Sands Capital Management LLC Sells 1,398 Shares of ASML Holding N.V. $ASML

Sands Capital Management LLC lowered its stake in ASML Holding N.V. (NASDAQ:ASML) by 0.3% in the third quarter, Holdings Channel.com reports. The institutional investor owned 529,164 shares of the semiconductor company’s stock after selling 1,398 shares during the quarter. ASML makes up approximately 1.4% of Sands Capital Management LLC’s portfolio, making the stock its 26th largest holding. Sands Capital Management LLC’s holdings in ASML were worth $512,278,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also made changes to their positions in ASML. Telos Capital Management Inc. grew its holdings in ASML by 4.5% during the third quarter. Telos Capital Management Inc. now owns 10,850 shares of the semiconductor company’s stock valued at $10,504,000 after purchasing an additional 463 shares during the last quarter. Regents of The University of California acquired a new stake in shares of ASML in the third quarter worth $413,335,000. Transcendent Capital Group LLC bought a new stake in shares of ASML during the 3rd quarter worth $680,000. Dimensional Fund Advisors LP boosted its holdings in shares of ASML by 4.1% during the 3rd quarter. Dimensional Fund Advisors LP now owns 990,816 shares of the semiconductor company’s stock worth $959,180,000 after buying an additional 38,660 shares during the period. Finally, Principal Financial Group Inc. grew its stake in ASML by 34.5% in the 3rd quarter. Principal Financial Group Inc. now owns 15,583 shares of the semiconductor company’s stock valued at $15,086,000 after buying an additional 4,001 shares during the last quarter. Institutional investors and hedge funds own 26.07% of the company’s stock.

ASML Stock Up 1.9%

ASML opened at $1,383.40 on Wednesday. The company has a market capitalization of $544.06 billion, a P/E ratio of 53.58, a P/E/G ratio of 1.31 and a beta of 1.88. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.26 and a quick ratio of 0.79. The firm’s fifty day moving average price is $1,364.81 and its two-hundred day moving average price is $1,118.01. ASML Holding N.V. has a fifty-two week low of $578.51 and a fifty-two week high of $1,547.22.

ASML Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, May 5th. Stockholders of record on Monday, April 27th will be given a dividend of $3.1771 per share. This is an increase from ASML’s previous quarterly dividend of $1.88. The ex-dividend date is Monday, April 27th. This represents a $12.71 annualized dividend and a dividend yield of 0.9%. ASML’s dividend payout ratio (DPR) is presently 25.10%.

Key Headlines Impacting ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Netherlands gives ASML approval to build a large new campus that could create ~20,000 jobs — a long‑term capacity and talent boost that supports production scale and government backing. ASML gets green light for new campus creating 20,000 jobs
• Positive Sentiment: BofA raised its price target (to $1,886) and reiterated bullish thesis, signaling continued analyst confidence that can support higher multiples. BofA Lifts PT on ASML Holding N.V. (ASML) to $1,886 from $1,868 – Here’s Why
• Positive Sentiment: Industry analysis highlights ASML’s critical position in the AI-driven semiconductor cycle — EUV lithography remains a structural bottleneck, underpinning durable demand for ASML systems. ASML And The AI Race: One Technology To Rule Them All
• Positive Sentiment: ASML continues buyback activity (company reports transactions under its current repurchase program), which reduces float and supports EPS and the stock. ASML reports transactions under its current share buyback program
• Positive Sentiment: Board changes signal governance focus on AI and packaging strategy, aligning management oversight with growth priorities. ASML Board Shake Up Links Governance To AI And Packaging Push
• Neutral Sentiment: Market note: ASML shares advanced while broader market fell in the most recent session — momentum vs. macro is mixed; monitor whether strength holds. ASML (ASML) Advances While Market Declines: Some Information for Investors
• Neutral Sentiment: Analyst/valuation discussion: some sources flag a high P/E after a strong rally but point to a EUR 38.8B backlog and structural AI demand as offsets — valuation is a watchpoint. Should You Buy, Sell or Hold ASML Stock at a P/E of 36.67X?
• Neutral Sentiment: Macro/risks note: energy/logistics costs and geopolitics (export controls on China) are mentioned as manageable for now but remain key downside scenarios. ASML: Energy And Recession Fears Rise, But AI Semiconductor Demand Is Solid For Now
• Neutral Sentiment: Short‑interest reports in this cycle appear inconsistent/insignificant (data shows zero shares/NaN), so short activity is not currently a clear market driver.
• Negative Sentiment: Recent headlines about China’s drive to build domestic lithography capabilities triggered a near‑term selloff last week (heightening volatility and reminding investors of geopolitical/competitive headlines that can pressure the stock). Why ASML Investors Shouldn’t Worry About Competition From China

Wall Street Analysts Forecast Growth

ASML has been the subject of a number of research analyst reports. Royal Bank Of Canada boosted their target price on shares of ASML from $1,550.00 to $1,625.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Berenberg Bank reaffirmed a “buy” rating on shares of ASML in a research report on Friday, January 23rd. Wells Fargo & Company boosted their price objective on ASML from $1,450.00 to $1,650.00 and gave the stock an “overweight” rating in a research report on Thursday, January 29th. Sanford C. Bernstein reaffirmed a “buy” rating on shares of ASML in a report on Wednesday, February 25th. Finally, Citigroup reiterated a “buy” rating on shares of ASML in a report on Tuesday, January 20th. Two analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, six have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, ASML presently has a consensus rating of “Moderate Buy” and an average target price of $1,475.00.

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.