is asml your next big tech investment?

is asml your next big tech investment?

2025-04-14 asml

Veldhoven, Monday, 14 April 2025.
analysts are giving asml holding n.v. a thumbs up as the top semiconductor equipment stock. this positive outlook stems from asml’s dominant position in the us semiconductor manufacturing equipment arena. despite missing earnings estimates in january by a small margin, several investment firms, including sterling capital management llc, have increased their stakes in asml. with a dividend payout scheduled for may 6th, and a flurry of activity from institutional investors, asml presents a compelling case for investors.

Several institutional investors have adjusted their positions in ASML, reflecting varied sentiments. Sterling Capital Management LLC increased its holdings by 30.5% in the fourth quarter, acquiring 3,523 shares valued at $2,442,000 [3]. Similarly, Carnegie Investment Counsel increased its stake by 68.9%, holding 2,128 shares worth $1,475,000 [3]. Manhattan West Asset Management LLC also increased its position by 34.4% to 5,204 shares, valued at $3,607,000 [9]. Conversely, Geode Capital Management LLC reduced its stake by 5.6% to 75,811 shares, worth $52,543,000 [6]. These actions demonstrate the diverse strategies employed by institutional investors regarding ASML.

analyst ratings and price targets

ASML maintains a consensus rating of ‘Moderate Buy’ among analysts, with an average price target of $937.00 [3]. Wells Fargo & Company increased its price target from $790.00 to $860.00, giving the stock an ‘overweight’ rating [3]. JPMorgan Chase & Co. lowered its price target from $1,148.00 to $1,100.00, but still maintained an ‘overweight’ rating [3]. DZ Bank upgraded ASML from ‘hold’ to ‘buy’ [3]. These ratings reflect confidence in ASML’s long-term prospects, despite some adjustments in price targets.

stock performance and key metrics

ASML’s stock opened at $668.81 on April 14th, with a market capitalization of $263.12 billion [3][4]. On April 11th, the stock traded up by $19.26, also reaching $668.81 [8][9]. The stock’s 52-week range is $578.51 to $1,110.09 [3][6]. ASML’s dividend yield for the trailing twelve months is approximately 1.01% [2]. The company’s return on equity is 47.73%, with a net margin of 26.78% [9]. ASML has a price-to-earnings ratio of 32.15 [6]. These metrics provide a snapshot of ASML’s financial health and market valuation.

dividend details and shareholder information

ASML has announced a dividend of $1.5855 per share, payable on May 6th to shareholders of record on April 28th [3][4][6][8][9]. The ex-dividend date was also April 28th [4][6][8][9]. ASML’s dividend payout ratio is 31.35% [9]. These details are important for investors looking to capture the dividend and understand ASML’s commitment to returning value to shareholders. Representative Josh Gottheimer (D-New Jersey) recently purchased between $1,001 and $15,000 in ASML stock on March 12th, further indicating confidence in the company [4].

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