Jefferies Financial Group restated their neutral rating on shares of ASML (NASDAQ:ASML – Free Report) in a research note released on Wednesday morning,MarketScreener reports.
A number of other analysts have also commented on the stock. JPMorgan Chase & Co. reiterated a “buy” rating on shares of ASML in a research note on Tuesday, March 31st. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of ASML in a research note on Wednesday, February 25th. The Goldman Sachs Group reiterated a “buy” rating on shares of ASML in a research note on Wednesday, January 28th. Barclays reiterated a “buy” rating on shares of ASML in a research note on Wednesday, April 1st. Finally, Santander lowered shares of ASML from a “neutral” rating to an “underperform” rating in a research note on Thursday, January 22nd. Two analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, six have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $1,482.50.
ASML Stock Performance
ASML Increases Dividend
The firm also recently disclosed 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 represents a $12.71 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Monday, April 27th. This is a positive change from ASML’s previous quarterly dividend of $1.88. ASML’s payout ratio is presently 25.10%.
Institutional Investors Weigh In On ASML
A number of hedge funds have recently modified their holdings of ASML. Telos Capital Management Inc. raised its stake 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 in the last quarter. Regents of The University of California purchased a new stake in ASML during the third quarter valued at $413,335,000. Dimensional Fund Advisors LP raised its stake in ASML by 4.1% during the third quarter. Dimensional Fund Advisors LP now owns 990,816 shares of the semiconductor company’s stock valued at $959,180,000 after purchasing an additional 38,660 shares in the last quarter. Transcendent Capital Group LLC purchased a new stake in ASML during the third quarter valued at $680,000. Finally, Principal Financial Group Inc. raised its stake in ASML by 34.5% during the third quarter. Principal Financial Group Inc. now owns 15,583 shares of the semiconductor company’s stock valued at $15,086,000 after purchasing an additional 4,001 shares in the last quarter. Institutional investors own 26.07% of the company’s stock.
ASML News Summary
Here are the key news stories impacting ASML this week:
- Positive Sentiment: Geopolitical relief lifted markets, helping semiconductor-linked stocks in Asia and reducing oil/market risk that had pressured sentiment. Why ASML Stock Popped Today
- Positive Sentiment: UBS reaffirmed its “buy” rating on ASML, providing support from a major sell-side shop and signaling continued confidence in the company’s longer-term growth story. ASML: UBS Keeps Its ‘Buy’ Rating
- Positive Sentiment: ASML’s installed-base / service & upgrade business remains a growth driver (IBM sales rose sharply in 2025), boosting recurring revenue and margin resilience. ASML’s Installed Base Business Gains Traction
- Positive Sentiment: ASML continues active share buybacks (recent daily repurchases disclosed), which support EPS and provide near-term shareholder-return tailwinds. ASML Reports Transactions Under Its Current Share Buyback Program
- Neutral Sentiment: Jefferies reaffirmed a “neutral” rating, reflecting mixed analyst views that leave upside conditional on how regulatory and China-exposure risks evolve. ASML: Jefferies Reiterates Its ‘Neutral’ Rating
- Neutral Sentiment: ASML is due to report Q1 results soon; earnings and management commentary on demand and regional restrictions (MATCH Act risk) will likely drive near-term stock moves. ASML Set To Report Q1 Earnings: Here’s What to Expect
- Negative Sentiment: U.S. lawmakers proposed the bipartisan MATCH Act that could expand export controls to DUV tools and service for China; markets reacted negatively as that would directly threaten a meaningful portion of ASML’s China revenue. ASML Shares Fall on US Congress Plan to Further Restrict China Exports
- Negative Sentiment: Analysts and outlets warn the MATCH Act could shave double-digit percentage points off ASML’s sales if enacted and enforced, a structural risk that keeps a cap on valuation multiples despite strong fundamentals. ASML Stock Drops. Why a Dutch Company Has a Big U.S. Problem.
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.
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