Davis R M Inc. Acquires 672 Shares of ASML Holding N.V. $ASML

Davis R M Inc. increased its holdings in shares of ASML Holding N.V. (NASDAQ:ASML) by 1.3% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 51,127 shares of the semiconductor company’s stock after purchasing an additional 672 shares during the period. ASML makes up 1.2% of Davis R M Inc.’s holdings, making the stock its 21st biggest holding. Davis R M Inc.’s holdings in ASML were worth $67,530,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also bought and sold shares of ASML. Boston Common Asset Management LLC bought a new stake in ASML during the 1st quarter worth $4,355,000. Bingham Private Wealth LLC bought a new position in ASML in the fourth quarter valued at about $1,444,000. Cambridge Investment Research Advisors Inc. raised its position in ASML by 3.5% in the fourth quarter. Cambridge Investment Research Advisors Inc. now owns 22,467 shares of the semiconductor company’s stock valued at $24,036,000 after purchasing an additional 760 shares during the last quarter. Ervin Investment Management LLC boosted its stake in shares of ASML by 1,236.4% during the fourth quarter. Ervin Investment Management LLC now owns 33,037 shares of the semiconductor company’s stock valued at $35,000 after purchasing an additional 30,565 shares in the last quarter. Finally, Keybank National Association OH boosted its stake in shares of ASML by 21.3% during the fourth quarter. Keybank National Association OH now owns 65,354 shares of the semiconductor company’s stock valued at $69,920,000 after purchasing an additional 11,459 shares in the last quarter. 26.07% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on ASML. Berenberg Bank reaffirmed a “buy” rating on shares of ASML in a research note on Friday, May 8th. Susquehanna reiterated a “positive” rating on shares of ASML in a research report on Tuesday, June 30th. Barclays reissued an “overweight” rating on shares of ASML in a report on Thursday, July 16th. Argus set a $2,100.00 price target on shares of ASML in a research report on Thursday, July 16th. Finally, Jefferies Financial Group reaffirmed a “neutral” rating on shares of ASML in a research note on Monday, June 1st. Four 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, ASML presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,970.33.

ASML News Summary

Here are the key news stories impacting ASML this week:

• Positive Sentiment: ASML raised its 2026 outlook after reporting stronger second-quarter results, with revenue and earnings up from a year ago. Management lifted full-year net sales guidance to €43 billion-€45 billion and confirmed third-quarter sales guidance, reinforcing expectations for continued growth. ASML Lifts 2026 Outlook As High NA EUV Enters Intel Production Might Change The Case For Investing In ASML Holding (ENXTAM:ASML)
• Positive Sentiment: The company’s results are being tied to booming AI infrastructure spending, with multiple reports highlighting that demand for advanced chipmaking tools remains very strong. That supports the investment case for ASML’s lithography systems and suggests the growth trend may continue. This Unsung Artificial Intelligence (AI) Hero Just Announced Incredible News. Is It Still a Buy?
• Positive Sentiment: Articles also pointed to ASML’s strong first-half performance and a large rally already underway, driven by the AI boom and a “blowout” earnings report. That momentum may be encouraging traders to keep buying the stock on expectations of sustained demand. Why ASML Stock Jumped 86% in the First Half of 2026
• Neutral Sentiment: ASML’s high-NA EUV tools are beginning to enter Intel production, which could strengthen the company’s long-term growth story, but the immediate stock impact is less certain because this is more of an execution and adoption milestone. ASML Lifts 2026 Outlook As High NA EUV Enters Intel Production Might Change The Case For Investing In ASML Holding (ENXTAM:ASML)
• Neutral Sentiment: Reports that ASML is offering a €20,000 retention bonus to employees staying through 2030 suggest it wants to secure talent for future growth, but this is not likely to be a major near-term stock driver. ASML offering employees €20,000 bonus if they stay until 2030

ASML Stock Up 0.0%

ASML stock opened at $1,801.86 on Thursday. The company has a quick ratio of 0.80, a current ratio of 1.33 and a debt-to-equity ratio of 0.09. ASML Holding N.V. has a 12-month low of $683.48 and a 12-month high of $1,999.96. The firm’s fifty day moving average is $1,745.47 and its 200 day moving average is $1,518.48. The company has a market capitalization of $708.64 billion, a PE ratio of 56.06, a PEG ratio of 0.94 and a beta of 1.78.

ASML (NASDAQ:ASML) last posted its quarterly earnings results on Sunday, June 28th. The semiconductor company reported $8.65 EPS for the quarter. ASML had a net margin of 30.11% and a return on equity of 52.71%. The business had revenue of $10.64 billion during the quarter. As a group, sell-side analysts predict that ASML Holding N.V. will post 42.68 EPS for the current fiscal year.

ASML Cuts Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 5th. Stockholders of record on Tuesday, July 28th will be given a dividend of $2.1507 per share. This represents a $8.60 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend is Tuesday, July 28th. ASML’s dividend payout ratio is 33.51%.

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.