Micron Technology, Inc. $MU Shares Sold by Capital Research Global Investors

Capital Research Global Investors decreased its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 45.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,657,000 shares of the semiconductor manufacturer’s stock after selling 7,992,357 shares during the quarter. Capital Research Global Investors owned about 0.86% of Micron Technology worth $1,615,764,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also modified their holdings of the business. American Capital Advisory LLC raised its holdings in shares of Micron Technology by 20.4% during the third quarter. American Capital Advisory LLC now owns 272 shares of the semiconductor manufacturer’s stock worth $46,000 after purchasing an additional 46 shares during the period. Teamwork Financial Advisors LLC lifted its holdings in Micron Technology by 0.4% in the third quarter. Teamwork Financial Advisors LLC now owns 14,974 shares of the semiconductor manufacturer’s stock worth $2,505,000 after acquiring an additional 53 shares during the last quarter. Blue Trust Inc. lifted its holdings in Micron Technology by 0.5% in the third quarter. Blue Trust Inc. now owns 10,633 shares of the semiconductor manufacturer’s stock worth $1,779,000 after acquiring an additional 53 shares during the last quarter. Lodestone Wealth Management LLC boosted its stake in Micron Technology by 3.2% in the third quarter. Lodestone Wealth Management LLC now owns 1,693 shares of the semiconductor manufacturer’s stock valued at $283,000 after acquiring an additional 53 shares during the period. Finally, Sunpointe LLC boosted its stake in Micron Technology by 1.3% in the third quarter. Sunpointe LLC now owns 4,011 shares of the semiconductor manufacturer’s stock valued at $671,000 after acquiring an additional 53 shares during the period. Institutional investors and hedge funds own 80.84% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently weighed in on MU. UBS Group increased their price target on Micron Technology to $475.00 and gave the stock a “buy” rating in a research report on Monday, March 2nd. Piper Sandler upped their price objective on Micron Technology from $275.00 to $400.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 7th. Morgan Stanley increased their target price on Micron Technology from $350.00 to $450.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. Itau BBA Securities reissued an “outperform” rating on shares of Micron Technology in a report on Thursday, December 18th. Finally, Royal Bank Of Canada assumed coverage on shares of Micron Technology in a research report on Thursday, January 15th. They set an “outperform” rating and a $425.00 price target for the company. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $381.14.

Micron Technology Stock Performance

MU stock opened at $389.32 on Tuesday. The company has a market capitalization of $438.18 billion, a P/E ratio of 37.01 and a beta of 1.50. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19. The company has a 50-day simple moving average of $381.87 and a 200 day simple moving average of $265.50. Micron Technology, Inc. has a fifty-two week low of $61.54 and a fifty-two week high of $455.50.

Micron Technology (NASDAQ:MU) last announced its earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, topping the consensus estimate of $3.77 by $1.01. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. 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 company posted $1.79 earnings per share. The business’s revenue for the quarter was up 56.7% on a year-over-year basis. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Sell-side analysts predict that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were given a dividend of $0.115 per share. The ex-dividend date was Monday, December 29th. This represents a $0.46 dividend on an annualized basis and a yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is presently 4.37%.

Insider Activity at Micron Technology

In other Micron Technology news, Director Steven J. Gomo sold 5,000 shares of the company’s stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $263.63, for a total value of $1,318,150.00. Following the transaction, the director owned 19,139 shares in the company, valued at approximately $5,045,614.57. This represents a 20.71% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Sumit Sadana sold 25,000 shares of Micron Technology stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $429.89, for a total transaction of $10,747,250.00. Following the sale, the executive vice president directly owned 248,021 shares of the company’s stock, valued at $106,621,747.69. This trade represents a 9.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have bought 23,200 shares of company stock worth $7,821,723 and have sold 73,623 shares worth $27,307,408. Insiders own 0.24% of the company’s stock.

Micron Technology News Summary

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

• Positive Sentiment: Multiple big price‑target upgrades and Buy/Positive ratings from Wall Street lift investor sentiment — Stifel raised its PT to $550. Server DDR5 Is A Promising Opportunity For Micron Technology, Inc. (MU), Says Stifel
• Positive Sentiment: Susquehanna and Citi also bumped targets (Susquehanna to $525; Citi to $430), and UBS raised its target — reinforcing a bullish consensus tied to tight memory supply and AI demand. Benzinga Coverage of Analyst Target Changes
• Positive Sentiment: Micron announced customer sampling of a 256GB SOCAMM2 LPDRAM module (co‑designed with NVIDIA) and opened an advanced assembly/test facility in India — these moves expand addressable AI memory opportunities and diversify manufacturing. Micron’s AI Memory Milestone And India Expansion Raise Valuation Questions
• Positive Sentiment: Inclusion in the S&P 100 increases index‑fund demand and signals Micron’s growing role in AI infrastructure. Micron’s S&P 100 Debut Highlights Expanding Role In AI Memory
• Positive Sentiment: Consensus previews and channel checks point to a strong Q2 setup (DRAM price strength, locked HBM deals) — analysts expect a potential beat and guidance upside, which supports near‑term upside into earnings. Micron Is Likely To Beat Earnings Again And Rise (Preview)
• Neutral Sentiment: ETFs and sector funds (e.g., VLUE, USMV) hold sizable MU positions — this supports liquidity and sustained demand but also raises correlation risk to ETF flows. Worried About Volatility? These 3 ETFs Have You Covered (MU)
• Negative Sentiment: NVIDIA reportedly selected Samsung and SK Hynix as HBM4 suppliers — a loss of an HBM4 design slot would reduce Micron’s exposure to a high‑value HBM upgrade cycle and tempers some AI upside. Nvidia Selects HBM4 Memory Suppliers
• Negative Sentiment: Articles warning that parts of the market look vulnerable and commentary that Nvidia’s supplier choices could sideline Micron in specific HBM programs add caution — they increase headline risk into earnings. Micron Investors Just Got Terrible News From Nvidia

About Micron Technology

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.