ASML Holding N.V. $ASML Shares Acquired by RWA Wealth Partners LLC

RWA Wealth Partners LLC raised its stake in ASML Holding N.V. (NASDAQ:ASML) by 17.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 37,575 shares of the semiconductor company’s stock after purchasing an additional 5,543 shares during the quarter. RWA Wealth Partners LLC’s holdings in ASML were worth $36,376,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of ASML. Jag Capital Management LLC lifted its position in shares of ASML by 1.7% in the 3rd quarter. Jag Capital Management LLC now owns 14,016 shares of the semiconductor company’s stock worth $13,569,000 after buying an additional 240 shares during the last quarter. Cary Street Partners Financial LLC raised its stake in ASML by 448.5% during the 3rd quarter. Cary Street Partners Financial LLC now owns 11,749 shares of the semiconductor company’s stock valued at $11,374,000 after purchasing an additional 9,607 shares during the last quarter. Bradley Foster & Sargent Inc. CT increased its stake in ASML by 1.0% during the third quarter. Bradley Foster & Sargent Inc. CT now owns 2,238 shares of the semiconductor company’s stock valued at $2,167,000 after acquiring an additional 23 shares during the period. Colonial Trust Advisors bought a new position in shares of ASML during the 3rd quarter worth about $3,221,000. Finally, Vawter Financial Ltd. acquired a new position in shares of ASML in the 3rd quarter worth approximately $217,000. 26.07% of the stock is currently owned by institutional investors and hedge funds.

Key ASML News

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Major EUV light‑source advance — ASML says a new higher‑power EUV source could raise chip throughput as much as ~50% by 2030, which would strengthen ASML’s technological edge and increase addressable demand for its machines. Exclusive: ASML unveils EUV light source advance that could yield 50% more chips by 2030 — Reuters
• Positive Sentiment: Revenue momentum and backlog — Systems sales rose ~12.4% in 2025 as AI-driven logic and memory demand lifted EUV adoption; management cites a healthy backlog that supports near‑term revenue visibility. ASML’s Systems Sales Grow in Double Digits: What’s Ahead? — Zacks
• Positive Sentiment: Share repurchases and ETF product tie‑ins — ASML disclosed ongoing buyback transactions (regular repurchases at ~€1,180–€1,240 recently) and a new 2x single‑stock ETF listing tied to ASML could increase trading flows and demand for the shares. ASML reports transactions under its current share buyback program — GlobeNewswire
• Neutral Sentiment: Market positioning in AI supply chain — Multiple investor writeups highlight ASML as a critical chokepoint in the AI chip supply chain, supporting structural demand but also implying exposure to semiconductor capex cycles. The Supply Chain Quietly Powering the AI Boom—And 4 Ways to Play It — MarketBeat
• Neutral Sentiment: Analyst comparisons — A recent piece compares ASML with peers (e.g., Lam Research), noting Lam’s stronger near‑term growth profile and more attractive valuation, which introduces relative value questions for some investors. LRCX vs. ASML: Which Semiconductor Equipment Giant Is the Better Buy? — Zacks
• Negative Sentiment: Restructuring and job cuts — ASML has announced workforce restructuring and targeted reductions to simplify operations and eliminate overlaps; near‑term restructuring costs and execution risk may pressure sentiment if not managed cleanly. ASML Restructuring And Job Cuts Put Efficiency And Execution In Focus — Yahoo Finance
• Positive Sentiment: Industry recognition — Trade coverage (Barron’s) lists ASML among names that could outperform in the current rotation away from AI hyperscalers, positioning ASML as a defensive beneficiary of broader chip investment. The Anti-AI Trade Is Red Hot. Here’s What’s Winning. — Barron’s

ASML Price Performance

Shares of NASDAQ:ASML opened at $1,497.80 on Wednesday. The firm has a 50 day simple moving average of $1,295.58 and a 200 day simple moving average of $1,071.67. The company has a market cap of $589.06 billion, a price-to-earnings ratio of 58.01, a PEG ratio of 1.69 and a beta of 1.89. 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 $1,507.35.

ASML Increases Dividend

The firm also recently announced 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 is Monday, April 27th. This represents a $12.71 annualized dividend and a yield of 0.8%. This is a boost from ASML’s previous quarterly dividend of $1.88. ASML’s dividend payout ratio is 41.83%.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on the stock. Royal Bank Of Canada upped their price objective on shares of ASML from $1,550.00 to $1,625.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Jefferies Financial Group reissued a “neutral” rating on shares of ASML in a research note on Wednesday, January 28th. Grupo Santander cut ASML to an “underperform” rating in a research note on Thursday, January 22nd. The Goldman Sachs Group reaffirmed a “buy” rating on shares of ASML in a research report on Wednesday, January 28th. Finally, Rothschild & Co Redburn set a $1,200.00 target price on shares of ASML in a research note on Friday, November 7th. Three research 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 assigned a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $1,475.00.

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.