BIP Wealth LLC Makes New $1.08 Million Investment in ASML Holding N.V. $ASML

Key Points

• BIP Wealth LLC bought a new position of 1,007 shares of ASML in the fourth quarter, valued at roughly $1.08 million.
• ASML raised its quarterly dividend to $3.1771 (annualized $12.71), a yield of about 0.9%, with an ex-dividend date of April 27 and payment on May 5.
• The proposed MATCH Act could broaden export controls to DUV tools and services for China, posing a material risk to ASML’s China revenue and capping valuation upside.

BIP Wealth LLC bought a new position in shares of ASML Holding N.V. (NASDAQ:ASML - Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 1,007 shares of the semiconductor company's stock, valued at approximately $1,077,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in ASML. Sky Investment Group LLC grew its stake in shares of ASML by 2.1% in the 4th quarter. Sky Investment Group LLC now owns 384 shares of the semiconductor company's stock valued at $411,000 after buying an additional 8 shares during the period. BOS Asset Management LLC grew its stake in shares of ASML by 2.4% in the 4th quarter. BOS Asset Management LLC now owns 377 shares of the semiconductor company's stock valued at $403,000 after buying an additional 9 shares during the period. HBK Sorce Advisory LLC boosted its stake in ASML by 1.0% during the 3rd quarter. HBK Sorce Advisory LLC now owns 1,057 shares of the semiconductor company's stock valued at $1,067,000 after purchasing an additional 10 shares during the last quarter. Albion Financial Group UT boosted its stake in ASML by 27.8% during the 3rd quarter. Albion Financial Group UT now owns 46 shares of the semiconductor company's stock valued at $45,000 after purchasing an additional 10 shares during the last quarter. Finally, Global Assets Advisory LLC boosted its stake in ASML by 2.3% during the 3rd quarter. Global Assets Advisory LLC now owns 452 shares of the semiconductor company's stock valued at $438,000 after purchasing an additional 10 shares during the last quarter. 26.07% of the stock is currently owned by institutional investors.

More ASML News

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Geopolitical relief lifted markets, helping semiconductor-linked stocks in Asia and reducing oil/market risk that had pressured sentiment. Why ASML Stock Popped Today
• Positive Sentiment: UBS reaffirmed its "buy" rating on ASML, providing support from a major sell-side shop and signaling continued confidence in the company’s longer-term growth story. ASML: UBS Keeps Its 'Buy' Rating
• Positive Sentiment: ASML’s installed-base / service & upgrade business remains a growth driver (IBM sales rose sharply in 2025), boosting recurring revenue and margin resilience. ASML's Installed Base Business Gains Traction
• Positive Sentiment: ASML continues active share buybacks (recent daily repurchases disclosed), which support EPS and provide near-term shareholder-return tailwinds. ASML Reports Transactions Under Its Current Share Buyback Program
• Neutral Sentiment: Jefferies reaffirmed a "neutral" rating, reflecting mixed analyst views that leave upside conditional on how regulatory and China-exposure risks evolve. ASML: Jefferies Reiterates Its 'Neutral' Rating
• Neutral Sentiment: ASML is due to report Q1 results soon; earnings and management commentary on demand and regional restrictions (MATCH Act risk) will likely drive near-term stock moves. ASML Set To Report Q1 Earnings: Here's What to Expect
• Negative Sentiment: U.S. lawmakers proposed the bipartisan MATCH Act that could expand export controls to DUV tools and service for China; markets reacted negatively as that would directly threaten a meaningful portion of ASML's China revenue. ASML Shares Fall on US Congress Plan to Further Restrict China Exports
• Negative Sentiment: Analysts and outlets warn the MATCH Act could shave double-digit percentage points off ASML’s sales if enacted and enforced, a structural risk that keeps a cap on valuation multiples despite strong fundamentals. ASML Stock Drops. Why a Dutch Company Has a Big U.S. Problem.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on ASML shares. Barclays reiterated a "buy" rating on shares of ASML in a research note on Wednesday, April 1st. Grupo Santander downgraded ASML to an "underperform" rating in a research note on Thursday, January 22nd. JPMorgan Chase & Co. reiterated a "buy" rating on shares of ASML in a research note on Tuesday, March 31st. TD Cowen reiterated a "buy" rating on shares of ASML in a research note on Wednesday, January 28th. Finally, Citigroup reiterated a "buy" rating on shares of ASML in a research note on Tuesday, January 20th. Two 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 given a Sell rating to the company's stock. According to MarketBeat.com, ASML currently has an average rating of "Moderate Buy" and an average target price of $1,482.50.

ASML Price Performance

Shares of NASDAQ ASML opened at $1,421.05 on Thursday. ASML Holding N.V. has a twelve month low of $606.86 and a twelve month high of $1,547.22. The stock's 50 day moving average price is $1,388.56 and its 200-day moving average price is $1,195.91. The company has a market capitalization of $558.87 billion, a PE ratio of 55.04, a PEG ratio of 1.27 and a beta of 1.88. The company has a quick ratio of 0.79, a current ratio of 1.26 and a debt-to-equity ratio of 0.14.

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 paid a $3.1771 dividend. This represents a $12.71 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date 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 25.10%.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.