ASML Holding N.V. $ASML Shares Sold by The Manufacturers Life Insurance Company

The Manufacturers Life Insurance Company trimmed its holdings in shares of ASML Holding N.V. (NASDAQ:ASML) by 8.6% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 42,692 shares of the semiconductor company’s stock after selling 4,039 shares during the period. The Manufacturers Life Insurance Company’s holdings in ASML were worth $84,915,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also modified their holdings of the company. Sequoia Financial Advisors LLC lifted its holdings in shares of ASML by 1.2% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 5,611 shares of the semiconductor company’s stock valued at $11,163,000 after buying an additional 65 shares during the period. MCF Advisors LLC grew its holdings in ASML by 10.1% during the second quarter. MCF Advisors LLC now owns 175 shares of the semiconductor company’s stock worth $348,000 after acquiring an additional 16 shares during the period. Scholtz & Company LLC grew its holdings in ASML by 9.6% during the second quarter. Scholtz & Company LLC now owns 4,116 shares of the semiconductor company’s stock worth $8,189,000 after acquiring an additional 362 shares during the period. Whetstone Capital Advisors LLC purchased a new position in ASML in the second quarter worth $808,000. Finally, Gemmer Asset Management LLC purchased a new position in ASML in the second quarter worth $215,000. 26.07% of the stock is owned by hedge funds and other institutional investors.

ASML Stock Performance

Shares of ASML stock opened at $1,698.30 on Friday. The stock has a fifty day moving average price of $1,737.82 and a 200 day moving average price of $1,610.42. 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 stock has a market cap of $667.91 billion, a PE ratio of 52.84, a P/E/G ratio of 0.83 and a beta of 1.79. ASML Holding N.V. has a 1 year low of $806.30 and a 1 year high of $1,999.96.

ASML (NASDAQ:ASML) last posted its earnings results on Sunday, June 28th. The semiconductor company reported $8.65 earnings per share for the quarter. ASML had a return on equity of 52.71% and a net margin of 30.11%.The company had revenue of $10.62 billion for the quarter. Sell-side analysts forecast that ASML Holding N.V. will post 44.99 earnings per share for the current fiscal year.

ASML Cuts Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, August 5th. Investors of record on Tuesday, July 28th were given a $2.1507 dividend. The ex-dividend date was Tuesday, July 28th. This represents a $8.60 annualized dividend and a dividend yield of 0.5%. ASML’s payout ratio is currently 22.59%.

Analysts Set New Price Targets

Several equities research analysts have commented on the stock. Citigroup restated a “buy” rating on shares of ASML in a research report on Friday, July 17th. Weiss Ratings upgraded shares of ASML from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, July 17th. Bank of America raised their price objective on shares of ASML from $2,268.00 to $2,345.00 and gave the company a “buy” rating in a research note on Monday, June 22nd. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of ASML in a research note on Friday, July 10th. Finally, Morgan Stanley reissued an “overweight” rating on shares of ASML in a report on Tuesday, July 7th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, ASML has a consensus rating of “Moderate Buy” and a consensus price target of $1,970.33.

ASML News Summary

Here are the key news stories impacting ASML this week:

• Positive Sentiment: AI-driven demand for logic chips, high-bandwidth memory and advanced DRAM is expected to support ASML’s 2026 growth. Global wafer-fabrication-equipment spending is projected to rise 16.9% to $135.2 billion, with memory equipment spending growing faster than the overall market. 3 Chip Equipment Stocks Set to Win the Memory Boom
• Positive Sentiment: ASML is deepening High-NA EUV relationships with Samsung and Intel, potentially strengthening its long-term order pipeline as customers qualify the technology for advanced production. ASML Expands High-NA Ties With Samsung and Intel as AI Demand Builds
• Positive Sentiment: A collaboration with TSMC aims to develop 12-inch High-NA EUV photomasks, with a potential 40% productivity improvement, lower chipmaking costs and fewer stitching constraints. ASML, TSMC Target 40% High-NA Productivity Gain
• Neutral Sentiment: ASML’s monopoly in extreme-ultraviolet lithography underscores its strategic importance to the semiconductor industry, but this is established business context rather than a new catalyst. What is ASML?
• Neutral Sentiment: Reported short interest was zero shares, providing no meaningful evidence of bearish positioning or short-covering pressure.
• Negative Sentiment: Analysts caution that ASML’s premium valuation leaves limited room for execution or demand disappointments. Broader High-NA adoption depends on customer qualification and manufacturing decisions, while the TSMC productivity initiative may not be realized until 2033. Should Investors Buy ASML as AI Growth Meets a Premium Valuation?

ASML Company Profile

ASML Holding N.V. is a Netherlands-based technology company that develops and manufactures lithography systems used by semiconductor manufacturers to produce integrated circuits. Its equipment uses light to project intricate circuit patterns onto silicon wafers, an essential step in the production of chips for computers, smartphones, automobiles, data centers and other electronic devices.

The company’s product portfolio includes extreme ultraviolet (EUV) lithography systems, deep ultraviolet (DUV) lithography systems and advanced metrology and inspection technologies.