Hanseatic Management Services Inc. Sells 3,094 Shares of Micron Technology, Inc. $MU

Hanseatic Management Services Inc. trimmed its position in Micron Technology, Inc. (NASDAQ:MU) by 58.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,217 shares of the semiconductor manufacturer’s stock after selling 3,094 shares during the period. Micron Technology accounts for 1.9% of Hanseatic Management Services Inc.’s portfolio, making the stock its 14th biggest position. Hanseatic Management Services Inc.’s holdings in Micron Technology were worth $2,559,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Requisite Capital Management LLC purchased a new position in Micron Technology during the second quarter valued at $783,000. Mitsubishi UFJ Asset Management Co. Ltd. boosted its holdings in shares of Micron Technology by 8.3% during the 2nd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 2,876,227 shares of the semiconductor manufacturer’s stock valued at $3,320,000,000 after buying an additional 220,545 shares in the last quarter. Beverly Hills Private Wealth LLC purchased a new stake in shares of Micron Technology in the 2nd quarter worth about $409,000. Andar Capital Management HK Ltd grew its position in shares of Micron Technology by 642.5% in the 2nd quarter. Andar Capital Management HK Ltd now owns 29,700 shares of the semiconductor manufacturer’s stock worth $34,282,000 after buying an additional 25,700 shares during the period. Finally, Bell Investment Advisors Inc increased its stake in shares of Micron Technology by 5.6% in the 2nd quarter. Bell Investment Advisors Inc now owns 511 shares of the semiconductor manufacturer’s stock worth $590,000 after acquiring an additional 27 shares in the last quarter. Institutional investors own 80.84% of the company’s stock.

Key Micron Technology News

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

• Positive Sentiment: AI demand is tightening memory supply. CEO Sanjay Mehrotra said data-center customers want roughly 50% more memory than Micron can currently supply, while Nvidia identified memory availability as a key constraint on AI-system growth. That supports Micron’s pricing power and demand visibility. Micron CEO AI Shift Breaks Traditional Memory Market Cycles
• Positive Sentiment: Nvidia’s purchasing commitments reinforce the bullish outlook. Nvidia reportedly more than doubled memory-related supplier commitments to $279 billion, potentially benefiting Micron as a major supplier. Micron also has approximately $22 billion in strategic commitments, including contracts extending through 2030. Nvidia Just Validated Micron’s Biggest AI Bull Case
• Positive Sentiment: Expansion plans strengthen Micron’s long-term positioning. The company is investing $10 billion in U.S. research labs, launching a $250 million venture fund and expanding its workforce-training infrastructure. President Donald Trump’s praise of Micron as one of the world’s “hottest” companies adds political visibility to the investment. Why Micron Stock Didn’t Get a Leg Up From SK Hynix’s Memory Optimism
• Neutral Sentiment: Analysts and bullish commentators point to surging DRAM and NAND prices, record margins and the possibility that AI demand has made memory cycles less volatile. However, much of this optimism may already be reflected in Micron’s substantial previous gains.
• Negative Sentiment: Profit-taking and valuation concerns are weighing on the shares. Micron has rallied sharply, encouraging investors to lock in gains even after favorable Nvidia news. A softer technology-market backdrop and concerns about potential U.S. chip tariffs are adding pressure. Why Is Micron Stock Falling
• Negative Sentiment: Investors remain concerned that the memory supercycle will eventually become cyclical. Increased industry capacity or new competitors could eventually reduce pricing and margins, while current supply shortages may constrain Nvidia’s shipments in the near term. Micron Stock Has Surged 220 Percent

Insiders Place Their Bets

In related news, CEO Sanjay Mehrotra sold 40,000 shares of the stock in a transaction on Friday, August 21st. The stock was sold at an average price of $968.90, for a total transaction of $38,756,000.00. Following the sale, the chief executive officer directly owned 264,503 shares of the company’s stock, valued at $256,276,956.70. This trade represents a 13.14% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP April S. Arnzen sold 40,000 shares of Micron Technology stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $1,083.94, for a total value of $43,357,600.00. Following the completion of the sale, the executive vice president owned 85,737 shares of the company’s stock, valued at $92,933,763.78. The trade was a 31.81% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 177,204 shares of company stock worth $182,156,264 in the last three months. Corporate insiders own 0.24% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on MU. Royal Bank Of Canada lifted their price target on shares of Micron Technology from $1,200.00 to $1,500.00 and gave the company an “outperform” rating in a research report on Thursday, June 25th. New Street Research upgraded shares of Micron Technology from a “neutral” rating to a “buy” rating and set a $1,250.00 price objective on the stock in a report on Friday, August 14th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Micron Technology in a research note on Friday, August 7th. The Goldman Sachs Group lifted their target price on shares of Micron Technology from $900.00 to $1,100.00 and gave the company a “neutral” rating in a report on Thursday, June 25th. Finally, Deutsche Bank Aktiengesellschaft boosted their price target on Micron Technology from $1,500.00 to $1,550.00 and gave the stock a “buy” rating in a research report on Thursday, June 25th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus price target of $1,295.63.

Micron Technology Stock Down 0.3%

Shares of Micron Technology stock opened at $932.86 on Friday. The company has a 50-day simple moving average of $951.63 and a two-hundred day simple moving average of $714.71. The stock has a market capitalization of $1.05 trillion, a PE ratio of 21.12 and a beta of 2.18. Micron Technology, Inc. has a 52-week low of $114.25 and a 52-week high of $1,255.00. The company has a debt-to-equity ratio of 0.05, a quick ratio of 2.98 and a current ratio of 3.42.

Micron Technology (NASDAQ:MU) last posted its quarterly earnings results 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 firm had revenue of $41.46 billion for the quarter, compared to analysts’ expectations of $35.91 billion. During the same quarter in the prior year, the company posted $1.91 earnings per share. The business’s revenue for the quarter was up 345.8% on a year-over-year basis. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, analysts anticipate that Micron Technology, Inc. will post 72.93 EPS for the current fiscal year.

Micron Technology Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, July 21st. Investors of record on Monday, July 6th were given a $0.15 dividend. The ex-dividend date of this dividend was Monday, July 6th. This represents a $0.60 annualized dividend and a yield of 0.1%. Micron Technology’s dividend payout ratio is 1.36%.

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.