CIBC Private Wealth Group LLC Has $359.25 Million Holdings in ASML Holding N.V. $ASML

CIBC Private Wealth Group LLC raised its holdings in ASML Holding N.V. (NASDAQ:ASML) by 25.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 371,092 shares of the semiconductor company’s stock after acquiring an additional 75,245 shares during the period. CIBC Private Wealth Group LLC owned about 0.09% of ASML worth $359,251,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Telos Capital Management Inc. grew its position 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 acquiring an additional 463 shares during the last quarter. Regents of The University of California bought a new position in ASML in the third quarter valued at about $413,335,000. Dimensional Fund Advisors LP raised its position in ASML by 4.1% in the third quarter. Dimensional Fund Advisors LP now owns 990,816 shares of the semiconductor company’s stock valued at $959,180,000 after purchasing an additional 38,660 shares during the last quarter. Transcendent Capital Group LLC acquired a new stake in shares of ASML during the third quarter valued at about $680,000. Finally, Principal Financial Group Inc. boosted its stake in shares of ASML by 34.5% during the third quarter. Principal Financial Group Inc. now owns 15,583 shares of the semiconductor company’s stock valued at $15,086,000 after purchasing an additional 4,001 shares in the last quarter. Institutional investors own 26.07% of the company’s stock.

ASML Price Performance

ASML stock opened at $1,389.16 on Wednesday. The firm has a market cap of $546.33 billion, a P/E ratio of 53.80, a P/E/G ratio of 1.33 and a beta of 1.88. The stock’s 50 day moving average is $1,386.30 and its 200 day moving average is $1,139.52. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.26 and a quick ratio of 0.79. ASML Holding N.V. has a one year low of $578.51 and a one year high of $1,547.22.

ASML Increases Dividend

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

Analyst Upgrades and Downgrades

ASML has been the subject of several recent research reports. TD Cowen reaffirmed a “buy” rating on shares of ASML in a research note on Wednesday, January 28th. Morgan Stanley reissued an “overweight” rating on shares of ASML in a report on Friday, January 16th. KGI Securities set a $1,415.00 price target on shares of ASML and gave the company an “outperform” rating in a research report on Thursday, January 15th. Grupo Santander downgraded shares of ASML to an “underperform” rating in a research note on Thursday, January 22nd. Finally, Zacks Research lowered shares of ASML from a “strong-buy” rating to a “hold” rating in a report on Tuesday, March 3rd. Two research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, ASML has an average rating of “Moderate Buy” and an average price target of $1,475.00.

More ASML News

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Major analysts reiterated bullish views and high price targets (around $1,500 / €1,500), supporting investor confidence in ASML’s long-term growth tied to AI and advanced-node demand. Analysts Remain Optimistic About ASML Holding (ASML)
• Positive Sentiment: ASML disclosed ongoing share repurchases under its buyback program (multiple mid‑March transactions), which reduces float and signals management confidence — a clear near‑term support for the stock. ASML reports transactions under its current share buyback program
• Positive Sentiment: ASML is expanding beyond lithography into hybrid bonding and AI-focused packaging equipment, which diversifies revenue streams and positions the company to capture more of the advanced-packaging spend tied to AI chips. ASML Expands Beyond Lithography With Hybrid Bonding And AI Packaging Aims
• Positive Sentiment: Industry coverage highlighting ASML as a key “picks-and-shovels” play for the AI data‑center buildout reinforces the thesis that demand for extreme‑UV and advanced packaging tools will remain robust. The AI Arms Race Is Shifting Again—These 2 “Picks and Shovels” Plays are Worth Adding to the Radar
• Neutral Sentiment: Data show effectively zero reported short interest in recent filings (appears to be a reporting anomaly), so short pressure is not a current driver of the move. (March short‑interest entry shows 0 shares.)
• Neutral Sentiment: Several bullish writeups and market‑commentary pieces note ASML’s sector leadership and long runway tied to AI inference demand, reinforcing sentiment but not delivering new company-specific catalysts. The Artificial Intelligence (AI) Inference Market Could Reach $255 Billion by 2030. This Stock Is Best Positioned to Win.
• Negative Sentiment: Management recently announced about 1,700 role cuts (~4% of global headcount) and employees report uncertainty seven weeks later—this could weigh on execution, morale and near‑term productivity if not well managed. ASML workers still in the dark seven weeks after 1,700 management cuts announced — cuts represent 4% of its global workforce

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.