Sei Investments Co. Has $379.37 Million Position in ASML Holding N.V. $ASML

23 Jul 2026, 10:56 by Mitch Edgeman · The Markets Daily

Sei Investments Co. increased its position in shares of ASML Holding N.V. (NASDAQ:ASML – Free Report) by 223.7% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 287,225 shares of the semiconductor company’s stock after buying an additional 198,505 shares during the quarter. Sei Investments Co.’s holdings in ASML were worth $379,368,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. MWA Asset Management bought a new stake in ASML in the 1st quarter valued at approximately $86,000. Davis R M Inc. grew its stake in shares of ASML by 1.3% during the 1st quarter. Davis R M Inc. now owns 51,127 shares of the semiconductor company’s stock worth $67,530,000 after acquiring an additional 672 shares in the last quarter. Cetera Investment Advisers grew its stake in shares of ASML by 3.8% during the 1st quarter. Cetera Investment Advisers now owns 62,131 shares of the semiconductor company’s stock worth $82,065,000 after acquiring an additional 2,282 shares in the last quarter. Clearwater Capital Advisors LLC raised its holdings in shares of ASML by 2.1% in the first quarter. Clearwater Capital Advisors LLC now owns 592 shares of the semiconductor company’s stock valued at $782,000 after purchasing an additional 12 shares during the last quarter. Finally, Militia Capital Management LLC acquired a new stake in shares of ASML in the first quarter valued at approximately $756,000. Institutional investors and hedge funds own 26.07% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently commented on ASML. Susquehanna restated a “positive” rating on shares of ASML in a report on Tuesday, June 30th. Jefferies Financial Group reiterated a “neutral” rating on shares of ASML in a research note on Monday, June 1st. Barclays restated an “overweight” rating on shares of ASML in a research note on Thursday, July 16th. DZ Bank upgraded ASML from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Finally, Zacks Research lowered ASML from a “strong-buy” rating to a “hold” rating in a report on Friday, July 3rd. Four analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, ASML currently has a consensus rating of “Moderate Buy” and an average target price of $1,970.33.

Read Our Latest Report on ASML

ASML News Summary

Here are the key news stories impacting ASML this week:

Positive Sentiment: ASML raised its 2026 outlook after reporting stronger second-quarter results, with revenue and earnings up from a year ago. Management lifted full-year net sales guidance to €43 billion-€45 billion and confirmed third-quarter sales guidance, reinforcing expectations for continued growth. ASML Lifts 2026 Outlook As High NA EUV Enters Intel Production Might Change The Case For Investing In ASML Holding (ENXTAM:ASML)
Positive Sentiment: The company’s results are being tied to booming AI infrastructure spending, with multiple reports highlighting that demand for advanced chipmaking tools remains very strong. That supports the investment case for ASML’s lithography systems and suggests the growth trend may continue. This Unsung Artificial Intelligence (AI) Hero Just Announced Incredible News. Is It Still a Buy?
Positive Sentiment: Articles also pointed to ASML’s strong first-half performance and a large rally already underway, driven by the AI boom and a “blowout” earnings report. That momentum may be encouraging traders to keep buying the stock on expectations of sustained demand. Why ASML Stock Jumped 86% in the First Half of 2026
Neutral Sentiment: ASML’s high-NA EUV tools are beginning to enter Intel production, which could strengthen the company’s long-term growth story, but the immediate stock impact is less certain because this is more of an execution and adoption milestone. ASML Lifts 2026 Outlook As High NA EUV Enters Intel Production Might Change The Case For Investing In ASML Holding (ENXTAM:ASML)
Neutral Sentiment: Reports that ASML is offering a €20,000 retention bonus to employees staying through 2030 suggest it wants to secure talent for future growth, but this is not likely to be a major near-term stock driver. ASML offering employees €20,000 bonus if they stay until 2030

ASML Stock Performance

NASDAQ ASML opened at $1,801.86 on Thursday. The company has a current ratio of 1.33, a quick ratio of 0.80 and a debt-to-equity ratio of 0.09. The firm’s fifty day moving average price is $1,745.47 and its two-hundred day moving average price is $1,518.48. ASML Holding N.V. has a 1 year low of $683.48 and a 1 year high of $1,999.96. The firm has a market capitalization of $708.64 billion, a P/E ratio of 56.06, a price-to-earnings-growth ratio of 0.94 and a beta of 1.78.

ASML (NASDAQ:ASML – Get Free Report) last announced its quarterly earnings data on Sunday, June 28th. The semiconductor company reported $8.65 EPS for the quarter. The company had revenue of $10.64 billion during the quarter. ASML had a net margin of 30.11% and a return on equity of 52.71%. As a group, research analysts anticipate that ASML Holding N.V. will post 42.68 EPS for the current year.

ASML Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, August 5th. Investors of record on Tuesday, July 28th will be issued a dividend of $2.1507 per share. The ex-dividend date is Tuesday, July 28th. This represents a $8.60 dividend on an annualized basis and a yield of 0.5%. ASML’s dividend payout ratio (DPR) is presently 33.51%.

About ASML

(Free Report)

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.

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