FFG Partners LLC Acquires New Position in ASML Holding N.V. $ASML

Key Points

• FFG Partners LLC acquired a new stake in ASML, buying 2,005 shares in Q4 valued at about $2.146 million (roughly 0.6% of its portfolio and its 25th largest holding).
• ASML raised its quarterly dividend to $3.1771 from $1.88 (annualized $12.71, yield ~0.9%), with an ex‑dividend date of April 27 and payment on May 5.
• Market and analyst sentiment is broadly positive — multiple buy reiterations and upgrades (including Mizuho and UBS), a bullish mention from Ken Fisher, and a MarketBeat consensus of "Moderate Buy" with an average target of $1,482.50.

FFG Partners LLC acquired a new stake in ASML Holding N.V. (NASDAQ:ASML - Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 2,005 shares of the semiconductor company's stock, valued at approximately $2,146,000. ASML comprises about 0.6% of FFG Partners LLC's investment portfolio, making the stock its 25th biggest position.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Hardman Johnston Global Advisors LLC increased its holdings in ASML by 21.1% in the 4th quarter. Hardman Johnston Global Advisors LLC now owns 156,004 shares of the semiconductor company's stock worth $166,902,000 after buying an additional 27,141 shares during the period. Burney Co. increased its holdings in ASML by 14.2% in the 4th quarter. Burney Co. now owns 450 shares of the semiconductor company's stock worth $481,000 after buying an additional 56 shares during the period. Legacy Financial Strategies LLC increased its holdings in ASML by 16.1% in the 4th quarter. Legacy Financial Strategies LLC now owns 281 shares of the semiconductor company's stock worth $301,000 after buying an additional 39 shares during the period. Valley Brook Capital Group Inc. increased its holdings in ASML by 3.1% in the 4th quarter. Valley Brook Capital Group Inc. now owns 997 shares of the semiconductor company's stock worth $1,067,000 after buying an additional 30 shares during the period. Finally, Fortune Financial Advisors LLC increased its holdings in ASML by 4.2% in the 4th quarter. Fortune Financial Advisors LLC now owns 273 shares of the semiconductor company's stock worth $292,000 after buying an additional 11 shares during the period. 26.07% of the stock is owned by hedge funds and other institutional investors.

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

ASML Price Performance

Shares of NASDAQ ASML opened at $1,478.28 on Monday. The stock has a market capitalization of $581.38 billion, a price-to-earnings ratio of 57.25, a PEG ratio of 1.60 and a beta of 1.88. ASML Holding N.V. has a 12 month low of $614.06 and a 12 month high of $1,547.22. The firm's 50 day simple moving average is $1,389.53 and its 200-day simple moving average is $1,204.75. 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 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 given a dividend of $3.1771 per share. This is a positive change from ASML's previous quarterly dividend of $1.88. The ex-dividend date is Monday, April 27th. This represents a $12.71 dividend on an annualized basis and a dividend yield of 0.9%. ASML's payout ratio is 25.10%.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on ASML shares. Morgan Stanley reiterated an "overweight" rating on shares of ASML in a report on Friday, January 16th. Berenberg Bank reiterated a "buy" rating on shares of ASML in a report on Friday, January 23rd. Citigroup reiterated a "buy" rating on shares of ASML in a report on Tuesday, January 20th. Royal Bank Of Canada increased their price target on shares of ASML from $1,550.00 to $1,625.00 and gave the stock an "outperform" rating in a report on Thursday, January 29th. Finally, Santander cut shares of ASML from a "neutral" rating to an "underperform" rating in a research note on Thursday, January 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price of $1,482.50.

ASML Company 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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