OMERS ADMINISTRATION Corp Takes $62.68 Million Position in ASML Holding N.V. $ASML

OMERS ADMINISTRATION Corp purchased a new position in ASML Holding N.V. (NASDAQ:ASML) in the first quarter, Holdings Channel.com reports. The firm purchased 47,456 shares of the semiconductor company’s stock, valued at approximately $62,681,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in ASML. Family Capital Management Inc. grew its position in ASML by 0.8% in the 4th quarter. Family Capital Management Inc. now owns 919 shares of the semiconductor company’s stock worth $983,000 after purchasing an additional 7 shares during the period. 44 Wealth Management LLC increased its position in ASML by 1.1% during the fourth quarter. 44 Wealth Management LLC now owns 657 shares of the semiconductor company’s stock valued at $703,000 after acquiring an additional 7 shares during the last quarter. Evolution Wealth Management Inc. lifted its stake in shares of ASML by 22.6% in the 1st quarter. Evolution Wealth Management Inc. now owns 38 shares of the semiconductor company’s stock worth $50,000 after purchasing an additional 7 shares during the period. Bradley Foster & Sargent Inc. CT boosted its stake in shares of ASML by 0.3% during the 1st quarter. Bradley Foster & Sargent Inc. CT now owns 2,232 shares of the semiconductor company’s stock worth $2,948,000 after acquiring an additional 7 shares during the last quarter. Finally, Sky Investment Group LLC grew its position in shares of ASML by 2.1% during the 4th quarter. Sky Investment Group LLC now owns 384 shares of the semiconductor company’s stock valued at $411,000 after acquiring an additional 8 shares during the period. Institutional investors own 26.07% of the company’s stock.

ASML News Roundup

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Chipmaking equipment stocks, including ASML, rose after Intel signaled a higher capital spending outlook, reinforcing demand for semiconductor manufacturing tools. AMSL, AMAT, KLAC, LRCX: Chipmaking Equipment Stocks Rise On Intel’s CapEx Bump
• Positive Sentiment: Recent commentary highlighted ASML’s strong Q2 results and raised 2026 revenue outlook, with AI-related demand, higher lithography machine sales, and pricing power seen as key growth drivers. ASML: Surging AI CapEx A Catalyst
• Positive Sentiment: Analysts continue to point to ASML’s EUV leadership and High-NA technology as long-term beneficiaries of AI-driven advanced chip production. ASML Holdings’ EUV Leadership Strengthens Long-Term Growth
• Neutral Sentiment: ASML has also been getting attention from traders and Wall Street analysts, but the coverage is mostly reiterating existing bullish sentiment rather than introducing a new catalyst. Is Trending Stock ASML Holding N.V. (ASML) a Buy Now?
• Neutral Sentiment: Another article questioned whether ASML is still attractive at its premium valuation, suggesting investors are weighing upside potential against a rich price tag. ASML Owns AI’s Critical Bottleneck. Is the Stock Worth the Price?
• Negative Sentiment: Semiconductor stocks pulled back in July as investors took profits and worried about valuations after a strong AI-led run, which could limit near-term gains for ASML. Semiconductor Crossroads: Healthy Consolidation or Deeper Repricing?

ASML Trading Down 2.5%

Shares of NASDAQ ASML opened at $1,757.09 on Friday. ASML Holding N.V. has a fifty-two week low of $683.48 and a fifty-two week high of $1,999.96. The company has a debt-to-equity ratio of 0.09, a quick ratio of 0.80 and a current ratio of 1.33. The company has a market cap of $691.03 billion, a price-to-earnings ratio of 54.67, a PEG ratio of 0.90 and a beta of 1.78. The business’s 50 day moving average price is $1,754.95 and its 200-day moving average price is $1,524.62.

ASML (NASDAQ:ASML) last released its quarterly earnings data on Sunday, June 28th. The semiconductor company reported $8.65 earnings per share (EPS) for the quarter. ASML had a net margin of 30.11% and a return on equity of 52.71%. The company had revenue of $10.64 billion during the quarter. On average, sell-side analysts expect that ASML Holding N.V. will post 43.6 earnings per share for the current year.

ASML Cuts Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, August 5th. Stockholders of record on Tuesday, July 28th will be given a dividend of $2.1507 per share. 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 33.51%.

Analyst Upgrades and Downgrades

ASML has been the subject of a number of analyst reports. Susquehanna reiterated a “positive” rating on shares of ASML in a research note on Tuesday, June 30th. Sanford C. Bernstein raised their target price on shares of ASML from $1,971.00 to $2,623.00 and gave the company an “outperform” rating in a research note on Monday, July 6th. Wells Fargo & Company boosted their price target on shares of ASML from $2,200.00 to $2,500.00 and gave the stock an “overweight” rating in a research note on Thursday, July 16th. Jefferies Financial Group reaffirmed a “neutral” rating on shares of ASML in a research note on Monday, June 1st. Finally, The Goldman Sachs Group reiterated a “buy” rating on shares of ASML in a research report on Thursday, June 11th. Four investment analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have assigned a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $1,970.33.

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.