Commerzbank Aktiengesellschaft FI Sells 1,045 Shares of Micron Technology, Inc. $MU

Commerzbank Aktiengesellschaft FI decreased its position in shares of Micron Technology, Inc. (NASDAQ:MU) by 9.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,709 shares of the semiconductor manufacturer’s stock after selling 1,045 shares during the quarter. Commerzbank Aktiengesellschaft FI’s holdings in Micron Technology were worth $3,280,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. raised its position in Micron Technology by 1.9% in the fourth quarter. Vanguard Group Inc. now owns 106,608,094 shares of the semiconductor manufacturer’s stock valued at $30,427,016,000 after purchasing an additional 1,954,644 shares during the last quarter. State Street Corp grew its holdings in shares of Micron Technology by 2.1% during the fourth quarter. State Street Corp now owns 52,749,817 shares of the semiconductor manufacturer’s stock worth $15,061,310,000 after purchasing an additional 1,090,644 shares during the last quarter. Norges Bank acquired a new position in shares of Micron Technology in the fourth quarter valued at approximately $6,433,456,000. Morgan Stanley increased its stake in shares of Micron Technology by 5.1% in the fourth quarter. Morgan Stanley now owns 16,396,655 shares of the semiconductor manufacturer’s stock valued at $4,679,771,000 after buying an additional 794,289 shares during the period. Finally, Northern Trust Corp raised its holdings in Micron Technology by 1.9% in the 4th quarter. Northern Trust Corp now owns 10,654,349 shares of the semiconductor manufacturer’s stock valued at $3,040,858,000 after buying an additional 194,550 shares during the last quarter. Institutional investors own 80.84% of the company’s stock.

Insiders Place Their Bets

In other Micron Technology news, Director Lynn A. Dugle sold 1,300 shares of the stock in a transaction dated Tuesday, June 30th. The stock was sold at an average price of $1,150.43, for a total transaction of $1,495,559.00. Following the completion of the sale, the director directly owned 17,728 shares in the company, valued at approximately $20,394,823.04. This trade represents a 6.83% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Sanjay Mehrotra sold 28,506 shares of Micron Technology stock in a transaction dated Friday, June 26th. The stock was sold at an average price of $1,149.28, for a total value of $32,761,375.68. Following the completion of the transaction, the chief executive officer directly owned 355,997 shares of the company’s stock, valued at approximately $409,140,232.16. This trade represents a 7.41% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 163,300 shares of company stock valued at $152,667,204. 0.24% of the stock is currently owned by insiders.

Micron Technology Stock Performance

Shares of MU stock opened at $865.46 on Tuesday. The stock has a market capitalization of $977.44 billion, a PE ratio of 19.59 and a beta of 2.14. The business’s 50 day simple moving average is $950.86 and its 200 day simple moving average is $606.14. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.42 and a quick ratio of 2.98. Micron Technology, Inc. has a one year low of $103.38 and a one year high of $1,255.00.

Micron Technology (NASDAQ:MU) last posted its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 EPS for the quarter, beating analysts’ consensus estimates of $21.39 by $3.72. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. The company had revenue of $41.46 billion for the quarter, compared to analyst estimates of $35.91 billion. During the same period in the prior year, the firm posted $1.91 EPS. The company’s quarterly revenue was up 345.8% on a year-over-year basis. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. As a group, research analysts forecast that Micron Technology, Inc. will post 72.93 earnings per share for the current year.

Micron Technology Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, July 21st. Shareholders of record on Monday, July 6th will be given a dividend of $0.15 per share. The ex-dividend date of this dividend is Monday, July 6th. This represents a $0.60 dividend on an annualized basis and a yield of 0.1%. Micron Technology’s dividend payout ratio is 1.36%.

Micron Technology News Roundup

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

• Positive Sentiment: Micron is being highlighted as a strong AI chip and memory beneficiary, with several bullish articles pointing to durable demand, strong profitability, and attractive valuation after the recent pullback. NVIDIA & Micron: 2 Profitable AI Stocks With Strong Growth Potential
• Positive Sentiment: Morgan Stanley and other analysts said the selloff in memory stocks created a strong buying opportunity, arguing that data-center memory shortages are still intensifying. The Memory Stock Sell-Off Created a ‘Strong Entry Point,’ Says Morgan Stanley. Investors Are Buying In.
• Positive Sentiment: Shares of Micron, SanDisk, and Western Digital rebounded as investors rotated back into semiconductor names after last week’s sharp drop in AI-related stocks. Micron Jumps 5%, SanDisk Rises 6%, Western Digital Climbs 4% as Memory Stocks Rebound With Chips
• Positive Sentiment: A Seeking Alpha upgrade argued Micron’s business model and large backlog could drive EPS accretion and multiple expansion through FY2027. Micron: Berkshire-ification Against The Possible Greenfield Margin Squeeze (Upgrade)
• Neutral Sentiment: Some coverage noted large institutional call buying and speculative dip-buying in Micron, which can support short-term trading sentiment but does not change the company’s fundamentals. The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence (MU)
• Neutral Sentiment: Several articles focused on Micron’s broader role in the AI trade and memory shortage, reinforcing that the stock remains highly sensitive to swings in semiconductor sentiment. Micron, Lumentum, Sweetgreen, AMC, Domino’s, and More Stocks That Explain Today’s Market
• Negative Sentiment: Michael Burry’s short position and warning that Micron is “cyclical like no other” added caution around the stock’s valuation and the risk of a deeper AI-chip correction. Claude AI Says Michael Burry’s Micron (MU) Warning “Deserves Respect”
• Negative Sentiment: Bearish commentary also warned that semiconductor and technology stocks could still face another leg down if the recent AI trade unwind continues. Expect a 75% technology stocks wipeout, warns strategist
• Negative Sentiment: Micron has also been under pressure recently after SK Hynix’s memory-price warning sparked debate over how long tight supply can last, contributing to the prior selloff. Micron Stock Set to Snap Losing Streak After SK Hynix Memory Price Warning

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on MU shares. Melius Research started coverage on shares of Micron Technology in a research report on Monday, April 27th. They set a “buy” rating and a $700.00 target price on the stock. Cantor Fitzgerald restated an “overweight” rating and issued a $1,500.00 price target on shares of Micron Technology in a research report on Thursday, June 25th. Wells Fargo & Company raised their price target on shares of Micron Technology from $1,220.00 to $1,525.00 and gave the company an “overweight” rating in a research note on Thursday, June 25th. KeyCorp reiterated an “overweight” rating on shares of Micron Technology in a report on Monday. Finally, DA Davidson boosted their price objective on shares of Micron Technology from $1,500.00 to $2,000.00 and gave the stock a “buy” rating in a research note on Thursday, June 25th. Four investment analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus target price of $1,268.93.

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.