ASML Holding N.V. $ASML Stake Raised by Silvant Capital Management LLC

Silvant Capital Management LLC raised its holdings in ASML Holding N.V. (NASDAQ:ASML) by 2.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 17,882 shares of the semiconductor company’s stock after acquiring an additional 432 shares during the quarter. ASML accounts for about 0.6% of Silvant Capital Management LLC’s portfolio, making the stock its 24th biggest holding. Silvant Capital Management LLC’s holdings in ASML were worth $17,311,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in ASML. Fisher Asset Management LLC raised its holdings in shares of ASML by 2.6% in the 3rd quarter. Fisher Asset Management LLC now owns 4,352,596 shares of the semiconductor company’s stock worth $4,213,705,000 after purchasing an additional 108,342 shares in the last quarter. Capital International Investors boosted its holdings in ASML by 17.3% during the third quarter. Capital International Investors now owns 3,919,154 shares of the semiconductor company’s stock worth $3,791,982,000 after buying an additional 577,448 shares in the last quarter. Van ECK Associates Corp grew its position in ASML by 16.6% in the third quarter. Van ECK Associates Corp now owns 2,148,506 shares of the semiconductor company’s stock worth $2,079,948,000 after buying an additional 305,435 shares during the last quarter. WCM Investment Management LLC increased its holdings in shares of ASML by 24.9% in the third quarter. WCM Investment Management LLC now owns 1,933,748 shares of the semiconductor company’s stock valued at $1,861,445,000 after buying an additional 385,502 shares in the last quarter. Finally, Dimensional Fund Advisors LP increased its holdings in shares of 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 buying an additional 38,660 shares in the last quarter. Institutional investors own 26.07% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on ASML shares. Citigroup reissued a “buy” rating on shares of ASML in a research note on Tuesday, January 20th. Weiss Ratings raised ASML from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, February 26th. Morgan Stanley reaffirmed an “overweight” rating on shares of ASML in a report on Friday, January 16th. KGI Securities set a $1,415.00 price target on ASML and gave the company an “outperform” rating in a research report on Thursday, January 15th. Finally, Zacks Research cut ASML from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, March 3rd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, six have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $1,475.00.

ASML Trading Up 1.9%

NASDAQ ASML opened at $1,383.40 on Wednesday. The firm’s 50 day moving average price is $1,364.81 and its two-hundred day moving average price is $1,118.01. 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 Holding N.V. has a twelve month low of $578.51 and a twelve month high of $1,547.22. The stock has a market cap of $544.06 billion, a price-to-earnings ratio of 53.58, a PEG ratio of 1.31 and a beta of 1.88.

ASML Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, May 5th. Investors of record on Monday, April 27th will be given a dividend of $3.1771 per share. 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. This represents a $12.71 annualized dividend and a yield of 0.9%. ASML’s payout ratio is presently 25.10%.

Key Headlines Impacting ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Netherlands gives ASML approval to build a large new campus that could create ~20,000 jobs — a long‑term capacity and talent boost that supports production scale and government backing. ASML gets green light for new campus creating 20,000 jobs
• Positive Sentiment: BofA raised its price target (to $1,886) and reiterated bullish thesis, signaling continued analyst confidence that can support higher multiples. BofA Lifts PT on ASML Holding N.V. (ASML) to $1,886 from $1,868 – Here’s Why
• Positive Sentiment: Industry analysis highlights ASML’s critical position in the AI-driven semiconductor cycle — EUV lithography remains a structural bottleneck, underpinning durable demand for ASML systems. ASML And The AI Race: One Technology To Rule Them All
• Positive Sentiment: ASML continues buyback activity (company reports transactions under its current repurchase program), which reduces float and supports EPS and the stock. ASML reports transactions under its current share buyback program
• Positive Sentiment: Board changes signal governance focus on AI and packaging strategy, aligning management oversight with growth priorities. ASML Board Shake Up Links Governance To AI And Packaging Push
• Neutral Sentiment: Market note: ASML shares advanced while broader market fell in the most recent session — momentum vs. macro is mixed; monitor whether strength holds. ASML (ASML) Advances While Market Declines: Some Information for Investors
• Neutral Sentiment: Analyst/valuation discussion: some sources flag a high P/E after a strong rally but point to a EUR 38.8B backlog and structural AI demand as offsets — valuation is a watchpoint. Should You Buy, Sell or Hold ASML Stock at a P/E of 36.67X?
• Neutral Sentiment: Macro/risks note: energy/logistics costs and geopolitics (export controls on China) are mentioned as manageable for now but remain key downside scenarios. ASML: Energy And Recession Fears Rise, But AI Semiconductor Demand Is Solid For Now
• Neutral Sentiment: Short‑interest reports in this cycle appear inconsistent/insignificant (data shows zero shares/NaN), so short activity is not currently a clear market driver.
• Negative Sentiment: Recent headlines about China’s drive to build domestic lithography capabilities triggered a near‑term selloff last week (heightening volatility and reminding investors of geopolitical/competitive headlines that can pressure the stock). Why ASML Investors Shouldn’t Worry About Competition From China

ASML 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.