Woodley Farra Manion Portfolio Management Inc. lessened its holdings in shares of ASML Holding N.V. (NASDAQ:ASML – Free Report) by 19.5% in the 3rd quarter, HoldingsChannel reports. The firm owned 47,321 shares of the semiconductor company’s stock after selling 11,442 shares during the quarter. ASML makes up approximately 4.3% of Woodley Farra Manion Portfolio Management Inc.’s holdings, making the stock its 3rd largest holding. Woodley Farra Manion Portfolio Management Inc.’s holdings in ASML were worth $85,730,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in ASML. Keybank National Association OH lifted its stake in shares of ASML by 3.7% in the 3rd quarter. Keybank National Association OH now owns 75,982 shares of the semiconductor company’s stock valued at $137,654,000 after purchasing an additional 2,689 shares during the period. Cornerstone Wealth Management LLC boosted its holdings in ASML by 9.5% during the third quarter. Cornerstone Wealth Management LLC now owns 1,214 shares of the semiconductor company’s stock worth $2,200,000 after buying an additional 105 shares in the last quarter. Narwhal Capital Management boosted its holdings in ASML by 113.0% during the third quarter. Narwhal Capital Management now owns 2,631 shares of the semiconductor company’s stock worth $4,767,000 after buying an additional 1,396 shares in the last quarter. 71 West Capital Partners boosted its holdings in ASML by 1.1% during the third quarter. 71 West Capital Partners now owns 17,956 shares of the semiconductor company’s stock worth $32,530,000 after buying an additional 190 shares in the last quarter. Finally, United Capital Management of KS Inc. grew its position in ASML by 0.6% during the third quarter. United Capital Management of KS Inc. now owns 5,710 shares of the semiconductor company’s stock valued at $10,345,000 after buying an additional 33 shares during the period. 26.07% of the stock is currently owned by institutional investors and hedge funds.
ASML Price Performance
ASML stock opened at $1,507.85 on Wednesday. ASML Holding N.V. has a 52-week low of $946.11 and a 52-week high of $1,999.96. The firm has a market capitalization of $581.16 billion, a price-to-earnings ratio of 37.12, a PEG ratio of 0.63 and a beta of 1.80. The company has a fifty day simple moving average of $1,669.83 and a 200-day simple moving average of $1,601.18. The company has a quick ratio of 1.01, a current ratio of 1.49 and a debt-to-equity ratio of 0.09.
ASML (NASDAQ:ASML – Get Free Report) last issued its earnings results on Sunday, September 27th. The semiconductor company reported $14.71 earnings per share for the quarter. The business had revenue of $13.27 billion for the quarter. ASML had a return on equity of 64.24% and a net margin of 34.10%. On average, equities analysts anticipate that ASML Holding N.V. will post 46.54 EPS for the current fiscal year.
ASML Cuts Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, November 4th. Investors of record on Tuesday, October 27th were given a dividend of $2.1077 per share. This represents a $8.43 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend was Tuesday, October 27th. This is a negative change from ASML’s previous quarterly dividend of $2.1507. ASML’s dividend payout ratio is 17.55%.
Wall Street Analysts Forecast Growth
ASML has been the subject of a number of analyst reports. Cantor Fitzgerald reiterated an “overweight” rating on shares of ASML in a research report on Monday, September 14th. Weiss Ratings cut ASML from a “buy (b)” rating to a “buy (b-)” rating in a research report on Friday, October 30th. Argus set a $2,100.00 target price on ASML in a research report on Thursday, July 16th. Barclays restated an “overweight” rating on shares of ASML in a research note on Thursday, July 16th. Finally, DZ Bank raised ASML from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, two have issued a Hold rating and three have issued a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $2,204.71.
View Our Latest Analysis on ASML
Key Headlines Impacting ASML
Here are the key news stories impacting ASML this week:
- Positive Sentiment: ASML raised its 2026 sales outlook after a strong third-quarter beat, citing accelerating AI demand. The growth opportunity is favorable, although expanding capacity will be an execution challenge. Article: ASML Raises 2026 Guidance as AI Demand Accelerates Capacity Expansion
- Positive Sentiment: Samsung and SK hynix are reportedly competing for ASML EUV equipment amid expected 2027–2028 shortages, pointing to strong demand from major chipmakers. Article: Samsung and SK hynix reportedly race for ASML EUV systems
- Neutral Sentiment: ASML reported share repurchases under its buyback program, which may provide some support, though the disclosed transactions do not indicate a change in the company’s outlook. Article: ASML reports transactions under its current share buyback program
- Negative Sentiment: Unions reportedly walked away from talks over ASML’s reorganization, raising the risk of labor friction and disruption during a period when the company needs to expand production. Article: ASML Holding stock faces labor dispute as unions quit reorganization talks
- Negative Sentiment: Investors are also weighing whether ASML’s valuation already reflects much of its long-term growth, alongside capacity-expansion and export-related risks. Those concerns could limit the stock’s response to strong AI demand. Article: ASML stock may be priced for perfection after a 125% run
- Negative Sentiment: ETFs were net sellers of ASML shares on November 6, selling $82.9 million, a potential near-term supply overhang. Article: ETFs are net sellers of ASML
About ASML
ASML Holding N.V. is a Netherlands-based technology company that develops and manufactures equipment used to produce semiconductor chips. Its systems are used by chipmakers to create the intricate patterns that form circuits on silicon wafers. The company’s products include extreme ultraviolet (EUV) and deep ultraviolet (DUV) lithography systems, along with metrology and inspection equipment, computational lithography software, and related services. ASML also supports customers with system maintenance, upgrades, and technical assistance.
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