Ramirez Asset Management Inc. Has $3.51 Million Stock Holdings in Micron Technology, Inc. $MU

Ramirez Asset Management Inc. decreased its position in Micron Technology, Inc. (NASDAQ:MU) by 56.6% during the third quarter, HoldingsChannel reports. The firm owned 20,979 shares of the semiconductor manufacturer’s stock after selling 27,370 shares during the quarter. Ramirez Asset Management Inc.’s holdings in Micron Technology were worth $3,510,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Norges Bank acquired a new position in Micron Technology during the 2nd quarter worth $1,980,700,000. Slate Path Capital LP bought a new position in Micron Technology in the 2nd quarter worth approximately $317,751,000. Vanguard Group Inc. lifted its holdings in shares of Micron Technology by 1.9% during the second quarter. Vanguard Group Inc. now owns 103,879,662 shares of the semiconductor manufacturer’s stock worth $12,803,168,000 after buying an additional 1,973,294 shares during the last quarter. State Street Corp boosted its position in shares of Micron Technology by 2.7% in the second quarter. State Street Corp now owns 51,373,591 shares of the semiconductor manufacturer’s stock valued at $6,331,795,000 after acquiring an additional 1,349,713 shares during the period. Finally, Orbis Allan Gray Ltd increased its position in Micron Technology by 50.2% during the second quarter. Orbis Allan Gray Ltd now owns 3,457,726 shares of the semiconductor manufacturer’s stock worth $426,165,000 after acquiring an additional 1,156,086 shares during the period. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Micron Technology News Roundup

Here are the key news stories impacting Micron Technology this week:

• Positive Sentiment: Micron began shipping customer samples of its 256GB SOCAMM2 LPDDR5X AI server memory module — its highest‑capacity, power‑efficient AI DRAM — which should support higher ASPs and stronger AI‑server content per box. How Micron’s New 256GB AI Server Memory and India Ramp-Up Will Impact Micron Technology (MU) Investors
• Positive Sentiment: Micron opened and is ramping an advanced assembly & test facility in Sanand, India, expanding global manufacturing footprint to meet AI memory demand and diversify supply chains. Micron Technology, Inc. (MU) Announces the Grand Opening of its Semiconductor Assembly and Test Facility in Sanand, Gujarat, India
• Positive Sentiment: Analysts and research pieces highlight Micron’s AI memory “moat”: HBM tightness, sold‑out 2026 HBM capacity, and guidance that implies very strong margins — supporting upside to earnings expectations. Micron’s New Moat: The AI Memory Supercycle
• Positive Sentiment: Earnings‑estimate revisions and momentum scores are improving, with multiple outlets flagging MU as a long‑term/momentum buy given AI demand and recent beat-and-raise results. This supports medium-term bullish case. Earnings Estimates Rising for Micron (MU): Will It Gain?
• Neutral Sentiment: Technical and trading commentary notes MU approaching its 50‑day moving average and offering potential buy points on a rebound; useful for traders but not a fundamental driver. Micron’s Setup Sweetens Despite The Current Market Meltdown
• Neutral Sentiment: Mentions in ETF and options strategy pieces (e.g., VLUE holding, short‑put yield ideas) increase investor attention and liquidity but are sideways with respect to immediate fundamentals. Worried About Volatility? These 3 ETFs Have You Covered
• Negative Sentiment: Today’s decline is driven largely by weakness in South Korean memory peers (Samsung, SK Hynix) and a sectorwide selloff; contagion from those losses pressures MU despite company‑specific positives. Micron stock falls as weakness hits global memory sector
• Negative Sentiment: Broader risk‑off drivers — geopolitical tensions (Iran conflict) and macro data/events (investors awaiting February jobs report) — are depressing tech and cyclical names, adding downward pressure on MU. What Is Going On With Micron Tech Stock In Friday Premarket?

Insider Activity

In other news, EVP April S. Arnzen sold 15,000 shares of the firm’s stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $277.09, for a total transaction of $4,156,350.00. Following the completion of the sale, the executive vice president owned 165,618 shares of the company’s stock, valued at approximately $45,891,091.62. This trade represents a 8.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Manish H. Bhatia sold 26,623 shares of Micron Technology stock in a transaction that occurred on Thursday, January 22nd. The shares were sold at an average price of $391.04, for a total transaction of $10,410,657.92. Following the completion of the transaction, the executive vice president owned 323,486 shares of the company’s stock, valued at $126,495,965.44. This trade represents a 7.60% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders purchased 23,200 shares of company stock worth $7,821,723 and sold 73,623 shares worth $27,307,408. Company insiders own 0.24% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the stock. Itau BBA Securities reissued an “outperform” rating on shares of Micron Technology in a report on Thursday, December 18th. Sanford C. Bernstein upped their price objective on shares of Micron Technology from $270.00 to $330.00 and gave the company an “outperform” rating in a research report on Friday, January 2nd. Royal Bank Of Canada initiated coverage on shares of Micron Technology in a research note on Thursday, January 15th. They issued an “outperform” rating and a $425.00 target price for the company. JPMorgan Chase & Co. lifted their target price on Micron Technology from $220.00 to $350.00 and gave the stock an “overweight” rating in a research report on Thursday, December 18th. Finally, Bank of America boosted their price target on Micron Technology from $300.00 to $400.00 and gave the company a “buy” rating in a research note on Tuesday, January 13th. Six research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus price target of $371.83.

Micron Technology Stock Performance

Shares of NASDAQ:MU opened at $370.30 on Friday. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.46 and a quick ratio of 1.78. The business’s fifty day moving average price is $379.98 and its two-hundred day moving average price is $261.57. Micron Technology, Inc. has a fifty-two week low of $61.54 and a fifty-two week high of $455.50. The stock has a market capitalization of $416.78 billion, a price-to-earnings ratio of 35.20 and a beta of 1.50.

Micron Technology (NASDAQ:MU) last issued its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.77 by $1.01. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The company had revenue of $13.64 billion during the quarter, compared to analysts’ expectations of $12.62 billion. During the same period last year, the business earned $1.79 earnings per share. The business’s revenue was up 56.7% on a year-over-year basis. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. As a group, analysts predict that Micron Technology, Inc. will post 6.08 EPS for the current fiscal year.

Micron Technology Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, January 14th. Investors of record on Monday, December 29th were issued a dividend of $0.115 per share. This represents a $0.46 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend was Monday, December 29th. Micron Technology’s dividend payout ratio (DPR) is currently 4.37%.

Micron Technology Company Profile

Micron Technology, Inc is a global semiconductor company that designs and manufactures memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, solid-state drives (SSDs), memory modules and embedded memory solutions for a wide range of computing and electronic devices. Micron supplies components used in data centers, enterprise and cloud infrastructure, client computing, mobile devices, automotive systems and industrial applications, and also markets consumer-facing products under the Crucial brand.

Founded in 1978 and headquartered in Boise, Idaho, Micron has grown into an international manufacturer with research, development and production facilities across multiple regions.