MBA Advisors LLC Raises Position in ASML Holding N.V. $ASML

MBA Advisors LLC lifted its stake in ASML Holding N.V. (NASDAQ:ASML) by 12.8% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 1,146 shares of the semiconductor company’s stock after acquiring an additional 130 shares during the quarter. MBA Advisors LLC’s holdings in ASML were worth $918,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of ASML. Rhumbline Advisers boosted its holdings in ASML by 12.7% in the first quarter. Rhumbline Advisers now owns 8,407 shares of the semiconductor company’s stock valued at $5,571,000 after purchasing an additional 947 shares during the last quarter. Ervin Investment Management LLC boosted its holdings in ASML by 40.9% in the first quarter. Ervin Investment Management LLC now owns 1,477 shares of the semiconductor company’s stock valued at $979,000 after purchasing an additional 429 shares during the last quarter. NBC Securities Inc. purchased a new position in ASML in the first quarter valued at about $70,000. Sweeney & Michel LLC purchased a new position in ASML in the first quarter valued at about $488,000. Finally, Eldred Rock Partners LLC boosted its holdings in ASML by 33.1% in the first quarter. Eldred Rock Partners LLC now owns 16,829 shares of the semiconductor company’s stock valued at $11,203,000 after purchasing an additional 4,189 shares during the last quarter. Hedge funds and other institutional investors own 26.07% of the company’s stock.

ASML Trading Up 1.2%

NASDAQ:ASML opened at $962.61 on Tuesday. The company has a quick ratio of 0.81, a current ratio of 1.43 and a debt-to-equity ratio of 0.21. The business’s 50 day moving average is $782.64 and its two-hundred day moving average is $745.59. ASML Holding N.V. has a 52 week low of $578.51 and a 52 week high of $977.48. The company has a market cap of $378.71 billion, a PE ratio of 40.18, a P/E/G ratio of 1.61 and a beta of 1.80.

ASML (NASDAQ:ASML) last released its earnings results on Wednesday, July 16th. The semiconductor company reported $4.55 EPS for the quarter, missing analysts’ consensus estimates of $5.94 by ($1.39). ASML had a return on equity of 49.47% and a net margin of 26.95%.The firm had revenue of $8.94 billion for the quarter, compared to the consensus estimate of $8.72 billion. During the same period in the prior year, the business earned $4.01 EPS. The company’s quarterly revenue was up 23.2% on a year-over-year basis. ASML has set its FY 2025 guidance at EPS. Q3 2025 guidance at EPS. On average, analysts predict that ASML Holding N.V. will post 25.17 EPS for the current year.

ASML Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, August 6th. Stockholders of record on Tuesday, July 29th were given a dividend of $1.856 per share. This represents a $7.42 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date was Tuesday, July 29th. This is a positive change from ASML’s previous quarterly dividend of $1.64. ASML’s payout ratio is currently 26.21%.

Analyst Ratings Changes

ASML has been the subject of a number of analyst reports. DZ Bank reissued a “neutral” rating on shares of ASML in a report on Thursday, September 25th. UBS Group raised ASML from a “neutral” rating to a “buy” rating in a report on Friday, September 5th. Mizuho raised ASML from a “neutral” rating to an “outperform” rating in a report on Monday. Erste Group Bank raised ASML from a “hold” rating to a “buy” rating in a report on Monday, September 22nd. Finally, New Street Research raised ASML from a “neutral” rating to a “buy” rating in a report on Thursday, July 24th. Two research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $923.80.

ASML Company Profile

ASML Holding N.V. develops, produces, markets, sells, and services advanced semiconductor equipment systems for chipmakers. It offers advanced semiconductor equipment systems, including lithography, metrology, and inspection systems. The company also provides extreme ultraviolet lithography systems; and deep ultraviolet lithography systems comprising immersion and dry lithography solutions to manufacture various range of semiconductor nodes and technologies.