ASML Holding N.V. $ASML Shares Bought by Solidarity Wealth LLC

Key Points

• Solidarity Wealth LLC increased its position in ASML by 19.9% in Q4 and now holds 7,768 shares worth $8.31 million, representing about 1.7% of the firm's portfolio and its 19th largest holding.
• ASML declared a materially higher quarterly dividend of $3.1771 (annualized $12.71) — up from $1.88 — with an ex-dividend date of April 27 and payment on May 5, implying a 0.9% yield and a payout ratio of 23.24%.
• Wall Street remains broadly positive (average rating "Moderate Buy" and a consensus target of $1,504.38), but near-term downside risks include TSMC's delay of high‑NA EUV adoption to 2029 and potential regulatory/export-control headwinds.

Solidarity Wealth LLC raised its position in ASML Holding N.V. (NASDAQ:ASML - Free Report) by 19.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,768 shares of the semiconductor company's stock after purchasing an additional 1,287 shares during the quarter. ASML comprises approximately 1.7% of Solidarity Wealth LLC's investment portfolio, making the stock its 19th biggest holding. Solidarity Wealth LLC's holdings in ASML were worth $8,311,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of ASML. Manning & Napier Advisors LLC acquired a new position in shares of ASML during the third quarter valued at $25,000. City Holding Co. acquired a new position in shares of ASML during the third quarter valued at $26,000. Binnacle Investments Inc increased its holdings in shares of ASML by 78.9% during the second quarter. Binnacle Investments Inc now owns 34 shares of the semiconductor company's stock valued at $27,000 after purchasing an additional 15 shares during the period. Wealth Watch Advisors INC acquired a new position in shares of ASML during the third quarter valued at $34,000. Finally, JPL Wealth Management LLC acquired a new position in shares of ASML during the third quarter valued at approximately $34,000. 26.07% of the stock is owned by institutional investors and hedge funds.

ASML Price Performance

NASDAQ:ASML opened at $1,457.70 on Friday. The business's 50-day moving average price is $1,401.41 and its 200 day moving average price is $1,234.44. The firm has a market cap of $573.28 billion, a P/E ratio of 52.28, a PEG ratio of 1.44 and a beta of 1.88. ASML Holding N.V. has a 52-week low of $651.46 and a 52-week high of $1,547.22. The company has a quick ratio of 0.78, a current ratio of 1.36 and a debt-to-equity ratio of 0.13.

ASML Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, May 5th. Shareholders of record on Monday, April 27th will be given a $3.1771 dividend. This represents a $12.71 annualized dividend and a yield of 0.9%. This is a positive change from ASML's previous quarterly dividend of $1.88. The ex-dividend date is Monday, April 27th. ASML's dividend payout ratio (DPR) is presently 23.24%.

Wall Street Analyst Weigh In

ASML has been the topic of a number of research analyst reports. Wall Street Zen upgraded shares of ASML from a "hold" rating to a "buy" rating in a research note on Saturday. UBS Group reiterated a "buy" rating on shares of ASML in a research note on Thursday. Santander lowered shares of ASML from a "neutral" rating to an "underperform" rating in a research note on Thursday, January 22nd. TD Cowen reiterated a "buy" rating on shares of ASML in a research note on Wednesday, January 28th. Finally, Freedom Capital upgraded shares of ASML from a "hold" rating to a "strong-buy" rating in a research note on Thursday, April 16th. Three analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $1,504.38.

ASML News Summary

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Multiple brokerages reaffirmed or raised conviction — UBS and Sanford C. Bernstein kept “buy” calls this week, and several analysts have raised price targets after a strong Q1, supporting investor confidence in ASML’s long-term demand. ASML Gets a Buy Rating From Bernstein
• Positive Sentiment: Shareholder-approved dividend, capital measures and board updates at the 2026 AGM reduce governance uncertainty and return capital to investors — a constructive signal for medium-term holders. ASML Shareholders Approve 2025 Dividend, Capital Measures and Board Changes at 2026 AGM
• Positive Sentiment: Broader bullish narratives on AI and semicap exposure keep ASML in favor — outlets are highlighting ASML as a top AI-related idea that could push market capitalization much higher. That thematic demand supports premium valuation multiples. ASML: One of the Stocks That Could Break Trillion Dollar Ceiling
• Neutral Sentiment: Industry demand commentary (eg. DRAM/AI-driven memory tightness) is supportive for the semiconductor equipment cycle generally, which indirectly benefits ASML but doesn't guarantee immediate order acceleration for its highest-end tools. ‘DRAM Will Double or Triple From Here' as AI Demand Outpaces Supply Chain Capacity
• Negative Sentiment: TSMC said it will delay adoption of ASML’s next‑gen high‑NA EUV tools until 2029, undercutting near-term demand for ASML’s highest-margin, top-end systems and prompting market value loss. This is the primary immediate negative catalyst. TSMC delays ASML high-NA EUV adoption to 2029
• Negative Sentiment: Press coverage highlights a substantial market-cap hit after TSMC’s stance (WSJ coverage noted nearly $17B lost in value), underlining how dependent ASML’s near-term sentiment is on orders from a handful of big customers. ASML Loses Nearly $17 Billion of Value as TSMC Shuns Top-End Machines
• Negative Sentiment: Regulatory risk: an analysis argues the MATCH Act (export-control style measures) could materially hit ASML revenue if access to certain markets or tech is restricted — a longer‑term legislative/regulatory downside investors should monitor. The MATCH Act Could Blow a Hole in ASML's Revenue. Here's What Investors Need to Know.

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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