ASML Holding N.V. $ASML Stake Lessened by M&T Bank Corp

Key Points

• M&T Bank Corp cut its ASML stake by 73.8% in Q4, selling 10,259 shares and ending the period with 3,639 shares valued at about $3.893 million per its SEC filing.
• TSMC said it will delay adoption of ASML’s next‑gen high‑NA EUV tools until 2029, a near‑term negative that has pressured ASML’s valuation and prompted sizable market‑cap losses in recent press coverage.
• ASML boosted its quarterly dividend to $3.1771 (annualized $12.71, yield ~0.9%), while analysts remain broadly positive with a consensus "Moderate Buy" and an average target near $1,504.38.

M&T Bank Corp lessened its holdings in ASML Holding N.V. (NASDAQ:ASML - Free Report) by 73.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,639 shares of the semiconductor company's stock after selling 10,259 shares during the period. M&T Bank Corp's holdings in ASML were worth $3,893,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Fisher Asset Management LLC boosted its position in ASML by 2.6% during the 3rd quarter. Fisher Asset Management LLC now owns 4,352,596 shares of the semiconductor company's stock worth $4,213,705,000 after acquiring an additional 108,342 shares during the period. Capital International Investors increased its holdings in shares of ASML by 17.3% in the 3rd quarter. Capital International Investors now owns 3,919,154 shares of the semiconductor company's stock valued at $3,791,982,000 after purchasing an additional 577,448 shares during the period. Van ECK Associates Corp lifted its position in shares of ASML by 16.6% in the third quarter. Van ECK Associates Corp now owns 2,148,506 shares of the semiconductor company's stock worth $2,079,948,000 after purchasing an additional 305,435 shares in the last quarter. WCM Investment Management LLC boosted its holdings in shares of ASML by 24.9% during the third quarter. WCM Investment Management LLC now owns 1,933,748 shares of the semiconductor company's stock worth $1,861,445,000 after purchasing an additional 385,502 shares during the period. Finally, Bank of America Corp DE grew its position in ASML by 8.3% during the third quarter. Bank of America Corp DE now owns 1,865,254 shares of the semiconductor company's stock valued at $1,805,733,000 after purchasing an additional 142,763 shares in the last quarter. Hedge funds and other institutional investors own 26.07% of the company's stock.

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.

ASML Price Performance

NASDAQ ASML opened at $1,457.70 on Monday. The company has a quick ratio of 0.78, a current ratio of 1.36 and a debt-to-equity ratio of 0.13. The stock has a market capitalization of $573.28 billion, a PE ratio of 52.28, a price-to-earnings-growth ratio of 1.48 and a beta of 1.88. ASML Holding N.V. has a 12-month low of $651.46 and a 12-month high of $1,547.22. The company has a 50 day moving average price of $1,401.41 and a two-hundred day moving average price of $1,237.81.

ASML Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 5th. Investors of record on Monday, April 27th will be paid 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 a boost from ASML's previous quarterly dividend of $1.88. ASML's dividend payout ratio (DPR) is presently 23.24%.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on ASML shares. Deutsche Bank Aktiengesellschaft reiterated a "buy" rating on shares of ASML in a research report on Thursday, April 16th. Wells Fargo & Company restated an "overweight" rating and set a $1,750.00 price target on shares of ASML in a report on Thursday, April 16th. Freedom Capital raised shares of ASML from a "hold" rating to a "strong-buy" rating in a research note on Thursday, April 16th. Sanford C. Bernstein reiterated a "buy" rating on shares of ASML in a report on Thursday. Finally, Susquehanna reissued a "positive" rating on shares of ASML in a research report on Thursday, April 9th. Three equities research 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 issued a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $1,504.38.

ASML 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.

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