Glenmede Trust Co. NA Lowers Stock Holdings in ASML Holding N.V. $ASML

Glenmede Trust Co. NA trimmed its position in shares of ASML Holding N.V. (NASDAQ:ASML - Free Report) by 16.9% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 11,274 shares of the semiconductor company's stock after selling 2,285 shares during the quarter. Glenmede Trust Co. NA's holdings in ASML were worth $14,891,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of ASML. Cornerstone Financial Management LLC purchased a new position in shares of ASML in the fourth quarter valued at approximately $26,000. Binnacle Investments Inc increased its stake in ASML by 78.9% during the 2nd quarter. Binnacle Investments Inc now owns 34 shares of the semiconductor company's stock worth $27,000 after buying an additional 15 shares during the period. Resources Management Corp CT ADV lifted its holdings in ASML by 1,150.0% during the 4th quarter. Resources Management Corp CT ADV now owns 25 shares of the semiconductor company's stock worth $27,000 after buying an additional 23 shares in the last quarter. North Star Investment Management Corp. lifted its holdings in ASML by 68.8% during the 4th quarter. North Star Investment Management Corp. now owns 27 shares of the semiconductor company's stock worth $29,000 after buying an additional 11 shares in the last quarter. Finally, Jessup Wealth Management Inc purchased a new position in ASML in the 4th quarter valued at approximately $30,000. 26.07% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

ASML has been the subject of several research reports. Bank of America boosted their price target on shares of ASML from $2,268.00 to $2,345.00 and gave the stock a "buy" rating in a research note on Monday, June 22nd. JPMorgan Chase & Co. increased their price objective on ASML from $2,200.00 to $2,400.00 and gave the company an "overweight" rating in a research note on Thursday, July 16th. DZ Bank raised ASML from a "hold" rating to a "strong-buy" rating in a research note on Thursday, July 16th. Citigroup reissued a "buy" rating on shares of ASML in a research note on Friday, July 17th. Finally, Barclays reaffirmed an "overweight" rating on shares of ASML in a research report on Thursday, July 16th. Four investment analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have assigned a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $1,970.33.

ASML Stock Performance

Shares of NASDAQ:ASML opened at $1,629.00 on Monday. ASML Holding N.V. has a 52 week low of $683.48 and a 52 week high of $1,999.96. The company's 50 day moving average is $1,762.20 and its two-hundred day moving average is $1,539.73. The company has a market cap of $640.65 billion, a PE ratio of 50.68, a P/E/G ratio of 0.81 and a beta of 1.79. The company has a current ratio of 1.33, a quick ratio of 0.80 and a debt-to-equity ratio of 0.09.

ASML (NASDAQ:ASML - Get Free Report) last released its quarterly earnings data on Sunday, June 28th. The semiconductor company reported $8.65 earnings per share (EPS) for the quarter. The business had revenue of $10.64 billion during the quarter. ASML had a net margin of 30.11% and a return on equity of 52.71%. Equities analysts predict that ASML Holding N.V. will post 44.68 earnings per share for the current fiscal year.

ASML Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, August 5th. Shareholders of record on Tuesday, July 28th will be issued a dividend of $2.1507 per share. This represents a $8.60 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend is Tuesday, July 28th. ASML's payout ratio is 22.62%.

Key Stories Impacting ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Erste Group sharply raised its ASML earnings forecasts, projecting fiscal 2026 EPS of $44.50 versus $36.94 previously and fiscal 2027 EPS of $61.40 versus $50.60. The estimates exceed or approach the broader consensus and signal improving confidence in demand for ASML’s chipmaking equipment. Erste Group raises ASML earnings estimates
• Positive Sentiment: ASML received multiple Zacks Rank #1 “Strong Buy” designations, reflecting favorable earnings-revision and momentum indicators. ASML receives a Strong Buy rating
• Positive Sentiment: Semiconductor ETFs attracted substantial new money as chip stocks rallied on strong technology earnings, suggesting continued institutional interest in the industry that supplies AI infrastructure. Semiconductor ETFs draw investor cash
• Neutral Sentiment: Analysts maintain a consensus “Moderate Buy” view, but the stock’s elevated valuation leaves investors sensitive to execution, guidance and changes in AI-related capital spending. ASML analyst consensus rating
• Negative Sentiment: A Chinese competitor unveiled deep-ultraviolet lithography machines, renewing concerns about future competition and export-control pressure. ASML’s EUV technology leadership, substantial backlog and plans to expand advanced DUV capacity by about 30% suggest the near-term threat remains limited, but the development weighs on sentiment. China competition and ASML’s risks
• Negative Sentiment: One comparison with Taiwan Semiconductor concluded that TSMC currently offers a stronger valuation, price performance and analyst-sentiment profile, potentially limiting near-term enthusiasm for ASML. ASML versus TSMC comparison

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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