Sculptor Capital LP Takes Position in ASML Holding N.V. $ASML

Posted by George Bondi on Jul 27th, 2026

Sculptor Capital LP acquired a new position in ASML Holding N.V. (NASDAQ:ASML – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 30,200 shares of the semiconductor company’s stock, valued at approximately $39,889,000.

Other large investors have also added to or reduced their stakes in the company. Cornerstone Financial Management LLC acquired a new stake in ASML in the 4th quarter valued at $26,000. Binnacle Investments Inc lifted its position 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 in the last quarter. Resources Management Corp CT ADV boosted its stake in shares of 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 during the last quarter. North Star Investment Management Corp. boosted its stake in shares of 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 during the last quarter. Finally, Jessup Wealth Management Inc bought a new position in shares of ASML in the 4th quarter valued at about $30,000. Institutional investors and hedge funds own 26.07% of the company’s stock.

Key Stories Impacting ASML

Here are the key news stories impacting ASML this week:

Positive Sentiment: Chipmaking equipment stocks, including ASML, rose after Intel signaled a higher capital spending outlook, reinforcing demand for semiconductor manufacturing tools. AMSL, AMAT, KLAC, LRCX: Chipmaking Equipment Stocks Rise On Intel’s CapEx Bump
Positive Sentiment: Recent commentary highlighted ASML’s strong Q2 results and raised 2026 revenue outlook, with AI-related demand, higher lithography machine sales, and pricing power seen as key growth drivers. ASML: Surging AI CapEx A Catalyst
Positive Sentiment: Analysts continue to point to ASML’s EUV leadership and High-NA technology as long-term beneficiaries of AI-driven advanced chip production. ASML Holdings’ EUV Leadership Strengthens Long-Term Growth
Neutral Sentiment: ASML has also been getting attention from traders and Wall Street analysts, but the coverage is mostly reiterating existing bullish sentiment rather than introducing a new catalyst. Is Trending Stock ASML Holding N.V. (ASML) a Buy Now?
Neutral Sentiment: Another article questioned whether ASML is still attractive at its premium valuation, suggesting investors are weighing upside potential against a rich price tag. ASML Owns AI’s Critical Bottleneck. Is the Stock Worth the Price?
Negative Sentiment: Semiconductor stocks pulled back in July as investors took profits and worried about valuations after a strong AI-led run, which could limit near-term gains for ASML. Semiconductor Crossroads: Healthy Consolidation or Deeper Repricing?

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on ASML. Morningstar downgraded ASML to a “sell” rating in a research report on Wednesday, May 27th. Wells Fargo & Company increased their price target on ASML from $2,200.00 to $2,500.00 and gave the company an “overweight” rating in a research report on Thursday, July 16th. JPMorgan Chase & Co. raised their price target 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. The Goldman Sachs Group reaffirmed a “buy” rating on shares of ASML in a research report on Thursday, June 11th. Finally, Citigroup reissued a “buy” rating on shares of ASML in a report on Friday, July 17th. Four investment analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have issued a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,970.33.

View Our Latest Report on ASML

ASML Price Performance

Shares of ASML stock opened at $1,757.09 on Monday. The company has a debt-to-equity ratio of 0.09, a quick ratio of 0.80 and a current ratio of 1.33. The firm’s 50-day moving average is $1,754.95 and its 200-day moving average is $1,526.71. The stock has a market cap of $691.03 billion, a price-to-earnings ratio of 54.67, a PEG ratio of 0.90 and a beta of 1.78. ASML Holding N.V. has a 52-week low of $683.48 and a 52-week high of $1,999.96.

ASML (NASDAQ:ASML – Get Free Report) last issued its earnings results 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%. Sell-side analysts predict that ASML Holding N.V. will post 43.6 EPS for the current year.

ASML Cuts Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 5th. Stockholders of record on Tuesday, July 28th will be given a $2.1507 dividend. This represents a $8.60 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend is Tuesday, July 28th. ASML’s dividend payout ratio (DPR) is presently 33.51%.

About ASML

(Free Report)

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.