ASML Holding N.V. $ASML Shares Newly Purchased by Franchise GP Ltd

Posted by Stanley Muller on Oct 16th, 2026

Franchise GP Ltd acquired a new stake in ASML Holding N.V. (NASDAQ:ASML – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 1,582 shares of the semiconductor company’s stock, valued at approximately $2,866,000. ASML makes up approximately 1.2% of Franchise GP Ltd’s portfolio, making the stock its 19th biggest holding.

Other institutional investors also recently modified their holdings of the company. Van ECK Associates Corp lifted its position in shares of ASML by 31.7% during the second quarter. Van ECK Associates Corp now owns 2,459,420 shares of the semiconductor company’s stock worth $4,892,869,000 after purchasing an additional 592,125 shares in the last quarter. Arrowstreet Capital Limited Partnership lifted its stake in shares of ASML by 6.3% during the first quarter. Arrowstreet Capital Limited Partnership now owns 1,641,565 shares of the semiconductor company’s stock valued at $2,168,227,000 after acquiring an additional 96,860 shares during the period. Bank of America Corp DE raised its holdings in ASML by 1.2% during the 1st quarter. Bank of America Corp DE now owns 1,560,256 shares of the semiconductor company’s stock worth $2,060,833,000 after purchasing an additional 19,051 shares during the last quarter. BlackRock Inc. boosted its stake in shares of ASML by 4.9% in the 2nd quarter. BlackRock Inc. now owns 1,282,190 shares of the semiconductor company’s stock valued at $2,550,840,000 after purchasing an additional 59,888 shares during the last quarter. Finally, Dimensional Fund Advisors LP raised its stake in shares of ASML by 1.8% during the first quarter. Dimensional Fund Advisors LP now owns 1,033,583 shares of the semiconductor company’s stock worth $1,364,963,000 after buying an additional 18,768 shares during the last quarter. 26.07% of the stock is owned by institutional investors.

Trending Headlines about ASML

Here are the key news stories impacting ASML this week:

Positive Sentiment: AI demand remains far ahead of supply. ASML said customers are placing orders into 2030 and that its currently planned production is effectively sold out through 2028. This supports long-term revenue visibility, pricing power and demand for the company’s critical EUV and DUV lithography systems. Reuters analysis of ASML’s sold-out outlook
Positive Sentiment: ASML delivered a strong earnings beat and raised its outlook. Third-quarter net income reached approximately €5.0 billion on €11.7 billion of sales, while earnings per share exceeded estimates by a wide margin. Fourth-quarter revenue guidance was above consensus, and full-year 2026 sales guidance was raised to approximately €44 billion–€45 billion, with gross margin expectations near 56%. ASML Q3 2026 results
Positive Sentiment: Capacity expansion could extend the growth cycle. ASML plans to increase manufacturing capacity as memory-chip investment accelerates, particularly for AI infrastructure and high-bandwidth memory. Analysts also point to potential upside from stronger margins, dividends and buybacks. ASML capacity expansion plans
Neutral Sentiment: JPMorgan retained an “overweight” rating but reduced its price target from $2,400 to $2,350, suggesting continued confidence while acknowledging execution and valuation risks.
Negative Sentiment: Investors remain concerned about the near-term constraints. Quarterly revenue came in slightly below expectations, and ASML cannot fully satisfy expected demand in 2027 and 2028. Rising costs and the need for substantial capacity investment could limit near-term operating leverage. Analysis of ASML’s Q3 risks
Negative Sentiment: Geopolitical uncertainty remains an overhang. Possible additional U.S. restrictions on DUV equipment sales to China and negotiations involving a key ASML supplier could disrupt the company’s addressable market or supply chain. ASML’s premium valuation also leaves less room for disappointment.

ASML Trading Up 0.5%

NASDAQ ASML opened at $1,657.44 on Friday. ASML Holding N.V. has a one year low of $946.11 and a one year high of $1,999.96. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.33 and a quick ratio of 0.80. The firm has a market cap of $651.84 billion, a P/E ratio of 40.80, a P/E/G ratio of 0.74 and a beta of 1.77. The stock’s 50-day moving average is $1,741.10 and its 200-day moving average is $1,670.87.

ASML (NASDAQ:ASML – Get Free Report) last issued its quarterly earnings data on Sunday, September 27th. The semiconductor company reported $14.71 earnings per share (EPS) for the quarter. ASML had a return on equity of 65.18% and a net margin of 34.10%. The business had revenue of $13.27 billion during the quarter. Sell-side analysts anticipate that ASML Holding N.V. will post 43.56 earnings per share for the current fiscal year.

ASML Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, November 4th. Stockholders of record on Tuesday, October 27th will be issued a $2.1077 dividend. This represents a $8.43 annualized dividend and a dividend yield of 0.5%. This is a drop from ASML’s previous quarterly dividend of $2.1507. The ex-dividend date is Tuesday, October 27th. ASML’s dividend payout ratio is currently 22.62%.

Analyst Upgrades and Downgrades

Several brokerages have commented on ASML. Zacks Research cut shares of ASML from a “strong-buy” rating to a “hold” rating in a research report on Friday, July 3rd. Barclays restated an “overweight” rating on shares of ASML in a report on Thursday, July 16th. UBS Group reissued a “buy” rating on shares of ASML in a research report on Monday, September 28th. Weiss Ratings raised shares of ASML from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, October 2nd. Finally, Morgan Stanley reissued an “overweight” rating on shares of ASML in a report on Tuesday, July 7th. Three research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, two have assigned a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $2,079.12.

View Our Latest Stock Analysis on ASML

ASML Company Profile

(Free Report)

ASML Holding N.V. is a Netherlands-based technology company that develops and manufactures advanced lithography systems used by semiconductor manufacturers to produce integrated circuits. Its equipment projects patterns onto silicon wafers, enabling the creation of increasingly smaller and more powerful semiconductor features.

ASML’s product portfolio includes extreme ultraviolet (EUV) lithography systems, deep ultraviolet (DUV) lithography systems, and related metrology and inspection solutions.