West Oak Capital LLC Has $2.48 Million Stake in ASML Holding N.V. $ASML

Key Points

• West Oak Capital LLC increased its stake in ASML Holding N.V. by 22.9% in Q2, now holding shares worth $2.48 million.
• ASML's recent earnings report showed a net margin of 26.95%, but earnings per share missed analyst expectations.
• The company announced a dividend increase to $1.856 per share, representing an annualized yield of 0.8%.

West Oak Capital LLC boosted its position in ASML Holding N.V. (NASDAQ:ASML - Free Report) by 22.9% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,097 shares of the semiconductor company's stock after buying an additional 577 shares during the period. West Oak Capital LLC's holdings in ASML were worth $2,482,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Putney Financial Group LLC lifted its holdings in ASML by 322.2% in the first quarter. Putney Financial Group LLC now owns 38 shares of the semiconductor company's stock valued at $25,000 after buying an additional 29 shares during the period. Banque Cantonale Vaudoise acquired a new position in ASML in the first quarter valued at $27,000. Knuff & Co LLC acquired a new position in ASML in the first quarter valued at $33,000. Wayfinding Financial LLC acquired a new position in ASML in the first quarter valued at $35,000. Finally, Pinnacle Bancorp Inc. acquired a new position in shares of ASML during the first quarter valued at about $42,000. Institutional investors and hedge funds own 26.07% of the company's stock.

Analyst Upgrades and Downgrades

ASML has been the topic of several research reports. Erste Group Bank upgraded shares of ASML from a "hold" rating to a "buy" rating in a report on Monday. Arete Research upgraded shares of ASML to a "strong-buy" rating in a report on Friday, September 12th. Jefferies Financial Group lowered shares of ASML from a "buy" rating to a "hold" rating in a report on Thursday, June 26th. UBS Group upgraded shares of ASML from a "neutral" rating to a "buy" rating in a report on Friday, September 5th. Finally, Morgan Stanley upgraded shares of ASML from an "equal weight" rating to an "overweight" rating in a report on Monday. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and five have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $923.80.

ASML Trading Up 2.8%

NASDAQ:ASML opened at $957.80 on Tuesday. The company has a debt-to-equity ratio of 0.21, a quick ratio of 0.81 and a current ratio of 1.43. The firm has a market cap of $376.82 billion, a price-to-earnings ratio of 39.97, a price-to-earnings-growth ratio of 1.57 and a beta of 1.80. ASML Holding N.V. has a 52 week low of $578.51 and a 52 week high of $964.54. The firm has a 50-day moving average price of $762.69 and a two-hundred day moving average price of $736.58.

ASML (NASDAQ:ASML - Get Free Report) last released its earnings results on Wednesday, July 16th. The semiconductor company reported $4.55 earnings per share for the quarter, missing analysts' consensus estimates of $5.94 by ($1.39). ASML had a net margin of 26.95% and a return on equity of 49.47%. The company had revenue of $8.94 billion for the quarter, compared to the consensus estimate of $8.72 billion. During the same period in the prior year, the company earned $4.01 earnings per share. The firm's revenue was up 23.2% on a year-over-year basis. ASML has set its FY 2025 guidance at EPS. Q3 2025 guidance at EPS. On average, equities analysts expect that ASML Holding N.V. will post 25.17 earnings per share for the current fiscal year.

ASML Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, August 6th. Stockholders of record on Tuesday, July 29th were given a dividend of $1.856 per share. The ex-dividend date of this dividend was Tuesday, July 29th. This represents a $7.42 dividend on an annualized basis and a dividend yield of 0.8%. This is an increase from ASML's previous quarterly dividend of $1.64. ASML's payout ratio is currently 26.21%.

About ASML

ASML Holding N.V. develops, produces, markets, sells, and services advanced semiconductor equipment systems for chipmakers. It offers advanced semiconductor equipment systems, including lithography, metrology, and inspection systems. The company also provides extreme ultraviolet lithography systems; and deep ultraviolet lithography systems comprising immersion and dry lithography solutions to manufacture various range of semiconductor nodes and technologies.

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