OLD National Bancorp IN Sells 1,267 Shares of ASML Holding N.V. $ASML

Key Points

• OLD National Bancorp IN cut its stake in ASML by 20.6% in Q4, selling 1,267 shares and leaving 4,883 shares valued at about $5.224 million.
• ASML sharply raised its quarterly dividend to $3.1771 (annualized $12.71), with an ex-dividend date of April 27 and a yield around 0.9%, up from the prior $1.88 quarterly payout.
• Analyst coverage is generally bullish (average rating "Moderate Buy" and $1,504 average price target), but a key near-term negative catalyst is TSMC delaying purchases of ASML’s top-end EUV machines, weighing on demand visibility despite strong AI-related guidance.

OLD National Bancorp IN reduced its holdings in shares of ASML Holding N.V. (NASDAQ:ASML - Free Report) by 20.6% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 4,883 shares of the semiconductor company's stock after selling 1,267 shares during the quarter. OLD National Bancorp IN's holdings in ASML were worth $5,224,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in ASML. Manning & Napier Advisors LLC bought a new position in shares of ASML during the 3rd quarter worth approximately $25,000. City Holding Co. bought a new position in shares of ASML during the 3rd quarter worth approximately $26,000. Binnacle Investments Inc grew its stake in shares of 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 acquiring an additional 15 shares in the last quarter. JPL Wealth Management LLC bought a new position in shares of ASML during the 3rd quarter worth approximately $34,000. Finally, Wealth Watch Advisors INC bought a new position in shares of ASML during the 3rd quarter worth approximately $34,000. 26.07% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

ASML has been the subject of several research reports. Berenberg Bank reaffirmed a "buy" rating on shares of ASML in a research note on Thursday, April 16th. Santander cut shares of ASML from a "neutral" rating to an "underperform" rating in a research note on Thursday, January 22nd. Grupo Santander cut shares of ASML to an "underperform" rating in a research note on Thursday, January 22nd. Zacks Research cut shares of ASML from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, March 3rd. Finally, Jefferies Financial Group reaffirmed a "neutral" rating on shares of ASML in a research note on Wednesday, April 8th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, six have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, ASML presently has an average rating of "Moderate Buy" and an average price target of $1,504.38.

ASML Trading Down 1.8%

NASDAQ ASML opened at $1,417.80 on Friday. The company has a market cap of $557.59 billion, a PE ratio of 50.85, a PEG ratio of 1.46 and a beta of 1.88. The company has a current ratio of 1.36, a quick ratio of 0.78 and a debt-to-equity ratio of 0.13. ASML Holding N.V. has a 12 month low of $651.46 and a 12 month high of $1,547.22. The stock has a 50 day moving average of $1,400.38 and a 200-day moving average of $1,231.56.

ASML Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 5th. Stockholders of record on Monday, April 27th will be issued 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 payout ratio is currently 23.24%.

Key Stories Impacting ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Analysts have been lifting targets and maintaining bullish ratings (Wells Fargo raised a price target and UBS reaffirmed a Buy), signaling confidence that the pullback is "overdone" and supporting medium-term valuation. ASML Holding (ASML) Price Target Lifted by $100 Amid ‘Overdone’ Pullback
• Positive Sentiment: Recent broker upgrades (e.g., Freedom Broker raising ASML to Buy and increasing its target to $1,650) underscore improving fundamentals after a broad-based Q1, which could cushion downside and attract buyers at lower levels. ASML Holding (ASML): Among the Best European Stocks to Buy According to Analysts
• Positive Sentiment: ASML's AGM approved a final dividend (€2.70 per share) and capital measures, and the company reiterated investments to avoid becoming a production bottleneck — corporate actions that support shareholder returns and reassure customers about capacity expansion. ASML discloses 2026 AGM results
• Positive Sentiment: ASML raised guidance tied to strong AI-chip and memory demand, a demand backdrop that supports equipment spending over the next several quarters (positive for bookings and long-term revenue). ASML Has Just Delivered Massive News for Micron Technology Investors
• Neutral Sentiment: Management told investors it will avoid being a bottleneck via capacity and productivity investments — reassuring but not an immediate earnings catalyst; it's more a medium-term supply-side positive. ASML says firm will not be chip industry's bottleneck
• Neutral Sentiment: Market commentary and bullish lists (e.g., ASML named a top AI stock that could reach a trillion-dollar market cap) are sentiment boosters but speculative and less likely to move price immediately. ASML Holding N.V. (ASML): One of the Stocks That Could Break Trillion Dollar Ceiling
• Negative Sentiment: TSMC said it will delay adopting ASML’s top-end EUV machines because of cost, which directly hit near-term demand visibility for ASML’s highest-margin systems and is the main reason the stock pulled back today. This is the clearest immediate negative catalyst for shares. ASML Loses Nearly $17 Billion of Value as TSMC Shuns Top-End Machines

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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