ASML Holding Analysts Set $1,475 Target, Dividend Raised to $3.1771

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ASML Holding received an average “Moderate Buy” rating from 33 analysts, including 21 Buys and 4 strong Buys, with a consensus 12-month target price of $1,475. The company boosted its quarterly dividend to $3.1771 per share from $1.88, a 69% increase implying a 0.9% yield.

1. Consensus Recommendation Breakdown

ASML Holding N.V. has received a consensus recommendation of "Moderate Buy" from 33 analysts currently covering the firm. Of these, 21 analysts have assigned a Buy rating, four have issued a Strong Buy, six have maintained a Hold stance and two have recommended Sell. This distribution underscores a generally positive sentiment toward ASML’s growth prospects in the photolithography equipment market.

2. Recent Analyst Actions

Several research firms have updated their views over the past six months. Evercore ISI reiterated an Outperform rating on October 16, Cantor Fitzgerald maintained an Overweight rating on December 16, Jefferies Financial Group affirmed a Neutral view on January 28, Bank Degroof downgraded to Hold on October 10 and Barclays upgraded the shares from Equal Weight to Overweight on January 26. These actions reflect evolving assessments of ASML’s leadership in extreme ultraviolet lithography and its exposure to AI-driven chip demand.

3. Institutional Investor Activity

A range of institutions have adjusted positions in ASML during recent quarters. Manning & Napier Advisors initiated a new position valued at approximately $25,000 in Q3, City Holding Co. added roughly $26,000 in the same period, North Star Investment Management boosted its stake by 68.8% to 27 shares in Q4, Kohmann Bosshard Financial Services entered with a $32,000 allocation in Q4, and Princeton Global Asset Management increased holdings by 153.8% to 33 shares in Q2. Hedge funds and other institutional investors now collectively own 26.07% of ASML’s outstanding shares.

4. Dividend Increase Details

ASML declared a quarterly dividend of 3.1771 per share, payable May 5 to shareholders of record as of April 27. This represents a 69% increase over the previous quarterly payment of 1.88 per share, equating to an annualized payout of 12.71 and a dividend yield of approximately 0.9%. The company’s dividend payout ratio stands at 24.55%, reflecting its balance of returning capital to investors while funding ongoing R&D and capital expenditure in advanced lithography platforms.

Sources

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