ASML Holding N.V. $ASML Shares Acquired by Hardman Johnston Global Advisors LLC

Key Points

• Hardman Johnston Global Advisors increased its stake in ASML by 21.1% to 156,004 shares, making ASML 8.0% of the fund's portfolio and its largest holding, valued at about $166.9 million.
• ASML raised its quarterly dividend to $3.1771 (annualized $12.71, yield 0.9%), up from $1.88, with record date April 27 and payment on May 5.
• Wall Street sentiment is broadly positive — the stock carries an average rating of "Moderate Buy" with an average target of $1,482.50 — and ASML trades near its one‑year high with a market cap around $581 billion.

Hardman Johnston Global Advisors LLC grew its stake in shares of ASML Holding N.V. (NASDAQ:ASML - Free Report) by 21.1% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 156,004 shares of the semiconductor company's stock after buying an additional 27,141 shares during the period. ASML makes up 8.0% of Hardman Johnston Global Advisors LLC's investment portfolio, making the stock its biggest holding. Hardman Johnston Global Advisors LLC's holdings in ASML were worth $166,902,000 as of its most recent filing with the SEC.

Other large investors have also made changes to their positions in the company. Manning & Napier Advisors LLC acquired a new position in ASML in the third quarter worth about $25,000. City Holding Co. acquired a new position in ASML in the third quarter worth about $26,000. Binnacle Investments Inc raised its position in ASML by 78.9% in the second quarter. Binnacle Investments Inc now owns 34 shares of the semiconductor company's stock worth $27,000 after purchasing an additional 15 shares in the last quarter. JPL Wealth Management LLC acquired a new position in ASML in the third quarter worth about $34,000. Finally, Wealth Watch Advisors INC acquired a new position in ASML in the third quarter worth about $34,000. Institutional investors and hedge funds own 26.07% of the company's stock.

ASML Price Performance

Shares of ASML opened at $1,478.28 on Monday. The company has a market capitalization of $581.38 billion, a P/E ratio of 57.25, a PEG ratio of 1.60 and a beta of 1.88. 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 $614.06 and a one year high of $1,547.22. The business's 50 day simple moving average is $1,389.53 and its 200-day simple moving average is $1,204.75.

ASML Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, May 5th. Stockholders of record on Monday, April 27th will be issued a $3.1771 dividend. This represents a $12.71 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Monday, April 27th. This is an increase from ASML's previous quarterly dividend of $1.88. ASML's dividend payout ratio (DPR) is presently 25.10%.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on ASML shares. TD Cowen restated a "buy" rating on shares of ASML in a research note on Wednesday, January 28th. Wells Fargo & Company boosted their target price on shares of ASML from $1,450.00 to $1,650.00 and gave the company an "overweight" rating in a research note on Thursday, January 29th. Susquehanna restated a "positive" rating on shares of ASML in a research note on Thursday. Barclays restated a "buy" rating on shares of ASML in a research note on Wednesday, April 1st. Finally, Jefferies Financial Group reaffirmed a "neutral" rating on shares of ASML in a report on Wednesday, April 8th. Two analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $1,482.50.

Key Stories Impacting ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Mizuho upgraded ASML to a Buy, citing favorable demand drivers for lithography tools and a strong AI-related backlog that supports growth. ASML Holding NV (0QB8) Gets a Buy from Mizuho Securities
• Positive Sentiment: Billionaire investor Ken Fisher lists ASML as a top AI-related holding, highlighting ASML’s near‑monopoly in advanced lithography — a bullish endorsement that can attract allocators focused on AI exposure. Ken Fisher’s Top AI Stock Pick in 2026: ASML (ASML)
• Positive Sentiment: UBS reiterated a Buy on ASML, reinforcing sell‑side support and analyst conviction about medium‑term demand for EUV tools. UBS Group Reiterates Buy Rating for ASML NASDAQ: ASML
• Positive Sentiment: Market commentary and trade writeups noted ASML outpaced the market on strong trading momentum and investor appetite for semiconductor equipment names. Why ASML (ASML) Outpaced the Stock Market Today
• Positive Sentiment: CNBC’s “Final Trades” discussed ASML among favored names, adding to short‑term visibility among retail and institutional traders. Netflix, ASML, CRH and a financial stock: CNBC's 'Final Trades'
• Neutral Sentiment: Jefferies kept a Hold rating on ASML—this is not a downgrade but tempers the bullish momentum by signaling some analysts see limited near‑term upside. ASML Holding NV (0QB8) Gets a Hold from Jefferies
• Neutral Sentiment: Seeking Alpha’s Q1 preview highlights strong growth tailwinds but warns valuation looks stretched, a mixed read that suggests upside may be limited absent upside surprises in results or guidance. ASML Q1 Earnings Preview: Strong Growth Tailwinds, But Valuation Stretched
• Negative Sentiment: An analysis flags China risk ahead of Q1 and notes shareholder returns are in focus; any signs of weaker China demand or regulatory headwinds could pressure shares. ASML's Q1 Report to Gauge China Risk Amid Shareholder Returns

About ASML

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.

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