Parnassus Investments LLC Buys 743 Shares of ASML Holding N.V. $ASML

Parnassus Investments LLC grew its stake in ASML Holding N.V. (NASDAQ:ASML) by 53.1% in the third quarter, Holdings Channel.com reports. The institutional investor owned 2,142 shares of the semiconductor company’s stock after buying an additional 743 shares during the quarter. Parnassus Investments LLC’s holdings in ASML were worth $2,074,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the stock. Fisher Asset Management LLC lifted its holdings in shares of ASML by 6.3% during the 2nd quarter. Fisher Asset Management LLC now owns 4,244,254 shares of the semiconductor company’s stock worth $3,401,304,000 after acquiring an additional 250,934 shares during the last quarter. Acadian Asset Management LLC raised its position in ASML by 114.3% during the second quarter. Acadian Asset Management LLC now owns 329,878 shares of the semiconductor company’s stock valued at $264,333,000 after purchasing an additional 175,939 shares in the last quarter. Rafferty Asset Management LLC raised its position in ASML by 32.4% during the second quarter. Rafferty Asset Management LLC now owns 413,280 shares of the semiconductor company’s stock valued at $331,198,000 after purchasing an additional 101,041 shares in the last quarter. Marshall Wace LLP lifted its stake in ASML by 1,638.6% during the second quarter. Marshall Wace LLP now owns 75,928 shares of the semiconductor company’s stock worth $60,848,000 after purchasing an additional 80,863 shares during the last quarter. Finally, Massachusetts Financial Services Co. MA boosted its holdings in shares of ASML by 14.1% in the 2nd quarter. Massachusetts Financial Services Co. MA now owns 583,093 shares of the semiconductor company’s stock worth $467,285,000 after purchasing an additional 72,164 shares in the last quarter. Institutional investors own 26.07% of the company’s stock.

ASML News Roundup

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Forbes outlines a bullish 2026 outlook for ASML driven by high‑NA EUV development and DRAM demand, noting several analyst upgrades and price targets as high as $1,500—supporting upside expectations for revenue and longer‑term margins. What 2026 Has In Store For ASML: High-NA EUV, DRAM
• Positive Sentiment: Bernstein upgraded ASML to Outperform and raised its target to €1,300 (from €800), citing a string of near‑term catalysts and what it sees as sizable upside in 2026–27 equipment demand—an influential upgrade helping to lift sentiment. Why Bernstein Sees 2026–27 as “Big Years” for ASML
• Positive Sentiment: Bank of America Securities initiated/returned ASML to a Buy stance (Globe and Mail report), another large house adding conviction to the upgrade-driven rally. ASML Holding (ASML) Gets a Buy from Bank of America Securities
• Positive Sentiment: Berenberg Bank issued a Buy on ASML (Globe and Mail), adding to the cluster of brokerages upgrading coverage—amplifying short‑term buying interest. ASML Holding NV (0QB8) Receives a Buy from Berenberg Bank
• Positive Sentiment: Mizuho reiterated its Buy on ASML, reinforcing broad analyst support and reducing the risk of a short‑term pullback while upgrades accumulate. Mizuho Securities Remains a Buy on ASML Holding NV (0QB8)
• Positive Sentiment: Market commentary highlights rare bullish institutional inflows and long‑term outperformance since 1997, a data point some traders cite as technical support for the rally. See How ASML Thrives on Rare Bullish Inflows
• Positive Sentiment: Coverage notes and brief press pieces link recent analyst actions to immediate buying (shares rose after upgrades), reinforcing momentum trading into the headline‑driven rebound. ASML (NASDAQ:ASML) Shares Up 1.1% After Analyst Upgrade
• Neutral Sentiment: Yahoo Finance reviews how recent analyst shifts are changing the narrative on ASML—useful context for investors but largely a summary of the upgrades and differing price targets rather than new fundamentals. How Recent Analyst Shifts Are Rewriting The Story For ASML Holding (ENXTAM:ASML)
• Neutral Sentiment: ASML issued a statement saying social‑media hacking claims are untrue, removing a short‑term reputational overhang but with limited lasting market impact. ASML says social media hacking claims are untrue
• Negative Sentiment: Zacks explained a recent intraday dip that briefly saw ASML underperform broader markets—reminder that the rally can be volatile and sensitive to news flow and profit‑taking. Why ASML (ASML) Dipped More Than Broader Market Today
• Negative Sentiment: Some reports note that Bernstein trimmed or adjusted an earlier very high (eye‑popping) price target, a reminder that analyst views can swing and that headline targets are not uniform. Bernstein drops eye-popping price target on ASML stock

Analyst Ratings Changes

A number of equities analysts recently weighed in on the company. Berenberg Bank reissued a “buy” rating on shares of ASML in a report on Thursday, October 16th. Redburn Partners set a $1,200.00 price target on shares of ASML in a research note on Friday, November 7th. The Goldman Sachs Group restated a “buy” rating on shares of ASML in a report on Friday, October 10th. Rothschild Redb raised shares of ASML from a “hold” rating to a “strong-buy” rating in a research note on Friday, November 7th. Finally, Cantor Fitzgerald reiterated an “overweight” rating on shares of ASML in a research report on Tuesday, December 16th. Three investment analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat.com, ASML currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,270.67.

ASML Stock Performance

Shares of ASML stock opened at $1,273.88 on Friday. The company has a market capitalization of $500.99 billion, a P/E ratio of 51.85, a PEG ratio of 1.89 and a beta of 1.86. ASML Holding N.V. has a fifty-two week low of $578.51 and a fifty-two week high of $1,282.00. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.70 and a current ratio of 1.31. The stock has a 50 day moving average price of $1,075.08 and a two-hundred day moving average price of $925.30.

ASML (NASDAQ:ASML) last issued its earnings results on Wednesday, October 15th. The semiconductor company reported $6.41 EPS for the quarter, topping the consensus estimate of $6.27 by $0.14. The company had revenue of $8.80 billion for the quarter, compared to the consensus estimate of $8.99 billion. ASML had a net margin of 27.08% and a return on equity of 47.74%. The firm’s revenue for the quarter was up .7% on a year-over-year basis. During the same period in the previous year, the firm earned $5.28 earnings per share. Analysts expect that ASML Holding N.V. will post 25.17 earnings per share for the current year.

ASML Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, November 6th. Stockholders of record on Wednesday, October 29th were issued a dividend of $1.857 per share. This is an increase from ASML’s previous quarterly dividend of $1.86. This represents a $7.43 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date was Wednesday, October 29th. ASML’s dividend payout ratio (DPR) is currently 25.80%.

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.