Legacy Wealth Asset Management LLC Cuts Stake in ASML Holding N.V. $ASML

Legacy Wealth Asset Management LLC cut its stake in ASML Holding N.V. (NASDAQ:ASML) by 13.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,590 shares of the semiconductor company’s stock after selling 391 shares during the quarter. ASML makes up approximately 0.7% of Legacy Wealth Asset Management LLC’s portfolio, making the stock its 19th largest holding. Legacy Wealth Asset Management LLC’s holdings in ASML were worth $2,771,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Salem Investment Counselors Inc. increased its stake in ASML by 0.3% during the 4th quarter. Salem Investment Counselors Inc. now owns 7,435 shares of the semiconductor company’s stock worth $7,954,000 after buying an additional 25 shares in the last quarter. Constitution Capital LLC purchased a new position in shares of ASML in the fourth quarter valued at approximately $669,000. Capital Asset Advisory Services LLC acquired a new stake in shares of ASML in the fourth quarter worth approximately $180,000. BOS Asset Management LLC boosted its stake in shares of ASML by 2.4% in the fourth quarter. BOS Asset Management LLC now owns 377 shares of the semiconductor company’s stock worth $403,000 after acquiring an additional 9 shares during the last quarter. Finally, SG Americas Securities LLC increased its position in shares of ASML by 86.9% during the fourth quarter. SG Americas Securities LLC now owns 297,337 shares of the semiconductor company’s stock worth $318,109,000 after purchasing an additional 138,208 shares in the last quarter. 26.07% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: SK Hynix has agreed to buy roughly 11.95 trillion won (~$8.0B) of ASML’s EUV scanners to support mass production of next‑generation memory — the largest disclosed single‑customer order and a direct boost to ASML’s near‑term revenue visibility. SK Hynix to buy EUV scanners for $8 billion from ASML Korea
• Positive Sentiment: Institutional investors are reported to be accumulating ASML shares after a recent pullback, which can support share price strength and reduce downside volatility. Institutional Investors Accumulate ASML Shares Amid Price Dip
• Positive Sentiment: ASML continues active buybacks — recent daily repurchases were disclosed under its current program, which supports EPS and signals management confidence. ASML reports transactions under its current share buyback program
• Positive Sentiment: Bank of America and other investor checks in Asia remain upbeat, noting a strong memory cycle into at least 1H27E — supporting demand for EUV tools. BofA remains bullish on ASML stock after Asia checks
• Positive Sentiment: Broader industry catalysts — including renewed interest in large AI chip fabs (e.g., Tesla’s Terafab idea) — have lifted semiconductor‑equipment peers and point to sustained demand for ASML’s machines. Chip Gear Stocks Jump On Tesla’s Terafab Plans
• Neutral Sentiment: Valuation remains extended (high P/E) even as revenue and margins improve because EUV sales are a growing share of ASML’s mix — long‑term growth may justify the multiple, but near‑term returns depend on execution. ASML Stock Isn’t Cheap, but It Might Still Be a Bargain
• Neutral Sentiment: Smaller ecosystem items — e.g., Microsoft‑backed startup funding for advanced chipmaking tools — are worth watching as potential long‑term technology shifts but don’t change ASML’s near‑term dominance in EUV. Microsoft-backed startup raises $40 million for advanced chipmaking equipment tech
• Neutral Sentiment: Reported short‑interest data is noisy and shows no clear days‑to‑cover pressure; it doesn’t appear to be a material immediate driver of price action.

ASML Trading Up 4.0%

NASDAQ:ASML opened at $1,369.62 on Tuesday. ASML Holding N.V. has a 1 year low of $578.51 and a 1 year high of $1,547.22. The stock has a market cap of $538.65 billion, a P/E ratio of 53.04, a P/E/G ratio of 1.27 and a beta of 1.88. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.79 and a current ratio of 1.26. The stock has a 50-day simple moving average of $1,394.91 and a 200-day simple moving average of $1,156.77.

ASML Increases Dividend

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

Analyst Ratings Changes

A number of research analysts have weighed in on the company. The Goldman Sachs Group restated a “buy” rating on shares of ASML in a report on Wednesday, January 28th. Santander cut shares of ASML from a “neutral” rating to an “underperform” rating in a research report on Thursday, January 22nd. Weiss Ratings raised shares of ASML from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, February 26th. Zacks Research lowered shares of ASML from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, March 3rd. Finally, Bank of America upped their price objective on shares of ASML from $1,092.00 to $1,331.00 and gave the company a “buy” rating in a research note on Wednesday, December 3rd. Two research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus 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.