularly an expected reduction in China‑related revenue as backlog normalizes under export controls — which has driven near‑term profit‑taking and increased volatility. QuiverQuant: ASML slides as investors reassess China exposure
• Negative Sentiment: Sector‑level rotation and heightened execution expectations after a strong rally (high PE and elevated price targets) make the stock more sensitive to incremental demand or geopolitical headwinds, contributing to today’s downward move. Fool: Why ASML Stock Was Down Today

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.