172,139 Shares of ASML Holding N.V. $ASML Acquired by Mirae Asset Global Investments Co. Ltd.

Mirae Asset Global Investments Co. Ltd. acquired a new position in ASML Holding N.V. (NASDAQ:ASML) in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 172,139 shares of the semiconductor company’s stock, valued at approximately $311,859,000. ASML accounts for approximately 0.6% of Mirae Asset Global Investments Co. Ltd.’s portfolio, making the stock its 29th largest holding.

Other institutional investors have also recently made changes to their positions in the company. ProShare Advisors LLC boosted its stake in ASML by 6.0% in the 3rd quarter. ProShare Advisors LLC now owns 92,161 shares of the semiconductor company’s stock worth $166,965,000 after purchasing an additional 5,189 shares during the period. Vise Technologies Inc. grew its holdings in ASML by 5.3% during the 3rd quarter. Vise Technologies Inc. now owns 13,803 shares of the semiconductor company’s stock valued at $25,006,000 after buying an additional 694 shares in the last quarter. Investment Partners LTD. raised its position in shares of ASML by 97.3% during the third quarter. Investment Partners LTD. now owns 1,999 shares of the semiconductor company’s stock valued at $3,623,000 after buying an additional 986 shares during the last quarter. Blue Fin Capital Inc. raised its position in shares of ASML by 11.8% during the third quarter. Blue Fin Capital Inc. now owns 675 shares of the semiconductor company’s stock valued at $1,223,000 after buying an additional 71 shares during the last quarter. Finally, MGO One Seven LLC lifted its holdings in shares of ASML by 28.8% in the third quarter. MGO One Seven LLC now owns 2,906 shares of the semiconductor company’s stock worth $5,266,000 after buying an additional 649 shares in the last quarter. Hedge funds and other institutional investors own 26.07% of the company’s stock.

ASML Stock Performance

NASDAQ:ASML opened at $1,565.90 on Friday. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.49 and a quick ratio of 1.01. ASML Holding N.V. has a 1 year low of $946.11 and a 1 year high of $1,999.96. The stock’s 50 day simple moving average is $1,704.71 and its two-hundred day simple moving average is $1,595.82. The company has a market cap of $603.53 billion, a price-to-earnings ratio of 38.55, a PEG ratio of 0.65 and a beta of 1.77.

ASML (NASDAQ:ASML) last issued its quarterly earnings data on Sunday, September 27th. The semiconductor company reported $14.71 earnings per share (EPS) for the quarter. The business had revenue of $13.27 billion for the quarter. ASML had a return on equity of 64.24% and a net margin of 34.10%. As a group, equities analysts anticipate that ASML Holding N.V. will post 46.54 earnings per share for the current fiscal year.

ASML Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, November 4th. Investors of record on Tuesday, October 27th will be given a $2.1077 dividend. This is a drop from ASML’s previous quarterly dividend of $2.1507. This represents a $8.43 annualized dividend and a yield of 0.5%. The ex-dividend date is Tuesday, October 27th. ASML’s dividend payout ratio (DPR) is presently 17.55%.

ASML News Summary

Here are the key news stories impacting ASML this week:

• Positive Sentiment: ASML remains a critical bottleneck in advanced-chip manufacturing. It is the only supplier of extreme-ultraviolet lithography systems, which are essential for leading-edge semiconductor production. That strategic position gives the company significant pricing power and exposure to long-term artificial-intelligence infrastructure investment. How ASML Gives the Netherlands a Strategic Advantage in Global AI
• Positive Sentiment: An analysis of Elon Musk’s increasingly vertically integrated businesses argues that ASML has “passed the Elon Test”: even Musk’s chip initiatives still depend on foundries such as TSMC, which in turn require ASML’s lithography technology. This reinforces the company’s long-term moat, although the article is promotional in nature. The Companies Elon Musk Tried to Kill and Couldn’t Are Your Biggest Opportunities
• Neutral Sentiment: Options-market activity has drawn attention to the possibility of a significant ASML move, but options positioning signals volatility rather than a definite fundamental direction. Is the Options Market Predicting a Spike in ASML Holding Stock?
• Negative Sentiment: Intel’s roughly 25% selloff following weak fourth-quarter guidance, margin pressure, and a PC-market downturn raised concerns about broader semiconductor demand and potential delays or caution among chipmakers’ capital-spending plans. Although Intel reported progress in its 18A process, the sector read-through was negative for equipment suppliers. Silicon Shock: Intel’s 25% Valuation Reset
• Negative Sentiment: Valuation concerns may also be weighing on ASML. Compared with Nvidia, ASML generates less revenue and has lower reported pretax margins, prompting investors to question how much AI upside is already reflected in its shares. ASML vs. Nvidia: Who Really Captures the AI Chip Boom?

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on ASML. JPMorgan Chase & Co. dropped their target price on shares of ASML from $2,400.00 to $2,350.00 and set an “overweight” rating for the company in a research report on Thursday, October 15th. Wells Fargo & Company lifted their price target on shares of ASML from $2,200.00 to $2,500.00 and gave the company an “overweight” rating in a report on Thursday, July 16th. Argus set a $2,100.00 price target on shares of ASML in a report on Thursday, July 16th. UBS Group reiterated a “buy” rating on shares of ASML in a research note on Monday, September 28th. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $2,100.00 price objective on shares of ASML in a report on Wednesday, October 7th. Three investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, two have issued a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $2,079.12.

About ASML

ASML Holding N.V. is a Netherlands-based technology company that develops and manufactures advanced lithography systems used by semiconductor manufacturers to produce integrated circuits. Its equipment helps customers transfer intricate circuit patterns onto silicon wafers, a critical step in the production of processors, memory chips and other semiconductor devices.

ASML’s product portfolio includes extreme ultraviolet (EUV) lithography systems, which support the production of the most advanced chips, as well as deep ultraviolet (DUV) lithography systems for a broad range of semiconductor applications.