Greenfield Seitz Capital Management LLC Takes $2.79 Million Position in ASML Holding N.V. $ASML

Greenfield Seitz Capital Management LLC acquired a new position in shares of ASML Holding N.V. (NASDAQ:ASML) during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 2,878 shares of the semiconductor company’s stock, valued at approximately $2,786,000.

Several other institutional investors have also modified their holdings of the stock. CIBC Private Wealth Group LLC increased its position in ASML by 25.4% during the third quarter. CIBC Private Wealth Group LLC now owns 371,092 shares of the semiconductor company’s stock valued at $359,251,000 after acquiring an additional 75,245 shares during the last quarter. CIBC Bancorp USA Inc. bought a new stake in shares of ASML in the 3rd quarter worth about $3,003,000. Blue Fin Capital Inc. boosted its stake in shares of ASML by 14.8% during the 3rd quarter. Blue Fin Capital Inc. now owns 427 shares of the semiconductor company’s stock worth $413,000 after purchasing an additional 55 shares during the period. Centaurus Financial Inc. grew its holdings in ASML by 5.0% during the 3rd quarter. Centaurus Financial Inc. now owns 3,243 shares of the semiconductor company’s stock valued at $3,140,000 after purchasing an additional 153 shares during the last quarter. Finally, PCG Asset Management LLC bought a new position in ASML during the 3rd quarter valued at about $235,000. 26.07% of the stock is owned by institutional investors.

ASML Stock Performance

Shares of ASML stock opened at $1,389.16 on Wednesday. The company has a market capitalization of $546.33 billion, a PE ratio of 53.80, a P/E/G ratio of 1.33 and a beta of 1.88. The company has a 50-day simple moving average of $1,386.30 and a two-hundred day simple moving average of $1,139.52. ASML Holding N.V. has a one year low of $578.51 and a one year high of $1,547.22. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.79 and a current ratio of 1.26.

ASML Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, May 5th. Shareholders of record on Monday, April 27th will be given a dividend of $3.1771 per share. The ex-dividend date of this dividend is Monday, April 27th. This represents a $12.71 annualized dividend and a yield of 0.9%. This is a boost from ASML’s previous quarterly dividend of $1.88. ASML’s payout ratio is presently 41.83%.

Trending Headlines about ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Major analysts reiterated bullish views and high price targets (around $1,500 / €1,500), supporting investor confidence in ASML’s long-term growth tied to AI and advanced-node demand. Analysts Remain Optimistic About ASML Holding (ASML)
• Positive Sentiment: ASML disclosed ongoing share repurchases under its buyback program (multiple mid‑March transactions), which reduces float and signals management confidence — a clear near‑term support for the stock. ASML reports transactions under its current share buyback program
• Positive Sentiment: ASML is expanding beyond lithography into hybrid bonding and AI-focused packaging equipment, which diversifies revenue streams and positions the company to capture more of the advanced-packaging spend tied to AI chips. ASML Expands Beyond Lithography With Hybrid Bonding And AI Packaging Aims
• Positive Sentiment: Industry coverage highlighting ASML as a key “picks-and-shovels” play for the AI data‑center buildout reinforces the thesis that demand for extreme‑UV and advanced packaging tools will remain robust. The AI Arms Race Is Shifting Again—These 2 “Picks and Shovels” Plays are Worth Adding to the Radar
• Neutral Sentiment: Data show effectively zero reported short interest in recent filings (appears to be a reporting anomaly), so short pressure is not a current driver of the move. (March short‑interest entry shows 0 shares.)
• Neutral Sentiment: Several bullish writeups and market‑commentary pieces note ASML’s sector leadership and long runway tied to AI inference demand, reinforcing sentiment but not delivering new company-specific catalysts. The Artificial Intelligence (AI) Inference Market Could Reach $255 Billion by 2030. This Stock Is Best Positioned to Win.
• Negative Sentiment: Management recently announced about 1,700 role cuts (~4% of global headcount) and employees report uncertainty seven weeks later—this could weigh on execution, morale and near‑term productivity if not well managed. ASML workers still in the dark seven weeks after 1,700 management cuts announced — cuts represent 4% of its global workforce

Wall Street Analysts Forecast Growth

ASML has been the topic of a number of analyst reports. JPMorgan Chase & Co. reaffirmed a “buy” rating on shares of ASML in a research note on Monday, February 2nd. Sanford C. Bernstein reiterated a “buy” rating on shares of ASML in a research note on Wednesday, February 25th. Royal Bank Of Canada boosted their target price on shares of ASML from $1,550.00 to $1,625.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. UBS Group reaffirmed a “buy” rating on shares of ASML in a research note on Tuesday, March 3rd. Finally, Citigroup reissued a “buy” rating on shares of ASML in a research report on Tuesday, January 20th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $1,475.00.

About ASML

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.