Micron Technology, Inc. $MU Shares Sold by Quilter Plc

Quilter Plc trimmed its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 21.6% during the 3rd quarter, Holdings Channel reports. The fund owned 128,500 shares of the semiconductor manufacturer’s stock after selling 35,440 shares during the quarter. Quilter Plc’s holdings in Micron Technology were worth $21,501,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently bought and sold shares of MU. Brighton Jones LLC increased its holdings in shares of Micron Technology by 18.3% during the 4th quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock valued at $532,000 after purchasing an additional 976 shares in the last quarter. Sivia Capital Partners LLC increased its holdings in Micron Technology by 21.7% in the second quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock valued at $435,000 after buying an additional 628 shares in the last quarter. Magnus Financial Group LLC acquired a new position in shares of Micron Technology in the second quarter worth about $242,000. PFS Partners LLC boosted its stake in shares of Micron Technology by 128.3% during the 2nd quarter. PFS Partners LLC now owns 6,213 shares of the semiconductor manufacturer’s stock worth $766,000 after acquiring an additional 3,492 shares in the last quarter. Finally, State of Alaska Department of Revenue grew its position in shares of Micron Technology by 11.7% during the 2nd quarter. State of Alaska Department of Revenue now owns 162,527 shares of the semiconductor manufacturer’s stock valued at $20,031,000 after acquiring an additional 17,040 shares during the period. 80.84% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, EVP April S. Arnzen sold 15,000 shares of the company’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 value of $4,156,350.00. Following the completion of the sale, the executive vice president owned 165,618 shares in the company, valued at approximately $45,891,091.62. This represents a 8.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Steven J. Gomo sold 5,000 shares of the business’s stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $263.63, for a total transaction of $1,318,150.00. Following the completion of the sale, the director directly owned 19,139 shares of the company’s stock, valued at $5,045,614.57. This represents a 20.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 287,500 shares of company stock valued at $65,892,908. 0.24% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the stock. New Street Research reaffirmed a “neutral” rating on shares of Micron Technology in a research note on Tuesday, October 14th. Morgan Stanley upped their price objective on shares of Micron Technology from $338.00 to $350.00 and gave the company an “overweight” rating in a report on Thursday, December 18th. The Goldman Sachs Group raised their target price on Micron Technology from $205.00 to $235.00 and gave the stock a “neutral” rating in a research note on Thursday, December 18th. HSBC boosted their price target on shares of Micron Technology from $350.00 to $500.00 and gave the company a “buy” rating in a research note on Friday. Finally, Susquehanna upped their price objective on Micron Technology from $200.00 to $300.00 and gave the stock a “positive” rating in a research report on Monday, December 8th. Four analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, Micron Technology has an average rating of “Buy” and an average target price of $346.66.

Micron Technology Stock Performance

Shares of MU opened at $399.65 on Friday. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.78 and a current ratio of 2.46. The stock has a market capitalization of $449.81 billion, a P/E ratio of 37.99 and a beta of 1.50. Micron Technology, Inc. has a 1 year low of $61.54 and a 1 year high of $412.43. The company’s fifty day moving average is $281.71 and its two-hundred day moving average is $201.41.

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

Micron Technology Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, January 14th. Investors 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 annualized dividend and a yield of 0.1%. Micron Technology’s dividend payout ratio is 4.37%.

Micron Technology News Roundup

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

• Positive Sentiment: HSBC raised its price target to $500 and kept a Buy rating — the firm sees meaningful upside to MU shares versus current levels and joins other shops increasing targets, amplifying buying interest.
• Positive Sentiment: Stifel bumped its price target to $360 while maintaining a Buy, citing AI cloud demand and strategic fab moves as margin and supply levers. Stifel Raises Micron Technology (MU) Price Target to $360, Keeps Buy Rating
• Positive Sentiment: TD Cowen raised its price target to $450 — another large upward revision that reinforces the consensus of improving fundamentals driven by AI-related memory demand. TD Cowen Increases Micron Technology (NASDAQ:MU) Price Target to $450.00
• Positive Sentiment: Rosenblatt, William Blair and other shops initiated/maintained bullish ratings (Outperform/Buy), increasing institutional attention and demand for shares ahead of results.
• Positive Sentiment: Recent coverage highlights a structural AI memory supercycle and calls Micron a key AI enabler — research pieces and commentary argue DRAM/HBM shortages should sustain elevated pricing and margins. Micron: This Party Is Just Getting Started
• Positive Sentiment: Insider buying: a reported $7.8M purchase by Micron insider Teyin Liu supports management confidence in the business outlook. Micron insider Teyin Liu just bought $7.8 million in MU stock. Should you buy shares too?
• Neutral Sentiment: Company commentary and CEO remarks emphasize a memory shortage and long lead times — bullish for pricing but also a reminder Micron is investing to expand capacity, which entails heavy capex. Micron CEO Calls Memory ‘Key Enabler’ Of AI As It Tackles ‘Long Lead Time’ To Address Chip Shortage
• Neutral Sentiment: Micron is spending on new fabs (reported $1.8B for a site) — strategic for long-term share but increases near-term capex and execution risk. As Micron spends $1.8 billion on a new chip fab site, should you buy MU stock?
• Neutral Sentiment: Analysts and preview pieces expect another very strong quarter; upcoming results will be a near-term catalyst and could amplify the move either way. Here’s What to Expect From Micron Technology’s Next Earnings Report

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.