Manning & Napier Advisors LLC Purchases 94,730 Shares of ASML Holding N.V. $ASML

Manning & Napier Advisors LLC lifted its position in ASML Holding N.V. (NASDAQ:ASML) by 364,346.2% in the fourth quarter, HoldingsChannel.com reports. The firm owned 94,756 shares of the semiconductor company’s stock after acquiring an additional 94,730 shares during the period. ASML comprises 1.3% of Manning & Napier Advisors LLC’s investment portfolio, making the stock its 26th largest holding. Manning & Napier Advisors LLC’s holdings in ASML were worth $101,592,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently bought and sold shares of ASML. Binnacle Investments Inc increased its holdings in ASML by 78.9% in the 2nd quarter. Binnacle Investments Inc now owns 34 shares of the semiconductor company’s stock valued at $27,000 after buying an additional 15 shares during the period. North Star Investment Management Corp. raised its stake in shares of ASML by 68.8% in the 4th quarter. North Star Investment Management Corp. now owns 27 shares of the semiconductor company’s stock valued at $29,000 after buying an additional 11 shares in the last quarter. Kohmann Bosshard Financial Services LLC bought a new position in shares of ASML during the 4th quarter worth about $32,000. JPL Wealth Management LLC bought a new position in shares of ASML during the 3rd quarter worth about $34,000. Finally, Wealth Watch Advisors INC acquired a new stake in shares of ASML during the 3rd quarter valued at about $34,000. 26.07% of the stock is owned by institutional investors.

ASML News Summary

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Berenberg Bank reaffirmed its buy rating on ASML, reinforcing confidence in the company’s outlook and helping support the stock. ASML – Berenberg keeps its Buy rating
• Positive Sentiment: Erste Group raised its FY2026 earnings estimate for ASML, suggesting analysts see slightly stronger profitability ahead than previously expected. ASML earnings estimate update
• Positive Sentiment: ASML’s CEO said the company’s monopoly position in extreme ultraviolet lithography remains intact as AI-driven chip demand stays strong, which supports the long-term growth narrative. ASML CEO says monopoly safe as AI chip demand soars
• Neutral Sentiment: ASML provided a regular update on its share buyback program, which signals continued capital returns but is not a major new catalyst by itself. ASML share buyback update
• Negative Sentiment: Investors are still monitoring proposed U.S. export restrictions that could limit ASML’s ability to service advanced tools in China, creating a potential headwind for revenue. US export risks confront ASML monopoly

ASML Stock Performance

Shares of ASML stock opened at $1,592.02 on Friday. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.36 and a quick ratio of 0.78. The firm has a 50 day simple moving average of $1,400.34 and a 200 day simple moving average of $1,260.42. ASML Holding N.V. has a fifty-two week low of $683.48 and a fifty-two week high of $1,595.31. The firm has a market cap of $626.11 billion, a P/E ratio of 57.10, a P/E/G ratio of 1.52 and a beta of 1.81.

ASML (NASDAQ:ASML) last posted its quarterly earnings data on Monday, March 30th. The semiconductor company reported $8.28 earnings per share (EPS) for the quarter. The firm had revenue of $10.15 billion for the quarter. ASML had a return on equity of 48.69% and a net margin of 27.65%. Sell-side analysts predict that ASML Holding N.V. will post 37.05 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on ASML. Wells Fargo & Company reissued an “overweight” rating and issued a $1,750.00 target price on shares of ASML in a research note on Thursday, April 16th. Freedom Capital raised ASML from a “hold” rating to a “strong-buy” rating in a report on Thursday, April 16th. JPMorgan Chase & Co. reiterated a “buy” rating on shares of ASML in a research note on Monday, April 13th. KGI Securities set a $1,415.00 target price on ASML and gave the stock an “outperform” rating in a report on Thursday, January 15th. Finally, TD Cowen restated a “buy” rating on shares of ASML in a research report on Wednesday, January 28th. Three analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, six have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,504.38.

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.