Madison Asset Management LLC Cuts Stock Holdings in ASML Holding N.V. $ASML

Madison Asset Management LLC lowered its position in ASML Holding N.V. (NASDAQ:ASML) by 38.6% in the first quarter, Holdings Channel.com reports. The firm owned 9,630 shares of the semiconductor company’s stock after selling 6,042 shares during the quarter. Madison Asset Management LLC’s holdings in ASML were worth $12,720,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently added to or reduced their stakes in the business. Cornerstone Financial Management LLC purchased a new position in shares of ASML during the 4th quarter worth approximately $26,000. Portus Wealth Advisors LLC purchased a new stake in shares of ASML in the first quarter valued at approximately $32,000. Resources Management Corp CT ADV grew its holdings in ASML by 1,150.0% during the fourth quarter. Resources Management Corp CT ADV now owns 25 shares of the semiconductor company’s stock worth $27,000 after acquiring an additional 23 shares during the period. North Star Investment Management Corp. raised its position in ASML by 68.8% in the fourth quarter. North Star Investment Management Corp. now owns 27 shares of the semiconductor company’s stock worth $29,000 after acquiring an additional 11 shares in the last quarter. Finally, Jessup Wealth Management Inc purchased a new position in ASML in the fourth quarter worth $30,000. Hedge funds and other institutional investors own 26.07% of the company’s stock.

ASML Stock Performance

Shares of ASML stock opened at $1,801.51 on Wednesday. The stock has a fifty day moving average price of $1,741.07 and a 200 day moving average price of $1,513.33. The company has a debt-to-equity ratio of 0.09, a quick ratio of 0.80 and a current ratio of 1.33. The stock has a market cap of $708.51 billion, a PE ratio of 56.05, a P/E/G ratio of 0.93 and a beta of 1.78. ASML Holding N.V. has a 1 year low of $683.48 and a 1 year high of $1,999.96.

ASML (NASDAQ:ASML) last posted its earnings results on Sunday, June 28th. The semiconductor company reported $8.65 earnings per share for the quarter. ASML had a return on equity of 52.71% and a net margin of 30.11%.The company had revenue of $10.64 billion for the quarter. Sell-side analysts forecast that ASML Holding N.V. will post 41.59 earnings per share for the current fiscal year.

ASML Cuts Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 5th. Investors of record on Tuesday, July 28th will be paid a $2.1507 dividend. This represents a $8.60 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend is Tuesday, July 28th. ASML’s dividend payout ratio is presently 22.74%.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on the stock. Jefferies Financial Group restated a “neutral” rating on shares of ASML in a research report on Monday, June 1st. Wall Street Zen upgraded shares of ASML from a “hold” rating to a “buy” rating in a report on Saturday. Berenberg Bank reiterated a “buy” rating on shares of ASML in a research note on Friday, May 8th. Morgan Stanley reissued an “overweight” rating on shares of ASML in a report on Tuesday, July 7th. Finally, UBS Group restated a “buy” rating on shares of ASML in a research report on Wednesday, July 1st. Four equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have assigned a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $1,970.33.

ASML News Summary

Here are the key news stories impacting ASML this week:

• Positive Sentiment: ASML’s strong second-quarter results and higher 2026 outlook continue to fuel optimism that AI infrastructure demand is translating into faster orders for its advanced lithography tools. The company raised its revenue guidance and reported improved margins, reinforcing the growth story. 1 Massive Reason to Buy ASML Stock Following Its Blowout Earnings Report
• Positive Sentiment: Analysts and media coverage are highlighting ASML as one of the clearest beneficiaries of the AI boom, with discussion even centering on whether the company could eventually become Europe’s first trillion-dollar firm. That kind of narrative can support valuation and investor sentiment. ASML to offer employees €20,000 retention bonus for staying in 2027-2030
• Positive Sentiment: First components of ASML’s $400 million lithography tool arriving in Albany point to continued demand for its most advanced equipment, underscoring the company’s strategic role in next-generation chip manufacturing. First components of ASML’s $400 million lithography tool arrive in Albany
• Neutral Sentiment: Several reports focused on ASML’s retention bonus plan for employees through 2030. While the move may help protect talent in a tight labor market, it is not a direct operating catalyst and could modestly increase costs. ASML to offer employees €20,000 retention bonus for staying in 2027-2030
• Neutral Sentiment: Commentary about ASML being expensive at around 45x forward earnings is a reminder that valuation remains a debate, even as the growth outlook improves. This may temper some bullish enthusiasm but does not change the core AI-driven story. Is ASML Extremely Overvalued or a Bargain at 45x Forward Earnings?

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.