asml gets a boost: norinchukin bank ups stake by 183%
New York, Monday, 25 August 2025.
Norinchukin Bank significantly increased its investment in ASML Holding N.V. during the first quarter of 2025. The bank’s holdings jumped by 183.0%. This acquisition of shares worth $1.6 million signals strong confidence in the semiconductor giant. Other institutional investors have also adjusted their positions in ASML, according to recent SEC filings. This activity comes amid analyst rating changes and a recent earnings report that missed estimates. ASML’s stock performance and future prospects are under close observation.
institutional investor activity
Norinchukin Bank The increased its stake in ASML Holding N.V. (NASDAQ:ASML) by 1.83 during the first quarter of 2025, according to its most recent SEC filing [1]. The institutional investor now holds 2,425 shares of the semiconductor company’s stock [1]. This represents a significant rise in their investment [1]. The purchase included an additional 1,568 shares [1]. The total value of their holdings reached $1,607,000 [1]. Other firms such as Rossmore Private Capital also increased their positions, albeit by a smaller margin of 0.3%, bringing their total to 4,347 shares valued at $2,880,000 [1].
additional stake adjustments
Several other investment firms adjusted their ASML positions during the same period [1]. Coppell Advisory Solutions LLC increased its stake by 18.5% in the fourth quarter, bringing its total to 96 shares valued at $67,000 [1]. Sage Mountain Advisors LLC increased its stake by 2.6% in the first quarter, holding 602 shares valued at $399,000 [1]. Manchester Capital Management LLC increased its stake by 15.2% in the first quarter, owning 114 shares valued at $76,000 [1]. Nilsine Partners LLC also increased its stake by 2.6% in the first quarter, holding 631 shares valued at $418,000 [1].
analyst ratings and stock performance
Analyst ratings for ASML have seen recent changes [1]. DZ Bank downgraded ASML shares from “strong-buy” to “hold” on July 16th [1]. New Street Research, however, upgraded ASML shares from “neutral” to “buy” on July 24th [1]. On August 22nd, ASML stock traded up $19.49, reaching $754.89 [1]. Despite these positive movements, ASML’s recent earnings report revealed an EPS of $4.55, which missed the consensus estimate of $5.94 [1]. The company’s revenue for the quarter was $8.94 billion [1].